Civic Intelligence

Wise Family Charitable Trust

990PF • Fiscal year 2015 • EIN 20-5242708

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
118 Spring Creek LaneWilmington, NC 28411

(910) 686-0121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

683%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

20th percentile

-5.5%

Faster asset growth than 20% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,219,302

Down $128,697 (-5.5%) from 2014

Net Assets

$2,219,302

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$18,831

Down $152,937 (-114%) from 2014

Expenses

Down

$109,866

Down $41,131 (-27%) from 2014

Net Income

Down

-$128,697

Down $111,806 (-662%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2006: $694,002Liabilities 2006: $02006Assets 2007: $2,096,687Liabilities 2007: $02007Assets 2008: $2,367,094Liabilities 2008: $02008Assets 2009: $2,318,834Liabilities 2009: $02009Assets 2010: $2,350,379Liabilities 2010: $02010Assets 2011: $2,327,054Liabilities 2011: $02011Assets 2012: $2,385,321Liabilities 2012: $02012Assets 2013: $2,364,889Liabilities 2013: $02013Assets 2014: $2,347,999Liabilities 2014: $02014Assets 2015: $2,219,302Liabilities 2015: $0Net Assets 2015: $2,219,3022015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$2,219,302
Liabilities$0
Net Assets$2,219,302
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2006: $694,077Expenses 2006: $75Net Income 2006: $694,0022006Revenue 2007: $253,176Expenses 2007: $13,500Net Income 2007: $239,6762007Revenue 2008: $321,407Expenses 2008: $51,000Net Income 2008: $270,4072008Revenue 2009: $101,739Expenses 2009: $150,000Net Income 2009: -$48,2612009Revenue 2010: $102,545Expenses 2010: $71,000Net Income 2010: $31,5452010Revenue 2011: $106,674Expenses 2011: $130,000Net Income 2011: -$23,3262011Revenue 2012: $123,267Expenses 2012: $65,000Net Income 2012: $58,2672012Revenue 2013: $127,068Expenses 2013: $147,500Net Income 2013: -$20,4322013Revenue 2014: $134,106Expenses 2014: $150,997Net Income 2014: -$16,8912014Revenue 2015: -$18,831Expenses 2015: $109,866Net Income 2015: -$128,6972015Revenue 2017: $44,526Expenses 2017: $2,205,298Net Income 2017: -$2,160,7722017

Highlighted filing

2015

Revenue-$18,831
Expenses$109,866
Net Income-$128,697
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret HunterTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wise Family Charitable Trust
EIN
20-5242708
Phone
9106860121
Address
118 Spring Creek Lane, Wilmington, NC 28411

Signing Officer

Name
Margaret Hunter
Title
Trustee
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bearmancpa Pllc
Address
124 Cavalier Dr, WILMINGTON, NC 28403-2547
Preparer
Nigel Bearman
Phone
9105080630
Raw XML Appendix229 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt03256
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CPA Services
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03256
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01837375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LPL Financial - Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01846265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03256
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03256
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0114892
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0114892
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114892
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-128697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0312852
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0114892
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0446575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-133723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-133723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0312852
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LPL Financial Mutual Funds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-133723
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-128697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02219302
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02347999
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02219302
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112289
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112289
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112289
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0114587
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02298
IRS990PF/DistributableAmountGrp/TotalTaxAmt02298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02350
IRS990PF/FMVAssetsEOYAmt02228192
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02277153
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02347999
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02219302
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02347999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02219302
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02347999
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02219302
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02347999
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02219302
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02326642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0373626
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01953016
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034900
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0114587
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02291742
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02326642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret Hunter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0118 Spring Creek Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028411
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt098256
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt098256
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt098256
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0118 Spring Creek Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028411
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Margaret Hunter
IRS990PF/StatementsRegardingActyGrp/PhoneNum09106860121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Operational support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Building improvements
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Central Sierra Arts Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Columbia College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St James Episcopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 Barretta Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111600 Columbia College Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt242 Snell Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sonora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Senora
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295370
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt098256
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08777
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098256
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08777
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05256
TaxesSchedule/TaxesDetail/Amt011610
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes (US Treasury)
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Hunter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wise Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0WISE
ReturnHeader/Filer/EIN0205242708
ReturnHeader/Filer/PhoneNum09106860121
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 Spring Creek Lane
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEARMANCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Cavalier Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284032547
ReturnHeader/PreparerPersonGrp/PhoneNum09105080630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nigel Bearman
ReturnHeader/ReturnTs02016-05-09T13:10:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,219,302
Liabilities
$0
Net assets
$2,219,302
Revenue
-$18,831
Expenses
$109,866
Net income
-$128,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$2.21$2.16
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.02$0.11$0.13
2014Summary only. Only limited summary data is available for this year.$2.35$0.00$0.13$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$2.36$0.00$0.13$0.15$0.02
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$0.12$0.07$0.06
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.11$0.13$0.02
2010Summary only. Only limited summary data is available for this year.$2.35$0.00$0.10$0.07$0.03
2009Summary only. Only limited summary data is available for this year.$2.32$0.00$0.10$0.15$0.05
2008Summary only. Only limited summary data is available for this year.$2.37$0.00$0.32$0.05$0.27
2007Summary only. Only limited summary data is available for this year.$2.10$0.00$0.25$0.01$0.24
2006Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.00$0.69