Civic Intelligence

Jl & Euval Charles Charitable Trust

990PF • Fiscal year 2012 • EIN 20-6240668

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 27, 2013

PO Box 77274059
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

73rd percentile

$4,800

Higher top officer pay than 73% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,271,492

Down $5,394 (-0.4%) from 2011

Net Assets

Down

$1,271,492

Down $5,394 (-0.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$13,360

Down $102,853 (-89%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,381,441Liabilities 2010: $02010Assets 2011: $1,276,886Liabilities 2011: $0Net Assets 2011: $1,276,8862011Assets 2012: $1,271,492Liabilities 2012: $0Net Assets 2012: $1,271,4922012Assets 2013: $1,285,783Liabilities 2013: $02013Assets 2014: $1,270,232Liabilities 2014: $02014Assets 2015: $1,083,066Liabilities 2015: $0Net Assets 2015: $1,083,0662015Assets 2016: $1,097,025Liabilities 2016: $0Net Assets 2016: $1,097,0252016Assets 2017: $1,175,610Liabilities 2017: $0Net Assets 2017: $1,175,6102017Assets 2018: $953,674Liabilities 2018: $0Net Assets 2018: $953,6742018Assets 2019: $1,072,621Liabilities 2019: $0Net Assets 2019: $1,072,6212019Assets 2020: $1,119,696Liabilities 2020: $0Net Assets 2020: $1,119,6962020Assets 2021: $1,241,402Liabilities 2021: $0Net Assets 2021: $1,241,4022021Assets 2022: $780,411Liabilities 2022: $0Net Assets 2022: $780,4112022Assets 2023: $853,273Liabilities 2023: $0Net Assets 2023: $853,2732023Assets 2024: $895,052Liabilities 2024: $0Net Assets 2024: $895,0522024

Highlighted filing

2012

Assets$1,271,492
Liabilities$0
Net Assets$1,271,492

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $39,307Expenses 2010: $64,772Net Income 2010: -$25,4652010Expenses 2011: $116,2132011Expenses 2012: $13,3602012Revenue 2013: $47,816Expenses 2013: $9,561Net Income 2013: $38,2552013Revenue 2014: $46,781Expenses 2014: $14,801Net Income 2014: $31,9802014Revenue 2015: $31,801Expenses 2015: $127,386Net Income 2015: -$95,5852015Revenue 2016: -$55,706Expenses 2016: $67,744Net Income 2016: -$123,4502016Revenue 2017: -$23,967Expenses 2017: $82,016Net Income 2017: -$105,9832017Revenue 2018: $39,316Expenses 2018: $85,780Net Income 2018: -$46,4642018Revenue 2019: $16,855Expenses 2019: $76,704Net Income 2019: -$59,8492019Revenue 2020: -$58,550Expenses 2020: $65,746Net Income 2020: -$124,2962020Revenue 2021: $150,000Expenses 2021: $75,407Net Income 2021: $74,5932021Revenue 2022: $111,843Expenses 2022: $89,623Net Income 2022: $22,2202022Revenue 2023: $100,869Expenses 2023: $91,560Net Income 2023: $9,3092023Revenue 2024: $136,935Expenses 2024: $94,153Net Income 2024: $42,7822024

Highlighted filing

2012

Revenue-
Expenses$13,360
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 27, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN HOLDERTrustee / Admin. SecretaryPT$4,800-$4,800
CINDY C HOLDERTrustee-$0--
SHANNON SCHMOYERTrustee-$0--
Filing and Contact Details

Filer

EIN
20-6240668
Raw XML Appendix351 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01250
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01250
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount09
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount050094
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount050103
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA050103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm09
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss09
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses036743
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0466550
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01750
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss050094
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss013360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses050103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013360
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm07310
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss07310
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01276886
IRS990PF/BalanceSheets/RetainedEarningsEOY01271492
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01276886
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01271492
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01271492
IRS990PF/BalanceSheets/TotalAssetsBOY01276886
IRS990PF/BalanceSheets/TotalAssetsEOY01271492
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01271492
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01276886
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01271492
IRS990PF/BalanceSheets/TotalNetAssetsBOY01276886
IRS990PF/BalanceSheets/TotalNetAssetsEOY01271492
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0156550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis380000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis425000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis535000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis645000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis750000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-04-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-11-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0DRUMWRIGHT OK - 155,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GRAND RVR OK - 50,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2OK CITY OK - 25,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3OK ST DFA REV - 80,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4OK ST TPK - 25,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5OK ST -35,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6PR ST HWY - 45,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7PR ST - 50,000 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses70
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice380000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice425000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice535000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice645000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice750000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases042137
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01313629
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01276886
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01271492
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted062846
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj062846
IRS990PF/DistributableAmount/DistributableAmountBeforeDed062846
IRS990PF/DistributableAmount/MinimumInvestmentReturn062846
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01271492
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01276054
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances067348
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01208706
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable019141
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn062846
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01276054
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CINDY C HOLDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BEN HOLDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHANNON SCHMOYER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE / ADMIN. SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10220 ALICE AVE SOUTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 772
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode174059
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode278205
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0130420
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.041531
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.166480
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.119077
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.110777
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2056177
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30242848
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40192609
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50186791
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.518812
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01200
IRS990PF/QualifyingDistributions/ExpensesAndContributions01200
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions01200
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BEN C HOLDER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04055475757
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 772
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PERKINS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode074059
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OK
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED STATEMENT "APPLICATION FOR A GRANT FROM THE J.L. AND EUVAL CHARLES CHARITABLE TRUST"
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BEN HOLDER ADMINISTRATIVE SECRETARY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04055475757
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 772
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PERKINS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode074059
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0ANNUAL SUBMISSION DEADLINE - JULY 15
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01200
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted062846
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1040217
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30170918
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40113173
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50104346
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus061646
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY061646
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5042700
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0324308
IRS990PF/UndistributedIncome/ExcessFromYear1040217
IRS990PF/UndistributedIncome/ExcessFromYear30170918
IRS990PF/UndistributedIncome/ExcessFromYear40113173
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0367008
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0428654
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount042037
OtherDecreasesSchedule/OtherDecreases/Amount1100
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN MARKET VALUE
OtherDecreasesSchedule/OtherDecreases/Description1RETURN OF PRINCIPAL
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0206240668
ReturnHeader/Filer/Name/BusinessNameLine10JL AND EUVAL CHARLES CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JLAN
ReturnHeader/Filer/Phone04055475757
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 772
ReturnHeader/Filer/USAddress/City0PERKINS
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode074059
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-27
ReturnHeader/Officer/Name0BEN C HOLDER
ReturnHeader/Officer/Phone04055475757
ReturnHeader/Officer/Title0TRUSTEE / ADMIN SECRETARY
ReturnHeader/PreparerFirm/EIN0760731828
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CUMMINS & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10104 E CHICKASAW STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LINDSAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode073052
ReturnHeader/Preparer/Name0KRIS S CUMMINS
ReturnHeader/Preparer/Phone04057561106
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-30T09:58:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.14$0.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.15$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.06$0.07$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.02$0.08$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.06$0.07$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.13$0.10
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.01$0.03
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.05$0.01$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12
2010Summary only. Only limited summary data is available for this year.$1.38$0.00$0.04$0.06$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits