Civic Intelligence

Edward R and Ruby J Lea Charitable Trust A

990PF • Fiscal year 2013 • EIN 20-6862913

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

PO Box 50037030

(615) 735-1122

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$406,383

Down $10,654 (-2.6%) from 2012

Net Assets

Down

$391,526

Down $21,654 (-5.2%) from 2012

Liabilities

Up

$14,857

Up $11,000 (+285%) from 2012

Revenue And Expenses

Revenue

$10,650

No earlier filing loaded for comparison.

Expenses

Down

$32,304

Down $60,180 (-65%) from 2012

Net Income

-$21,654

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.

$600K$400K$200K$0Assets 2010: $504,277Liabilities 2010: $0Net Assets 2010: $504,2772010Assets 2011: $503,331Liabilities 2011: $3,857Net Assets 2011: $499,4742011Assets 2012: $417,037Liabilities 2012: $3,857Net Assets 2012: $413,1802012Assets 2013: $406,383Liabilities 2013: $14,857Net Assets 2013: $391,5262013Assets 2014: $412,291Liabilities 2014: $26,857Net Assets 2014: $385,4342014Assets 2015: $398,447Liabilities 2015: $26,857Net Assets 2015: $371,5902015Assets 2016: $384,939Liabilities 2016: $27,043Net Assets 2016: $357,8962016Assets 2017: $390,439Liabilities 2017: $27,943Net Assets 2017: $362,4962017Assets 2018: $370,095Liabilities 2018: $28,942Net Assets 2018: $341,1532018Assets 2019: $344,203Liabilities 2019: $45,942Net Assets 2019: $298,2612019Assets 2020: $341,988Liabilities 2020: $61,612Net Assets 2020: $280,3762020Assets 2021: $321,637Liabilities 2021: $45,942Net Assets 2021: $275,6952021Assets 2022: $331,077Liabilities 2022: $45,946Net Assets 2022: $285,1312022Assets 2023: $342,867Liabilities 2023: $45,942Net Assets 2023: $296,9252023Assets 2024: $376,654Liabilities 2024: $46,669Net Assets 2024: $329,9852024

Highlighted filing

2013

Assets$406,383
Liabilities$14,857
Net Assets$391,526

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $43,8942010Expenses 2011: $10,3802011Expenses 2012: $92,4842012Revenue 2013: $10,650Expenses 2013: $32,304Net Income 2013: -$21,6542013Revenue 2014: $24,250Expenses 2014: $30,342Net Income 2014: -$6,0922014Revenue 2015: $16,337Expenses 2015: $30,181Net Income 2015: -$13,8442015Revenue 2016: $17,953Expenses 2016: $31,647Net Income 2016: -$13,6942016Revenue 2017: $17,857Expenses 2017: $13,257Net Income 2017: $4,6002017Revenue 2018: $12,534Expenses 2018: $33,877Net Income 2018: -$21,3432018Revenue 2019: -$691Expenses 2019: $42,201Net Income 2019: -$42,8922019Revenue 2020: $1,400Expenses 2020: $19,285Net Income 2020: -$17,8852020Revenue 2021: $24,153Expenses 2021: $28,834Net Income 2021: -$4,6812021Revenue 2022: $28,307Expenses 2022: $18,871Net Income 2022: $9,4362022Revenue 2023: $35,930Expenses 2023: $24,136Net Income 2023: $11,7942023Revenue 2024: $62,172Expenses 2024: $29,112Net Income 2024: $33,0602024

Highlighted filing

2013

Revenue$10,650
Expenses$32,304
Net Income-$21,654
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASS ATTORNEYTrusteePT$2,922-$2,922
Filing and Contact Details

Filer

EIN
20-6862913
Phone
6157351122

Signing Officer

Name
James L Bass
Title
Trustee
Phone
6157351122
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
Larry Taylor Wilkerson CPA
Phone
6157351139
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024046
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CARTHAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode037030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JAMES L BASS ATTORNEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157351122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022000
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01248
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022798
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024046
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022798
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUCKEYE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LINN ENERGY LLC - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUBURBAN PROPANE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11572
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21126
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt174
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2431
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3785
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY BROKER ACCOUNT - NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MORGAN STANLEY BROKER ACCOUNT - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MORGAN STANLEY BROKER ACCOUNT - NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3MORGAN STANLEY BROKER ACCOUNT - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt174
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2431
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3785
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt174
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2431
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3785
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03857
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE - EDWARD R & RUBY J LEA CHARITABLE TRUST B
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03259
TaxesSchedule/TaxesDetail/Amt089
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.47$3.30$0.62$0.29$0.33
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.46$2.97$0.36$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.46$2.85$0.28$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.46$2.76$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.62$2.80$0.01$0.19$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.46$2.98$0.01$0.42$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.29$3.41$0.13$0.34$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.28$3.62$0.18$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.27$3.58$0.18$0.32$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.27$3.72$0.16$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.27$3.85$0.24$0.30$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.15$3.92$0.11$0.32$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.04$4.13$0.92
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.04$4.99$0.10
2010Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.44