Civic Intelligence

Edward R and Ruby J Lea Charitable Trust A

990PF • Fiscal year 2011 • EIN 20-6862913

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

Organization Profile
PO Box 50037030
Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

70th percentile

$930

Higher top officer pay than 70% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

49th percentile

-0.2%

Faster asset growth than 49% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$503,331

Down $946 (-0.2%) from 2010

Net Assets

Down

$499,474

Down $4,803 (-1.0%) from 2010

Liabilities

Up

$3,857

Up $3,857 from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,380

Down $33,514 (-76%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2011

Assets$503,331
Liabilities$3,857
Net Assets$499,474
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$10,380
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASS ATTORNEYTrusteePT$930-$930
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCUMBERLAND UNIVERSITYEDUCATIONAL SCHOLARSHIP FOR STUDENTN/ALEBANON, TN, US$1,000
Filing and Contact Details

Filer

EIN
20-6862913
Raw XML Appendix251 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/Amount0660
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0330
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0330
AppliedToPriorYearElection/Election0TRUSTEE ELECTS TO APPLY REMAINING 2010 DISTRIBUTIONS TO YEAR 2008 AND PRIOR.
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount05577
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05577
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05577
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0660
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0465
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0465
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0930
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4803
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm05577
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss05577
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04782
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss010380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome05577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09380
IRS990PF/BalanceSheets/CapitalStockBOY0500000
IRS990PF/BalanceSheets/CapitalStockEOY0500000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY00
IRS990PF/BalanceSheets/OtherLiabilitiesEOY03857
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY04277
IRS990PF/BalanceSheets/RetainedEarningsEOY0-526
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0504277
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0503331
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0503331
IRS990PF/BalanceSheets/TotalAssetsBOY0504277
IRS990PF/BalanceSheets/TotalAssetsEOY0503331
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0503331
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY03857
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0504277
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0503331
IRS990PF/BalanceSheets/TotalNetAssetsBOY0504277
IRS990PF/BalanceSheets/TotalNetAssetsEOY0499474
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4803
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0499474
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0504277
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0499474
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted024713
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj024713
IRS990PF/DistributableAmount/DistributableAmountBeforeDed024713
IRS990PF/DistributableAmount/MinimumInvestmentReturn024809
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome096
IRS990PF/DistributableAmount/TotalTax096
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0311
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0407
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax096
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0311
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal096
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome096
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0407
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0503331
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0503740
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0503740
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07556
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn024809
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0496184
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0503740
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition015.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0930
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES L BASS ATTORNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CARTHAGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode037030
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax01
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear400
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01795
IRS990PF/QualifyingDistributions/ExpensesAndContributions01795
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions01795
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JAMES L BASS ATTORNEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06157351122
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CARTHAGE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode037030
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/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/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear302007
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears01
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied01
IRS990PF/SummaryOfDirectCharitableActy/Description10EDUCATIONAL SCHOLARSHIP PROVIDED FOR A STUDENT AT AN EDUCATIONAL INSTITUTION
IRS990PF/SummaryOfDirectCharitableActy/Expenses101000
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CUMBERLAND UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 CUMBERLAND SQUARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEBANON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037087
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01000
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/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear101795
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted024713
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome025967
IRS990PF/UndistributedIncome/QualifyingDistributions01795
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount1025967
IRS990PF/UndistributedIncome/TaxableAmount2023732
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears025967
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY024713
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear025527
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0PAYABLE - EDWARD R & RUBY J LEA CHARITABLE TRUST B
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue03857
TaxesSchedule/Taxes/Amount07790
TaxesSchedule/Taxes/Category0INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0206862913
ReturnHeader/Filer/Name/BusinessNameLine10EDWARD R AND RUBY J LEA CHARITABLE TRUST A
ReturnHeader/Filer/NameControl0EDWA
ReturnHeader/Filer/Phone06157351122
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 500
ReturnHeader/Filer/USAddress/City0CARTHAGE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037030
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-07
ReturnHeader/Officer/Name0JAMES L BASS
ReturnHeader/Officer/Phone06157351122
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-24
ReturnHeader/PreparerFirm/EIN0621756307
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNCAN WHEELER & WILKERSON PC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10302 N MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CARTHAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037030
ReturnHeader/Preparer/Name0LARRY TAYLOR WILKERSON CPA
ReturnHeader/Preparer/Phone06157351139
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T15:05:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,331
Liabilities
$3,857
Net assets
$499,474
Revenue
-
Expenses
$10,380
Net income
-
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