Civic Intelligence

John F and Dorothy Knippenberg Charitable Trust

990PF • Fiscal year 2017 • EIN 20-7193931

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 27, 2017

Organization Profile
1330 Hamburg TpkeWayne, NJ 07470

(973) 694-4222

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

3rd percentile

-167%

Higher net margin than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

26th percentile

-3.5%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$944,531

Down $34,274 (-3.5%) from 2016

Net Assets

Down

$943,031

Down $34,274 (-3.5%) from 2016

Liabilities

Flat

$1,500

Flat from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin3rd percentile

Revenue

Down

$20,483

Down $12,333 (-38%) from 2016

Expenses

Up

$54,757

Up $42,722 (+355%) from 2016

Net Income

Down

-$34,274

Down $55,055 (-265%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.0M$500K$0Assets 2011: $963,861Liabilities 2011: $2,8082011Assets 2012: $960,706Liabilities 2012: $2,7572012Assets 2013: $954,686Liabilities 2013: $2,714Net Assets 2013: $951,9722013Assets 2014: $965,127Liabilities 2014: $6,486Net Assets 2014: $958,6412014Assets 2015: $958,024Liabilities 2015: $1,500Net Assets 2015: $956,5242015Assets 2016: $978,805Liabilities 2016: $1,500Net Assets 2016: $977,3052016Assets 2017: $944,531Liabilities 2017: $1,500Net Assets 2017: $943,0312017Assets 2018: $934,390Liabilities 2018: $1,600Net Assets 2018: $932,7902018Assets 2019: $930,281Liabilities 2019: $1,600Net Assets 2019: $928,6812019Assets 2020: $913,866Liabilities 2020: $1,625Net Assets 2020: $912,2412020Assets 2021: $901,914Liabilities 2021: $1,675Net Assets 2021: $900,2392021Assets 2022: $880,706Liabilities 2022: $1,7002022Assets 2023: $854,998Liabilities 2023: $1,7252023

Highlighted filing

2017

Assets$944,531
Liabilities$1,500
Net Assets$943,031
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,205Expenses 2011: $64,089Net Income 2011: -$13,8842011Revenue 2012: $45,113Expenses 2012: $48,217Net Income 2012: -$3,1042012Expenses 2013: $37,3842013Revenue 2014: $17,225Expenses 2014: $10,556Net Income 2014: $6,6692014Revenue 2015: $36,413Expenses 2015: $38,530Net Income 2015: -$2,1172015Revenue 2016: $32,816Expenses 2016: $12,035Net Income 2016: $20,7812016Revenue 2017: $20,483Expenses 2017: $54,757Net Income 2017: -$34,2742017Revenue 2018: $36,718Expenses 2018: $46,959Net Income 2018: -$10,2412018Revenue 2019: $40,210Expenses 2019: $44,319Net Income 2019: -$4,1092019Revenue 2020: $35,480Expenses 2020: $51,920Net Income 2020: -$16,4402020Revenue 2021: $40,503Expenses 2021: $52,505Net Income 2021: -$12,0022021Revenue 2022: $31,455Expenses 2022: $52,688Net Income 2022: -$21,2332022Revenue 2023: $24,886Expenses 2023: $50,619Net Income 2023: -$25,7332023

Highlighted filing

2017

Revenue$20,483
Expenses$54,757
Net Income-$34,274
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
A MICHAEL RUBINTrusteePT$5,238-$5,238
Filing and Contact Details

Filer

Filer Name
John F & Dorothy Knippenberg Char
EIN
20-7193931
Phone
9736944222
Address
1330 HAMBURG TPKE, WAYNE, NJ 07470

Signing Officer

Name
A Michael Rubin
Title
Trustee
Phone
9736944222
Signed
2017-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Smith LLC
Address
667 VALLEY RD, WAYNE, NJ 07470-3529
Preparer
Marilyn Smith Ea
Phone
9736948400
Raw XML Appendix362 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/AccountingFeesDetail/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SMITH & SMITH LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0ARTISAN MID CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FIDELITY WORLDWIDE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2ABBVIE INC - NOTE CALL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ARTISAN MID CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4ARTISAN MID CAP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5FIDELITY WORLDWIDE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6AMERICAN EXPRESS - REDEMPTION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7GOVT NATL MORTG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8FIDELITY TREASURY - MKT FD REDEEMED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9FIDELITY TREASURY- MKT FD REDEEMED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10FIDELITY TREASURY MKT FD - REDEEMED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11GOVT NATL MORTG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12GOVT NATL MORTG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13COLUMBIA STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14FIRST EAGLE GLOBAL CLASS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15COLUMBIA STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16ALTERA CORP - REDEEMED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17FIDELITY TREASURY - MONEY MKD FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18FIDELITY PURITAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19FIDELITY PURITAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01599
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt230188
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt31702
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt417923
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt517106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt630000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt71772
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt821851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt97703
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11319
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1335266
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt143787
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1550881
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1630000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt171898
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1822
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1936414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01302
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1185
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt230188
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt31500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt414595
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt515392
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt630000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt71684
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt821851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt97703
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11303
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1261
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1335744
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt143970
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1551031
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1630000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt171898
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1811
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1936123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122017-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-297
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-3328
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-1714
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-88
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-16
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8478
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0944133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0994192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt04027
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-3586
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt020042
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt020483
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020483
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01574
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05238
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04027
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04027
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34274
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0285185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020042
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020042
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3586
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04971
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011809
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01574
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34274
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0943031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0977305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0943031
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048712
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048712
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048712
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048968
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0256
IRS990PF/DistributableAmountGrp/TotalTaxAmt0256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0256
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt0994590
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0978407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0944133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0994192
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0398
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0398
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0978805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0944531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0994590
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0978805
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0944531
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0977305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0943031
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0977305
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0943031
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0994279
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0994192
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014914
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt087
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048968
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0979365
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0994279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0A MICHAEL RUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01330 HAMBURG TPKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007470
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt038240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt036959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt047612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.011895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.010557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0979365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0965786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0985558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0967362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0992574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01000157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.146093
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053553
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053809
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0256
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt053809
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0A MICHAEL RUBIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01330 HAMBURG TPKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007470
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09736944222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.LAURELWOODARBORETUM.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS FOR UPKEEP OF TOWN GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDS FOR UPKEEP OF GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TOWNSHIP OF WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TOWNSHIP OF WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0475 VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1475 VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107470
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
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/AppliedToCurrentYearAmt023163
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030646
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048712
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053809
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025549
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030646
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04971
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04971
TaxesSchedule/TaxesDetail/Amt0901
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0A MICHAEL RUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09736944222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN F & DOROTHY KNIPPENBERG CHAR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0207193931
ReturnHeader/Filer/PhoneNum09736944222
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 HAMBURG TPKE
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007470
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3302C23668C0DB6D56C03FAACEFC940C6D92AB9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078D4AF094EF67810C30BE423026936156FA395CD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222656852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0667 VALLEY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0074703529
ReturnHeader/PreparerPersonGrp/PhoneNum09736948400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARILYN SMITH EA
ReturnHeader/ReturnTs02018-01-15T17:36:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$944,531
Liabilities
$1,500
Net assets
$943,031
Revenue
$20,483
Expenses
$54,757
Net income
-$34,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.55$0.02$0.25$0.51$0.26
2022Summary only. Only limited summary data is available for this year.$8.81$0.02$0.31$0.53$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.02$9.00$0.41$0.53$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.02$9.12$0.35$0.52$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$0.02$9.29$0.40$0.44$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.02$9.33$0.37$0.47$0.10
2017Detailed filing. Detailed filing data is available for this year.$9.45$0.02$9.43$0.20$0.55$0.34
2016Detailed filing. Detailed filing data is available for this year.$9.79$0.02$9.77$0.33$0.12$0.21
2015Detailed filing. Detailed filing data is available for this year.$9.58$0.02$9.57$0.36$0.39$0.02
2014Detailed filing. Detailed filing data is available for this year.$9.65$0.06$9.59$0.17$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$9.55$0.03$9.52$0.37
2012Summary only. Only limited summary data is available for this year.$9.61$0.03$0.45$0.48$0.03
2011Summary only. Only limited summary data is available for this year.$9.64$0.03$0.50$0.64$0.14