Civic Intelligence

Vera Z Dwyer Charitable Trust Uad 121920

990PF • Fiscal year 2014 • EIN 20-8042109

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
4045 Edison Lakes Parkway No 100Mishawaka, IN 46545

(574) 271-0374

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

57th percentile

4.4%

Faster asset growth than 57% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

338%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$13,781,156

Up $585,411 (+4.4%) from 2013

Net Assets

$13,781,156

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin84th percentile

Revenue

Up

$1,528,398

Up $1,179,371 (+338%) from 2013

Expenses

Down

$928,082

Down $87,678 (-8.6%) from 2013

Net Income

Up

$600,316

Up $1,267,049 (+190%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2011: $170,717Liabilities 2011: $02011Assets 2012: $158,909Liabilities 2012: $12012Assets 2013: $13,195,745Liabilities 2013: $02013Assets 2014: $13,781,156Liabilities 2014: $0Net Assets 2014: $13,781,1562014Assets 2015: $12,999,987Liabilities 2015: $02015Assets 2019: $11,739,256Liabilities 2019: $02019Assets 2020: $10,744,758Liabilities 2020: $0Net Assets 2020: $10,744,7582020Assets 2021: $10,246,927Liabilities 2021: $0Net Assets 2021: $10,246,9272021Assets 2022: $8,995,652Liabilities 2022: $0Net Assets 2022: $8,995,6522022Assets 2023: $7,920,209Liabilities 2023: $12023Assets 2024: $6,268,081Liabilities 2024: $0Net Assets 2024: $6,268,0812024

Highlighted filing

2014

Assets$13,781,156
Liabilities$0
Net Assets$13,781,156
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,480Expenses 2011: $12,527Net Income 2011: -$9,0472011Revenue 2012: $3,389Expenses 2012: $12,132Net Income 2012: -$8,7432012Revenue 2013: $349,027Expenses 2013: $1,015,760Net Income 2013: -$666,7332013Revenue 2014: $1,528,398Expenses 2014: $928,082Net Income 2014: $600,3162014Revenue 2015: $456,701Expenses 2015: $1,230,662Net Income 2015: -$773,9612015Revenue 2019: $425,255Expenses 2019: $1,648,990Net Income 2019: -$1,223,7352019Revenue 2020: $593,644Expenses 2020: $1,548,662Net Income 2020: -$955,0182020Revenue 2021: $969,149Expenses 2021: $1,467,983Net Income 2021: -$498,8342021Revenue 2022: $353,946Expenses 2022: $1,601,642Net Income 2022: -$1,247,6962022Revenue 2023: $427,576Expenses 2023: $1,519,068Net Income 2023: -$1,091,4922023Revenue 2024: $1,230,021Expenses 2024: $2,869,592Net Income 2024: -$1,639,5712024

Highlighted filing

2014

Revenue$1,528,398
Expenses$928,082
Net Income$600,316
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P WELSHAdvisory Committee-$0--
JEFFREY G KLEINAdvisory Committee-$0--
DAVID R KIBBEAdvisory Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIANA UNIVERSITY FOUNDATIONGIFTEXEMPTBLOOMINGTON, IN, US$875,000
Filing and Contact Details

Filer

Filer Name
Vera Z Dwyer Charitable Trust
EIN
20-8042109
Phone
5742710374
Address
4045 EDISON LAKES PARKWAY NO 100, MISHAWAKA, IN 46545

Signing Officer

Name
James Welsh
Title
Trustee
Phone
5742710374
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Weidner and Company Pc
Address
1650 SOUTH BEND AVE, SOUTH BEND, IN 46617
Preparer
John a Fredlake CPA
Phone
5742348822
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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011007680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013142861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE DEBT AND EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02648552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUNICIPAL DEBT
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0875000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0928082
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0378421
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-17525
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3323210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INDIANA TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INDIANA TRUST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01175268
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0600316
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014905
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013796061
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0799335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0799335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0799335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0813150
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013815
IRS990PF/DistributableAmountGrp/TotalTaxAmt013815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03140
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09489137
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0160730
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES P WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY G KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID R KIBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ADVISORY COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADVISORY COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04045 EDISON LAKES PKWY SUITE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14045 EDISON LAKES PKWY SUITE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24045 EDISON LAKES PKWY SUITE 250
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015073030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014060444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0174859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0181626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0191628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0875000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231010
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0861185
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0875000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013815
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0875000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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/IndividualWithBooksNm0DAVID KIBBE CO INDIANA TRUST INV
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04045 EDISON LAKES PKWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MISHAWAKA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046545
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05742710374
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0875000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INDIANA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 E KIRKWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0875000
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/AppliedToCurrentYearAmt0799335
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0799335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0249480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0533496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0858641
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0249480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0533496
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0875000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075665
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0858641
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0782976
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014905
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ACCRUALS & ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01602
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONTAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01602
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045746
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt06691
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06691
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WELSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05742710374
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VERA Z DWYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O INDIANA TRUST & INVESTMENT MGMT CO
ReturnHeader/Filer/BusinessNameControlTxt0DWYE
ReturnHeader/Filer/EIN0208042109
ReturnHeader/Filer/PhoneNum05742710374
ReturnHeader/Filer/USAddress/AddressLine1Txt04045 EDISON LAKES PARKWAY NO 100
ReturnHeader/Filer/USAddress/CityNm0MISHAWAKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046545
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351794199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEIDNER AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 SOUTH BEND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046617
ReturnHeader/PreparerPersonGrp/PhoneNum05742348822
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FREDLAKE CPA
ReturnHeader/ReturnTs02015-05-07T14:32:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,781,156
Liabilities
$0
Net assets
$13,781,156
Revenue
$1,528,398
Expenses
$928,082
Net income
$600,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$1.23$2.87$1.64
2023Summary only. Only limited summary data is available for this year.$7.92$0.00$0.43$1.52$1.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.00$0.00$9.00$0.35$1.60$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.97$1.47$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$0.59$1.55$0.96
2019Summary only. Only limited summary data is available for this year.$11.7$0.00$0.43$1.65$1.22
2015Summary only. Only limited summary data is available for this year.$13.0$0.00$0.46$1.23$0.77
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.53$0.93$0.60
2013Summary only. Only limited summary data is available for this year.$13.2$0.00$0.35$1.02$0.67
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.00$0.01$0.01