Civic Intelligence

Harold T Edgar Charitable Trust

990PF • Fiscal year 2012 • EIN 22-6023917

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M 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

91st percentile

$69,795

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

41st percentile

-0.5%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$6,035,302

Down $32,685 (-0.5%) from 2011

Net Assets

Down

$6,035,302

Down $32,685 (-0.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$281,132

Up $1,543 (+0.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,067,987Liabilities 2011: $0Net Assets 2011: $6,067,9872011Assets 2012: $6,035,302Liabilities 2012: $0Net Assets 2012: $6,035,3022012Assets 2013: $6,603,054Liabilities 2013: $0Net Assets 2013: $6,603,0542013Assets 2014: $6,508,762Liabilities 2014: $0Net Assets 2014: $6,508,7622014Assets 2015: $6,282,271Liabilities 2015: $0Net Assets 2015: $6,282,2712015Assets 2016: $6,096,890Liabilities 2016: $0Net Assets 2016: $6,096,8902016Assets 2019: $6,134,012Liabilities 2019: $0Net Assets 2019: $6,134,0122019Assets 2020: $5,849,482Liabilities 2020: $0Net Assets 2020: $5,849,4822020Assets 2021: $5,974,949Liabilities 2021: $0Net Assets 2021: $5,974,9492021Assets 2022: $5,828,290Liabilities 2022: $12022Assets 2023: $5,682,273Liabilities 2023: $12023Assets 2024: $5,618,661Liabilities 2024: $0Net Assets 2024: $5,618,6612024

Highlighted filing

2012

Assets$6,035,302
Liabilities$0
Net Assets$6,035,302
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $279,5892011Expenses 2012: $281,1322012Revenue 2013: $761,445Expenses 2013: $198,177Net Income 2013: $563,2682013Revenue 2014: $324,110Expenses 2014: $401,582Net Income 2014: -$77,4722014Revenue 2015: $135,502Expenses 2015: $374,477Net Income 2015: -$238,9752015Revenue 2016: $189,893Expenses 2016: $371,343Net Income 2016: -$181,4502016Revenue 2019: $307,753Expenses 2019: $439,156Net Income 2019: -$131,4032019Revenue 2020: $167,735Expenses 2020: $449,956Net Income 2020: -$282,2212020Revenue 2021: $580,478Expenses 2021: $454,035Net Income 2021: $126,4432021Revenue 2022: $325,065Expenses 2022: $460,035Net Income 2022: -$134,9702022Revenue 2023: $190,728Expenses 2023: $344,801Net Income 2023: -$154,0732023Revenue 2024: $281,496Expenses 2024: $341,982Net Income 2024: -$60,4862024

Highlighted filing

2012

Revenue-
Expenses$281,132
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$69,795-$69,795
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYMCA OF METUCHEN EDISONGENERAL SUPPORTPUBLIC EXEMPTMETUCHEN, NJ, US$54,861
Paid GrantREFORMED CHURCH OF METUCHENGENERAL SUPPORTPUBLIC EXEMPTMETUCHEN, NJ, US$54,861
Paid GrantBOYS & GIRLS CLUB OF AMERICAGENERAL SUPPORTPUBLIC EXEMPTATLANTA, GA, US$24,002
Paid GrantNORTHWOOD SCHOOLGENERAL SUPPORTPUBLIC EXEMPTLAKE PLACID, NY, US$24,002
Paid GrantCENTRAL NJ COUNCIL BSAGENERAL SUPPORTPUBLIC EXEMPTDAYTON, NJ, US$24,002
Paid GrantTHEOL SEMINA REFORMED CH OF AMGENERAL SUPPORTPUBLIC EXEMPTNEW BRUNSWICK, NJ, US$24,002
Filing and Contact Details

Filer

EIN
22-6023917
Raw XML AppendixShowing 400 of 765 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.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-09-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset014757. ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111501. ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24120. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32714.6 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset411796.4 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53268. EATON VANCE GLOBAL MACRO - I #0088
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6392.619 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71792.115 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset811599. GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9232. GATEWAY FUND - Y #1986
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10119.665 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112076. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset124222.973 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1311088. GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset146380.208 HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset153619. HIGHBRIDGE STAT MKT NEUT-SEL#1011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16382.848 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171433. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18548. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191158.078 MORGAN STANLEY INS INTN RE I #8001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset203868. MORGAN STANLEY INS INTN RE I #8001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset212700.27 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2216555.73 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset238240. PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24674. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25862.813 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset262396.187 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2712397. PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset287758. PIONEER HIGH YIELD FD-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset293098. SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30373.008 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31342. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32870. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33368.824 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34124.176 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset356291.08 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3613888. WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss015966
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-31311
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-25036
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss417029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6766
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss820149

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,035,302
Liabilities
$0
Net assets
$6,035,302
Revenue
-
Expenses
$281,132
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.28$0.34$0.06
2023Summary only. Only limited summary data is available for this year.$5.68$0.00$0.19$0.34$0.15
2022Summary only. Only limited summary data is available for this year.$5.83$0.00$0.33$0.46$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$0.58$0.45$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.17$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.31$0.44$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.19$0.37$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.14$0.37$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.32$0.40$0.08
2013Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.76$0.20$0.56
2012Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.28
2011Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.28