Civic Intelligence

Rudolph Williams Charitable Trust

990PF • Fiscal year 2012 • EIN 22-6422164

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 17, 2013

1 West 4th Street D4000-04127101
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$352,460

Flat from 2012

Net Assets

$352,460

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$21,834

Flat from 2012

Net Income

-

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.

$400K$300K$200K$100K$0Assets 2010: $366,960Liabilities 2010: $0Net Assets 2010: $366,9602010Assets 2011: $359,178Liabilities 2011: $0Net Assets 2011: $359,1782011Assets 2012: $352,460Liabilities 2012: $0Net Assets 2012: $352,4602012Assets 2012: $352,460Liabilities 2012: $12012Assets 2013: $348,592Liabilities 2013: $02013Assets 2014: $350,693Liabilities 2014: $02014Assets 2015: $343,743Liabilities 2015: $02015Assets 2018: $334,612Liabilities 2018: $0Net Assets 2018: $334,6122018Assets 2019: $350,250Liabilities 2019: $0Net Assets 2019: $350,2502019Assets 2020: $352,779Liabilities 2020: $0Net Assets 2020: $352,7792020Assets 2021: $366,088Liabilities 2021: $0Net Assets 2021: $366,0882021Assets 2022: $341,491Liabilities 2022: $0Net Assets 2022: $341,4912022Assets 2023: $326,907Liabilities 2023: $0Net Assets 2023: $326,9072023Assets 2024: $319,350Liabilities 2024: $0Net Assets 2024: $319,3502024

Highlighted filing

2012

Assets$352,460
Liabilities$0
Net Assets$352,460

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $19,4172010Expenses 2011: $22,1022011Expenses 2012: $21,8342012Revenue 2012: $16,172Expenses 2012: $21,834Net Income 2012: -$5,6622012Revenue 2013: $17,043Expenses 2013: $21,323Net Income 2013: -$4,2802013Revenue 2014: $24,468Expenses 2014: $21,818Net Income 2014: $2,6502014Revenue 2015: $12,467Expenses 2015: $20,096Net Income 2015: -$7,6292015Revenue 2018: $20,939Expenses 2018: $22,964Net Income 2018: -$2,0252018Revenue 2019: $38,476Expenses 2019: $22,768Net Income 2019: $15,7082019Revenue 2020: $26,537Expenses 2020: $24,109Net Income 2020: $2,4282020Revenue 2021: $38,023Expenses 2021: $24,767Net Income 2021: $13,2562021Revenue 2022: -$185Expenses 2022: $24,322Net Income 2022: -$24,5072022Revenue 2023: $8,128Expenses 2023: $22,358Net Income 2023: -$14,2302023Revenue 2024: $14,910Expenses 2024: $22,791Net Income 2024: -$7,8812024

Highlighted filing

2012

Revenue-
Expenses$21,834
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 17, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$5,736-$5,736
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEARNING ALLY INCGENERALPUBLIC CHARITYPRINCETON, NJ, US$4,000
Paid GrantCONCORDIA LEARNING CENTER ATGENERALPUBLIC CHARITYJERSEY CITY, NJ, US$3,000
Paid GrantFREEDOM GUIDE DOGS FOR THE BLINDGENERALPUBLIC CHARITYCASSVILLE, NY, US$3,000
Paid GrantTHE SEEING EYE INCGENERALPUBLIC CHARITYMORRISTOWN, NJ, US$2,000
Paid GrantASSOCIATED SERVICES FOR THEGENERALPUBLIC CHARITYPHILADELPHIA, PA, US$2,000
Filing and Contact Details

Filer

EIN
22-6422164
Raw XML AppendixShowing 400 of 835 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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ExplnOfNonFilingWithAGStmt/Statement0New Jersey Attorney General does not require and prefers that we do do not furnish a copy of Form 990 to their office unless the foundation had received more than $10,000 of contributions.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372011-02-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-08-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired532010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-06-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-05-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0136. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1160. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset226. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3105. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset415. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5610.538 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6302.462 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7156. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8438.658 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9768.342 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1052. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1117. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1214. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13396.136 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1412. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset156. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1611. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1786. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18530. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset193. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2039. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset213. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2253. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2330. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2460. LAUDUS MONDRIAN INTL FI-INST #2940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25268. LAUDUS MONDRIAN INTL FI-INST #2940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2623. MFS VALUE FUND-CLASS I #893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2730. MFS VALUE FUND-CLASS I #893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28419. MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2946. MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30379.769 MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3135. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3297.877 MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33729.362 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34402.638 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35201. PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3697. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37102.318 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38195.682 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3995. RIDGEWORTH SEIX HY BD-I #5855

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.15$0.23$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.08$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.00$0.24$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.38$0.25$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.27$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.38$0.23$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.21$0.23$0.02
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$0.12$0.20$0.08
2014Summary only. Only limited summary data is available for this year.$3.51$0.00$0.24$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$3.49$0.00$0.17$0.21$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.22
2012Summary only. Only limited summary data is available for this year.$3.52$0.00$0.16$0.22$0.06
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.19