Civic Intelligence

Margen R Penick Charitable Trust UW

990PF • Fiscal year 2012 • EIN 22-6796523

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
29 Mountain View Rd08540
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

41st percentile

-2.6%

Faster asset growth than 41% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$215,062

Down $5,845 (-2.6%) from 2011

Net Assets

$215,062

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,772

Up $308 (+2.1%) 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.

$300K$200K$100K$0Assets 2010: $223,290Liabilities 2010: $0Net Assets 2010: $223,2902010Assets 2011: $220,907Liabilities 2011: $02011Assets 2012: $215,062Liabilities 2012: $0Net Assets 2012: $215,0622012Assets 2013: $235,136Liabilities 2013: $0Net Assets 2013: $235,1362013Assets 2014: $226,013Liabilities 2014: $0Net Assets 2014: $226,0132014Assets 2015: $219,653Liabilities 2015: $0Net Assets 2015: $219,6532015Assets 2016: $223,502Liabilities 2016: $0Net Assets 2016: $223,5022016Assets 2017: $219,270Liabilities 2017: $0Net Assets 2017: $219,2702017Assets 2018: $218,257Liabilities 2018: $0Net Assets 2018: $218,2572018Assets 2019: $216,214Liabilities 2019: $0Net Assets 2019: $216,2142019Assets 2020: $192,566Liabilities 2020: $0Net Assets 2020: $192,5662020Assets 2021: $188,247Liabilities 2021: $0Net Assets 2021: $188,2472021Assets 2022: $184,949Liabilities 2022: $0Net Assets 2022: $184,9492022Assets 2023: $176,537Liabilities 2023: $0Net Assets 2023: $176,5372023Assets 2024: $215,202Liabilities 2024: $0Net Assets 2024: $215,2022024

Highlighted filing

2012

Assets$215,062
Liabilities$0
Net Assets$215,062
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $10,4062010Revenue 2011: $12,081Expenses 2011: $14,464Net Income 2011: -$2,3832011Expenses 2012: $14,7722012Revenue 2013: $35,036Expenses 2013: $14,965Net Income 2013: $20,0712013Revenue 2014: $7,410Expenses 2014: $16,590Net Income 2014: -$9,1802014Revenue 2015: $8,298Expenses 2015: $14,656Net Income 2015: -$6,3582015Revenue 2016: $24,034Expenses 2016: $20,343Net Income 2016: $3,6912016Revenue 2017: $19,737Expenses 2017: $23,969Net Income 2017: -$4,2322017Revenue 2018: $17,169Expenses 2018: $18,103Net Income 2018: -$9342018Revenue 2019: $23,302Expenses 2019: $25,266Net Income 2019: -$1,9642019Revenue 2020: $9,437Expenses 2020: $33,085Net Income 2020: -$23,6482020Revenue 2021: $23,427Expenses 2021: $27,746Net Income 2021: -$4,3192021Revenue 2022: $22,924Expenses 2022: $26,222Net Income 2022: -$3,2982022Revenue 2023: $8,104Expenses 2023: $16,516Net Income 2023: -$8,4122023Revenue 2024: $80,517Expenses 2024: $41,854Net Income 2024: $38,6632024

Highlighted filing

2012

Revenue-
Expenses$14,772
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA GARRYTrustee-$0--
BARKSDALE PENICKTrustee-$0--
ELIZABETH ROMANAUXTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST GEORGE BY THE RIVER CHURCHRECTOR'S DISCRETIONARY FUND501(C)(3)RUMSON, NJ, US$4,000
Paid GrantNATIONAL CATHEDRAL SCHOOLGENERAL OPERATING501(C)(3)WASHINGTON, DC, US$4,000
Paid GrantWELLESLEY COLLEGEGENERAL OPERATING501(C)(3)WELLESLEY, MA, US$2,000
Paid GrantTRINITY CHURCHGENERAL OPERATING501(C)(3)PRINCETON, NJ, US$1,000
Paid GrantMORVEN MUSEUMGENERAL OPERATING501(C)(3)PRINCETON, NJ, US$1,000
Filing and Contact Details

Filer

EIN
22-6796523
Raw XML Appendix321 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/Amount0663
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0663
CompensationExplanation/Compensation/PersonName0JULIA GARRY
CompensationExplanation/Compensation/PersonName1BARKSDALE PENICK
CompensationExplanation/Compensation/PersonName2ELIZABETH ROMANAUX
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue010008
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV010014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BANK OF AMERICA 5.6% 12 INTERNOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1PRUDENTIAL 5.15% 13
InvestmentsOtherSchedule2/InvestmentsOther/BookValue031056
InvestmentsOtherSchedule2/InvestmentsOther/BookValue141480
InvestmentsOtherSchedule2/InvestmentsOther/BookValue292534
InvestmentsOtherSchedule2/InvestmentsOther/BookValue331090
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DREYFUS SM CAP STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1SCHWAB INTL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3PIMCO TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV043931
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV149928
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2132899
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV331725
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06741
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome01442
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0744
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07485
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01442
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08927
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0663
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0663
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome07485
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01442
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm06741
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06741
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06741
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5845
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice011442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm0744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0744
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01442
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06155
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01834
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome07485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss014772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02772
IRS990PF/BalanceSheets/CashBOY0-430
IRS990PF/BalanceSheets/CashEOY0-470
IRS990PF/BalanceSheets/CashEOYFMV0-470
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY020339
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY010008
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV010014
IRS990PF/BalanceSheets/InvestmentsOtherBOY0188062
IRS990PF/BalanceSheets/InvestmentsOtherEOY0196160
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0258483
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY012936
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09364
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09364
IRS990PF/BalanceSheets/TotalAssetsBOY0220907
IRS990PF/BalanceSheets/TotalAssetsEOY0215062
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0277391
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0220907
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0215062
IRS990PF/BalanceSheets/TotalNetAssetsBOY0220907
IRS990PF/BalanceSheets/TotalNetAssetsEOY0215062
IRS990PF/BalanceSheets/UnrestrictedBOY0220907
IRS990PF/BalanceSheets/UnrestrictedEOY0215062
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01442
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BANK OF AMERICA 5.6% NOTE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5845
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0215062
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0220907
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0215062
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013517
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013517
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013517
IRS990PF/DistributableAmount/MinimumInvestmentReturn013640
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0123
IRS990PF/DistributableAmount/TotalTax0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear077
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment077
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0277391
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0276957
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances017293
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0259664
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04154
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn013640
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0272803
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0276957
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JULIA GARRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARKSDALE PENICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ELIZABETH ROMANAUX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1029 MOUNTAIN VIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1129 MOUNTAIN VIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1229 MOUNTAIN VIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PRINCETON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PRINCETON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PRINCETON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode008540
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode108543
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode208543
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct012440
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets012378
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045374
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045021
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.033506
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.046020
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.040458
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.061863
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0272803
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10266543
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20253686
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30260755
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40234810
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50240563
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome062
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions012000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1012000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear208500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3012000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014882
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.226868
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012000
IRS990PF/QualifyingDistributions/ExpensesAndContributions012000
IRS990PF/QualifyingDistributions/QualifyingDistributions012000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JULIA P GARRY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06099021366
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1029 MOUNTAIN VIEW ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PRINCETON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode008540
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RECTOR'S DISCRETIONARY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST GEORGE BY THE RIVER CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11NATIONAL CATHEDRAL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TRINITY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WELLESLEY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MORVEN MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine107 LINCOLN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11MOUNT ST ALBAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1233 MERCER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13106 CENTRAL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1455 STOCKTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RUMSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PRINCETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WELLESLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PRINCETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode007760
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode208540
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302482
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode408540
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear012000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear012000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted013517
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501939
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01517
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01517
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50422
IRS990PF/UndistributedIncome/QualifyingDistributions012000
IRS990PF/UndistributedIncome/TotalCorpus0422
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01939
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01834
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01834
TaxesSchedule/Taxes/Amount084
TaxesSchedule/Taxes/Amount1191
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD AT SOURCE
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome084
TaxesSchedule/Taxes/NetInvestmentIncome1191
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0226796523
ReturnHeader/Filer/Name/BusinessNameLine10MARGEN R PENICK CHARITABLE TRUST UW
ReturnHeader/Filer/NameControl0MARG
ReturnHeader/Filer/Phone06099021366
ReturnHeader/Filer/USAddress/AddressLine1029 MOUNTAIN VIEW RD
ReturnHeader/Filer/USAddress/City0PRINCETON
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008540
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0JULIA GARRY
ReturnHeader/Officer/Phone06099021366
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOWARD AZER & ASSOCIATES PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1012 ROSZEL RD STE A104
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PRINCETON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008540
ReturnHeader/Preparer/Name0ANN C ZULTNER
ReturnHeader/Preparer/Phone06094521122
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T16:52:42-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$215,062
Liabilities
$0
Net assets
$215,062
Revenue
-
Expenses
$14,772
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.81$0.42$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.23$0.26$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.28$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.09$0.33$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.23$0.25$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.17$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.20$0.24$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.24$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.08$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.35$0.15$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.15
2011Summary only. Only limited summary data is available for this year.$2.21$0.00$0.12$0.14$0.02
2010Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.10