Civic Intelligence

Harry and Rose Publicker Trust

990PF • Fiscal year 2012 • EIN 23-6232559

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
1518 Willowbrook Lane19085
Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

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

40th percentile

-2.9%

Faster asset growth than 40% 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 / Assets66th percentile

Assets

Down

$184,467

Down $5,602 (-2.9%) from 2011

Net Assets

Down

$182,041

Down $5,602 (-3.0%) from 2011

Liabilities

Flat

$2,426

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$13,004

Up $6,196 (+91%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2011: $190,069Liabilities 2011: $2,426Net Assets 2011: $187,6432011Assets 2012: $184,467Liabilities 2012: $2,426Net Assets 2012: $182,0412012Assets 2013: $169,655Liabilities 2013: $2,426Net Assets 2013: $167,2292013Assets 2014: $141,633Liabilities 2014: $2,426Net Assets 2014: $139,2072014Assets 2016: $64,767Liabilities 2016: $2,426Net Assets 2016: $62,3412016Assets 2017: $68,292Liabilities 2017: $2,426Net Assets 2017: $65,8662017Assets 2018: $69,380Liabilities 2018: $2,426Net Assets 2018: $66,9542018Assets 2019: $70,125Liabilities 2019: $2,426Net Assets 2019: $67,6992019Assets 2020: $68,841Liabilities 2020: $2,426Net Assets 2020: $66,4152020Assets 2021: $64,047Liabilities 2021: $2,426Net Assets 2021: $61,6212021Assets 2022: $68,536Liabilities 2022: $2,426Net Assets 2022: $66,1102022

Highlighted filing

2012

Assets$184,467
Liabilities$2,426
Net Assets$182,041
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2011: $6,8082011Expenses 2012: $13,0042012Revenue 2013: $3,949Expenses 2013: $18,761Net Income 2013: -$14,8122013Revenue 2014: $3,993Expenses 2014: $32,015Net Income 2014: -$28,0222014Revenue 2016: $1,344Expenses 2016: $47,335Net Income 2016: -$45,9912016Revenue 2017: $3,675Expenses 2017: $150Net Income 2017: $3,5252017Revenue 2018: $1,244Expenses 2018: $156Net Income 2018: $1,0882018Revenue 2019: $1,791Expenses 2019: $1,046Net Income 2019: $7452019Revenue 2020: $3,131Expenses 2020: $4,415Net Income 2020: -$1,2842020Revenue 2021: $712Expenses 2021: $5,506Net Income 2021: -$4,7942021Revenue 2022: $11,780Expenses 2022: $7,291Net Income 2022: $4,4892022

Highlighted filing

2012

Revenue-
Expenses$13,004
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PRISCILLA FERRATOR-MORATrustee-$0--
CLIFFORD COHNTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIN DEFENSE OF ANIMALSSUPPORTPUBLIC CHARITYSAN RAFAEL, CA, US$10,000
Paid GrantTHE HAVERFORD SCHOOLSUPPORTPUBLIC CHARITYHAVERFORD, PA, US$200
Paid GrantMUSEUM OF JEWISH HERITAGESUPPORTPUBLIC CHARITYNEW YORK, NY, US$200
Filing and Contact Details

Filer

EIN
23-6232559
Raw XML Appendix369 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/Amount01538
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0769
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue069981
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV073293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SEI INVESTMENTS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue02255
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV02255
InvestmentsOtherSchedule2/InvestmentsOther/BookValue098648
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1101
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2100
InvestmentsOtherSchedule2/InvestmentsOther/BookValue36330
InvestmentsOtherSchedule2/InvestmentsOther/BookValue43995
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MANAGEMENT CADENCE CAP APPREC FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2PIMCO SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3PUBLIC SERVICE ENTERPRISE INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4AMERICAN ELEC PWR CO
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0103802
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV184
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2101
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV36331
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV44415
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06159
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01163
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07323
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA07323
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0769
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0769
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01538
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01163
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss079
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06159
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06159
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5602
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02092
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01163
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06199
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps011880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss013004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome07323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses07402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01480
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02604
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY021525
IRS990PF/BalanceSheets/CashEOY03057
IRS990PF/BalanceSheets/CashEOYFMV03057
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY069409
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY069981
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV073293
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY05822
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY02255
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV02255
IRS990PF/BalanceSheets/InvestmentsOtherBOY093313
IRS990PF/BalanceSheets/InvestmentsOtherEOY0109174
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0114733
IRS990PF/BalanceSheets/LoansFromOfficersBOY02426
IRS990PF/BalanceSheets/LoansFromOfficersEOY02426
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0187643
IRS990PF/BalanceSheets/RetainedEarningsEOY0182041
IRS990PF/BalanceSheets/TotalAssetsBOY0190069
IRS990PF/BalanceSheets/TotalAssetsEOY0184467
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0193338
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02426
IRS990PF/BalanceSheets/TotalLiabilitiesEOY02426
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0190069
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0184467
IRS990PF/BalanceSheets/TotalNetAssetsBOY0187643
IRS990PF/BalanceSheets/TotalNetAssetsEOY0182041
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset04.030 SHS PIMCO TOTAL RETURN CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1.062 SHS SEI CORE FIXED INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset286.965 SHS SEI SHORT-DURATION GOVT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss252
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses252
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5602
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0182041
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0187643
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0182041
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted09712
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj09712
IRS990PF/DistributableAmount/DistributableAmountBeforeDed09712
IRS990PF/DistributableAmount/MinimumInvestmentReturn09836
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0124
IRS990PF/DistributableAmount/TotalTax0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0193338
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0199706
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances013616
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0186090
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02996
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn09836
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0196710
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0199706
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PRISCILLA FERRATOR-MORA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CLIFFORD COHN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101518 WILLOWBROOK LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111518 WILLOWBROOK LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0VILLANOVA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1VILLANOVA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019085
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119085
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct032790
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032728
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.166376
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.028293
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.300888
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.247044
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.145765
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.109890
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0196710
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10192095
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20254736
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30301129
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40403423
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50479978
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome062
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011880
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105435
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2076647
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3074392
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4058805
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5052745
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.831880
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011880
IRS990PF/QualifyingDistributions/ExpensesAndContributions011880
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions011880
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06105252957
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101518 WILLOWBROOK LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0VILLANOVA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019085
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE HAVERFORD SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MUSEUM OF JEWISH HERITAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12IN DEFENSE OF ANIMALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10450 LANCASTER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1136 BATTERY PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123010 KERNER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HAVERFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SAN RAFAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019041
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110280
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294901
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010400
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear09712
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09712
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2064116
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3059514
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4038850
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5029282
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5029282
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0164648
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02168
IRS990PF/UndistributedIncome/ExcessFromYear2064116
IRS990PF/UndistributedIncome/ExcessFromYear3059514
IRS990PF/UndistributedIncome/ExcessFromYear4038850
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011880
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02168
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0193930
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0191762
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSES - SEI
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT EXPENSES - FIDELITY
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0623
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps188
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0311
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome144
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0934
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1132
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236232559
ReturnHeader/Filer/Name/BusinessNameLine10NEUMAN-PUBLICKER TRUST
ReturnHeader/Filer/NameControl0NEUM
ReturnHeader/Filer/Phone06105252957
ReturnHeader/Filer/USAddress/AddressLine101518 WILLOWBROOK LANE
ReturnHeader/Filer/USAddress/City0VILLANOVA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019085
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0PRISCILLA FERRATOR-MORA
ReturnHeader/Officer/Phone06105252957
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0232440252
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SAVRAN BENSON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10146 MONTGOMERY AVE - STE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BALA CYNWYD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019004
ReturnHeader/Preparer/Name0MITCHELL BENSON
ReturnHeader/Preparer/Phone06106646400
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T08:40:34-05:00

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
$184,467
Liabilities
$2,426
Net assets
$182,041
Revenue
-
Expenses
$13,004
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$0.12$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.01$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.04$0.00$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.62$0.01$0.47$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.39$0.04$0.32$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.67$0.04$0.19$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.07