Civic Intelligence

P a Staples Testamentary Trust

990PF • Fiscal year 2010 • EIN 23-6242753

Jan 01, 2010 to Dec 31, 2010 • Filed on May 02, 2011

C/O Hershey Trust CO 1 W Chocolate17033
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

91st percentile

$2,600

Higher top officer pay than 91% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$197,932

No earlier filing loaded for comparison.

Net Assets

$197,932

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$8,159

No earlier filing loaded for comparison.

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.

$300K$200K$100K$0Assets 2010: $197,932Liabilities 2010: $0Net Assets 2010: $197,9322010Assets 2011: $217,397Liabilities 2011: $0Net Assets 2011: $217,3972011Assets 2012: $212,033Liabilities 2012: $0Net Assets 2012: $212,0332012Assets 2013: $207,429Liabilities 2013: $0Net Assets 2013: $207,4292013Assets 2014: $229,325Liabilities 2014: $0Net Assets 2014: $229,3252014Assets 2015: $270,970Liabilities 2015: $0Net Assets 2015: $270,9702015Assets 2016: $256,057Liabilities 2016: $0Net Assets 2016: $256,0572016Assets 2017: $245,533Liabilities 2017: $0Net Assets 2017: $245,5332017Assets 2018: $237,422Liabilities 2018: $0Net Assets 2018: $237,4222018Assets 2019: $234,849Liabilities 2019: $0Net Assets 2019: $234,8492019Assets 2020: $225,695Liabilities 2020: $0Net Assets 2020: $225,6952020Assets 2021: $234,824Liabilities 2021: $0Net Assets 2021: $234,8242021Assets 2022: $240,092Liabilities 2022: $0Net Assets 2022: $240,0922022Assets 2023: $242,247Liabilities 2023: $0Net Assets 2023: $242,2472023Assets 2024: $252,654Liabilities 2024: $0Net Assets 2024: $252,6542024

Highlighted filing

2010

Assets$197,932
Liabilities$0
Net Assets$197,932

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $8,1592010Expenses 2011: $5,8872011Expenses 2012: $21,9072012Revenue 2013: $17,422Expenses 2013: $22,026Net Income 2013: -$4,6042013Revenue 2014: $42,511Expenses 2014: $20,615Net Income 2014: $21,8962014Revenue 2015: $57,817Expenses 2015: $16,172Net Income 2015: $41,6452015Revenue 2016: $3,483Expenses 2016: $18,396Net Income 2016: -$14,9132016Revenue 2017: $6,194Expenses 2017: $16,718Net Income 2017: -$10,5242017Revenue 2018: $9,850Expenses 2018: $17,961Net Income 2018: -$8,1112018Revenue 2019: $10,543Expenses 2019: $13,116Net Income 2019: -$2,5732019Revenue 2020: $8,645Expenses 2020: $17,799Net Income 2020: -$9,1542020Revenue 2021: $18,838Expenses 2021: $9,709Net Income 2021: $9,1292021Revenue 2022: $15,185Expenses 2022: $9,917Net Income 2022: $5,2682022Revenue 2023: $14,041Expenses 2023: $11,886Net Income 2023: $2,1552023Revenue 2024: $24,530Expenses 2024: $14,123Net Income 2024: $10,4072024

Highlighted filing

2010

Revenue-
Expenses$8,159
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 2, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,600-$2,600
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW BIRTH OF FREEDOM BSACharitablePublicMECHANICSBURG, PA, US$2,000
Paid GrantTHE HERSHEY STORYCharitablePublicHERSHEY, PA, US$1,000
Paid GrantHERSHEY SYMPHONY ORCHESTRACharitablePublicHERSHEY, PA, US$1,000
Filing and Contact Details

Filer

EIN
23-6242753
Raw XML Appendix329 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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AccountingFeesSchedule/AccountingFees/Category0Hershey Trust Co Tax preparation
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Sales of assets per Part IV
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue25000
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue436584
InvestmentsOtherSchedule2/InvestmentsOther/BookValue56023
InvestmentsOtherSchedule2/InvestmentsOther/BookValue639924
InvestmentsOtherSchedule2/InvestmentsOther/BookValue720011
InvestmentsOtherSchedule2/InvestmentsOther/BookValue810000
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3EuroPacific Growth Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4GMO Quality Fd IV
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5GMO Foreign Fd IV
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6Touchstone Intermediate Fixed Income Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7Vanguard Short Term Inv Grade Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8Vanguard Inflation Protected Securities Fd
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21989-09-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-07-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0157.225 Allianz NFJ Small Cap Value
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141.266 Allianz NFJ Small Cap Value
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23307.607 Touchstone Intr Fixed Inc Fd
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome081
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances09192
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0217759
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JESSE ASHCROFT VP TRUST OFFICER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07175343225
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10C/O HERSHEY TRUST CO 1 W CHOCOLATE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode017033
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0DISTRIBUTIONS GENERALLY PROVIDED TO ORGANIZATIONS WITH CHARITABLE OR EDUCATIONAL PURPOSES IN THE LOCAL REGION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0REQUEST MUST BE RECEIVED BY SEPTEMBER 30
IRS990PF/SupplementaryInformation/ContributingManager0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NEW BIRTH OF FREEDOM BSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE HERSHEY STORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HERSHEY SYMPHONY ORCHESTRA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 BADEN POWELL LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1163 W CHOCOLATE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 93
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MECHANICSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HERSHEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HERSHEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017050
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode117033
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode217033
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04000
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/AppliedToCurrentYear04000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011096
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear506595
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06595
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06595
IRS990PF/UndistributedIncome/QualifyingDistributions04000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06595
IRS990PF/UndistributedIncome/UndistributedIncomeCY0501
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0Adjustment due to rounding
OtherIncomeSchedule2/OtherIncome/Description0Fee reimbursement
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0208
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0208
TaxesSchedule/Taxes/Amount0359
TaxesSchedule/Taxes/Category0Form 990PF Excise Tax
TaxesSchedule/Taxes/NetInvestmentIncome0359
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236242753
ReturnHeader/Filer/Name/BusinessNameLine10P A STAPLES TESTAMENTARY TRUST
ReturnHeader/Filer/NameControl0PAST
ReturnHeader/Filer/Phone07175343225
ReturnHeader/Filer/USAddress/AddressLine10C/O HERSHEY TRUST CO 1 W CHOCOLATE
ReturnHeader/Filer/USAddress/City0HERSHEY
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017033
ReturnHeader/Officer/DateSigned02011-05-02
ReturnHeader/Officer/Name0BRYAN S BREIDIGAM
ReturnHeader/Officer/Phone07175343225
ReturnHeader/Officer/Title0TRUST TAX MGR HTC
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HERSHEY TRUST CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101 W CHOCOLATE AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HERSHEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0170331471
ReturnHeader/Preparer/Name0BRYAN S BREIDIGAM
ReturnHeader/Preparer/Phone07175205667
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-10T08:11:27-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.25$0.14$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.14$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.15$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.11$0.13$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.10$0.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.06$0.17$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.58$0.16$0.42
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.43$0.21$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.17$0.22$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.22
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.08