Civic Intelligence

The Albert Trust

990PF • Fiscal year 2016 • EIN 23-7709316

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 11, 2017

Organization Profile
C/O BDO USA 1801 MARKET STREET SuiPhiladelphia, PA 19103

(215) 564-1900

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

71st percentile

9.0%

Faster asset growth than 71% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

281%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$806,644

Up $66,294 (+9.0%) from 2015

Net Assets

Up

$806,082

Up $65,732 (+8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin80th percentile

Revenue

Up

$285,604

Up $210,620 (+281%) from 2015

Expenses

Up

$219,872

Up $33,121 (+18%) from 2015

Net Income

Up

$65,732

Up $177,499 (+159%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2013: $869,882Liabilities 2013: $0Net Assets 2013: $869,8822013Assets 2014: $852,117Liabilities 2014: $0Net Assets 2014: $852,1172014Assets 2015: $740,350Liabilities 2015: $0Net Assets 2015: $740,3502015Assets 2016: $806,644Liabilities 2016: $0Net Assets 2016: $806,0822016Assets 2017: $666,270Liabilities 2017: $0Net Assets 2017: $662,5462017Assets 2018: $578,520Liabilities 2018: $0Net Assets 2018: $574,0792018Assets 2019: $604,897Liabilities 2019: $0Net Assets 2019: $604,8972019Assets 2020: $496,480Liabilities 2020: $0Net Assets 2020: $496,4802020Assets 2022: $378,958Liabilities 2022: $0Net Assets 2022: $378,9552022Assets 2024: $312,892Liabilities 2024: $0Net Assets 2024: $312,8922024

Highlighted filing

2016

Assets$806,644
Liabilities$0
Net Assets$806,082
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KRevenue 2013: $32,993Expenses 2013: $72,608Net Income 2013: -$39,6152013Revenue 2014: $86,640Expenses 2014: $104,405Net Income 2014: -$17,7652014Revenue 2015: $74,984Expenses 2015: $186,751Net Income 2015: -$111,7672015Revenue 2016: $285,604Expenses 2016: $219,872Net Income 2016: $65,7322016Revenue 2017: $38,294Expenses 2017: $181,830Net Income 2017: -$143,5362017Revenue 2018: $73,537Expenses 2018: $162,004Net Income 2018: -$88,4672018Revenue 2019: $86,911Expenses 2019: $60,877Net Income 2019: $26,0342019Revenue 2020: $45,241Expenses 2020: $153,651Net Income 2020: -$108,4102020Revenue 2022: $75,760Expenses 2022: $118,258Net Income 2022: -$42,4982022Revenue 2024: $50,701Expenses 2024: $41,986Net Income 2024: $8,7152024

Highlighted filing

2016

Revenue$285,604
Expenses$219,872
Net Income$65,732
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 11, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD GREENAWALTTrustee-$0--
MARGARET GREENAWALTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Albert Trust
EIN
23-7709316
In Care Of
% SOPHIA KEISOGLOU
Address
C/O BDO USA 1801 MARKET STREET Sui, PHILADELPHIA, PA 19103

Signing Officer

Name
Richard Greenawalt
Title
member
Phone
2155641900
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer
Sophia Keisoglou
Phone
2155641900
Raw XML Appendix334 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD HIGH YIELD CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD SHORT TERM BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2VANGUARD TOTAL BOND MARKET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3VANGUARD INTERM-TERM INVEST GR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt110291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2104764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt352238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt08159
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt110535
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2103888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt352021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0103161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt557470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt736946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0206095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1121295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5100522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt632741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0S&P 500 DEPOSITORY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1S&P MID-CAP 400 DEPOSITORY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA US MICRO CAP PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3HARBOR INT'L FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4LONGLEAF INT'L FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA U.S. SMALL CAP PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6OAKMARK INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMEX ENERGY SELECT SECTOR
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt025015
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt024976
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017161
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01936
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc01099R
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0266501
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019103
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0266501
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0285604
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01936
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0217090
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0217090
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017161
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017161
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt065732
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt064980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01936
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0266501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0219872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0285604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03802 VANGUARD SHORT TERM BOND IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 FHLB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01936
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt065732
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0806082
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0740350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0806082
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050789
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050789
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050789
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050954
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0165
IRS990PF/DistributableAmountGrp/TotalTaxAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01032
IRS990PF/FMVAssetsEOYAmt01107787
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0740350
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0806082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0209756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0175045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0174603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0342067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0351186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0652810
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0134744
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0255398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0255398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0740351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0806644
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01107787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0740350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0806082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0740350
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0806082
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt053784
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025015
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024976
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01034589
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0194572
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0840017
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015519
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050954
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01019070
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01034589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD GREENAWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET GREENAWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08800 Montgomorey Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18800 Montgomorey Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wyndmoor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wyndmoor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119038
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0101940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0102105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0176027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt096070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt065953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt068480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0143724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.100032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.16793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.080058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.129789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01019070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01048219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01200000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01146766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01055598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01107370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0217090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.500162
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0216925
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0217090
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0165
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0217090
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0BDO USA LLP 1801 MARKET ST STE 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOPHIA KEISOGLOU
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155641900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION RECEIVES CONTRIBUTIONS AND DISTRIBUTES FUNDS TO SUPPORT THE SERVICES AND PROGRAMS OF ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC,
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0LITERARY, AND EDUCATIONAL PURPOSES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD MARGARET GREENAWALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0217090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Address is provided on the attachme
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0217090
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050789
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt089707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt089707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355370
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0166301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016416
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0217090
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0166301
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0445077
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0278776
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0The Adirondack Trust Co.
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0266501
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES-INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02606
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDEND INC
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GREENAWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0member
ReturnHeader/BusinessOfficerGrp/PhoneNum02155641900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0237709316
ReturnHeader/Filer/InCareOfNm0% SOPHIA KEISOGLOU
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BDO USA 1801 MARKET STREET Sui
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId019C8CBA722BE921C4F655D562EC4912BCABE060E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F0B020A5DDEECB6B22C6198008B96BB09786189
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId024174920173195000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.111.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 MARKET STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02155641900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOPHIA KEISOGLOU
ReturnHeader/ReturnTs02017-11-15T14:28:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,644
Liabilities
$0
Net assets
$806,082
Revenue
$285,604
Expenses
$219,872
Net income
$65,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.51$0.42$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.76$1.18$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.45$1.54$1.08
2019Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.87$0.61$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.74$0.74$1.62$0.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.63$0.38$1.82$1.44
2016Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.06$2.86$2.20$0.66
2015Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.75$1.87$1.12
2014Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.87$1.04$0.18
2013Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.33$0.73$0.40