Civic Intelligence

The Driesman Charitable Trust

990PF • Fiscal year 2012 • EIN 25-1916056

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 25, 2013

Organization Profile
240 Mine Hill Road06824
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

64th percentile

6.7%

Faster asset growth than 64% 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

Up

$355,222

Up $22,312 (+6.7%) from 2011

Net Assets

Up

$355,222

Up $22,312 (+6.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,858

Down $13,966 (-59%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2010: $317,908Liabilities 2010: $0Net Assets 2010: $317,9082010Assets 2011: $332,910Liabilities 2011: $0Net Assets 2011: $332,9102011Assets 2012: $355,222Liabilities 2012: $0Net Assets 2012: $355,2222012Assets 2013: $382,368Liabilities 2013: $0Net Assets 2013: $382,3682013Assets 2014: $382,410Liabilities 2014: $0Net Assets 2014: $382,4102014Assets 2015: $385,296Liabilities 2015: $0Net Assets 2015: $385,2962015Assets 2016: $402,672Liabilities 2016: $0Net Assets 2016: $402,6722016Assets 2017: $406,110Liabilities 2017: $0Net Assets 2017: $406,1102017Assets 2018: $445,101Liabilities 2018: $0Net Assets 2018: $445,1012018Assets 2019: $428,675Liabilities 2019: $0Net Assets 2019: $428,6752019Assets 2020: $438,398Liabilities 2020: $0Net Assets 2020: $438,3982020Assets 2021: $462,475Liabilities 2021: $0Net Assets 2021: $462,4752021Assets 2022: $465,763Liabilities 2022: $0Net Assets 2022: $465,7632022Assets 2023: $469,679Liabilities 2023: $0Net Assets 2023: $469,6792023Assets 2024: $685,141Liabilities 2024: $0Net Assets 2024: $685,1412024

Highlighted filing

2012

Assets$355,222
Liabilities$0
Net Assets$355,222
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $40,2062010Expenses 2011: $23,8242011Expenses 2012: $9,8582012Revenue 2013: $54,760Expenses 2013: $28,603Net Income 2013: $26,1572013Revenue 2014: $30,515Expenses 2014: $30,473Net Income 2014: $422014Revenue 2015: $8,084Expenses 2015: $5,198Net Income 2015: $2,8862015Revenue 2016: $19,749Expenses 2016: $2,373Net Income 2016: $17,3762016Revenue 2017: $16,990Expenses 2017: $13,552Net Income 2017: $3,4382017Revenue 2018: $64,869Expenses 2018: $25,878Net Income 2018: $38,9912018Revenue 2019: $16,453Expenses 2019: $32,879Net Income 2019: -$16,4262019Revenue 2020: $37,257Expenses 2020: $27,254Net Income 2020: $10,0032020Revenue 2021: $59,140Expenses 2021: $33,189Net Income 2021: $25,9512021Revenue 2022: $41,040Expenses 2022: $39,740Net Income 2022: $1,3002022Revenue 2023: $31,721Expenses 2023: $27,805Net Income 2023: $3,9162023Revenue 2024: $245,829Expenses 2024: $30,367Net Income 2024: $215,4622024

Highlighted filing

2012

Revenue-
Expenses$9,858
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL H DRIESMANTrustee-$0--
SHELLY K DRIESMANTrustee-$0--
EMILY C DRIESMANTrustee-$0--
ALISON K DRIESMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUJA FEDERATIONUNRESTRICTED501(C)(3)WESTPORT, CT, US$2,500
Paid GrantROSE OF HOPE BPT HOSPITALUNRESTRICTED501(C)(3)BRIDGEPORT, CT, US$1,200
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONUNRESTRICTED501(C)(3)NEW YORK, NY, US$500
Paid GrantBRIDGEPORT HOSPITAL FOUNDATIONUNRESTRICTED501(C)(3)BRIDGEPORT, CT, US$500
Paid GrantMERRICK JEWISH CENTERUNRESTRICTED501(C)(3)SEATTLE, WA, US$500
Paid GrantHILLEL-JCONNECTUNRESTRICTED501(C)(3)SEATTLE, WA, US$360
Paid GrantKOMAZAUNRESTRICTED501(C)(3)SAN FRANCISCO, CA, US$333
Paid GrantNATIONAL MS SOCIETYUNRESTRICTED501(C)(3)MERRICK, NY, US$300
Filing and Contact Details

Filer

EIN
25-1916056
Raw XML AppendixShowing 400 of 423 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV019666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK - SEE STATEMENT
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0316791
InvestmentsOtherSchedule2/InvestmentsOther/BookValue19289
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL AND CLOSED END FUNDS - SEE STATEMENT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1OTHERS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0331799
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2EMILY C DRIESMAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13KOMAZA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MERRICK JEWISH CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NATIONAL MS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16ROSE OF HOPE BPT HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17UJA FEDERATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14190 NICKERSON ST SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15225 FOX BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16267 GRANT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17431 POST ROAD EAST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BRIDGEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MERRICK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BRIDGEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WESTPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode511566
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode706880
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IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5044808
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011094
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear036530
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IRS990PF/UndistributedIncome/ExcessFromYear4010588
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions05065
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10240 MINE HILL ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0FAIRFIELD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode006824
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0MITCHELL H SHELLY K DRIESMAN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-20
IRS990ScheduleB/NoncashProperty/FairMarketValue019315
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0344 SHS FRANCO NEV CORP
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0990
OtherDecreasesSchedule/OtherDecreases/Description0BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02439
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02439
TaxesSchedule/Taxes/Amount0250
TaxesSchedule/Taxes/Amount1976
TaxesSchedule/Taxes/Category0FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0250
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251916056
ReturnHeader/Filer/Name/BusinessNameLine10THE DRIESMAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0DRIE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$355,222
Liabilities
$0
Net assets
$355,222
Revenue
-
Expenses
$9,858
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$2.46$0.30$2.15
2023Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.32$0.28$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.41$0.40$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.59$0.33$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.37$0.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.16$0.33$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.65$0.26$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.20$0.02$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.31$0.30$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.55$0.29$0.26
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.40