Civic Intelligence

Lawrence E Heyler Charitable Trust

990PF • Fiscal year 2017 • EIN 25-6682728

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

Organization Profile
57 E Fourth St PO Box 3Williamsport, PA 17703

(570) 323-8568

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,915

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.6%

Faster asset growth than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

271%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$333,620

Down $12,326 (-3.6%) from 2016

Net Assets

Down

$333,620

Down $12,326 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$20,333

Up $14,849 (+271%) from 2016

Expenses

Up

$32,659

Up $2,899 (+9.7%) from 2016

Net Income

Up

-$12,326

Up $11,950 (+49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2012: $371,631Liabilities 2012: $0Net Assets 2012: $371,6312012Assets 2013: $362,768Liabilities 2013: $0Net Assets 2013: $362,7682013Assets 2014: $366,676Liabilities 2014: $0Net Assets 2014: $366,6762014Assets 2015: $370,222Liabilities 2015: $0Net Assets 2015: $370,2222015Assets 2016: $345,946Liabilities 2016: $0Net Assets 2016: $345,9462016Assets 2017: $333,620Liabilities 2017: $0Net Assets 2017: $333,6202017Assets 2018: $313,628Liabilities 2018: $0Net Assets 2018: $313,6282018Assets 2019: $305,072Liabilities 2019: $0Net Assets 2019: $305,0722019Assets 2020: $301,722Liabilities 2020: $0Net Assets 2020: $301,7222020Assets 2021: $309,361Liabilities 2021: $0Net Assets 2021: $309,3612021Assets 2022: $297,764Liabilities 2022: $0Net Assets 2022: $297,7642022Assets 2023: $282,077Liabilities 2023: $0Net Assets 2023: $282,0772023Assets 2024: $286,206Liabilities 2024: $0Net Assets 2024: $286,2062024

Highlighted filing

2017

Assets$333,620
Liabilities$0
Net Assets$333,620
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $18,0432012Revenue 2013: $20,487Expenses 2013: $29,350Net Income 2013: -$8,8632013Revenue 2014: $35,141Expenses 2014: $31,233Net Income 2014: $3,9082014Revenue 2015: $51,881Expenses 2015: $48,572Net Income 2015: $3,3092015Revenue 2016: $5,484Expenses 2016: $29,760Net Income 2016: -$24,2762016Revenue 2017: $20,333Expenses 2017: $32,659Net Income 2017: -$12,3262017Revenue 2018: $5,220Expenses 2018: $25,212Net Income 2018: -$19,9922018Revenue 2019: $14,694Expenses 2019: $23,249Net Income 2019: -$8,5552019Revenue 2020: $18,686Expenses 2020: $22,036Net Income 2020: -$3,3502020Revenue 2021: $27,715Expenses 2021: $20,076Net Income 2021: $7,6392021Revenue 2022: $12,517Expenses 2022: $24,114Net Income 2022: -$11,5972022Revenue 2023: $10,444Expenses 2023: $19,442Net Income 2023: -$8,9982023Revenue 2024: $17,550Expenses 2024: $13,421Net Income 2024: $4,1292024

Highlighted filing

2017

Revenue$20,333
Expenses$32,659
Net Income-$12,326
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIRKWOODTrustee-$3,915-$3,915
Filing and Contact Details

Filer

Filer Name
Lawrence E Heyler Charitable Trust
EIN
25-6682728
Phone
5703238568
Address
57 E FOURTH ST PO BOX 3, WILLIAMSPORT, PA 17703

Signing Officer

Name
William L Kirkwood
Title
Trustee
Phone
5703238568
Signed
2018-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay and Hager Pc
Address
2814 LYCOMING MALL DR, MUNCY, PA 17756-6465
Preparer
Robert P Hager CPA
Phone
5705460770
Raw XML Appendix310 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/AccountingFeesDetail/Amt0770
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LINDSAY AND HAGER CPA'S TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0770
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc180 SHARES VANGUARD 500 INDEX FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt015460
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt117345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0SOLD BY BROKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt039708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1284477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERRILL LYNCH #519-17586 MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERRILL LYNCH #519-17583 MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1308957
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015015
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05230
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05229
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NATURAL GAS ROYALTY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt088
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt088
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020333
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05317
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015015
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05230
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022045
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt015015
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015015
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015015
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12326
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020690
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012038
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04719
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02319
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc080.0 SHS VANGUARD 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS-MUTUAL FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05230
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12326
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0333620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0345946
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0333620
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0120
IRS990PF/DistributableAmountGrp/TotalTaxAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0366181
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0345946
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0333620
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09779
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09435
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09435
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0336167
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0324185
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0356746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0345946
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0333620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0366181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0345946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0333620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0345946
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0333620
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM KIRKWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01412 LOCUST ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JERSEY SHORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02199
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02319
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0120
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02319
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04,8,11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14,8,11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INVESTMENT INCOME IS USED TO FUND GRACE LUTHERAN CHURCH REGLIGIOUS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1AND SOCIAL ACTIVITIES IN ACCORDANCE WITH THE TRUST AGREEMENT.
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01412 LOCUST ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JERSEY SHORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017740
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM KIRKWOOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703981375
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUSTAIN THECHURCH AND ITS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRACE LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JERSEY SHORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022045
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051528
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020359
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02319
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02319
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066659
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT A WILLIAMS LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0325
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0650
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NATURAL GAS TRANS COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NATURAL GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt088
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04719
TaxesSchedule/TaxesDetail/Amt0435
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0435
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt151
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703238568
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE E HEYLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0256682728
ReturnHeader/Filer/PhoneNum05703238568
ReturnHeader/Filer/USAddress/AddressLine1Txt057 E FOURTH ST PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId030CB57AA7D96E0285C85A65D60285C5678845842
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030CB57AA7D96E0285C85A65D60285C5678845842
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.187.153
ReturnHeader/FilingSecurityInformation/IPDt02018-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:51:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY AND HAGER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02814 LYCOMING MALL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0177566465
ReturnHeader/PreparerPersonGrp/PhoneNum05705460770
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P HAGER CPA
ReturnHeader/ReturnTs02018-06-19T10:51:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,620
Liabilities
$0
Net assets
$333,620
Revenue
$20,333
Expenses
$32,659
Net income
-$12,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.18$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.13$0.24$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.22$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.15$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.05$0.25$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.20$0.33$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.05$0.30$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.52$0.49$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35$0.31$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.20$0.29$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.18