Civic Intelligence

Marjorie Hosfeld Charitable Trust

990PF • Fiscal year 2012 • EIN 25-6910543

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

Organization Profile
C/O Henry Kwiecinski 1617 JfkBoulevard No 48019103
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$4,225,753

No earlier filing loaded for comparison.

Net Assets

$4,225,753

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$266,676

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,225,753Liabilities 2012: $0Net Assets 2012: $4,225,7532012Assets 2013: $4,273,395Liabilities 2013: $0Net Assets 2013: $4,273,3952013Assets 2014: $4,067,659Liabilities 2014: $0Net Assets 2014: $4,067,6592014Assets 2015: $3,867,270Liabilities 2015: $0Net Assets 2015: $3,867,2702015Assets 2016: $3,749,736Liabilities 2016: $0Net Assets 2016: $3,749,7362016

Highlighted filing

2012

Assets$4,225,753
Liabilities$0
Net Assets$4,225,753
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2012: $266,6762012Revenue 2013: $340,676Expenses 2013: $293,034Net Income 2013: $47,6422013Revenue 2014: $169,843Expenses 2014: $375,579Net Income 2014: -$205,7362014Revenue 2015: $147,942Expenses 2015: $348,331Net Income 2015: -$200,3892015Revenue 2016: $197,096Expenses 2016: $314,630Net Income 2016: -$117,5342016

Highlighted filing

2012

Revenue-
Expenses$266,676
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 31, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY KWIECINSKICo-Trustee-$0--
DAVID M FREES IIICo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPISCOPAL COMMUNITY SERVICE OF PHILADELPHIAALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELDPUBLIC CHARITYPHILADELPHIA, PA, US$51,500
Paid GrantEPISCOPAL HOMEALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELDPUBLIC CHARITYSHIPPENSBURG, PA, US$51,500
Paid GrantPAOLI HOSPITAL FOUNDATIONALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELDPUBLIC CHARITYPAOLI, PA, US$51,500
Paid GrantWILSON COLLEGEALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELDPUBLIC CHARITYCHAMBERSBURG, PA, US$51,500
Filing and Contact Details

Filer

EIN
25-6910543
Raw XML Appendix397 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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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/SummaryOfDirectCharitableActy/Description10THE MARJORIE HOSFELD CHARITABLE TRUST HAD NO DIRECT CHARITABLE ACTIVITIES DURING THE 2011 TAX YEAR
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10THE MARJORIE HOSFELD CHARITABLE TRUST HAD NO PROGRAM-RELATED INVESTMENTS DURING THE 2011 TAX YEAR
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount051500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount151500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount251500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount351500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3ALLOCATED IN ACCORDANCE WITH THE WILL OF THE LATE MARJORIE HOSFELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EPISCOPAL COMMUNITY SERVICE OF PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11EPISCOPAL HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PAOLI HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WILSON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10225 S THIRD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11206 E BURD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12255 W LANCASTER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131015 PHILADELPHIA AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SHIPPENSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PAOLI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CHAMBERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode117257
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode219301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode317201
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0206000
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/AppliedToCurrentYear010426
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10196959
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0207749
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0207385
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0197323
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0196959
LegalFeesSchedule/LegalFees/Amount06925
LegalFeesSchedule/LegalFees/Category0UNRUH, TURNER, BURKE & FREES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01385
LegalFeesSchedule/LegalFees/NetInvestmentIncome05540
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01944
OtherIncomeSchedule2/OtherIncome/Description0OTHER INCOME - IN TRANSIT ITEMS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01944
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01944
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04525
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount146113
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIRST NIAGARA BANK, N.A. - CUSTODIAL EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BISHOP & ASSOCIATES - INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04525
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome146113
TaxesSchedule/Taxes/Amount03113
TaxesSchedule/Taxes/Category0FOREIGN INCOME TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome03113
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0256910543
ReturnHeader/Filer/Name/BusinessNameLine10MARJORIE HOSFELD CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MARJ
ReturnHeader/Filer/Phone02158058361
ReturnHeader/Filer/USAddress/AddressLine10C/O HENRY KWIECINSKI 1617 JFK
ReturnHeader/Filer/USAddress/AddressLine20BOULEVARD NO 480
ReturnHeader/Filer/USAddress/City0PHILADELPHIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019103
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-31
ReturnHeader/Officer/Name0HENRY KWIECINSKI
ReturnHeader/Officer/Phone02155685450
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-31
ReturnHeader/PreparerFirm/EIN0233018335
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THE LAMASTRA GROUP PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10568 MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROYERSFORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019468
ReturnHeader/Preparer/Name0CARL A LAMASTRACPA
ReturnHeader/Preparer/Phone06107921040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-26T13:35:38-05:00

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
$4,225,753
Liabilities
$0
Net assets
$4,225,753
Revenue
-
Expenses
$266,676
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.20$0.31$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.15$0.35$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.17$0.38$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.34$0.29$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.27