Civic Intelligence

Hensley Charitable Trust

990PF • Fiscal year 2022 • EIN 26-6036647

Oct 01, 2021 to Sep 30, 2022 • Filed on Oct 31, 2022

Organization Profile
C/O SMBT 51 Pearl StColdwater, MI 49036

(517) 279-5503

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-357%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$21,106

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 109.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

34th percentile

-4.1%

Faster asset growth than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,060,988

Down $88,649 (-4.1%) from 2021

Net Assets

Down

$2,060,988

Down $88,649 (-4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$19,273

Down $143,356 (-88%) from 2021

Expenses

Up

$88,134

Up $6,241 (+7.6%) from 2021

Net Income

Down

-$68,861

Down $149,597 (-185%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,146,918Liabilities 2011: $0Net Assets 2011: $2,146,9182011Assets 2012: $2,171,047Liabilities 2012: $0Net Assets 2012: $2,171,0472012Assets 2013: $2,213,623Liabilities 2013: $0Net Assets 2013: $2,213,6232013Assets 2014: $2,202,574Liabilities 2014: $0Net Assets 2014: $2,202,5742014Assets 2015: $2,222,235Liabilities 2015: $0Net Assets 2015: $2,222,2352015Assets 2016: $2,178,983Liabilities 2016: $0Net Assets 2016: $2,178,9832016Assets 2017: $2,162,263Liabilities 2017: $0Net Assets 2017: $2,162,2632017Assets 2018: $2,124,101Liabilities 2018: $0Net Assets 2018: $2,124,1012018Assets 2019: $2,069,166Liabilities 2019: $0Net Assets 2019: $2,069,1662019Assets 2020: $2,057,398Liabilities 2020: $0Net Assets 2020: $2,057,3982020Assets 2021: $2,149,637Liabilities 2021: $0Net Assets 2021: $2,149,6372021Assets 2022: $2,060,988Liabilities 2022: $0Net Assets 2022: $2,060,9882022Assets 2023: $2,065,627Liabilities 2023: $0Net Assets 2023: $2,065,6272023Assets 2024: $2,068,300Liabilities 2024: $0Net Assets 2024: $2,068,3002024Assets 2025: $2,024,136Liabilities 2025: $0Net Assets 2025: $2,024,1362025

Highlighted filing

2022

Assets$2,060,988
Liabilities$0
Net Assets$2,060,988
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$100K$0-$100KExpenses 2011: $105,4072011Expenses 2012: $74,9522012Expenses 2013: $97,5792013Revenue 2014: $116,859Expenses 2014: $113,477Net Income 2014: $3,3822014Revenue 2015: $98,892Expenses 2015: $111,308Net Income 2015: -$12,4162015Revenue 2016: $100,351Expenses 2016: $126,278Net Income 2016: -$25,9272016Revenue 2017: $67,445Expenses 2017: $105,235Net Income 2017: -$37,7902017Revenue 2018: $58,199Expenses 2018: $99,769Net Income 2018: -$41,5702018Revenue 2019: $54,765Expenses 2019: $95,603Net Income 2019: -$40,8382019Revenue 2020: $95,058Expenses 2020: $79,563Net Income 2020: $15,4952020Revenue 2021: $162,629Expenses 2021: $81,893Net Income 2021: $80,7362021Revenue 2022: $19,273Expenses 2022: $88,134Net Income 2022: -$68,8612022Revenue 2023: $99,813Expenses 2023: $102,778Net Income 2023: -$2,9652023Revenue 2024: $86,087Expenses 2024: $95,946Net Income 2024: -$9,8592024Revenue 2025: $81,850Expenses 2025: $106,540Net Income 2025: -$24,6902025

Highlighted filing

2022

Revenue$19,273
Expenses$88,134
Net Income-$68,861
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,106-$21,106
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable usesPCColdwater, MI, US$21,214
Paid Grant-Charitable usesPCColdwater, MI, US$21,214
Paid Grant-Academic scholarshipsPCColdwater, MI, US$21,214
Filing and Contact Details

Filer

Filer Name
Hensley Charitable Trust
EIN
26-6036647
In Care Of
% Matthew Moses
Phone
5172795503
Address
C/O SMBT 51 Pearl St, Coldwater, MI 49036

Signing Officer

Name
Southern Michigan Bank and Trust
Title
Trust officer
Phone
5172795503
Signed
2022-10-31
Discuss with paid preparer
No

Preparer

Firm
James W Gordon CPA PC
Address
92 West Chicago Street, Coldwater, MI 49036
Preparer
James Gordon
Phone
5172786100
Raw XML Appendix264 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/Amt01165
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0James W Gordon CPA PC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01165
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01165173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01117226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0702812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01233932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt036956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REIT investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt073789
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-54568
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019273
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019273
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01165
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01165
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021106
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021106
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063642
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063642
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt073789
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt073789
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-68861
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01107870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-54568
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051279
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt063642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt088134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt073841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0395424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1767014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-21957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-37858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-21957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-37858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0373467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1729156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SMBT tax worksheet
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SMBT tax worksheet
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-54568
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-37112
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68861
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019788
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02080776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02149637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02060988
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0713
IRS990PF/DistributableAmountGrp/TotalTaxAmt0713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01930
IRS990PF/FMVAssetsEOYAmt02545840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01175758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01165173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01117226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0717341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0702812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01233932
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057729
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt036956
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt038635
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02060988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0198809
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0156047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0156047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02060988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02545840
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02060988
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02060988
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Southern Michigan Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 W Pearl St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Coldwater
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049036
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt063642
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt063642
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt051 W Pearl St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Coldwater
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Southern Michigan Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum05172795503
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Coldwater Kiwanis Club C/O Stan Tipton, 368 Airview Dr Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0First Baptist Church 102 Bishop Ave Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Hensley Charitable Scholarship Trust 51 W Pearl St Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt021214
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt021214
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt021214
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable uses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable uses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Academic scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Coldwater Kiwanis Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1First Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hensley Charitable Scholarship Trus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O Stan Tipton 368 Airview Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1102 Bishop Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt251 W Pearl St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063642
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/ExcessDistributionCyovYr1Amt058089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt085056
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt085056
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0333882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063642
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063642
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0418938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0355296
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019788
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Net change in securities
TaxesSchedule/TaxesDetail/Amt0291
TaxesSchedule/TaxesDetail/Amt11930
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0291
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Southern Michigan Bank and Trust
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05172795503
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hensley Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0HENS
ReturnHeader/Filer/EIN0266036647
ReturnHeader/Filer/InCareOfNm0% Matthew Moses
ReturnHeader/Filer/PhoneNum05172795503
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SMBT 51 Pearl St
ReturnHeader/Filer/USAddress/CityNm0Coldwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383548727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James W Gordon CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt092 West Chicago Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coldwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049036
ReturnHeader/PreparerPersonGrp/PhoneNum05172786100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Gordon
ReturnHeader/ReturnTs02022-11-02T12:21:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Southern Michigan Ba
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,060,988
Liabilities
$0
Net assets
$2,060,988
Revenue
$19,273
Expenses
$88,134
Net income
-$68,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.11$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.02$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.16$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.07$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.10$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.10
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.11