Civic Intelligence

Britt Perrotta Sommerfield Trust Fund

990PF • Fiscal year 2012 • EIN 26-6790487

Feb 01, 2011 to Jan 31, 2012 • Filed on May 08, 2012

Organization Profile
1125 Oregon Blvd48327
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

42nd percentile

-2.1%

Faster asset growth than 42% 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

Down

$111,852

Down $2,414 (-2.1%) from 2011

Net Assets

Down

$111,852

Down $2,414 (-2.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,034

Up $1,398 (+25%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $114,266Liabilities 2011: $0Net Assets 2011: $114,2662011Assets 2012: $111,852Liabilities 2012: $0Net Assets 2012: $111,8522012Assets 2013: $112,253Liabilities 2013: $0Net Assets 2013: $112,2532013Assets 2014: $110,554Liabilities 2014: $0Net Assets 2014: $110,5542014Assets 2015: $132,467Liabilities 2015: $0Net Assets 2015: $132,4672015Assets 2016: $133,613Liabilities 2016: $0Net Assets 2016: $133,6132016Assets 2017: $134,926Liabilities 2017: $0Net Assets 2017: $134,9262017Assets 2018: $135,704Liabilities 2018: $0Net Assets 2018: $135,7042018Assets 2019: $135,260Liabilities 2019: $0Net Assets 2019: $135,2602019Assets 2020: $133,649Liabilities 2020: $0Net Assets 2020: $133,6492020Assets 2021: $102,270Liabilities 2021: $0Net Assets 2021: $102,2702021Assets 2022: $94,795Liabilities 2022: $0Net Assets 2022: $94,7952022Assets 2023: $86,944Liabilities 2023: $0Net Assets 2023: $86,9442023Assets 2024: $79,609Liabilities 2024: $0Net Assets 2024: $79,6092024Assets 2025: $72,062Liabilities 2025: $0Net Assets 2025: $72,0622025

Highlighted filing

2012

Assets$111,852
Liabilities$0
Net Assets$111,852
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2011: $5,6362011Expenses 2012: $7,0342012Expenses 2013: $6,0062013Revenue 2014: $7,210Expenses 2014: $8,909Net Income 2014: -$1,6992014Revenue 2015: $28,298Expenses 2015: $6,385Net Income 2015: $21,9132015Revenue 2016: $8,920Expenses 2016: $7,774Net Income 2016: $1,1462016Revenue 2017: $9,322Expenses 2017: $8,009Net Income 2017: $1,3132017Revenue 2018: $8,712Expenses 2018: $7,934Net Income 2018: $7782018Revenue 2019: $9,133Expenses 2019: $9,577Net Income 2019: -$4442019Revenue 2020: $7,853Expenses 2020: $9,465Net Income 2020: -$1,6122020Revenue 2021: -$12,120Expenses 2021: $19,259Net Income 2021: -$31,3792021Revenue 2022: $0Expenses 2022: $7,475Net Income 2022: -$7,4752022Revenue 2023: $0Expenses 2023: $7,851Net Income 2023: -$7,8512023Revenue 2024: $0Expenses 2024: $7,335Net Income 2024: -$7,3352024Revenue 2025: $0Expenses 2025: $7,547Net Income 2025: -$7,5472025

Highlighted filing

2012

Revenue-
Expenses$7,034
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA GARDNERTtee/DirectorPT$0--
BRAD GARDNERDirectorPT$0--
DEAN SOMMERFIELDDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Educational ScholarshipN/ACommerce Twp, MI, US$5,000
Paid GrantEating Disorders Education NetworFor Assistance to Help Those With Eating DisordersN/AAnn Arbor, MI, US$500
Filing and Contact Details

Filer

EIN
26-6790487
Raw XML Appendix247 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/AccountingFees/Amount0275
AccountingFeesSchedule/AccountingFees/Category0FRANKLIN TAX ACCOUNTING
InvestmentsOtherSchedule2/InvestmentsOther/BookValue05210
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1103029
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV06783
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1100818
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount04274
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04274
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IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0346
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm04274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss04274
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2414
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04131
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0852
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss07034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome04274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04620
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01534
IRS990PF/BalanceSheets/CashBOY018707
IRS990PF/BalanceSheets/CashEOY03613
IRS990PF/BalanceSheets/InvestmentsOtherBOY095559
IRS990PF/BalanceSheets/InvestmentsOtherEOY0108239
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0107601
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0114266
IRS990PF/BalanceSheets/RetainedEarningsEOY0111852
IRS990PF/BalanceSheets/TotalAssetsBOY0114266
IRS990PF/BalanceSheets/TotalAssetsEOY0111852
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0107601
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0114266
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0111852
IRS990PF/BalanceSheets/TotalNetAssetsBOY0114266
IRS990PF/BalanceSheets/TotalNetAssetsEOY0111852
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2414
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0111852
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0114266
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0111852
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05476
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05476
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05476
IRS990PF/DistributableAmount/MinimumInvestmentReturn05517
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome041
IRS990PF/DistributableAmount/TotalTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue041
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0107601
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0112017
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07668
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0104349
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01680
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05517
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0110337
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0112017
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARA GARDNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BRAD GARDNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DEAN SOMMERFIELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TTEE/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101125 OREGON BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111125 OREGON BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124479 BOULDER POND DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WATERFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WATERFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ANN ARBOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode048327
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode148327
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode248108
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct04956
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04915
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.044546
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.049403
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.039689
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0110337
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2062989
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome041
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.089092
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05459
IRS990PF/QualifyingDistributions/ExpensesAndContributions05500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm041
IRS990PF/QualifyingDistributions/QualifyingDistributions05500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CARA GARDNER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02487367799
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101125 OREGON BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WATERFORD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048327
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.BRITTSOMMERFIELD.ORG
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Educational Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1For Assistance to Help Those With Eating Disorders
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Eating Disorders Education Networ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Eric Tamm
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104407 Ravinewood Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112007 Audubon St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Commerce Twp
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Ann Arbor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode048382
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode148103
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05353
IRS990PF/UndistributedIncome/AppliedToYear10147
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05476
IRS990PF/UndistributedIncome/QualifyingDistributions05500
IRS990PF/UndistributedIncome/UndistributedIncomeCY0123
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0147
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTOR EXPENSES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome031
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1112
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks031
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1112
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2709
SubstantialContributorsSch/SubstantialContributor/PersonName0DAVID RAPHAEL
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10245 W CONCORD LANE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0CHICAGO
SubstantialContributorsSch/SubstantialContributor/USAddress/State0IL
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode060614
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0407
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0266790487
ReturnHeader/Filer/Name/BusinessNameLine10BRITT PERROTTA SOMMERFIELD TRUST FUND
ReturnHeader/Filer/NameControl0BRIT
ReturnHeader/Filer/Phone02487367799
ReturnHeader/Filer/USAddress/AddressLine101125 OREGON BLVD
ReturnHeader/Filer/USAddress/City0WATERFORD
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048327
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-08
ReturnHeader/Officer/Name0CARA GARDNER
ReturnHeader/Officer/Phone02487367799
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FRANKLIN TAX AND ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102170 CASS LAKE ROAD STE F
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KEEGO HARBOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048320
ReturnHeader/Preparer/Name0GARY LUDWICZAK CPA
ReturnHeader/Preparer/Phone02487060400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-02-01
ReturnHeader/TaxPeriodEndDate02012-01-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T11:18:45-00:00

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
$111,852
Liabilities
$0
Net assets
$111,852
Revenue
-
Expenses
$7,034
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.08$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00$0.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.19$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.28$0.06$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06