Civic Intelligence

Britt Perrotta Sommerfield Trust Fund

990PF • Fiscal year 2014 • EIN 26-6790487

Feb 01, 2013 to Jan 31, 2014 • Filed on Aug 07, 2014

Organization Profile
1182 Forest Bay Dr48328

(248) 736-7799

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

16th percentile

-24%

Higher net margin than 16% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.5%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$110,554

Down $1,699 (-1.5%) from 2013

Net Assets

Down

$110,554

Down $1,699 (-1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

$7,210

No earlier filing loaded for comparison.

Expenses

Up

$8,909

Up $2,903 (+48%) from 2013

Net Income

-$1,699

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

2014

Assets$110,554
Liabilities$0
Net Assets$110,554
Open 2014 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

2014

Revenue$7,210
Expenses$8,909
Net Income-$1,699
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Aug 7, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA GARDNERTtee/DirectorPT$0--
BRAD GARDNERDirectorPT$0--
DEAN SOMMERFIELDDirectorPT$0--
Filing and Contact Details

Filer

EIN
26-6790487
Phone
2487367799

Signing Officer

Name
Cara Gardner
Title
Trustee
Signed
2014-08-07
Discuss with paid preparer
Yes

Preparer

Preparer
Gary Ludwiczak CPA
Phone
2487060400
Raw XML Appendix337 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/Amt0275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FRANKLIN TAX ACCOUNTING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FT UNIT 3433 FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FT UNIT 3433 FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2FT UNIT 3433 FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3HEALTHCARE TR AMER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1502
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt26648
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt34546
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1516
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt26985
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt35292
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0586
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2337
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OTHER SECURITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt048380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02382
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01683
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04065
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04065
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02382
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02382
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1699
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021793
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01683
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FT UNIT 3433 FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FT UNIT 3433 FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FT UNIT 3433 FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HEALTHCARE TR AMER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01683
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0600
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1699
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0110554
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0112253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0110554
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05705
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05705
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05705
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05745
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/DistributableAmountGrp/TotalTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040
IRS990PF/FMVAssetsEOYAmt0120763
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09153
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014457
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014457
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0103100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt096097
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0106306
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0112253
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0110554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0112253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0110554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0120763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0112253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0110554
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0112253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0110554
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0116651
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08516
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0108135
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01750
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05745
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0114901
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0116651
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARA GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRAD GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEAN SOMMERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TTEE/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101182 FOREST BAY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111182 FOREST BAY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine124094 BOULDER POND DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WATERFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WATERFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2ANN ARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode048328
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode148328
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode248108
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.046846
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.049476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.049403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.039689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0114901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0111523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0110337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0101208
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.187383
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08460
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt040
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08500
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/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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARA GARDNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101182 FOREST BAY DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WATERFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode048328
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02487367799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BRITTSOMMERFIELD.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Assistance to Help Those with Eating Disorders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Assistance to Help Those with Eating Disorders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Eating Disorders and Education Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Haven Chartiy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0David Chludzinski
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Mark Taylor Janssen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102007 Audubon St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1130400 Telegraph Rd 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1211214 Lakehaven Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine135360 Iverrary Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Ann Arbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Bingham Farms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2White Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Commerce Twp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode048103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode148025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode248386
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode348382
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08500
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/AppliedToCurrentYearAmt05705
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0143
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05705
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02652
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02652
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02652
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0143
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTOR EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt043
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID RAPHAEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10245 W CONCORD LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0CHICAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode060614
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Gardner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10BRITT PERROTTA SOMMERFIELD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRIT
ReturnHeader/Filer/EIN0266790487
ReturnHeader/Filer/PhoneNum02487367799
ReturnHeader/Filer/USAddress/AddressLine101182 FOREST BAY DR
ReturnHeader/Filer/USAddress/City0WATERFORD
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FRANKLIN TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102170 CASS LAKE ROAD STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KEEGO HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048320
ReturnHeader/PreparerPersonGrp/PhoneNum02487060400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY LUDWICZAK CPA
ReturnHeader/ReturnTs02014-08-07T01:29:30-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,554
Liabilities
$0
Net assets
$110,554
Revenue
$7,210
Expenses
$8,909
Net income
-$1,699
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