Civic Intelligence

Alison and James Bates Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-1575192

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

Organization Profile
1138 Vinetta DriveDes Peres, MO 63131

(314) 546-2263

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.23x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

78%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$163,393

Up $9,354 (+6.1%) from 2015

Net Assets

Up

$160,597

Up $9,353 (+6.2%) from 2015

Liabilities

Flat

$2,795

Flat from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin96th percentile

Revenue

Up

$12,308

Up $5,382 (+78%) from 2015

Expenses

Down

$2,955

Down $1,701 (-37%) from 2015

Net Income

Up

$9,353

Up $7,083 (+312%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$200K$150K$100K$50K$0Assets 2011: $165,152Liabilities 2011: $1Net Assets 2011: $165,1512011Assets 2012: $169,206Liabilities 2012: $0Net Assets 2012: $169,2062012Assets 2013: $160,902Liabilities 2013: $0Net Assets 2013: $160,9022013Assets 2015: $154,039Liabilities 2015: $2,795Net Assets 2015: $151,2442015Assets 2016: $163,393Liabilities 2016: $2,795Net Assets 2016: $160,5972016Assets 2017: $143,473Liabilities 2017: $5,000Net Assets 2017: $138,4732017Assets 2018: $153,665Liabilities 2018: $7,500Net Assets 2018: $146,1652018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$163,393
Liabilities$2,795
Net Assets$160,597
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $18,2592011Expenses 2012: $5,4402012Revenue 2013: $17,027Expenses 2013: $25,331Net Income 2013: -$8,3042013Revenue 2015: $6,926Expenses 2015: $4,656Net Income 2015: $2,2702015Revenue 2016: $12,308Expenses 2016: $2,955Net Income 2016: $9,3532016Revenue 2017: $18,385Expenses 2017: $40,509Net Income 2017: -$22,1242017Revenue 2018: $12,019Expenses 2018: $4,327Net Income 2018: $7,6922018Revenue 2019: $15,633Expenses 2019: $161,798Net Income 2019: -$146,1652019

Highlighted filing

2016

Revenue$12,308
Expenses$2,955
Net Income$9,353
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsey CarlieTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alison and James Bates Charitable
EIN
27-1575192
In Care Of
% LINDSEY CARLIE
Phone
3145462263
Address
1138 Vinetta Drive, Des Peres, MO 63131

Signing Officer

Name
Lindsey Carlie
Title
Trustee
Phone
3148891101
Signed
2017-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Marie N Carlie CPA
Phone
3148891100
Raw XML Appendix255 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0178238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS AND ETFS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06454
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05854
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012308
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012308
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05854
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06454
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09353
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt067317
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05854
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02914
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011302
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0420
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1928
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05854
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09353
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0160597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0151244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0160597
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08475
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08475
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08475
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08671
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/DistributableAmountGrp/TotalTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt068
IRS990PF/FMVAssetsEOYAmt0183059
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04143
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04821
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0149896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0158572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0178238
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt02795
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt02795
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0154039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0163393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0183059
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02795
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0163392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0151244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0160597
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0151244
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0160597
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0176055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0172377
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02641
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08671
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0173414
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0176055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lindsey Carlie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01138 Vinetta Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Des Peres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.116808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.10401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0173414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0171204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0185646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0190664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0176898
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.291662
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01477
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01477
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01477
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Des Peres
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063131
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03145462263
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt01477
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09974
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01477
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016972
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02795
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0NANCY RAPP TRUSTEE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02795
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01457
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01457
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02914
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY CARLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03148891101
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alison and James Bates Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALIS
ReturnHeader/Filer/EIN0271575192
ReturnHeader/Filer/InCareOfNm0% LINDSEY CARLIE
ReturnHeader/Filer/PhoneNum03145462263
ReturnHeader/Filer/USAddress/AddressLine1Txt01138 Vinetta Drive
ReturnHeader/Filer/USAddress/CityNm0Des Peres
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02493281864115003ADC37966982E191C04DC9172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02493281864115003ADC37966982E191C04DC9172
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620172405000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-08-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie N Carlie CPA
ReturnHeader/ReturnTs02017-08-28T16:36:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,393
Liabilities
$2,795
Net assets
$160,597
Revenue
$12,308
Expenses
$2,955
Net income
$9,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$1.62$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.08$1.46$0.12$0.04$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.05$1.38$0.18$0.41$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.61$0.12$0.03$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.03$1.51$0.07$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.25$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits