Civic Intelligence

Htc Cottee Charles & Barbara Close Foundation

990PF • Fiscal year 2014 • EIN 27-3017122

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
3 Radnor Corporate Center Suite 450Radnor, PA 19087-4580

(610) 995-8700

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$74,158

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

8th percentile

-9.3%

Faster asset growth than 8% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$10,269,621

Down $1,053,934 (-9.3%) from 2013

Net Assets

Down

$10,269,621

Down $1,053,934 (-9.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin7th percentile

Revenue

Up

$2,088,096

Up $893,981 (+75%) from 2013

Expenses

Up

$3,148,136

Up $606,796 (+24%) from 2013

Net Income

Up

-$1,060,040

Up $287,185 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,592,630Liabilities 2011: $0Net Assets 2011: $3,592,6302011Assets 2012: $12,660,952Liabilities 2012: $0Net Assets 2012: $12,660,9522012Assets 2013: $11,323,555Liabilities 2013: $0Net Assets 2013: $11,323,5552013Assets 2014: $10,269,621Liabilities 2014: $0Net Assets 2014: $10,269,6212014Assets 2015: $10,665,938Liabilities 2015: $0Net Assets 2015: $10,665,9382015Assets 2016: $8,081,995Liabilities 2016: $0Net Assets 2016: $8,081,9952016Assets 2017: $5,769,314Liabilities 2017: $0Net Assets 2017: $5,769,3142017Assets 2018: $5,713,445Liabilities 2018: $0Net Assets 2018: $5,713,4452018Assets 2019: $5,618,789Liabilities 2019: $0Net Assets 2019: $5,618,7892019Assets 2020: $5,182,254Liabilities 2020: $0Net Assets 2020: $5,182,2542020Assets 2021: $5,152,192Liabilities 2021: $0Net Assets 2021: $5,152,1922021Assets 2022: $4,734,722Liabilities 2022: $0Net Assets 2022: $4,734,7222022Assets 2023: $4,483,643Liabilities 2023: $0Net Assets 2023: $4,483,6432023Assets 2024: $4,553,919Liabilities 2024: $0Net Assets 2024: $4,553,9192024

Highlighted filing

2014

Assets$10,269,621
Liabilities$0
Net Assets$10,269,621
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,407,5192011Expenses 2012: $2,797,0612012Revenue 2013: $1,194,115Expenses 2013: $2,541,340Net Income 2013: -$1,347,2252013Revenue 2014: $2,088,096Expenses 2014: $3,148,136Net Income 2014: -$1,060,0402014Revenue 2015: $1,502,805Expenses 2015: $1,105,866Net Income 2015: $396,9392015Revenue 2016: $993,092Expenses 2016: $3,579,097Net Income 2016: -$2,586,0052016Revenue 2017: $423,207Expenses 2017: $2,729,648Net Income 2017: -$2,306,4412017Revenue 2018: $616,811Expenses 2018: $674,167Net Income 2018: -$57,3562018Revenue 2019: $452,885Expenses 2019: $548,593Net Income 2019: -$95,7082019Revenue 2020: $361,532Expenses 2020: $806,717Net Income 2020: -$445,1852020Revenue 2021: $782,767Expenses 2021: $820,932Net Income 2021: -$38,1652021Revenue 2022: $810,007Expenses 2022: $1,228,217Net Income 2022: -$418,2102022Revenue 2023: $707,027Expenses 2023: $968,081Net Income 2023: -$261,0542023Revenue 2024: $742,636Expenses 2024: $671,835Net Income 2024: $70,8012024

Highlighted filing

2014

Revenue$2,088,096
Expenses$3,148,136
Net Income-$1,060,040
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAVERFORD TRUST COMPANYTrusteePT$74,158-$74,158
FREDERICK PADDENTrustee-$60,008-$60,008
BARRY HOFFMANTrustee-$60,008-$60,008
MIKE DOYLETrustee-$60,008-$60,008
RICHARD SCHOENKOPFTrustee-$38,769-$38,769
Filing and Contact Details

Filer

Filer Name
The Charles & Barbara Close Foundation
EIN
27-3017122
Phone
6109958700
Address
3 RADNOR CORPORATE CENTER SUITE 450, RADNOR, PA 19087-4580

Signing Officer

Name
Michael F Doyle
Title
Trustee
Phone
6109958700
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Smart Devine
Address
1600 MARKET STREET, PHILADELPHIA, PA 19103
Preparer
Thomas Mcglone
Phone
2676707300
Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0700988
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0700988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0718405
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt073064
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt075000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAVERFORD TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD SCHOENKOPF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FREDERICK PADDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARRY HOFFMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06041238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06049947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02435000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02775000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01400000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.420462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.170363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.316905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.774117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014368096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014292975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08756565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01808513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02810000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.261385
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02810000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02810000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02810000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE HAVERFORD TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RADNOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109958700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENTREPRENEUERSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENTREPRENEUERSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DREXEL UNIVERSITY - HEALTH RESEARCH - AUTISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DREXEL UNIVERSITY - THE CHARLES S CLOSE SCHOOL OF ENTREPRENEURSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF SAINT MALACHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PLATT CADDIE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DREXEL UNIVERSITY - DAVID O'BRIEN LEADERSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21429 NORTH 11TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31974 SPROUL ROAD SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOMALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02810000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0700988
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0700988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01742545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02346013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01310036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07507606
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02109012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01742545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02346013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01310036
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02810000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02109012
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07507606
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05398594
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES CLOSE ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 RADNOR CORPORATE CENTER SUITE 450
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RADNOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0190874580
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0914604
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0COZEN O'CONNOR
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0678
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0678
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06106
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt022200
TaxesSchedule/TaxesDetail/Amt113314
TaxesSchedule/TaxesDetail/Amt28993
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL 2014 ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL 2013 TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt28993
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL F DOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109958700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES & BARBARA CLOSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0273017122
ReturnHeader/Filer/PhoneNum06109958700
ReturnHeader/Filer/USAddress/AddressLine1Txt03 RADNOR CORPORATE CENTER SUITE 450
ReturnHeader/Filer/USAddress/CityNm0RADNOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190874580
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232309118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMART DEVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02676707300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MCGLONE
ReturnHeader/ReturnTs02015-05-14T13:29:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,269,621
Liabilities
$0
Net assets
$10,269,621
Revenue
$2,088,096
Expenses
$3,148,136
Net income
-$1,060,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.74$0.67$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.71$0.97$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.81$1.23$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.78$0.82$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.36$0.81$0.45
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.45$0.55$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.62$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.42$2.73$2.31
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.99$3.58$2.59
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.50$1.11$0.40
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.09$3.15$1.06
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.19$2.54$1.35
2012Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.80
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$1.41