Civic Intelligence

Trust UW Charles E Larner Jr FBO Charles Larner Family Foundation

990PF • Fiscal year 2023 • EIN 27-3878463

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

Organization Profile
406 E Main StreetFloyd, VA 24091

(978) 335-8739

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-151%

Higher net margin than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$544,759

Up $243,934 (+81%) from 2022

Net Assets

Up

$544,759

Up $243,934 (+81%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Down

$9,300

Down $16,115 (-63%) from 2022

Expenses

Down

$23,345

Down $6,146 (-21%) from 2022

Net Income

Down

-$14,045

Down $9,969 (-245%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$600K$400K$200K$0Assets 2012: $416,660Liabilities 2012: $0Net Assets 2012: $416,6602012Assets 2014: $382,599Liabilities 2014: $0Net Assets 2014: $382,5992014Assets 2015: $361,341Liabilities 2015: $0Net Assets 2015: $361,3412015Assets 2016: $343,792Liabilities 2016: $0Net Assets 2016: $343,7922016Assets 2017: $340,636Liabilities 2017: $0Net Assets 2017: $340,6362017Assets 2018: $317,882Liabilities 2018: $0Net Assets 2018: $317,8822018Assets 2019: $308,228Liabilities 2019: $0Net Assets 2019: $308,2282019Assets 2020: $309,730Liabilities 2020: $0Net Assets 2020: $309,7302020Assets 2021: $304,901Liabilities 2021: $0Net Assets 2021: $304,9012021Assets 2022: $300,825Liabilities 2022: $0Net Assets 2022: $300,8252022Assets 2023: $544,759Liabilities 2023: $0Net Assets 2023: $544,7592023Assets 2024: $286,921Liabilities 2024: $0Net Assets 2024: $286,9212024

Highlighted filing

2023

Assets$544,759
Liabilities$0
Net Assets$544,759
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $23,6142012Revenue 2014: $25,514Expenses 2014: $51,899Net Income 2014: -$26,3852014Revenue 2015: $17,918Expenses 2015: $39,176Net Income 2015: -$21,2582015Revenue 2016: $15,715Expenses 2016: $33,264Net Income 2016: -$17,5492016Revenue 2017: $26,487Expenses 2017: $29,643Net Income 2017: -$3,1562017Revenue 2018: $11,643Expenses 2018: $34,397Net Income 2018: -$22,7542018Revenue 2019: $21,307Expenses 2019: $30,961Net Income 2019: -$9,6542019Revenue 2020: $25,552Expenses 2020: $24,050Net Income 2020: $1,5022020Revenue 2021: $23,956Expenses 2021: $28,785Net Income 2021: -$4,8292021Revenue 2022: $25,415Expenses 2022: $29,491Net Income 2022: -$4,0762022Revenue 2023: $9,300Expenses 2023: $23,345Net Income 2023: -$14,0452023Revenue 2024: $20,914Expenses 2024: $30,795Net Income 2024: -$9,8812024

Highlighted filing

2023

Revenue$9,300
Expenses$23,345
Net Income-$14,045
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R COSTELLO TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust UW Charles E Larner Jr
EIN
27-3878463
Address
406 E Main Street, Floyd, VA 24091

Signing Officer

Name
David Costello
Title
Trustee
Phone
9783358739
Signed
2024-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Lark Bolduc CPA LLC
Address
100 Conifer Hill Dr Unit 309, Danvers, MA 01923
Preparer
Lark L Bolduc
Phone
9787742198
Raw XML Appendix312 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Charles Schwab Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0453
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0544759
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018232
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0126
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IRS990PF/FMVAssetsEOYAmt0610878
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0925
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt027000
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0257979
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt027000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018358
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0406 E Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Floyd
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Floyd
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310 JEFFREYS NECK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt477 4TH AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Ipswich
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Ipswich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Needham Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001913
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201983
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402494
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017196
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/AppliedToYear1Amt018087
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt017195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018232
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018232
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018087
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0925
LandEtcSchedule2/LandEtcGrp/BookValueAmt00
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0IPad
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0925
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOKKEEPING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL AND MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1686
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21977
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3686
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0229
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Costello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09783358739
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust UW Charles E Larner Jr
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0273878463
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 E Main Street
ReturnHeader/Filer/USAddress/CityNm0Floyd
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024091
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205683712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lark Bolduc CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Conifer Hill Dr Unit 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danvers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787742198
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lark L Bolduc
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T18:11:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,759
Liabilities
$0
Net assets
$544,759
Revenue
$9,300
Expenses
$23,345
Net income
-$14,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.21$0.31$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.09$0.23$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.25$0.29$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.26$0.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.21$0.31$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.12$0.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.26$0.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.16$0.33$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.18$0.39$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.26$0.52$0.26
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24