Civic Intelligence

Leora Prewitt Charitable Remainder Unitrust

990PF • Fiscal year 2016 • EIN 31-1540241

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 01, 2017

Organization Profile
107 South Main StSomerset, KY 42501

(606) 678-4372

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.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

80th percentile

$4,267

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

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

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

7th percentile

-65%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$340,974

Up $1,722 (+0.5%) from 2015

Net Assets

Up

$340,974

Up $1,722 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin67th percentile

Revenue

Down

$17,318

Down $32,078 (-65%) from 2015

Expenses

Down

$15,403

Down $20,566 (-57%) from 2015

Net Income

Down

$1,915

Down $11,512 (-86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2015: $339,252Liabilities 2015: $0Net Assets 2015: $339,2522015Assets 2016: $340,974Liabilities 2016: $0Net Assets 2016: $340,9742016Assets 2017: $352,322Liabilities 2017: $0Net Assets 2017: $352,3222017Assets 2018: $339,157Liabilities 2018: $0Net Assets 2018: $339,1572018Assets 2019: $341,707Liabilities 2019: $0Net Assets 2019: $341,7072019Assets 2020: $315,053Liabilities 2020: $0Net Assets 2020: $315,0532020Assets 2021: $336,540Liabilities 2021: $0Net Assets 2021: $336,5402021Assets 2022: $318,644Liabilities 2022: $0Net Assets 2022: $318,6442022Assets 2023: $315,764Liabilities 2023: $0Net Assets 2023: $315,7642023Assets 2024: $352,248Liabilities 2024: $0Net Assets 2024: $352,2482024

Highlighted filing

2016

Assets$340,974
Liabilities$0
Net Assets$340,974
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2015: $49,396Expenses 2015: $35,969Net Income 2015: $13,4272015Revenue 2016: $17,318Expenses 2016: $15,403Net Income 2016: $1,9152016Revenue 2017: $42,937Expenses 2017: $31,958Net Income 2017: $10,9792017Revenue 2018: $26,740Expenses 2018: $39,905Net Income 2018: -$13,1652018Revenue 2019: $29,053Expenses 2019: $26,524Net Income 2019: $2,5292019Revenue 2020: $1,414Expenses 2020: $28,068Net Income 2020: -$26,6542020Revenue 2021: $48,620Expenses 2021: $27,133Net Income 2021: $21,4872021Revenue 2022: $11,356Expenses 2022: $29,252Net Income 2022: -$17,8962022Revenue 2023: $22,309Expenses 2023: $25,189Net Income 2023: -$2,8802023Revenue 2024: $61,768Expenses 2024: $25,284Net Income 2024: $36,4842024

Highlighted filing

2016

Revenue$17,318
Expenses$15,403
Net Income$1,915
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,267-$4,267
Filing and Contact Details

Filer

Filer Name
Leora Prewitt Charitable
EIN
31-1540241
Address
107 SOUTH MAIN ST, SOMERSET, KY 42501

Signing Officer

Name
Cumberland Security Bank Asset Mgmt
Title
Trustee
Phone
6066789164
Signed
2017-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Mark Clark CPA Psc
Address
POBOX 369, SOMERSET, KY 42502-2700
Preparer
Mark Clark CPA
Phone
6066784372
Raw XML Appendix241 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/Amt0525
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0525
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0UNIFIED TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1UNIFIED TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt028006
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17719
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt027899
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110079
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0340974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0405242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UNIFIED TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09621
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05444
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02253
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015065
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02253
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017318
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09621
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05444
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04267
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04267
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04026
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04026
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09621
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01915
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt043422
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0531
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0531
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07697
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05444
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01915
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0193
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0341167
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0339252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0340974
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019242
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019242
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019242
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019469
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0227
IRS990PF/DistributableAmountGrp/TotalTaxAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0227
IRS990PF/FMVAssetsEOYAmt0405242
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt078008
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt078008
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-9
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0339261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0340974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0405242
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0261244
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0262966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0339252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0340974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0405242
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0339252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0340974
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0339252
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0340974
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0395309
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0395309
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05930
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019469
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0389379
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0395309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CUMBERLAND SECURITY BANK ASSET MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0107 SOUTH MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOMERSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd042501
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011683
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011683
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011683
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/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/IndividualWithBooksNm0CUMBERLAND SECURITY BANK ASSET MGMT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 70
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOMERSET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0425020070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06066789164
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOMERSET COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0808 MONTICELLO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 64
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04026
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/AppliedToCurrentYearAmt07657
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04026
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019242
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011683
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011585
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04026
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0531
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0531
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0193
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BALANCE RETAINED EARNINGS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03720
TaxesSchedule/TaxesDetail/Amt02293
TaxesSchedule/TaxesDetail/Amt141
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02293
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt141
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND SECURITY BANK ASSET MGMT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06066789164
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEORA PREWITT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REMAINDER UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEOR
ReturnHeader/Filer/EIN0311540241
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 SOUTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SOMERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D426263845748513852DCBD2BD9A71A3091F1FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011D08EB2F5BE2EC3AE7D51D9233745753A7734C1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611230372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK CLARK CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POBOX 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0425022700
ReturnHeader/PreparerPersonGrp/PhoneNum06066784372
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK CLARK CPA
ReturnHeader/ReturnTs02017-03-11T11:35:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$340,974
Liabilities
$0
Net assets
$340,974
Revenue
$17,318
Expenses
$15,403
Net income
$1,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.62$0.25$0.36
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.22$0.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.11$0.29$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.49$0.27$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.01$0.28$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.29$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.27$0.40$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.43$0.32$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.17$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.49$0.36$0.13