Civic Intelligence

Paul & Ruth Bader Charitable Trust

990PF • Fiscal year 2015 • EIN 31-6603402

Jun 01, 2014 to May 31, 2015 • Filed on Jul 15, 2015

Organization Profile
3040 West Point Road SELancaster, OH 43130

(740) 569-3040

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

77th percentile

$1,654

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

0.5%

Faster asset growth than 51% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$339,890

Up $1,548 (+0.5%) from 2014

Net Assets

Up

$339,520

Up $1,551 (+0.5%) from 2014

Liabilities

Down

$370

Down $3 (-0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin63rd percentile

Revenue

Up

$16,915

Up $5,361 (+46%) from 2014

Expenses

Up

$15,364

Up $13,251 (+627%) from 2014

Net Income

Down

$1,551

Down $7,890 (-84%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$400K$300K$200K$100K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2014: $338,342Liabilities 2014: $373Net Assets 2014: $337,9692014Assets 2015: $339,890Liabilities 2015: $370Net Assets 2015: $339,5202015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$339,890
Liabilities$370
Net Assets$339,520
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $02011Expenses 2012: $02012Revenue 2014: $11,554Expenses 2014: $2,113Net Income 2014: $9,4412014Revenue 2015: $16,915Expenses 2015: $15,364Net Income 2015: $1,5512015Revenue 2016: $8,995Expenses 2016: $288,658Net Income 2016: -$279,6632016

Highlighted filing

2015

Revenue$16,915
Expenses$15,364
Net Income$1,551
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$1,654-$1,654
Filing and Contact Details

Filer

Filer Name
Paul & Ruth Bader Charitable Trust
EIN
31-6603402
Phone
7405693040
Address
3040 WEST POINT ROAD SE, LANCASTER, OH 43130

Signing Officer

Name
William J Sitterley
Title
Trustee
Phone
7405693040
Signed
2015-07-15
Discuss with paid preparer
Yes

Preparer

Firm
John M Lester CPA
Address
408 NORTH COLUMBUS STREET, LANCASTER, OH 43130-3033
Preparer
Jon M Lester CPA
Phone
7406547761
Raw XML Appendix236 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/Amt0935
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0339890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0338615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STIFEL INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016874
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt041
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016915
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0935
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0935
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01654
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01551
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016667
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02446
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FRANKLIN INCOME FUND 816.327 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01551
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0339520
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0337969
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0339520
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016557
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016557
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016557
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016890
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0333
IRS990PF/DistributableAmountGrp/TotalTaxAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt0338615
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0328528
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0328528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0338342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0339890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0338615
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0373
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0370
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09441
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010992
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0338342
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0339890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0338615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0338342
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0339890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0337969
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0339520
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0342949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0338526
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05144
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0337805
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0342949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01654
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J SITTERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03040 WEST POINT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043130
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014446
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014446
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014446
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/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0WILLIAM J SITTERLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03040 WEST POINT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LANCASTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043130
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07405693040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0FAIRFIELDCOUNTYSCHOLARSHIPS.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE COLLEGE SCHOLARSHIPS TO RESIDENTS OF FAIRFIELD COUNTY, OHIO, WHO QUALIFY ON THE BASIS OF FINANCIAL NEED AND ABILITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt014446
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM J SITTERLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07405693040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03040 WEST POINT ROAD SE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LISTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADD ON FILE WITH TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043130
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToYear1Amt014446
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016557
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014446
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01122
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016557
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015568
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0105
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0281
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt192
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FORM 4720 TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt033
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1337
TaxesSchedule/TaxesDetail/Amt0333
TaxesSchedule/TaxesDetail/Amt1337
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 4720 TAXES
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & RUTH BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0316603402
ReturnHeader/Filer/PhoneNum07405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt03040 WEST POINT ROAD SE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431303033
ReturnHeader/PreparerPersonGrp/PhoneNum07406547761
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON M LESTER CPA
ReturnHeader/ReturnTs02015-09-11T11:22:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,890
Liabilities
$370
Net assets
$339,520
Revenue
$16,915
Expenses
$15,364
Net income
$1,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$2.89$2.80
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.17$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.12$0.02$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00