Civic Intelligence

Morey Bernstein Charitable Trust

990PF • Fiscal year 2012 • EIN 31-6670340

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 11, 2013

Organization Profile

Refreshing map…

4308 Old Columbia Pike22003
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $186,334 (-100%) from 2011

Net Assets

Down

$0

Down $186,334 (-100%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$95

Down $10,805 (-99%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$200K$150K$100K$50K$0Assets 2010: $191,127Liabilities 2010: $0Net Assets 2010: $191,1272010Assets 2011: $186,334Liabilities 2011: $0Net Assets 2011: $186,3342011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Expenses 2010: $23,2002010Expenses 2011: $10,9002011Expenses 2012: $952012

Highlighted filing

2012

Revenue-
Expenses$95
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 11, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT C DUELLTrustee-$0--
BARBARA S BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

EIN
31-6670340
Raw XML Appendix274 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
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DissolutionStmt/DissolutionInfo/AddressUS/City0BETHESDA
DissolutionStmt/DissolutionInfo/AddressUS/State0MD
DissolutionStmt/DissolutionInfo/AddressUS/ZIPCode020814
DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine10THE MOREY BERNSTEIN MEMORIAL FOUNDATION
DissolutionStmt/DissolutionInfo/DissolutionAmt0278887
DissolutionStmt/DissolutionInfo/Explanation0ALL OF THE INVESTMENT ASSETS OWNED BY MOREY BERNSTEIN CHARITABLE FOUNDATION AS OF DECEMBER 31, 2012.
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05780
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03114
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount08898
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08898
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03114
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm05780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss05780
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses08803
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice03114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03114
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08803
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss095
IRS990PF/BalanceSheets/CapitalStockBOY0186334
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0147856
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY038478
IRS990PF/BalanceSheets/TotalAssetsBOY0186334
IRS990PF/BalanceSheets/TotalAssetsEOY00
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0186334
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY00
IRS990PF/BalanceSheets/TotalNetAssetsBOY0186334
IRS990PF/BalanceSheets/TotalNetAssetsEOY00
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses08803
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0195137
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0195137
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0186334
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY00
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013016
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013016
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013016
IRS990PF/DistributableAmount/MinimumInvestmentReturn013192
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0176
IRS990PF/DistributableAmount/TotalTax0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0477
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0653
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0477
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0653
IRS990PF/ExemptPF0X
IRS990PF/FinalReturn0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0267848
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances041438
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0226410
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04018
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn013192
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0263830
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0267848
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALBERT C DUELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARBARA S BERNSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106905 N 181ST AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114308 OLD COLUMBIA PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WADDELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ANNANDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode085355
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122003
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct015910
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets015822
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.059970
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.041421
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.094251
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.069970
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.058513
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.035695
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0263830
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10252289
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20236039
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30226910
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome088
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1010450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2022247
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3015877
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4015826
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5012000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.299850
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MCPHERSON BREYFOGLE ET AL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07195430516
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10740 THATCHER BLDG
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PUEBLO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode081003
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AZ
IRS990PF/StatementsRegardingActivities/TerminationEtc01
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted013016
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202503
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02503
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02503
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02503
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010513
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LiquidationExplanationStmt/Statement0AS OF DECEMBER 31, 2012, THE MOREY BERNSTEIN CHARITABLE TRUST TRANSFERRED ALL OF ITS ASSETS, HAVING A COST BASIS OF $195,137 AND A FAIR VALUE BASIS OF $278,887, TO THE MOREY BERNSTEIN MEMORIAL FOUNDATION, EIN 52-2182509. THE TRANSFER WAS MADE BY THE TRUSTEE UNDER THE PROVISIONS OF THE TRUST'S GOVERNING INSTRUMENT, A COPY OF WHICH IS ATTACHED AS A PDF ATTACHMENT. THE MOREY BERNSTEIN MEMORIAL FOUNDATION, A PRIVATE FOUNDATION, AS THE TRANSFEREE, SUCCEEDS TO ALL OF THE TAX BENEFITS AND THE TAX OBLIGATIONS OF THE TRANSFEROR, AS PROVIDED UNDER IRC SECTION 507(B)(2) AND THE REGULATIONS THEREUNDER.
OtherDecreasesSchedule/OtherDecreases/Amount0186334
OtherDecreasesSchedule/OtherDecreases/Amount18803
OtherDecreasesSchedule/OtherDecreases/Description0TRANSFER OF ASSETS IN MERGER/TERMINATION
OtherDecreasesSchedule/OtherDecreases/Description1TRANSFER OF ASSETS IN MERGER/TERMINATION
OtherExpensesSchedule/OtherExpenses/Description0BROKER SERVICE FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome095
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks095
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316670340
ReturnHeader/Filer/Name/BusinessNameLine10MOREY BERNSTEIN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MORE
ReturnHeader/Filer/Phone07037868175
ReturnHeader/Filer/USAddress/AddressLine104308 OLD COLUMBIA PIKE
ReturnHeader/Filer/USAddress/City0ANNANDALE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022003
ReturnHeader/Officer/DateSigned02013-02-11
ReturnHeader/Officer/Name0BARBARA S BERNSTEIN
ReturnHeader/Officer/Phone07037868175
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0840628988
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCPHERSON BREYFOGLE DAVELINE & GOODRICH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10503 N MAIN ST SUITE 740
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PUEBLO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0810033131
ReturnHeader/Preparer/Name0GERALD N MCPHERSON
ReturnHeader/Preparer/Phone07195430516
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-28T13:51:31-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$95
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
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.$1.86$0.00$1.86$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.23