Civic Intelligence

Gertrude Mead Ott Charitable Fund

990PF • Fiscal year 2013 • EIN 34-1323185

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 13, 2014

Organization Profile
c/o 200 Market Avenue North Room 2144702
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$277,506

Down $6,745 (-2.4%) from 2012

Net Assets

Down

$277,425

Down $6,826 (-2.4%) from 2012

Liabilities

Up

$81

Up $81 from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$21,793

Down $43,067 (-66%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2011: $327,778Liabilities 2011: $0Net Assets 2011: $327,7782011Assets 2012: $284,251Liabilities 2012: $0Net Assets 2012: $284,2512012Assets 2013: $277,506Liabilities 2013: $81Net Assets 2013: $277,4252013Assets 2014: $291,212Liabilities 2014: $0Net Assets 2014: $291,2122014Assets 2015: $309,987Liabilities 2015: $2Net Assets 2015: $309,9852015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$277,506
Liabilities$81
Net Assets$277,425
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $19,8702011Expenses 2012: $64,8602012Expenses 2013: $21,7932013Revenue 2014: $15,287Expenses 2014: $1,500Net Income 2014: $13,7872014Revenue 2015: $15,423Expenses 2015: $1,502Net Income 2015: $13,9212015Revenue 2017: -$38,566Expenses 2017: $279,562Net Income 2017: -$318,1282017

Highlighted filing

2013

Revenue-
Expenses$21,793
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 13, 2014
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gertrude M OttPres/Ttee-$0--
Jeffrey HalmSecretary-$0--
Jane M TimkenTtee-$0--
Barbara C TImkenTtee-$0--
John M TImken JrTtee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCommunity Fdn of Eastern CT IncUnrestrictedPublicNew London, CT, US$8,000
Paid GrantLyman Allyn Art Museum IncUnrestrictedPublicNew London, CT, US$5,000
Paid GrantSt James Episcopal ChurchUnrestrictedPublicNew London, CT, US$5,000
Paid GrantCommunity Fdn of Eastern CT IncRestricted for Alice FundPublicNew London, CT, US$1,800
Filing and Contact Details

Filer

EIN
34-1323185
Raw XML Appendix319 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/AccountingFees/Amount01100
AccountingFeesSchedule/AccountingFees/Category0Ernst Young
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01100
GeneralExplanationAttachment/GeneralExplanation/Explanation0Part I Other Expenses 88% of the administrative fee is reasonable allocable compensation paid to Jeffrey Halm an employee of the Timken Foundation of Canton and an officer of the Foundation. PartXV Restrictions or limitations on awards Except under unusual circumstances grants are awarded exclusively for charitable and educational purposes to organizations qualified under IRC Section 501c)3) and as public charities under IRC Sections 509A)1)2) or 3). The current policy of the Foundation is to give primary consideration to organizations in the eastern onethird of the United States. While applications from organizations located in other areas are not precluded the policy of the board of trustees has been and is likely to continue to be to make almost all of its grants to organizations in the eastern onethird of the United States.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue041903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue133373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue224457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV019625
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV132950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV228752
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03594 shares of 3,594 sh PIMCO Comm Real Return
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12703 shares of 2,703 sh PIMCO All Asset
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21175 shares of 1,175 sh Seaspan Corp
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014719
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IRS990PF/BalanceSheets/AccountsPayableEOY081
IRS990PF/BalanceSheets/CapitalStockBOY0109850
IRS990PF/BalanceSheets/CapitalStockEOY0109850
IRS990PF/BalanceSheets/CashBOY045843
IRS990PF/BalanceSheets/CashEOY039211
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV081327
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IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0138562
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0177396
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0112
IRS990PF/BalanceSheets/RetainedEarningsBOY0174401
IRS990PF/BalanceSheets/RetainedEarningsEOY0167575
IRS990PF/BalanceSheets/TotalAssetsBOY0284251
IRS990PF/BalanceSheets/TotalAssetsEOY0277506
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0297934
IRS990PF/BalanceSheets/TotalLiabilitiesEOY081
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0284251
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0277506
IRS990PF/BalanceSheets/TotalNetAssetsBOY0284251
IRS990PF/BalanceSheets/TotalNetAssetsEOY0277425
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gains Distributions
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6825
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0277427
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0284251
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted015001
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj015001
IRS990PF/DistributableAmount/DistributableAmountBeforeDed015001
IRS990PF/DistributableAmount/MinimumInvestmentReturn015294
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0293
IRS990PF/DistributableAmount/TotalTax0293
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0212
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0293
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0212
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0212
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0297934
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0310539
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances049225
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0261314
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04658
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015294
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0305881
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0310539
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition3001.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Gertrude M Ott
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Jeffrey Halm
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jane M Timken
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Barbara C TImken
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4John M TImken Jr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Pres/Ttee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Ttee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Ttee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Ttee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10c/o 200 Market Ave N Suite 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11c/o 200 Market Ave N Suite 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12c/o 200 Market Ave N Suite 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13c/o 200 Market Ave N Suite 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14c/o 200 Market Ave N Suite 210
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Canton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Canton
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode044702
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.079835
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.052687
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.055494
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.058633
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QualifyingDistributions/ExpensesAndContributions021200
IRS990PF/QualifyingDistributions/QualifyingDistributions021200
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Jeffrey Halm
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03304521144
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10200 Market Avenue North Sutie 210
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Canton
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode044702
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0None
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0No form of application required. Information submitted must include verificatoin of applicants status under IRC Section 501c3
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Jeffrey Halm
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03304521144
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10200 Market Ave N Suite 210
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Canton
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044702
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0See attachment
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0There are no submission deadlines.
IRS990PF/SupplementaryInformation/ContributingManager0Gertrude M Ott
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Restricted for Alice Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Community Fdn of Eastern CT Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Lyman Allyn Art Museum Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12St James Episcopal Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Community Fdn of Eastern CT Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10147 State Street PO Box 769
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11625 William St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1276 Federal St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13147 State Street PO Box 769
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306320
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear019800
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear015001
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted015001
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1040484
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear046683
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06199
IRS990PF/UndistributedIncome/ExcessFromYear1040484
IRS990PF/UndistributedIncome/QualifyingDistributions021200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06199
IRS990PF/UndistributedIncome/TotalCorpus046683
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover040484
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue0112
OtherAssetsSchedule/OtherAssets/Description0Excise Tax Overpayment
OtherDecreasesSchedule/OtherDecreases/Amount02
OtherDecreasesSchedule/OtherDecreases/Description0Adjust cost of mutual funds
OtherExpensesSchedule/OtherExpenses/Description0Adminstrative Fee
OtherExpensesSchedule/OtherExpenses/Description1State Filing Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
TaxesSchedule/Taxes/Amount0293
TaxesSchedule/Taxes/Category0Excise Taxes
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0341323185
ReturnHeader/Filer/Name/BusinessNameLine10Gertrude Mead Ott Charitable Fund
ReturnHeader/Filer/NameControl0GERT
ReturnHeader/Filer/Phone03304521144
ReturnHeader/Filer/USAddress/AddressLine10c/o 200 Market Avenue North Room 21
ReturnHeader/Filer/USAddress/City0Canton
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044702
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-13
ReturnHeader/Officer/Name0Jeffrey Halm
ReturnHeader/Officer/Title0Sec
ReturnHeader/Preparer/DatePrepared02014-01-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jonathan Crawford
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 Market Ave N Suite 210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Canton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044702
ReturnHeader/Preparer/Name0Jonathan Crawford
ReturnHeader/Preparer/Phone03304555281
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-13T04:11:17-00:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,506
Liabilities
$81
Net assets
$277,425
Revenue
-
Expenses
$21,793
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.39$2.80$3.18
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.15$0.02$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15$0.02$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.77$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.65
2011Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.20