Civic Intelligence

Elson Family Charitable Trust

990PF • Fiscal year 2013 • EIN 34-6855820

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
400 Shrewsbury Ln28105

(704) 408-2797

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

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

Liabilities / Revenue

81st percentile

0.00x

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

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

Net Margin

29th percentile

-29%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

94th percentile

$4,875

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 83.8% of source-year revenue.

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

Asset Growth

45th percentile

-1.8%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$92,467

Down $1,678 (-1.8%) from 2012

Net Assets

Down

$92,467

Down $1,678 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin29th percentile

Revenue

$5,814

No earlier filing loaded for comparison.

Expenses

Down

$7,492

Down $1,148 (-13%) from 2012

Net Income

-$1,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2010: $344,086Liabilities 2010: $0Net Assets 2010: $344,0862010Assets 2011: $186,744Liabilities 2011: $0Net Assets 2011: $186,7442011Assets 2012: $94,145Liabilities 2012: $0Net Assets 2012: $94,1452012Assets 2013: $92,467Liabilities 2013: $0Net Assets 2013: $92,4672013Assets 2015: $85,253Liabilities 2015: $0Net Assets 2015: $85,2532015Assets 2016: $65,471Liabilities 2016: $0Net Assets 2016: $65,4712016Assets 2017: $56,706Liabilities 2017: $0Net Assets 2017: $56,7062017Assets 2018: $58,936Liabilities 2018: $0Net Assets 2018: $58,9362018Assets 2019: $55,227Liabilities 2019: $0Net Assets 2019: $55,2272019Assets 2020: $51,941Liabilities 2020: $0Net Assets 2020: $51,9412020Assets 2021: $50,457Liabilities 2021: $0Net Assets 2021: $50,4572021Assets 2022: $44,994Liabilities 2022: $0Net Assets 2022: $44,9942022Assets 2023: $36,104Liabilities 2023: $0Net Assets 2023: $36,1042023Assets 2024: $26,306Liabilities 2024: $0Net Assets 2024: $26,3062024

Highlighted filing

2013

Assets$92,467
Liabilities$0
Net Assets$92,467
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $7,1982010Expenses 2011: $49,1362011Expenses 2012: $8,6402012Revenue 2013: $5,814Expenses 2013: $7,492Net Income 2013: -$1,6782013Revenue 2015: $5,910Expenses 2015: $13,603Net Income 2015: -$7,6932015Revenue 2016: $1,964Expenses 2016: $21,746Net Income 2016: -$19,7822016Revenue 2017: $3,927Expenses 2017: $12,692Net Income 2017: -$8,7652017Revenue 2018: $11,789Expenses 2018: $9,559Net Income 2018: $2,2302018Revenue 2019: $3,752Expenses 2019: $7,461Net Income 2019: -$3,7092019Revenue 2020: $4,200Expenses 2020: $7,486Net Income 2020: -$3,2862020Revenue 2021: $20,399Expenses 2021: $21,883Net Income 2021: -$1,4842021Revenue 2022: $4,284Expenses 2022: $16,150Net Income 2022: -$11,8662022Revenue 2023: $1,228Expenses 2023: $8,875Net Income 2023: -$7,6472023Revenue 2024: $2,099Expenses 2024: $8,500Net Income 2024: -$6,4012024

Highlighted filing

2013

Revenue$5,814
Expenses$7,492
Net Income-$1,678
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISA CURTISTrustee-$4,875-$4,875
Filing and Contact Details

Filer

EIN
34-6855820
Phone
7044082797

Signing Officer

Name
Elisa Curtis
Title
Trustee
Signed
2014-11-06
Discuss with paid preparer
No

Preparer

Preparer
Lou Ann Zuchowski
Phone
4198979440
Raw XML Appendix311 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/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MORGAN STANLEY ST COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc177 UNITS U.S. COMMODITY INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2MORGAN STANLEY LT COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MORGAN STANLEY LT NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt039332
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt14607
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt26059
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt33851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt039821
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt14208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt27156
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt35441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0489
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-399
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21097
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm063 shares of HARTFORD FIN SERS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170 shares of FIRST TRST HLTH CARE ALPHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291 shares of FIRST TRUST CONSMR STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3102 shares of FIRST TRUST CONSUMER DISCRET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm458 shares of FIRST TRUST DJ INTERNET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm549 shares of FIRST TRUST AMEX BIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6323 shares of NUVEEN LG/ST CMDTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 shares of ISHARES MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8165 shares of PROSHARES SHORT 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02033
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03778
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05814
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05814
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03778
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04875
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02033
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02033
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1678
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt057627
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03778
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc177 UNITS U.S. COMMODITY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03778
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt090
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1678
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt092467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt094145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt092467
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04482
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04482
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04482
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0104070
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07307
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012399
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt035565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt040683
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt051273
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt046680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt050988
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt094145
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt092467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt094145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt092467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0104070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt094145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt092467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt094145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt092467
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt091002
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081149
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01365
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04482
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089637
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt091002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04875
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELISA CURTIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10400 SHREWSBURY LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MATTHEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode028105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.072141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.040211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.234387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.018957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.032244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.034904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt089637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt047848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0144061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0191801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0224815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0364658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.360703
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01675
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01675
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01675
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELISA CURTIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10400 SHREWSBURY LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MATTHEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode028105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044082797
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10AUTISM FOUNDATION OF THE CAROLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10841 BAXTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode028202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/AppliedToCurrentYearAmt0655
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04482
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01675
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01020
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01212
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISA CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ELSON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELSO
ReturnHeader/Filer/EIN0346855820
ReturnHeader/Filer/PhoneNum07044082797
ReturnHeader/Filer/USAddress/AddressLine10400 SHREWSBURY LN
ReturnHeader/Filer/USAddress/City0MATTHEWS
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lou Ann Zuchowski CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101700 Woodlands Dr Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Maumee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198979440
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lou Ann Zuchowski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-05T03:40:50-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$92,467
Liabilities
$0
Net assets
$92,467
Revenue
$5,814
Expenses
$7,492
Net income
-$1,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.20$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.22$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.49
2010Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.07