Civic Intelligence

Elson Family Charitable Trust

990PF • Fiscal year 2020 • EIN 34-6855820

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
400 Shrewsbury LnMatthews, NC 28105

(704) 408-2797

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

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

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-78%

Higher net margin than 25% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$4,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 95.2% of source-year revenue.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-5.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$51,941

Down $3,286 (-5.9%) from 2019

Net Assets

Down

$51,941

Down $3,286 (-5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin25th percentile

Revenue

Up

$4,200

Up $448 (+12%) from 2019

Expenses

Up

$7,486

Up $25 (+0.3%) from 2019

Net Income

Up

-$3,286

Up $423 (+11%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$51,941
Liabilities$0
Net Assets$51,941
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

2020

Revenue$4,200
Expenses$7,486
Net Income-$3,286
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISA CURTISTrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Elson Family Charitable Trust
EIN
34-6855820
Phone
7044082797
Address
400 SHREWSBURY LN, MATTHEWS, NC 28105

Signing Officer

Name
Elisa Curtis
Title
Trustee
Phone
7044307159
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lou Ann Zuchowski CPA LLC
Address
1700 Woodlands Dr STE 120, Maumee, OH 43537
Preparer
Lou Ann Zuchowski
Phone
4198979440
Raw XML Appendix270 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/Amt0775
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0200 shares of JOHN HANCOCK INTL GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1223 shares of AQR LG CAP DEFNSVE STYLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm219 shares of FIRST TRUST NASDAQ-100-TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3323 shares of DOUBLELINE SHILLER ENH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm476 shares of GOLDMAN ACTIVEBETA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5164 shares of PRINCIPAL BLUE CHIP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6167 shares of JANUS HENDERSON BAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7519 shares of HARTFORD BALANCED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm869 shares of JANUS HENDERSON GRW AND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9128 shares of TR PRICE GLOBAL STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1035 shares of FIRST TRST DJ INTERNET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11159 shares of WELLS FARGO INDX ASST ALLO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01103
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03096
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04200
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03096
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01103
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01103
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3286
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07452
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03096
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0838
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc094 SH 1ST TRST UTLTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc134 SH 1ST TRST NASDAQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03096
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0336
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3286
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt055227
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt051941
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03610
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03610
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03610
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt077683
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08167
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02704
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt047060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt049237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt074979
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt055227
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt051941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt055227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt051941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt077683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt055227
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt051941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055227
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt051941
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073301
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067865
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01100
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03610
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt072201
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELISA CURTIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 SHREWSBURY LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MATTHEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028105
IRS990PF/Organization501c3ExemptPFInd0X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 CURTIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 SHREWSBURY LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTHEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044082797
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOS RAYOS DE ESPERANZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05411 SILVER CREEK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAXHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028173
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01800
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/AppliedToCurrentYearAmt03175
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05111
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03175
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0838
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0838
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISA CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07044307159
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELSON FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELSO
ReturnHeader/Filer/EIN0346855820
ReturnHeader/Filer/PhoneNum07044082797
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SHREWSBURY LN
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lou Ann Zuchowski CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 Woodlands Dr STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maumee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198979440
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lou Ann Zuchowski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T12:56:41-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CURTIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,941
Liabilities
$0
Net assets
$51,941
Revenue
$4,200
Expenses
$7,486
Net income
-$3,286
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