Civic Intelligence

Lillian M & Frank M Taylor Charitable Tr

990 • Fiscal year 2022 • EIN 38-3692424

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 11, 2023

Organization ProfileN/A
PO Box 1532Pennington, NJ 08534

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

4th percentile

0.00x

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

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

31%

Higher net margin than 87% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$65,802

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 35.8% of source-year revenue.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Asset Growth

70th percentile

1.6%

Faster asset growth than 70% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$3,450,025

Up $54,934 (+1.6%) from 2021

Net Assets

Up

$3,450,025

Up $54,934 (+1.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin87th percentile

Revenue

Down

$183,863

Down $336,007 (-65%) from 2021

Expenses

Up

$126,929

Up $291 (+0.2%) from 2021

Net Income

Down

$56,934

Down $336,298 (-86%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,155,839Liabilities 2012: $0Net Assets 2012: $2,155,8392012Assets 2013: $2,294,429Liabilities 2013: $0Net Assets 2013: $2,294,4292013Assets 2014: $2,496,904Liabilities 2014: $0Net Assets 2014: $2,496,9042014Assets 2015: $2,629,727Liabilities 2015: $0Net Assets 2015: $2,629,7272015Assets 2016: $2,553,785Liabilities 2016: $0Net Assets 2016: $2,553,7852016Assets 2017: $2,654,301Liabilities 2017: $0Net Assets 2017: $2,654,3012017Assets 2018: $2,812,869Liabilities 2018: $0Net Assets 2018: $2,812,8692018Assets 2019: $2,835,728Liabilities 2019: $0Net Assets 2019: $2,835,7282019Assets 2020: $3,000,466Liabilities 2020: $0Net Assets 2020: $3,000,4662020Assets 2021: $3,395,091Liabilities 2021: $0Net Assets 2021: $3,395,0912021Assets 2022: $3,450,025Liabilities 2022: $0Net Assets 2022: $3,450,0252022Assets 2023: $3,344,409Liabilities 2023: $0Net Assets 2023: $3,344,4092023Assets 2024: $3,490,731Liabilities 2024: $0Net Assets 2024: $3,490,7312024

Highlighted filing

2022

Assets$3,450,025
Liabilities$0
Net Assets$3,450,025
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $109,307Expenses 2012: $87,800Net Income 2012: $21,5072012Revenue 2013: $223,473Expenses 2013: $92,639Net Income 2013: $130,8342013Revenue 2014: $307,875Expenses 2014: $98,883Net Income 2014: $208,9922014Revenue 2015: $235,299Expenses 2015: $113,106Net Income 2015: $122,1932015Revenue 2016: $102,450Expenses 2016: $181,603Net Income 2016: -$79,1532016Revenue 2017: $250,912Expenses 2017: $179,570Net Income 2017: $71,3422017Revenue 2018: $207,142Expenses 2018: $57,655Net Income 2018: $149,4872018Revenue 2019: $208,630Expenses 2019: $180,969Net Income 2019: $27,6612019Revenue 2020: $287,188Expenses 2020: $125,998Net Income 2020: $161,1902020Revenue 2021: $519,870Expenses 2021: $126,638Net Income 2021: $393,2322021Revenue 2022: $183,863Expenses 2022: $126,929Net Income 2022: $56,9342022Revenue 2023: $231,457Expenses 2023: $335,882Net Income 2023: -$104,4252023Revenue 2024: $265,298Expenses 2024: $117,772Net Income 2024: $147,5262024

Highlighted filing

2022

Revenue$183,863
Expenses$126,929
Net Income$56,934
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 11, 2023
Return Version
2021v4.1
Gross Receipts
$888,001
Mission and Program Overview

Mission

EDUCATIONAL AND MEDICAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,395,091$3,450,025▲ $54,934
Investments in Publicly Traded Securities$3,303,632$3,407,382▲ $103,750
Savings and Temporary Cash Investments$105,855$55,916▼ $49,939
Cash and Non-Interest-Bearing Accounts$-14,396$-13,273▲ $1,123
Total Assets$3,395,091$3,450,025▲ $54,934
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,395,091$3,450,025▲ $54,934
Total Liabilities and Net Assets / Fund Balance$3,395,091$3,450,025▲ $54,934
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$65,802$65,802
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$183,863
Other Revenue
$0
Change in Net Assets
$56,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$65,802
Grants and Similar Amounts Paid$56,883
Other Expenses$4,244
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$26,321$39,481-$65,802
Grants to Domestic Orgs$56,883--$56,883
Other Expenses-$3,553-$3,553
Total Functional Expenses$83,204$43,725$0$126,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The organization follows the same strict policies as it's corporate trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization follows the same strict policies as it's corporate trustee”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is provided to the trustee upon completion for review. Any discrepancies indentified during their review are notified prior to filing the form 990”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public; however, upon request they can be made available.”

Filing and Contact Details

Filer

Filer Name
Taylor Char Trust
EIN
38-3692424
Phone
6092746834
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2023-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Nj
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Py poai c/o $7; cy poai c/o $(314); py pending loss $(1,355), cost basis adj $(338)”

Raw XML AppendixShowing 400 of 409 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.

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IRS990/GrantsToIndividualsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0798092
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03303632
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0704138
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2000
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0PRESBYTERIAN HOME TO SUPPORT THE SENIORS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021331
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IRS990/QuidProQuoContributionsInd0false
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SINCE ITS INCEPTION, THE TAYLOR CHARITABLE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DESIGNATED CONTRACTS AT THE CHARITIES. CHRISTOPHER DI MEDIO, FINANCIAL ADVISORS, HAS HAD SEMI-ANNUAL FACE OR TELEPHONIC MEETINGS WITH DESIGNED INDIVIDUALS, USUALLY THE DEVELOPMENT DIRECTOR, CURRENTLY C.S. ABBOTT OR S HERITAGE-COMEGYS, TRUST AND ESTATE MANAGER AT MASONIC AND THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1OF PRESBYTERIAN HOMES DURING WHICH THE NEEDS, WHATS THE INCOME WILL BE USED AND ANY CHANGES IN INVESTMENT NEEDED TO ACCOMPLISH SET GOALS. THE TRUST OFFICER ON THE ACCOUNT COMMUNICATES ON A REGULAR BASIS WITH THE DESIGNATED CONTACTS AT THE CHARITIES CONFIRMING INVESTEMNT CHANGES AS NECESSARY AND PLANS FOR DISTRIBUTIONS AND OTHER ADMINISTRATIVE MATTERS. THE CHARITIES RECEIVE MONTHLY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2STATEMENTS, AN ANNUAL USE OF FUNDS LETTER, ANNUAL SUPPORTING ORGANIZATION NOTIFICATION & AN ANNUAL STATEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3BANK OF AMERICA HAS AN INVESTMENT POLICY STATEMENT WHERE THE ACCOUNT IS INDIVIDUALLY REVIEWED UPON ACCOUNT OPENING AND EVERY 2 YEARS. THE INVESTMENT OBJECTIVE IS BASED ON THE UNIQUE SITUATION OF THE ACCOUNT AND THE BENEFICIARIES. THE BENEFIARIES RECIEVE THE STATEMENT OF ASSETS AND TRANSACTIONS AT LEAST ANNUALLY IN TERMS OF TIMING OF GRANTS, ETC. IF THE FREQUENCY IS NOT SPECIFIED IN THE GOVERNING
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4DOCUMENT, THE BENEFICIARIES ARE CONTACTED TO DISCUSS THE PAYMENT TIMING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2, CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2, CONT PART 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION D, LINE 3, CONT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE SAME STRICT POLICIES AS IT'S CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PROVIDED TO THE TRUSTEE UPON COMPLETION FOR REVIEW. ANY DISCREPANCIES INDENTIFIED DURING THEIR REVIEW ARE NOTIFIED PRIOR TO FILING THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC; HOWEVER, UPON REQUEST THEY CAN BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PY POAI C/O $7; CY POAI C/O $(314); PY PENDING LOSS $(1,355), COST BASIS ADJ $(338)
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,450,025
Liabilities
$0
Net assets
$3,450,025
Revenue
$183,863
Expenses
$126,929
Net income
$56,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.27$0.12$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.23$0.34$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.52$0.13$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.29$0.13$0.16
2019Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.21$0.18$0.03
2018Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.21$0.06$0.15
2017Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.25$0.18$0.07
2016Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$0.10$0.18$0.08
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.24$0.11$0.12
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.31$0.10$0.21
2013Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$0.22$0.09$0.13
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.11$0.09$0.02