Civic Intelligence

Marcia K Carlsten Trust

990PF • Fiscal year 2012 • EIN 38-6736609

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 16, 2013

Organization Profile
5206 Gateway Centre Ste 100Room/Suite 10048507
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$50,426

Flat from 2012

Net Assets

$50,426

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$124,328

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 1998: $675,799Liabilities 1998: $01998Assets 1999: $111,583Liabilities 1999: $01999Assets 2000: $298,423Liabilities 2000: $168,9012000Assets 2001: $307,917Liabilities 2001: $173,8262001Assets 2002: $313,968Liabilities 2002: $175,8642002Assets 2005: $197,142Liabilities 2005: $117,4672005Assets 2007: $203,243Liabilities 2007: $117,4672007Assets 2010: $186,479Liabilities 2010: $90,6272010Assets 2011: $168,593Liabilities 2011: $103,598Net Assets 2011: $64,9952011Assets 2012: $50,426Liabilities 2012: $0Net Assets 2012: $50,4262012Assets 2012: $50,426Liabilities 2012: $12012Assets 2013: $31,172Liabilities 2013: $1Net Assets 2013: $31,1722013

Highlighted filing

2012

Assets$50,426
Liabilities$0
Net Assets$50,426
Open 2012 Filing

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 1998: $34,061Expenses 1998: $6,154Net Income 1998: $27,9071998Revenue 1999: $16,869Expenses 1999: $583,512Net Income 1999: -$566,6431999Revenue 2000: $4,928Expenses 2000: $3,515Net Income 2000: $1,4132000Revenue 2001: $1,994Expenses 2001: $0Net Income 2001: $1,9942001Revenue 2002: $3,398Expenses 2002: $2,037Net Income 2002: $1,3612002Revenue 2005: $274Expenses 2005: $149Net Income 2005: $1252005Revenue 2007: $85Expenses 2007: $50Net Income 2007: $352007Revenue 2010: $52Expenses 2010: $198Net Income 2010: -$1462010Expenses 2011: $34,0502011Expenses 2012: $124,3282012Revenue 2012: $127,993Expenses 2012: $124,328Net Income 2012: $3,6652012Revenue 2013: $48Expenses 2013: $19,302Net Income 2013: -$19,2542013

Highlighted filing

2012

Revenue-
Expenses$124,328
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 16, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL L BEKOFSKETrustee-$6,040-$6,040
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALZHEIMER'S ASSOCIATIONGENERAL FUND501(C)(3)CHICAGO, IL, US$15,720
Paid GrantARTHRITIS FOUNDATIONGENERAL FUND501(C)(3)ATLANTA, GA, US$15,720
Paid GrantAMERICAN CANCER SOCIETYGENERAL FUND501(C)(3)OKLAHOMA CITY, OK, US$14,430
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYGENERAL FUND501(C)(3)DENVER, CO, US$14,430
Filing and Contact Details

Filer

EIN
38-6736609
Raw XML Appendix265 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
CompensationExplanation/Compensation/PersonName0CARL L BEKOFSKE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0VALIC ANNUITY
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0665
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0RETIREMENT ANNUITY INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1OTHER
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2FEDERAL TAX, PEN & INT REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0123372
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount1180
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount23776
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode114
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0127993
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0127993
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm0665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0665
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss051644
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0127328
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss05367
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05367
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0127993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss064028
IRS990PF/BalanceSheets/InvestmentsOtherBOY0121883
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0103598
IRS990PF/BalanceSheets/RetainedEarningsBOY064995
IRS990PF/BalanceSheets/RetainedEarningsEOY050426
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY046710
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY050426
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IRS990PF/BalanceSheets/TotalAssetsEOY050426
IRS990PF/BalanceSheets/TotalAssetsEOYFMV050426
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0103598
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0168593
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY050426
IRS990PF/BalanceSheets/TotalNetAssetsBOY064995
IRS990PF/BalanceSheets/TotalNetAssetsEOY050426
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses03665
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0123659
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0105425
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0174085
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY064995
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY050426
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05393
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05393
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05393
IRS990PF/DistributableAmount/MinimumInvestmentReturn05393
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/FMVAssetsEOY050426
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0109510
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances048568
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities060942
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01643
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05393
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0107867
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0109510
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06040
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARL L BEKOFSKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O 5206 GATEWAY CENTRE STE 100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FLINT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode048507
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct05551
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05551
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051466
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051466
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0107867
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10174873
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20167459
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30150762
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40173116
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50196535
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions060300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear109000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.051466
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions060300
IRS990PF/QualifyingDistributions/ExpensesAndContributions060300
IRS990PF/QualifyingDistributions/QualifyingDistributions060300
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LEWIS & KNOPF PC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08102384617
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine105206 GATEWAY CENTRE STE 100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FLINT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode048507
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount014430
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount114430
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 720366
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11900 SBROADWAY 2ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12225 N MICHIGAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131330 W PEACHTREE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OKLAHOMA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode073162
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode180209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode260601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode330309
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear060300
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/AppliedToCurrentYear05393
IRS990PF/UndistributedIncome/AppliedToYear108116
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05393
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear046791
IRS990PF/UndistributedIncome/ExcessFromCurrentYear046791
IRS990PF/UndistributedIncome/QualifyingDistributions060300
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus046791
IRS990PF/UndistributedIncome/TotalCorpus046791
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08116
LegalFeesSchedule/LegalFees/Amount050909
LegalFeesSchedule/LegalFees/Amount1735
LegalFeesSchedule/LegalFees/Category0PROFESSIONAL FEES - ACCTG
LegalFeesSchedule/LegalFees/Category1PROFESSIONAL FEES-LEGAL
OtherDecreasesSchedule/OtherDecreases/Amount0123659
OtherDecreasesSchedule/OtherDecreases/Description0COLLECTION OF ASSET
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1PROBATE COSTS
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0967
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0123372
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1180
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome23776
OtherIncomeSchedule2/OtherIncome/Description0RETIREMENT ANNUITY INCOME
OtherIncomeSchedule2/OtherIncome/Description1OTHER
OtherIncomeSchedule2/OtherIncome/Description2FEDERAL TAX, PEN & INT REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0123372
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1180
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks23776
OtherIncreasesSchedule/OtherIncreases/Amount01777
OtherIncreasesSchedule/OtherIncreases/Amount1103648
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAINS
OtherIncreasesSchedule/OtherIncreases/Description1TRANSFER OF CORPUS FROM ESTATE
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0103598
OtherLiabilitiesSchedule/OtherLiabilities/Description0LOAN PAYABLE TO CARLSTEN ESTATE
TaxesSchedule/Taxes/Amount05367
TaxesSchedule/Taxes/Category0MICHIGAN INCOME TAXES
TaxesSchedule/Taxes/NetInvestmentIncome05367
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0386736609
ReturnHeader/Filer/Name/BusinessNameLine10MARCIA K CARLSTEN TRUST
ReturnHeader/Filer/NameControl0MARC
ReturnHeader/Filer/Phone08102384617
ReturnHeader/Filer/USAddress/AddressLine105206 GATEWAY CENTRE STE 100
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 100
ReturnHeader/Filer/USAddress/City0FLINT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048507
ReturnHeader/Officer/DateSigned02013-09-16
ReturnHeader/Officer/Name0CARL L BEKOFSKE
ReturnHeader/Officer/Phone08102384617
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-09-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LEWIS & KNOPF CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105206 GATEWAY CENTRE SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FLINT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048507
ReturnHeader/Preparer/Name0TIMOTHY E PURMAN
ReturnHeader/Preparer/Phone08102384617
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-16T14:36:19-05:00

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
$50,426
Liabilities
$0
Net assets
$50,426
Revenue
-
Expenses
$124,328
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.00$0.19$0.19
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.24
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$1.28$1.24$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.69$1.04$0.65$0.34
2010Summary only. Only limited summary data is available for this year.$1.86$0.91$0.00$0.00$0.00
2007Summary only. Only limited summary data is available for this year.$2.03$1.17$0.00$0.00$0.00
2005Summary only. Only limited summary data is available for this year.$1.97$1.17$0.00$0.00$0.00
2002Summary only. Only limited summary data is available for this year.$3.14$1.76$0.03$0.02$0.01
2001Summary only. Only limited summary data is available for this year.$3.08$1.74$0.02$0.00$0.02
2000Summary only. Only limited summary data is available for this year.$2.98$1.69$0.05$0.04$0.01
1999Summary only. Only limited summary data is available for this year.$1.12$0.00$0.17$5.84$5.67
1998Summary only. Only limited summary data is available for this year.$6.76$0.00$0.34$0.06$0.28