Civic Intelligence

Frank W Shalkop Charitable Trust FBO

EIN 38-7167846 • 501(c)3 • Souderton, PA

Profile

To Support Royer Greaves School for the Blind

14 N Main Street PO Box 559Souderton, PA 18964-0197

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,744

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$318,450

Down $2,878 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$318,450

Down $2,878 (-0.9%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Down

-$4,942

Down $15,451 (-147%) from 2022

Expenses

Up

$14,234

Up $2,390 (+20%) from 2022

Net Income

Down

-$19,176

Down $17,841 (-1336%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2016: $282,816Liabilities 2016: $0Net Assets 2016: $282,8162016Assets 2017: $286,275Liabilities 2017: $0Net Assets 2017: $286,2752017Assets 2018: $291,761Liabilities 2018: $02018Assets 2019: $304,088Liabilities 2019: $0Net Assets 2019: $304,0882019Assets 2020: $305,968Liabilities 2020: $0Net Assets 2020: $305,9682020Assets 2021: $327,208Liabilities 2021: $0Net Assets 2021: $327,2082021Assets 2022: $321,328Liabilities 2022: $0Net Assets 2022: $321,3282022Assets 2023: $318,450Liabilities 2023: $0Net Assets 2023: $318,4502023

Latest loaded filing

2023

Assets$318,450
Liabilities$0
Net Assets$318,450
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2016: $6,001Expenses 2016: $3,243Net Income 2016: $2,7582016Revenue 2017: $16,985Expenses 2017: $14,305Net Income 2017: $2,6802017Revenue 2018: $15,304Expenses 2018: $10,137Net Income 2018: $5,1672018Revenue 2019: $23,049Expenses 2019: $10,261Net Income 2019: $12,7882019Revenue 2020: $14,171Expenses 2020: $12,420Net Income 2020: $1,7512020Revenue 2021: $29,809Expenses 2021: $12,739Net Income 2021: $17,0702021Revenue 2022: $10,509Expenses 2022: $11,844Net Income 2022: -$1,3352022Revenue 2023: -$4,942Expenses 2023: $14,234Net Income 2023: -$19,1762023

Latest loaded filing

2023

Revenue-$4,942
Expenses$14,234
Net Income-$19,176
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.05$0.14$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.11$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.30$0.13$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.14$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.23$0.10$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$0.15$0.10$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.17$0.14$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.06$0.03$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$245,230
Mission and Program Overview

Mission

To Support Royer Greaves School for the Blind

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$297,481$298,638▲ $1,157
Savings and Temporary Cash Investments$6,607$7,330▲ $723
Total Assets$304,088$305,968▲ $1,880
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$304,088$305,968▲ $1,880
Total Net Assets Fund Balance$304,088$305,968▲ $1,880
Total Liabilities and Net Assets / Fund Balance$304,088$305,968▲ $1,880
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleOtherTotal
-Trustee$4,262$4,262
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,171
Other Revenue
$0
Change in Net Assets
$1,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,412
Salaries, Compensation, and Employee Benefits$4,458
Other Expenses$550
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,412--$7,412
Current Officers, Directors, Trustees, and Key Employees-$4,458-$4,458
Fees for Services Accounting-$550-$550
Total Functional Expenses$7,412$5,008$0$12,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Royer Greaves School for the BlindPaoli, PA501(c)(3)-$7,412
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
Backup withholding compliance
Yes
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
Yes
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 governing body does not meet during the year and all actions of the organization are detailed in the organizational documents.”

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

“The only trustee does not hold meetings and all actions of the organization are detailed in the organizational documents.”

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

“The Trustee reviews the 990 prior to the Trustee e-filing the 990.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The Trustee has internal policies that require compliance.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Frank W Shalkop Charitable Trust Fbo
EIN
38-7167846
Phone
2157212549
Address
14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964-0197

Signing Officer

Name
Darren Johnson
Title
VP of Univest
Phone
2157212549
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Baum Smith & Clemens Llp
Address
2060 DETWILER RD SUITE 125, Harleysville, PA 19438
Preparer
Jason K Peterka CPA
Phone
2153685755
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Other adjustment.”

Raw XML Appendix338 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To Support Royer Greaves School for the Blind
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNIVEST BANK AND TRUST CO
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0TRUST SERVICES
IRS990/BooksInCareOfDetail/PhoneNum02157212549
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 N MAIN STREET PO BOX 197
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUDERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018964
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04458
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04458
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07412
IRS990/CYInvestmentIncomeAmt014171
IRS990/CYOtherExpensesAmt0550
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01751
IRS990/CYSalariesCompEmpBnftPaidAmt04458
IRS990/CYTotalExpensesAmt012420
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014171
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Support paid to Royer Greaves School for the Blind.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07412
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0550
IRS990/FeesForServicesAccountingGrp/TotalAmt0550
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Univest Bank and Trust Co
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt04262
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03559
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt07412
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07412
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07412
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0234618
IRS990/GrossReceiptsAmt0245230
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010612
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0297481
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0298638
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0231059
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To Support Royer Greaves School for the Blind
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0304088
IRS990/NetAssetsOrFundBalancesEOYAmt0305968
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03559
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03559
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0304088
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0305968
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0129
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05499
IRS990/PYInvestmentIncomeAmt023049
IRS990/PYOtherExpensesAmt0500
IRS990/PYRevenuesLessExpensesAmt012788
IRS990/PYSalariesCompEmpBnftPaidAmt04262
IRS990/PYTotalExpensesAmt010261
IRS990/PYTotalRevenueAmt023049
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01751
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07330
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Contributions to the supported organization are defined within the Trust document for ongoing support.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D Line 2
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231401567
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Royer-Greaves School For Blind
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07412
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROYER GREAVES SCHOOL FOR THE BLIND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0118 SOUTH VALLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PAOLI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019301
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All funds are used for the support of the Royer-Greaves School for the Blind
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing body does not meet during the year and all actions of the organization are detailed in the organizational documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The only trustee does not hold meetings and all actions of the organization are detailed in the organizational documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustee reviews the 990 prior to the Trustee e-filing the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustee has internal policies that require compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other adjustment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
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/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0304088
IRS990/TotalAssetsEOYAmt0305968
IRS990/TotalAssetsGrp/BOYAmt0304088
IRS990/TotalAssetsGrp/EOYAmt0305968
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05008
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07412
IRS990/TotalFunctionalExpensesGrp/TotalAmt012420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0304088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305968
IRS990/TotalOtherCompensationAmt04262
IRS990/TotalProgramServiceExpensesAmt07412
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010612
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03559
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014171
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0304088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0305968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP of Univest
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212549
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK W SHALKOP CHARITABLE TRUST FBO
ReturnHeader/Filer/BusinessNameControlTxt0SHAL
ReturnHeader/Filer/EIN0387167846
ReturnHeader/Filer/PhoneNum02157212549
ReturnHeader/Filer/USAddress/AddressLine1Txt014 N MAIN STREET PO BOX 559
ReturnHeader/Filer/USAddress/CityNm0SOUDERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0189640197
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232315910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUM SMITH & CLEMENS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02060 DETWILER RD SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harleysville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019438
ReturnHeader/PreparerPersonGrp/PhoneNum02153685755
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON K PETERKA CPA
ReturnHeader/ReturnTs02021-05-13T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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