Civic Intelligence

Trinity Charitable Trust Co Donald and Barbara Lynch

990PF • Fiscal year 2014 • EIN 39-6698787

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
10700 Research DriveMilwaukee, WI 53226

(414) 961-7229

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$144,459

Up $7,976 (+5.8%) from 2013

Net Assets

Up

$144,459

Up $7,976 (+5.8%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses

Revenue

Down

$13,996

Down $6,802 (-33%) from 2013

Expenses

Up

$6,040

Up $628 (+12%) from 2013

Net Income

Down

$7,956

Down $7,430 (-48%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $112,406Liabilities 2011: $9Net Assets 2011: $112,3972011Assets 2012: $120,850Liabilities 2012: $0Net Assets 2012: $120,8502012Assets 2013: $136,483Liabilities 2013: $1Net Assets 2013: $136,4832013Assets 2014: $144,459Liabilities 2014: $1Net Assets 2014: $144,4592014Assets 2015: $140,657Liabilities 2015: $1Net Assets 2015: $140,6572015Assets 2016: $124,670Liabilities 2016: $0Net Assets 2016: $124,6702016

Highlighted filing

2014

Assets$144,459
Liabilities$1
Net Assets$144,459
Open 2014 Filing

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $1,6072011Expenses 2012: $5,3542012Revenue 2013: $20,798Expenses 2013: $5,412Net Income 2013: $15,3862013Revenue 2014: $13,996Expenses 2014: $6,040Net Income 2014: $7,9562014Revenue 2015: $12,276Expenses 2015: $16,055Net Income 2015: -$3,7792015Revenue 2016: $9,679Expenses 2016: $25,690Net Income 2016: -$16,0112016

Highlighted filing

2014

Revenue$13,996
Expenses$6,040
Net Income$7,956
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R LYNCHTrustee-$0--
BARBARA R LYNCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trinity Charitable Trust
EIN
39-6698787
Phone
4149617229
Address
10700 RESEARCH DRIVE, MILWAUKEE, WI 53226

Signing Officer

Name
Barbara R Lynch
Title
Trustee
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
James L Mohr & Associates LLP
Address
10700 Research Drive Suite 145, Milwaukee, WI 53226
Preparer
Jennifer Bogli
Phone
4143024020
Raw XML Appendix273 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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IRS990PF/AddressChangeInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0120
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01230 EAST COURTLAND PLACE
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNRECONCILED DIFFERENCE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT & ADVISORY SERVICES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11950
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/Amt1271
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1271
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO DONALD AND BARBARA LYNCH
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0396698787
ReturnHeader/Filer/PhoneNum04149617229
ReturnHeader/Filer/USAddress/AddressLine1Txt010700 RESEARCH DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James L Mohr & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 Research Drive Suite 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04143024020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Bogli
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-07T09:05:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,459
Liabilities
$1
Net assets
$144,459
Revenue
$13,996
Expenses
$6,040
Net income
$7,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.06$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.21$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02