Civic Intelligence

Trinity Charitable Trust Co Donald and Barbara Lynch

990PF • Fiscal year 2016 • EIN 39-6698787

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
4927 N Ardmore AvenueWhitefish Bay, WI 53217

(414) 704-9745

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$124,670

Down $15,987 (-11%) from 2015

Net Assets

Down

$124,670

Down $15,987 (-11%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses

Revenue

Down

$9,679

Down $2,597 (-21%) from 2015

Expenses

Up

$25,690

Up $9,635 (+60%) from 2015

Net Income

Down

-$16,011

Down $12,232 (-324%) from 2015

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

2016

Assets$124,670
Liabilities$0
Net Assets$124,670
Open 2016 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

2016

Revenue$9,679
Expenses$25,690
Net Income-$16,011
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERENCE LYNCHTrustee-$0--
JOHN LYNCHTrustee-$0--
TIMOTHY LYNCHTrustee-$0--
DANIEL LYNCHTrustee-$0--
THOMAS LYNCHTrustee-$0--
MARY KATHLEEN LYNCHTrustee-$0--
MARY COLLEEN AGUAYOTrustee-$0--
BARBARA R LYNCH DECEASEDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trinity Charitable Trust
EIN
39-6698787
Phone
4147049745
Address
4927 N ARDMORE AVENUE, WHITEFISH BAY, WI 53217

Signing Officer

Name
Terence Lynch
Title
Trustee
Signed
2017-04-27
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 Appendix329 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04927 N ARDMORE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WHITEFISH BAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TERRY LYNCH
IRS990PF/StatementsRegardingActyGrp/PhoneNum04147049745
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA R LYNCH DECEASED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST MONICA PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0160 E SILVER SPRING DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WHITEFISH BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt06825
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03898
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03898
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015175
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019073
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03898
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNRECONCILED DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT & ADVISORY SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX RETURN PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12000
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/Amt141
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12015 FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt141
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERENCE LYNCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO TERENCE M LYNCH
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0396698787
ReturnHeader/Filer/PhoneNum04147049745
ReturnHeader/Filer/USAddress/AddressLine1Txt04927 N ARDMORE AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
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/ReturnTs02017-05-01T10:55:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,670
Liabilities
$0
Net assets
$124,670
Revenue
$9,679
Expenses
$25,690
Net income
-$16,011
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