Juli Ann Farrell Charitable Tr Declaration

990PF • Fiscal year 2012 • EIN 42-6591048

Jan 01, 2012 to Dec 31, 2012 • Filed on May 24, 2013

Organization Profile

C/O Wanda Jane Farrell 104 Walnut50643

Siviq Scores

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

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-3.3%

Faster asset growth than 39% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$185,733

Down $6,292 (-3.3%) from 2011

Net Assets

$185,733

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$12,173

Up $1,216 (+11%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2012

Assets$185,733

Liabilities$0

Net Assets$185,733

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$12,173

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 24, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WANDA J FARRELL	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$3,500
Paid Grant	-	SCHOLARSHIP	-	WATERLOO, IA, US	$1,000
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$1,000
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	AMES, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	CEDAR FALLS, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$500
Paid Grant	-	SCHOLARSHIP	-	HUDSON, IA, US	$500

Filing and Contact Details

Filer

EIN: 42-6591048

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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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	8	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	9	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	9	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	ABBEY SPARKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	ASHLEY WOLFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	ANNA WOLFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	CLAIRE HAWKINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	JENNIFER MARSCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	JORDAN HILDMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	6	KELSEY MAVES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	7	KELSEY MUMM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	8	KYLE JOHNSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	9	KAYLA KLAHSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	9	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	301 THELMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	4524 TWAIN CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	8242 ZANETTA ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	408 PRIMROSE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	403 BLUEBELL CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	704 WEST 28TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	9702 HESS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	11400 LINCOLN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	109 FAIR OAKS PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	9	426 1ST ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	AMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	CEDAR FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	WATERLOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	9	HUDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	9	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	50014
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	50613
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	50701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	50643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	9	50643
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	9000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	9000
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	10621
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	871
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	5814
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	6759
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	1621
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	1621
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	11823
IRS990PF/UndistributedIncome/ExcessFromYear2	0	871
IRS990PF/UndistributedIncome/ExcessFromYear3	0	5814
IRS990PF/UndistributedIncome/ExcessFromYear4	0	5138
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	9000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	11823
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	13444
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	19
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	2354
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	2354
TaxesSchedule/Taxes/Amount	0	41
TaxesSchedule/Taxes/Amount	1	129
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES
TaxesSchedule/Taxes/Category	1	INCOME TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	41
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	426591048
ReturnHeader/Filer/Name/BusinessNameLine1	0	JULI ANN FARRELL CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	JULI

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: $185,733
Liabilities: $0
Net assets: $185,733
Revenue: -
Expenses: $12,173
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.69	$0.00	$2.69	$0.11	$0.12	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$2.69	$0.00	$2.69	$0.13	$0.17	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$2.73	$0.00	$2.73	$0.02	$0.24	$0.22
2021Detailed filing. Detailed filing data is available for this year.	$2.95	$0.00	$2.95	$0.36	$0.15	$0.20
2020Detailed filing. Detailed filing data is available for this year.	$2.75	$0.00	$2.75	$0.08	$0.13	$0.05
2019Summary only. Only limited summary data is available for this year.	$2.80	$0.00		$0.01	$0.21	$0.20
2015Summary only. Only limited summary data is available for this year.	$2.13	$0.00		$0.19	$0.10	$0.09
2014Summary only. Only limited summary data is available for this year.	$2.05	$0.00		$0.21	$0.09	$0.11
2013Summary only. Only limited summary data is available for this year.	$1.93	$0.00		$0.16	$0.08	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86		$0.12
2011Summary only. Only limited summary data is available for this year.	$1.92	$0.00		$0.09	$0.11	$0.02