Ef Williams Sr Charitable Trust

990PF • Fiscal year 2016 • EIN 43-6023505

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 09, 2017

Organization Profile

P O Box 1802Providence, RI 02901-1802

(888) 866-3275

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.

2016 filings • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

92%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

$213

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

16%

Faster asset growth than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

-65%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets58th percentile

Assets

$29,976

Up $4,192 (+16%) from 2015

Net Assets

$29,976

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin98th percentile

Revenue

Down

$4,559

Down $8,523 (-65%) from 2015

Expenses

Down

$367

Down $39,498 (-99%) from 2015

Net Income

$4,192

Up $30,975 (+116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2016

Assets$29,976

Liabilities$0

Net Assets$29,976

Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2016

Revenue$4,559

Expenses$367

Net Income$4,192

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2015 to Sep 30, 2016
Signed: Jan 9, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA N A	Trustee	-	$213	-	$213
GEORGIE W LEWIS	Co-Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Ef Williams Sr Charitable Trust
EIN: 43-6023505
Phone: 8888663275
Address: P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name: Bank of America N a
Title: SVP Tax
Phone: 8888663275
Signed: 2017-01-09

Raw XML Appendix328 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	19765N245 COLUMBIA DIVIDEND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	19766J607 COLUMBIA US GOVT MTG
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1802
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	US TRUST FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NO APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	EUGENE F WILLIAMS JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3144660546
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 14737
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	ST LOUIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	63178
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO SUBMISSION DEADLINE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	85
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	38062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	35776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	34193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	41551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	36832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	35522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	149582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	38062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	35776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	34193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	41551
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	85
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	185104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	186414
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	19
TaxesSchedule/TaxesDetail/Amt	1	135
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EF WILLIAMS SR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	436023505
ReturnHeader/Filer/PhoneNum	0	8888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm	0	PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	RI
ReturnHeader/Filer/USAddress/ZIPCd	0	029011802
ReturnHeader/ReturnTs	0	2017-01-09T13:00:54-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-10-01
ReturnHeader/TaxPeriodEndDt	0	2016-09-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $29,976
Liabilities: $0
Net assets: $29,976
Revenue: $4,559
Expenses: $367
Net income: $4,192

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2016Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.05	$0.00	$0.04
2015Summary only. Only limited summary data is available for this year.	$0.26	$0.00		$0.13	$0.40	$0.27
2014Summary only. Only limited summary data is available for this year.	$0.53	$0.00		$0.11	$0.40	$0.28
2013Summary only. Only limited summary data is available for this year.	$0.81	$0.00		$0.08	$0.40	$0.32
2012Summary only. Only limited summary data is available for this year.	$1.13	$0.00		$0.05	$0.49	$0.44
2011Summary only. Only limited summary data is available for this year.	$1.57	$0.00		$0.09	$0.46	$0.37