Civic Intelligence

Klinges Charitable Tr %The Pennsylvania Trust Company

990 • Fiscal year 2013 • EIN 45-6394843

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Organization ProfileN/A
5 RADNOR CORPORATE CTR No 45019087

(610) 975-4300

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

6th percentile

-45%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$16,159

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$1,287,039

Flat from 2013

Net Assets

Flat

$1,287,039

Flat from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Flat

$57,239

Flat from 2013

Expenses

Flat

$83,166

Flat from 2013

Net Income

Flat

-$25,927

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,185,339Liabilities 2011: $0Net Assets 2011: $1,185,3392011Assets 2012: $1,183,538Liabilities 2012: $0Net Assets 2012: $1,183,5382012Assets 2013: $1,287,039Liabilities 2013: $0Net Assets 2013: $1,287,0392013Assets 2013: $1,287,039Liabilities 2013: $0Net Assets 2013: $1,287,0392013Assets 2014: $1,348,354Liabilities 2014: $0Net Assets 2014: $1,348,3542014Assets 2015: $1,209,574Liabilities 2015: $0Net Assets 2015: $1,209,5742015Assets 2016: $1,231,854Liabilities 2016: $0Net Assets 2016: $1,231,8542016Assets 2017: $1,380,629Liabilities 2017: $0Net Assets 2017: $1,380,6292017Assets 2018: $1,283,630Liabilities 2018: $0Net Assets 2018: $1,283,6302018Assets 2019: $1,487,044Liabilities 2019: $0Net Assets 2019: $1,487,0442019Assets 2020: $1,509,388Liabilities 2020: $0Net Assets 2020: $1,509,3882020Assets 2021: $1,725,196Liabilities 2021: $0Net Assets 2021: $1,725,1962021Assets 2022: $1,350,237Liabilities 2022: $0Net Assets 2022: $1,350,2372022Assets 2023: $1,404,151Liabilities 2023: $0Net Assets 2023: $1,404,1512023Assets 2024: $1,612,457Liabilities 2024: $0Net Assets 2024: $1,612,4572024

Highlighted filing

2013

Assets$1,287,039
Liabilities$0
Net Assets$1,287,039
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $924,761Expenses 2011: $4,388Net Income 2011: $920,3732011Expenses 2012: $72,3802012Revenue 2013: $57,239Expenses 2013: $83,166Net Income 2013: -$25,9272013Revenue 2013: $57,239Expenses 2013: $83,166Net Income 2013: -$25,9272013Revenue 2014: $45,538Expenses 2014: $65,957Net Income 2014: -$20,4192014Revenue 2015: $71,369Expenses 2015: $80,614Net Income 2015: -$9,2452015Revenue 2016: $17,639Expenses 2016: $96,094Net Income 2016: -$78,4552016Revenue 2017: $29,063Expenses 2017: $81,934Net Income 2017: -$52,8712017Revenue 2018: $74,249Expenses 2018: $83,036Net Income 2018: -$8,7872018Revenue 2019: $80,720Expenses 2019: $105,424Net Income 2019: -$24,7042019Revenue 2020: $101,136Expenses 2020: $88,927Net Income 2020: $12,2092020Revenue 2021: $113,595Expenses 2021: $92,627Net Income 2021: $20,9682021Revenue 2022: -$7,644Expenses 2022: $98,801Net Income 2022: -$106,4452022Revenue 2023: $22,125Expenses 2023: $95,412Net Income 2023: -$73,2872023Revenue 2024: $54,860Expenses 2024: $95,466Net Income 2024: -$40,6062024

Highlighted filing

2013

Revenue$57,239
Expenses$83,166
Net Income-$25,927
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.0
Gross Receipts
$516,458
Mission and Program Overview

Mission

To distribute yearly net income to lasalle college high school for four year scholarships to benefit incoming freshman with an interest in music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,183,538$1,287,039▲ $103,501
Investments in Publicly Traded Securities$1,155,571$1,220,359▲ $64,788
Savings and Temporary Cash Investments$27,967$66,680▲ $38,713
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,183,538$1,287,039▲ $103,501
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,183,538$1,287,039▲ $103,501
Total Liabilities and Net Assets / Fund Balance$1,183,538$1,287,039▲ $103,501

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,183,538-▲ $186,667$63,633$1,287,039
2012$1,185,339-▲ $70,579$54,277$1,183,538
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
Pennsylvania TrustTrustee$16,159$16,159
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,239
Other Revenue
$0
Change in Net Assets
$-25,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,633
Other Expenses$19,533
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,633--$63,633
Fees for Service Investment Mgmnt Fees-$16,159-$16,159
Fees for Services Other-$3,374-$3,374
Total Functional Expenses$63,633$19,533$0$83,166
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1731340--Four Year Scholarships to Benefit Incoming Freshman With an Interest in Music$63,633
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
Annual disclosure for covered persons
Yes
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

Form 990, Part VI, Section B, line 11

“The form 990 is prepared by a senior tax officer of pennsylvania trust and is thoroughly regviewed prior to filing.”

Form 990, Part VI, Section B, line 12C

“Pennsylvania trust is the sole trustee and on a yearly basis undergoes rigorous audits by pennsylvania bank examiners and independent auditors to retain their trust company status. These events would determine a conflict of interest.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request. Due to the size of the organiziation and limited transactions financial statements are not prepared.brokerage statements in lieu of financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
45-6394843
Phone
6109754300

Signing Officer

Name
Pennsylvania Trust
Title
Trustee
Phone
6109754300
Signed
2014-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pennsylvania Trust
Formed
2011
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Randy G Thomas
Phone
6109754300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Book value adjustment 317.”

Raw XML Appendix286 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DISTRIBUTE YEARLY NET INCOME TO LASALLE COLLEGE HIGH SCHOOL FOR FOUR YEAR SCHOLARSHIPS TO BENEFIT INCOMING FRESHMAN WITH AN INTEREST IN MUSIC.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10PA TRUST
IRS990/BooksInCareOfDetail/PhoneNum06109754300
IRS990/BooksInCareOfDetail/USAddress/AddressLine105 RADNOR CORP CTR STE 450
IRS990/BooksInCareOfDetail/USAddress/City0RADNOR
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode019087
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt063633
IRS990/CYInvestmentIncomeAmt057239
IRS990/CYOtherExpensesAmt019533
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25927
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt083166
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057239
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTION OF INCOME TO LASALLE COLLEGE HIGH SCHOOL FOR FOUR YEAR SCHOLARSHIPS TO BENEFIT INCOMING FRESHMAN WITH AN INTEREST IN MUSIC
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt063633
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03374
IRS990/FeesForServicesOtherGrp/TotalAmt03374
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016159
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016159
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt016159
IRS990/Form990PartVIISectionAGrp/PersonNm0PENNSYLVANIA TRUST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016334
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt063633
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063633
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063633
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0475553
IRS990/GrossReceiptsAmt0516458
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040905
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040905
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01155571
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01220359
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0459219
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO DISTRIBUTE YEARLY NET INCOME TO LASALLE COLLEGE HIGH SCHOOL FOR FOUR YEAR SCHOLARSHIPS TO BENEFIT INCOMING FRESHMAN WITH AN INTEREST IN MUSIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01183538
IRS990/NetAssetsOrFundBalancesEOYAmt01287039
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt016334
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016334
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0129111
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0317
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PENNSYLVANIA TRUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt054277
IRS990/PYInvestmentIncomeAmt038088
IRS990/PYOtherExpensesAmt018103
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-34292
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt072380
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038088
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-25927
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01183538
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01287039
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027967
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066680
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231731340
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0L2-SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063633
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LASALLE COLLEGE HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt063633
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019533
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01183538
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01287039
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0186667
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt063633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01185339
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01183538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt054277
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt063633
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOUR YEAR SCHOLARSHIPS TO BENEFIT INCOMING FRESHMAN WITH AN INTEREST IN MUSIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LASALLE COLLEGE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0231731340
IRS990ScheduleI/RecipientTable/USAddress/AddressLine108605 CHELTENHAM AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0WYNDMOOR
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode0190387121
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INFORMATION IS REQUESTED ANNUALLY FROM LASALLE COLLEGE HIGH SCHOOL TO INSURE THAT THE FUNDS ARE BEING APPLIED APPROPRIATELY PER THE GOVERNING DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY A SENIOR TAX OFFICER OF PENNSYLVANIA TRUST AND IS THOROUGHLY REGVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PENNSYLVANIA TRUST IS THE SOLE TRUSTEE AND ON A YEARLY BASIS UNDERGOES RIGOROUS AUDITS BY PENNSYLVANIA BANK EXAMINERS AND INDEPENDENT AUDITORS TO RETAIN THEIR TRUST COMPANY STATUS. THESE EVENTS WOULD DETERMINE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. DUE TO THE SIZE OF THE ORGANIZIATION AND LIMITED TRANSACTIONS FINANCIAL STATEMENTS ARE NOT PREPARED.BROKERAGE STATEMENTS IN LIEU OF FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK VALUE ADJUSTMENT 317.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01183538
IRS990/TotalAssetsEOYAmt01287039
IRS990/TotalAssetsGrp/BOYAmt01183538
IRS990/TotalAssetsGrp/EOYAmt01287039
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019533
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063633
IRS990/TotalFunctionalExpensesGrp/TotalAmt083166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01183538
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01287039
IRS990/TotalOtherCompensationAmt016159
IRS990/TotalProgramServiceExpensesAmt063633
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057239
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01183538
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01287039
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105 RADNOR CORP CTR STE 450
IRS990/USAddress/City0RADNOR
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode019087
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNSYLVANIA TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109754300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10KLINGES CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine20%THE PENNSYLVANIA TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0KLIN
ReturnHeader/Filer/EIN0456394843
ReturnHeader/Filer/PhoneNum06109754300
ReturnHeader/Filer/USAddress/AddressLine105 RADNOR CORPORATE CTR No 450
ReturnHeader/Filer/USAddress/City0RADNOR
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019087
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232413864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE PENNSYLVANIA TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10FIVE RADNOR CORP CTR STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019087
ReturnHeader/PreparerPersonGrp/PhoneNum06109754300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY G THOMAS
ReturnHeader/ReturnTs02014-05-09T09:23:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,287,039
Liabilities
$0
Net assets
$1,287,039
Revenue
$57,239
Expenses
$83,166
Net income
-$25,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.05$0.10$0.04
2023Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.02$0.10$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.01$0.10$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.11$0.09$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.08$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.07$0.08$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.03$0.08$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.02$0.10$0.08
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.06$0.08$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.07
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.92$0.00$0.92