Civic Intelligence

2011 Gweneth M Williams Charitable Trust

990PF • Fiscal year 2013 • EIN 45-6550971

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

Organization Profile
c/o Daniels Porco 1 Memorial AvePawling, NY 12564

(845) 855-5900

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-228%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

$210,806

No earlier filing loaded for comparison.

Net Assets

$210,806

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

$7,880

No earlier filing loaded for comparison.

Expenses

$25,869

No earlier filing loaded for comparison.

Net Income

-$17,989

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2013: $210,806Liabilities 2013: $1Net Assets 2013: $210,8062013Assets 2014: $192,904Liabilities 2014: $0Net Assets 2014: $192,9042014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2013

Assets$210,806
Liabilities$1
Net Assets$210,806
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2013: $7,880Expenses 2013: $25,869Net Income 2013: -$17,9892013Revenue 2014: $8,062Expenses 2014: $25,964Net Income 2014: -$17,9022014Revenue 2015: $5,002Expenses 2015: $186,005Net Income 2015: -$181,0032015

Highlighted filing

2013

Revenue$7,880
Expenses$25,869
Net Income-$17,989
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James B LebenthalTrustee-$0--
Glenn C CareyTrustee-$0--
Filing and Contact Details

Filer

EIN
45-6550971
Phone
8458555900

Signing Officer

Name
James Lebenthal
Title
Trustee
Phone
8458555900
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Brian Smith
Phone
8453501109
Raw XML Appendix304 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt437853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516530
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0600 Shs Abbott Labs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200 Shs Bristol Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800 Shs Bristol Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400 Shs Coca Cola
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41500 Shs Dow Chemical
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5600 Shs Abbvie Inc
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0210806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0228795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0210806
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013764
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James B Lebenthal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Glenn C Carey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104 Game Farm Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1161 Kings Way
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0All investment proceeds will be used to support the organizations exempt purpose of providing scholarship to Pawling High School students.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0available upon request
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Akin Hall Association distributes college scholarships to local Pawling High School Students.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013764
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021846
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010610
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011236
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021846
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010610
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1NYS filing fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Lebenthal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08458555900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine102011 Gweneth M Williams Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt02011
ReturnHeader/Filer/EIN0456550971
ReturnHeader/Filer/PhoneNum08458555900
ReturnHeader/Filer/USAddress/AddressLine10c/o Daniels Porco 1 Memorial Ave
ReturnHeader/Filer/USAddress/City0Pawling
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012564
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133954954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fairway Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 Memorial Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pawling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0125641125
ReturnHeader/PreparerPersonGrp/PhoneNum08453501109
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Smith
ReturnHeader/ReturnTs02014-11-07T16:24:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$210,806
Liabilities
$1
Net assets
$210,806
Revenue
$7,880
Expenses
$25,869
Net income
-$17,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.86$1.81
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.26$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.08$0.26$0.18