Civic Intelligence

2011 Gweneth M Williams Charitable Trust

990PF • Fiscal year 2015 • EIN 45-6550971

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

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

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-3619%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$0

Down $192,904 (-100%) from 2014

Net Assets

Down

$0

Down $192,904 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$5,002

Down $3,060 (-38%) from 2014

Expenses

Up

$186,005

Up $160,041 (+616%) from 2014

Net Income

Down

-$181,003

Down $163,101 (-911%) from 2014

Historical Trend

Balance Sheet Trend

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

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

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

2015

Revenue$5,002
Expenses$186,005
Net Income-$181,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
2011 Gweneth M Williams Charitable Trust
EIN
45-6550971
Phone
8458555900
Address
c/o Daniels Porco 1 Memorial Ave, Pawling, NY 12564

Signing Officer

Name
James Lebenthal
Title
Trustee
Phone
8458555900
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Fairway Accounting Inc
Address
1 Memorial Ave, Pawling, NY 12564-1125
Preparer
Brian Smith
Phone
8453501109
Raw XML Appendix356 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
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0Akin Hall Association
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0339351
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0All equities and a portion of cash were distributed to Akin Hall Association . The receipient organization uses the funds to distribute college scholarships to local Pawling High School Students.See attached for a listing of the equities and cash total.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0not applicable
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Daniels Porco Lusardi LLP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08458555900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 Memorial Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Pawling
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012564
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0available upon request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0not applicale
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt011901
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Akin Hall Association distributes college scholarships to local Pawling High School Students.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Akin Hall Association
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO Box 345
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Pawling
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0125640345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0183978
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Akin Hall Association distributes college scholarships to local Pawling High School Students.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Akin Hall Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pawling
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0125640345
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt011901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0183978
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07831
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207589
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0176147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010610
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0183978
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0176147
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0207589
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031442
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0All equities and a portion of cash were distributed to Akin Hall Association . The receipient organization uses the funds to distribute college scholarships to local Pawling High School Students. See attached for a listing of the equities and cash total.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011901
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Future approved transfer
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt071
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt071
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/CategoryTxt0NYS filing fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Lebenthal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08458555900
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt02011 Gweneth M Williams Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt02011
ReturnHeader/Filer/EIN0456550971
ReturnHeader/Filer/PhoneNum08458555900
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Daniels Porco 1 Memorial Ave
ReturnHeader/Filer/USAddress/CityNm0Pawling
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012564
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133954954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fairway Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Memorial Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pawling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0125641125
ReturnHeader/PreparerPersonGrp/PhoneNum08453501109
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Smith
ReturnHeader/ReturnTs02016-11-14T11:47:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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