Civic Intelligence

James Benjamin and Agnes M Liles Charitable Trust

990T • Fiscal year 2021 • EIN 45-6596303

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 19, 2022

Organization Profile
179 Payne LaneLexington, SC 29072

(803) 517-3298

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,243,346Liabilities 2012: $02012Assets 2013: $2,313,722Liabilities 2013: $02013Assets 2014: $2,307,441Liabilities 2014: $02014Assets 2015: $2,368,478Liabilities 2015: $02015Assets 2019: $2,453,551Liabilities 2019: $02019Assets 2020: $2,351,737Liabilities 2020: $02020Assets 2021: $2,230,231Liabilities 2021: $0Net Assets 2021: $2,230,2312021Assets 2022: $2,319,757Liabilities 2022: $0Net Assets 2022: $2,319,7572022Assets 2023: $2,235,030Liabilities 2023: $0Net Assets 2023: $2,235,0302023Assets 2024: $2,198,139Liabilities 2024: $0Net Assets 2024: $2,198,1392024

Latest loaded filing

2024

Assets$2,198,139
Liabilities$0
Net Assets$2,198,139
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,663,483Expenses 2012: $420,137Net Income 2012: $2,243,3462012Revenue 2013: $72,126Expenses 2013: $1,750Net Income 2013: $70,3762013Revenue 2014: $52,818Expenses 2014: $59,067Net Income 2014: -$6,2492014Revenue 2015: $126,755Expenses 2015: $65,713Net Income 2015: $61,0422015Revenue 2019: $150,582Expenses 2019: $26,928Net Income 2019: $123,6542019Revenue 2020: $106,334Expenses 2020: $208,148Net Income 2020: -$101,8142020Revenue 2021: $21,021Expenses 2021: $142,527Net Income 2021: -$121,5062021Revenue 2022: $216,641Expenses 2022: $127,115Net Income 2022: $89,5262022Revenue 2023: $87,214Expenses 2023: $171,941Net Income 2023: -$84,7272023Revenue 2024: $102,922Expenses 2024: $139,813Net Income 2024: -$36,8912024

Latest loaded filing

2024

Revenue$102,922
Expenses$139,813
Net Income-$36,891
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 19, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
James Benjamin and Agnes M
EIN
45-6596303
Phone
8035173298
Address
179 PAYNE LANE, LEXINGTON, SC 29072

Signing Officer

Name
Craig Clonts
Title
Trustee
Phone
8035173298
Signed
2022-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Potter & Company Pa
Address
114 N CHURCH STREET, MONROE, NC 28112
Preparer
Ramona E Henegar CPA
Phone
7042838189
Raw XML Appendix83 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
IRS990T/BooksInCareOfDetail/PersonNm0CRAIG CLONTS
IRS990T/BooksInCareOfDetail/PhoneNum08035173298
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0179 PAYNE LANE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd029072
IRS990T/BookValueAssetsEOYAmt02245351
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PUBLICLY TRADED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG CLONTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08035173298
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES BENJAMIN AND AGNES M
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LILES CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0456596303
ReturnHeader/Filer/PhoneNum08035173298
ReturnHeader/Filer/USAddress/AddressLine1Txt0179 PAYNE LANE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561220683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 N CHURCH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028112
ReturnHeader/PreparerPersonGrp/PhoneNum07042838189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAMONA E HENEGAR CPA
ReturnHeader/ReturnTs02022-03-24T09:37:56-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLONTS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.10$0.14$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.09$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.22$0.13$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.02$0.14$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Summary only. Only limited summary data is available for this year.$2.35$0.00$0.11$0.21$0.10
2019Summary only. Only limited summary data is available for this year.$2.45$0.00$0.15$0.03$0.12
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.13$0.07$0.06
2014Summary only. Only limited summary data is available for this year.$2.31$0.00$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$2.31$0.00$0.07$0.00$0.07
2012Summary only. Only limited summary data is available for this year.$2.24$0.00$2.66$0.42$2.24