Civic Intelligence

Summit Trust

990PF • Fiscal year 2014 • EIN 45-6659421

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
C/O Bessemer Trust 630 Fifth AveNew York, NY 10111

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-142%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-6.4%

Faster asset growth than 31% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$277,609

Down $19,133 (-6.4%) from 2013

Net Assets

$277,609

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$13,457

Down $83,721 (-86%) from 2013

Expenses

Down

$32,589

Down $3,619 (-10.0%) from 2013

Net Income

Down

-$19,132

Down $80,102 (-131%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2011: $173,352Liabilities 2011: $02011Assets 2012: $235,772Liabilities 2012: $02012Assets 2013: $296,742Liabilities 2013: $02013Assets 2014: $277,609Liabilities 2014: $1Net Assets 2014: $277,6092014Assets 2015: $271,487Liabilities 2015: $1Net Assets 2015: $271,4872015

Highlighted filing

2014

Assets$277,609
Liabilities$1
Net Assets$277,609
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $173,352Expenses 2011: $0Net Income 2011: $173,3522011Revenue 2012: $105,719Expenses 2012: $43,299Net Income 2012: $62,4202012Revenue 2013: $97,178Expenses 2013: $36,208Net Income 2013: $60,9702013Revenue 2014: $13,457Expenses 2014: $32,589Net Income 2014: -$19,1322014Revenue 2015: $8,021Expenses 2015: $14,145Net Income 2015: -$6,1242015

Highlighted filing

2014

Revenue$13,457
Expenses$32,589
Net Income-$19,132
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F ROBERTSCo-Trustee-$0--
PATRICIA H ROBERTSCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED UKRAINIAN AMERICAN RELIEF COMMITTEEGENERAL EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$10,000
Paid GrantNURSING FOR ALL INCGENERAL EXEMPT PURPOSEPUBLICNEW YORK, NY, US$4,000
Filing and Contact Details

Filer

Filer Name
Summit Trust
EIN
45-6659421
Phone
5165089623
Address
C/O BESSEMER TRUST 630 FIFTH AVE, NEW YORK, NY 10111

Signing Officer

Name
John F Roberts
Title
Co-trustee
Phone
5165089623
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
630 FIFTH AVENUE, NEW YORK, NY 10111-0333
Preparer
Mona Eng-goldberg
Phone
5165089623
Raw XML Appendix332 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F ROBERTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED UKRAINIAN AMERICAN RELIEF COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NURSING FOR ALL INC
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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/AppliedToCurrentYearAmt014636
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050350
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016094
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034256
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WIGGIN AND DANA LLP LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt014725
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014725
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BESSEMER INVESTMENT SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1850
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX FROM 1023
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0456659421
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BESSEMER TRUST 630 FIFTH AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110333
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA ENG-GOLDBERG
ReturnHeader/ReturnTs02015-05-06T10:20:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,609
Liabilities
$1
Net assets
$277,609
Revenue
$13,457
Expenses
$32,589
Net income
-$19,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.13$0.33$0.19
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$0.97$0.36$0.61
2012Summary only. Only limited summary data is available for this year.$2.36$0.00$1.06$0.43$0.62
2011Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.00$1.73