Sidney Krauss Charitable Trust

990PF • Fiscal year 2016 • EIN 46-1349234

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile

420 20th St N No 1400Birmingham, AL 35203

(205) 250-8334

Siviq Scores

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

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

No value available

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

Source year 2016

469%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

-8.9%

Faster asset growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$3,465,063

Down $338,663 (-8.9%) from 2015

Net Assets

Down

$3,465,063

Down $338,663 (-8.9%) from 2015

Liabilities

Down

Down $1 (-100%) from 2015

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin99th percentile

Revenue

Down

-$71,649

Down $182,267 (-165%) from 2015

Expenses

Down

$264,732

Down $120,942 (-31%) from 2015

Net Income

Down

-$336,381

Down $61,325 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

Highlighted filing

2016

Assets$3,465,063

Liabilities$0

Net Assets$3,465,063

Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2016

Revenue-$71,649

Expenses$264,732

Net Income-$336,381

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 11, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
EDWARD P MEYERSON	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sidney Krauss Charitable Trust
EIN: 46-1349234
Phone: 2052508334
Address: 420 20TH ST N NO 1400, BIRMINGHAM, AL 35203

Signing Officer

Name: Edward P Meyerson
Title: Trustee
Phone: 2052508334
Signed: 2017-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Rsm US Llp
Address: 216 SUMMIT BOULEVARD STE 300, BIRMINGHAM, AL 35243
Preparer: Richard J Tucker
Phone: 2052780001

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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/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	PLEASE CONTACT MR. MEYERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	EDWARD MEYERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2052508334
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	WELLS FARGO TOWER SUITE 1400 420
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt	0	20TH STREET NORTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	35203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	PLEASE CONTACT MR. MEYERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	PLEASE CONTACT MR. MEYERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	24807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	99185
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	37194
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	62002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORTS THE UNIVERSITY IN ALL OF ITS EDUCATIONAL, RESEARCH, INSTRUCTIONAL, SCIENTIFIC, LITERARY, SERVICE, CHARITABLE, AND OUTREACH ENDEAVORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN COLUMBIA, SOUTH CAROLINA, AND THROUGHOUT THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	OPERATES CENTERS THAT PROVIDE PROFESSIONAL SPEECH AND LANGUAGE THERAPY TO CHILDREN DIAGNOSED WITH COMMUNICATION DISORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	MEET THE NEEDS OF THE REFORM JEWISH COMMUNITY OF THE MIDLANDS OF SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BETH SHALOM SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	COLUMBIA JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SCOTTISH RITE FOUNDATION OF SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	TREE OF LIFE CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	5827 N TRENHOLM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	306 FLORA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 9571 7230 GARNERS FERRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	6719 NORTH TRENHOLM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	29206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	29223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	29209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	29206
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	223188
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	223188
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	205677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	223188
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	205677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	223188
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	756
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	378
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2282
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	OTHER DECREASES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	438
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	5284
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	438
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	5284
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	438
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	5284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	36479
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	36479
TaxesSchedule/TaxesDetail/Amt	0	389
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	389
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	EDWARD P MEYERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2052508334
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SIDNEY KRAUSS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O EDWARD P MEYERSON
ReturnHeader/Filer/BusinessNameControlTxt	0	SIDN
ReturnHeader/Filer/EIN	0	461349234
ReturnHeader/Filer/PhoneNum	0	2052508334
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	420 20TH ST N NO 1400
ReturnHeader/Filer/USAddress/CityNm	0	BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	CDC07351ECC49E063E24B276F335099D0086325B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	36C6612AD4D0EA5257D34C3D399A1A5A1A62F316
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	108.171.131.188
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	12:19:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	216 SUMMIT BOULEVARD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	35243
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2052780001
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD J TUCKER
ReturnHeader/ReturnTs	0	2017-05-15T10:52:43-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,465,063
Liabilities: $0
Net assets: $3,465,063
Revenue: -$71,649
Expenses: $264,732
Net income: -$336,381

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.04	$3.63	$3.59
2019Detailed filing. Detailed filing data is available for this year.	$3.08	$0.00	$3.08	$0.31	$0.34	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.21	$0.36	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$0.24	$0.42	$0.18
2016Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$0.07	$0.26	$0.34
2015Detailed filing. Detailed filing data is available for this year.	$3.80	$0.00	$3.80	$0.11	$0.39	$0.28
2014Detailed filing. Detailed filing data is available for this year.	$4.08	$0.00	$4.08	$0.23	$0.31	$0.08
2013Detailed filing. Detailed filing data is available for this year.	$4.16	$0.00	$4.16	$0.13	$0.13	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.00	$0.00	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.00	$0.00	$0.00