Civic Intelligence

C E Shoblom Charitable Trust

990PF • Fiscal year 2017 • EIN 46-6016822

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
1525 West Wt Harris BlvdCharlotte, NC 28262

(605) 394-3821

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

46th percentile

2.1%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$636,450

Up $776 (+0.1%) from 2016

Net Assets

Up

$636,450

Up $776 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin46th percentile

Revenue

Up

$36,136

Up $19,174 (+113%) from 2016

Expenses

Down

$35,360

Down $5,516 (-13%) from 2016

Net Income

Up

$776

Up $24,690 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2010: $622,408Net Assets 2010: $622,4082010Assets 2011: $624,820Liabilities 2011: $0Net Assets 2011: $624,8202011Assets 2012: $619,520Liabilities 2012: $0Net Assets 2012: $619,5202012Assets 2013: $629,056Liabilities 2013: $0Net Assets 2013: $629,0562013Assets 2014: $656,976Liabilities 2014: $0Net Assets 2014: $656,9762014Assets 2015: $659,588Liabilities 2015: $0Net Assets 2015: $659,5882015Assets 2016: $635,674Liabilities 2016: $0Net Assets 2016: $635,6742016Assets 2017: $636,450Liabilities 2017: $0Net Assets 2017: $636,4502017Assets 2018: $622,183Liabilities 2018: $0Net Assets 2018: $622,1832018Assets 2019: $635,820Liabilities 2019: $0Net Assets 2019: $635,8202019Assets 2020: $640,108Liabilities 2020: $0Net Assets 2020: $640,1082020Assets 2021: $645,405Liabilities 2021: $0Net Assets 2021: $645,4052021Assets 2022: $648,625Liabilities 2022: $0Net Assets 2022: $648,6252022Assets 2023: $628,448Liabilities 2023: $0Net Assets 2023: $628,4482023Assets 2024: $600,207Liabilities 2024: $0Net Assets 2024: $600,2072024Assets 2025: $600,327Liabilities 2025: $0Net Assets 2025: $600,3272025

Highlighted filing

2017

Assets$636,450
Liabilities$0
Net Assets$636,450
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2010: $24,381Expenses 2010: $30,426Net Income 2010: -$6,0452010Expenses 2011: $28,5522011Revenue 2012: $18,511Expenses 2012: $23,811Net Income 2012: -$5,3002012Expenses 2013: $25,2912013Revenue 2014: $50,690Expenses 2014: $22,770Net Income 2014: $27,9202014Revenue 2015: $28,000Expenses 2015: $25,388Net Income 2015: $2,6122015Revenue 2016: $16,962Expenses 2016: $40,876Net Income 2016: -$23,9142016Revenue 2017: $36,136Expenses 2017: $35,360Net Income 2017: $7762017Revenue 2018: $31,493Expenses 2018: $45,760Net Income 2018: -$14,2672018Revenue 2019: $58,534Expenses 2019: $44,897Net Income 2019: $13,6372019Revenue 2020: $49,666Expenses 2020: $45,378Net Income 2020: $4,2882020Revenue 2021: $50,739Expenses 2021: $45,442Net Income 2021: $5,2972021Revenue 2022: $44,377Expenses 2022: $41,157Net Income 2022: $3,2202022Revenue 2023: $19,629Expenses 2023: $39,806Net Income 2023: -$20,1772023Revenue 2024: $11,533Expenses 2024: $40,185Net Income 2024: -$28,6522024Revenue 2025: $39,592Expenses 2025: $38,913Net Income 2025: $6792025

Highlighted filing

2017

Revenue$36,136
Expenses$35,360
Net Income$776
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$7,668-$7,668
SEE ATTACHED STATEMENT FOR HOURSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
C E Shoblom Charitable Trust
EIN
46-6016822
Phone
6053943821
Address
1525 WEST WT HARRIS BLVD, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
7045902828
Signed
2017-11-15

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
John B Walker CPA
Phone
6053425630
Raw XML Appendix278 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01624
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01624
CompensationExplanation/CompensationExplanationGrp/PersonNm0WELLS FARGO BANK NA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE COMPENSATION REPORTED IN COLUMN (B) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOMESTIC MUTUAL FUNDS FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1INTERNATIONAL MUTUAL FUNDS FIXED INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0241705
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125407
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0244446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt128069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0177516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2120142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0231564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2120694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INTERNATIONAL MUTUAL FUND EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COMPLEMENTARY STRATEGIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt08528
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt09316
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014669
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020657
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0810
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036136
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01624
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01624
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020657
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06901
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07668
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025114
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025114
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014669
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014669
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0776
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0299025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0720
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0720
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020657
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029235
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0188837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt289289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0199449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO LONG TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RETURN OF CAPITAL BASIS ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO SHORT TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020657
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05134
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0776
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0636450
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0635674
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0636450
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033943
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033943
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033943
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt034235
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0292
IRS990PF/DistributableAmountGrp/TotalTaxAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0125
IRS990PF/FMVAssetsEOYAmt0702618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0300917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0267112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0272515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0311869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0347714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0407691
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0635674
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010796
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0635674
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0702618
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0635674
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0635674
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012092
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt08528
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09316
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0695133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0670043
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt034235
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0684706
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0695133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SEE ATTACHED STATEMENT FOR HOURS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128262
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt025412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt025704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt033297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt018071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.025296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0684706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0680492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0714395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt028225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.074227
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027933
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028225
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0292
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028225
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DARRICK BROOKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1040
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RAPID CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd057709
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06053943821
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHRINERS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0336313356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025114
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010470
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023473
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017755
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0720
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0720
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES- 2015
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX- ESTIMATE 2016
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045902828
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C E SHOBLOM CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WELLS FARGO BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0CESH
ReturnHeader/Filer/EIN0466016822
ReturnHeader/Filer/PhoneNum06053943821
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008FB994DA8BBDF438ACFC81D8F499F422988F00B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FEF14F802C4A1A569C9B87F7A44487665AB8232
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460257538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KETEL THORSTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAPID CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0577093140
ReturnHeader/PreparerPersonGrp/PhoneNum06053425630
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B WALKER CPA
ReturnHeader/ReturnTs02017-11-17T12:06:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$636,450
Liabilities
$0
Net assets
$636,450
Revenue
$36,136
Expenses
$35,360
Net income
$776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.40$0.39$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.12$0.40$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.20$0.40$0.20
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.44$0.41$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.51$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.50$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.59$0.45$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.31$0.46$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.36$0.35$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.17$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.28$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.51$0.23$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.25
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.19$0.24$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.22$0.24$0.30$0.06