Civic Intelligence

C E Shoblom Charitable Trust

990PF • Fiscal year 2018 • EIN 46-6016822

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization Profile
1525 West Wt Harris Blvd Mac D1114Charlotte, NC 28262

(605) 394-3821

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$622,183

Down $14,267 (-2.2%) from 2017

Net Assets

Down

$622,183

Down $14,267 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Down

$31,493

Down $4,643 (-13%) from 2017

Expenses

Up

$45,760

Up $10,400 (+29%) from 2017

Net Income

Down

-$14,267

Down $15,043 (-1939%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$622,183
Liabilities$0
Net Assets$622,183
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$31,493
Expenses$45,760
Net Income-$14,267
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$7,439-$7,439
Filing and Contact Details

Filer

Filer Name
C E Shoblom Charitable Trust
EIN
46-6016822
Phone
6053943821
Address
1525 WEST WT HARRIS BLVD MAC D1114, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
7045902828
Signed
2018-10-25

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
John B Walker CPA
Phone
6053425630
Raw XML Appendix274 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/Amt01575
AccountingFeesSchedule/AccountingFeesDetail/Amt1300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES -WF
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01575
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1300
CompensationExplanation/CompensationExplanationGrp/PersonNm0WELLS FARGO BANK NA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. 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, INVESTMENTS 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/EOYBookValueAmt0224185
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt126414
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0221388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0186868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2120922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0249419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2119947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INTERNATIONAL MUTUAL FUND EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2COMPLEMENTARY STRATEGIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt05835
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt06237
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014544
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016125
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0824
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031493
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031493
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01875
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0774
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06965
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07439
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035326
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035326
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014544
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014544
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14267
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0137961
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0824
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0824
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0653
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0653
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024528
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031493
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03302
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06965
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0105940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0110740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO LONG TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO SHORT TERM GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016125
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01835
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14267
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0622183
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0636450
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0622183
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034869
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034869
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034869
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035114
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0245
IRS990PF/DistributableAmountGrp/TotalTaxAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt0687569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0267112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0250599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0248045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0347714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0359965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0427503
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0622183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05784
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05784
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0622183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0687569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0622183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0636450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0622183
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08528
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05835
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt06237
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0712968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028535
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0684433
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010695
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035114
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0702273
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0712968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07439
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD MAC D1114-
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028262
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt026926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt027171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt027933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt018071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.025296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0702273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0684706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0680492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0714395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.115023
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038383
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038628
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0245
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038628
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/Amt035326
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/TotalGrantOrContriPdDurYrAmt035326
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/AppliedToCurrentYearAmt015155
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023473
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034869
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038628
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019714
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023473
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0653
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0653
TaxesSchedule/TaxesDetail/Amt0167
TaxesSchedule/TaxesDetail/Amt1300
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES- 2016
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX- ESTIMATE 2017
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045902828
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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 MAC D1114
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D350269B6C1E361BFE3BE5786FA149191CA99CAB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D350269B6C1E361BFE3BE5786FA149191CA99CAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.2.194.12
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:48:41
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/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B WALKER CPA
ReturnHeader/ReturnTs02018-10-25T11:48:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$622,183
Liabilities
$0
Net assets
$622,183
Revenue
$31,493
Expenses
$45,760
Net income
-$14,267
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