Civic Intelligence

Charlotte B Forestier Private Foudantion Tr

990PF • Fiscal year 2020 • EIN 51-6568003

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
1100 North Market Street No 72921Wilmington, DE 19890-0001

(772) 324-3314

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-138%

Higher net margin than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$9,550

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 75.6% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-59%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$700,113

Down $17,307 (-2.4%) from 2019

Net Assets

$700,113

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin6th percentile

Revenue

Down

$12,640

Down $17,937 (-59%) from 2019

Expenses

Down

$30,061

Down $27,979 (-48%) from 2019

Net Income

Up

-$17,421

Up $10,042 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $717,629Liabilities 2011: $02011Assets 2012: $709,389Liabilities 2012: $02012Assets 2013: $740,875Liabilities 2013: $02013Assets 2014: $722,268Liabilities 2014: $02014Assets 2015: $653,781Liabilities 2015: $02015Assets 2019: $717,420Liabilities 2019: $02019Assets 2020: $700,113Liabilities 2020: $0Net Assets 2020: $700,1132020Assets 2021: $787,285Liabilities 2021: $0Net Assets 2021: $787,2852021Assets 2022: $757,447Liabilities 2022: $0Net Assets 2022: $757,4472022Assets 2023: $739,120Liabilities 2023: $12023

Highlighted filing

2020

Assets$700,113
Liabilities$0
Net Assets$700,113
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$100K$0-$100KRevenue 2011: $28,190Expenses 2011: $54,642Net Income 2011: -$26,4522011Revenue 2012: $48,072Expenses 2012: $56,241Net Income 2012: -$8,1692012Revenue 2013: $44,175Expenses 2013: $12,689Net Income 2013: $31,4862013Revenue 2014: $44,269Expenses 2014: $62,968Net Income 2014: -$18,6992014Revenue 2015: -$4,464Expenses 2015: $64,021Net Income 2015: -$68,4852015Revenue 2019: $30,577Expenses 2019: $58,040Net Income 2019: -$27,4632019Revenue 2020: $12,640Expenses 2020: $30,061Net Income 2020: -$17,4212020Revenue 2021: $144,761Expenses 2021: $57,240Net Income 2021: $87,5212021Revenue 2022: $91,108Expenses 2022: $118,657Net Income 2022: -$27,5492022Revenue 2023: $35,457Expenses 2023: $54,907Net Income 2023: -$19,4502023

Highlighted filing

2020

Revenue$12,640
Expenses$30,061
Net Income-$17,421
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILMINGTON TRUST COMPANYTrustee-$9,550-$9,550
Filing and Contact Details

Filer

Filer Name
Charlotte B Forestier Private
EIN
51-6568003
Phone
7723243314
Address
1100 NORTH MARKET STREET NO 72921, WILMINGTON, DE 19890-0001

Signing Officer

Name
Frank Scher
Title
Trust Officer
Phone
7723243314
Signed
2021-05-11
Raw XML Appendix299 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt09550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013575
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035914
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013575
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0147
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME POSTED IN 2021 TAX IN 2020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TAX COST ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0263
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME POSTED IN 2020 TAX IN 2019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06367
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06367
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt1541
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1541
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK SCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07723243314
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE B FORESTIER PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST 072921-000
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0516568003
ReturnHeader/Filer/PhoneNum07723243314
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 NORTH MARKET STREET NO 72921
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900001
ReturnHeader/ReturnTs02021-05-11T10:41:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$700,113
Liabilities
$0
Net assets
$700,113
Revenue
$12,640
Expenses
$30,061
Net income
-$17,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.39$0.00$0.35$0.55$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.91$1.19$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$1.45$0.57$0.88
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.13$0.30$0.17
2019Summary only. Only limited summary data is available for this year.$7.17$0.00$0.31$0.58$0.27
2015Summary only. Only limited summary data is available for this year.$6.54$0.00$0.04$0.64$0.68
2014Summary only. Only limited summary data is available for this year.$7.22$0.00$0.44$0.63$0.19
2013Summary only. Only limited summary data is available for this year.$7.41$0.00$0.44$0.13$0.31
2012Summary only. Only limited summary data is available for this year.$7.09$0.00$0.48$0.56$0.08
2011Summary only. Only limited summary data is available for this year.$7.18$0.00$0.28$0.55$0.26