Civic Intelligence

The Kenneth S Battye Charitable Trust

990T • Fiscal year 2023 • EIN 52-1748587

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 06, 2023

2330 W JOPPA ROAD Suite 107ALutherville Timonium, MD 21093

(410) 878-7002

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $42,716,509Liabilities 2012: $10,5652012Assets 2013: $46,145,095Liabilities 2013: $14,6142013Assets 2014: $47,064,823Liabilities 2014: $3,5502014Assets 2015: $46,104,447Liabilities 2015: $4,2502015Assets 2016: $45,145,430Liabilities 2016: $26,3082016Assets 2018: $45,676,819Liabilities 2018: $282,567Net Assets 2018: $45,394,2522018Assets 2019: $44,207,524Liabilities 2019: $5,500Net Assets 2019: $44,202,0242019Assets 2020: $42,270,236Liabilities 2020: $5,474Net Assets 2020: $42,264,7622020Assets 2021: $40,320,689Liabilities 2021: $1Net Assets 2021: $40,320,6892021Assets 2022: $41,280,105Liabilities 2022: $1Net Assets 2022: $41,280,1052022Assets 2023: $38,099,606Liabilities 2023: $1Net Assets 2023: $38,099,6062023Assets 2024: $36,764,835Liabilities 2024: $2,797Net Assets 2024: $36,762,0382024Assets 2025: $36,000,440Liabilities 2025: $0Net Assets 2025: $36,000,4402025

Latest loaded filing

2025

Assets$36,000,440
Liabilities$0
Net Assets$36,000,440

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $246,961Expenses 2012: $1,733,134Net Income 2012: -$1,486,1732012Revenue 2013: $5,719,386Expenses 2013: $2,294,212Net Income 2013: $3,425,1742013Revenue 2014: $3,674,863Expenses 2014: $2,744,071Net Income 2014: $930,7922014Revenue 2015: $2,447,957Expenses 2015: $3,409,033Net Income 2015: -$961,0762015Revenue 2016: $1,479,950Expenses 2016: $2,461,025Net Income 2016: -$981,0752016Revenue 2018: $3,450,000Expenses 2018: $2,959,358Net Income 2018: $490,6422018Revenue 2019: $1,737,286Expenses 2019: $2,932,823Net Income 2019: -$1,195,5372019Revenue 2020: $510,736Expenses 2020: $2,447,998Net Income 2020: -$1,937,2622020Revenue 2021: $960,577Expenses 2021: $2,904,650Net Income 2021: -$1,944,0732021Revenue 2022: $3,800,446Expenses 2022: $2,841,004Net Income 2022: $959,4422022Revenue 2023: $186,771Expenses 2023: $3,367,270Net Income 2023: -$3,180,4992023Revenue 2024: $1,884,398Expenses 2024: $3,221,969Net Income 2024: -$1,337,5712024Revenue 2025: $2,335,453Expenses 2025: $3,097,051Net Income 2025: -$761,5982025

Latest loaded filing

2025

Revenue$2,335,453
Expenses$3,097,051
Net Income-$761,598
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 6, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Kenneth S Battye Charitable Trust
EIN
52-1748587
Phone
4108787002
Address
2330 W JOPPA ROAD Suite 107A, LUTHERVILLE TIMONIUM, MD 21093

Signing Officer

Name
Audrey Drossner
Title
Trustee
Phone
4108787002
Signed
2023-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Oracle Capital Strategies LLC
Address
2330 W JOPPA RD SUITE 107-A, LUTHERVILLE, MD 21093
Preparer
Mary Bowden
Phone
4108787002
Raw XML Appendix106 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
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt025860
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-47
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt025813
IRS1041ScheduleD/Form4797GainOrLossAmt023682
IRS1041ScheduleD/GainLessIncludedAmt025813
IRS1041ScheduleD/GainPlusDividendsAmt025813
IRS1041ScheduleD/NetGainsTaxAmt06094
IRS1041ScheduleD/NetIncomeMinusSmallerAmt025813
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt025860
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt02178
IRS1041ScheduleD/NetSmallerAmt025813
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-47
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-47
IRS1041ScheduleD/NetTimesPercentAmt05163
IRS1041ScheduleD/SmallerGainAmt025813
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02800
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt025813
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013700
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt02800
IRS1041ScheduleD/TaxableIncomeAmt046979
IRS1041ScheduleD/TaxableIncomeLessGainAmt021166
IRS1041ScheduleD/TaxAmt011257
IRS1041ScheduleD/TaxOnTaxableIncomeAmt015645
IRS1041ScheduleD/TaxPlusTimePercentAmt011257
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt025860
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-47
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt025813
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt021166
IRS990T/BooksInCareOfDetail/PersonNm0ORACLE CAPITAL STATEGIES LLC
IRS990T/BooksInCareOfDetail/PhoneNum04108787002
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02330 W JOPPA RD SUITE 107A
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LUTHERVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd021093
IRS990T/BookValueAssetsEOYAmt038099606
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt05390
IRS990T/ExtsnRequestIncomeTaxPaidAmt018100
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt012233
IRS990T/OverpaymentSection/OverpaymentAmt012233
IRS990T/ProvChangeMethodOfAcctDescInd0false
IRS990TScheduleA/CapitalGainNetIncomeAmt025813
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt022166
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt047979
IRS990TScheduleA/TotUnrltTrdBusIncmAmt047979
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Other Financial Vehicles including mortgage REITs closed-end investment funds
IRS990TScheduleA/UBIBeforeNOLDedAmt047979
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt047979
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt011257
IRS990T/TaxLessCreditsAmt011257
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt023490
IRS990T/TotalTaxAmt011257
IRS990T/TotalTaxComputationAmt011257
IRS990T/TotalUBTIAmt046979
IRS990T/TotalUBTIBeforeNOLSpecificAmt047979
IRS990T/TotalUBTIBeforeSection199AAmt047979
IRS990T/TotalUBTIComputedAmt047979
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUDREY DROSSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04108787002
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH S BATTYE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0521748587
ReturnHeader/Filer/PhoneNum04108787002
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 W JOPPA ROAD Suite 107A
ReturnHeader/Filer/USAddress/CityNm0LUTHERVILLE TIMONIUM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021093
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262913689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORACLE CAPITAL STRATEGIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02330 W JOPPA RD SUITE 107-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTHERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04108787002
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY BOWDEN
ReturnHeader/ReturnTs02023-12-06T03:24:41-00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AUDREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DROSSNER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$2.34$3.10$0.76
2024Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$1.88$3.22$1.34
2023Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$0.19$3.37$3.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$3.80$2.84$0.96
2021Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$0.96$2.90$1.94
2020Detailed filing. Detailed filing data is available for this year.$42.3$0.01$42.3$0.51$2.45$1.94
2019Detailed filing. Detailed filing data is available for this year.$44.2$0.01$44.2$1.74$2.93$1.20
2018Detailed filing. Detailed filing data is available for this year.$45.7$0.28$45.4$3.45$2.96$0.49
2016Summary only. Only limited summary data is available for this year.$45.1$0.03$1.48$2.46$0.98
2015Summary only. Only limited summary data is available for this year.$46.1$0.00$2.45$3.41$0.96
2014Summary only. Only limited summary data is available for this year.$47.1$0.00$3.67$2.74$0.93
2013Summary only. Only limited summary data is available for this year.$46.1$0.01$5.72$2.29$3.43
2012Summary only. Only limited summary data is available for this year.$42.7$0.01$0.25$1.73$1.49