Civic Intelligence

Margaret W and Lorimer W Midgett Trust

990PF • Fiscal year 2017 • EIN 52-7100207

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(252) 467-4741

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$17,187

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

4.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

58%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,852,095

Up $73,986 (+4.2%) from 2016

Net Assets

Up

$1,852,095

Up $73,986 (+4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Up

$268,542

Up $98,654 (+58%) from 2016

Expenses

Down

$182,520

Down $6,880 (-3.6%) from 2016

Net Income

Up

$86,022

Up $105,534 (+541%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,810,739Liabilities 2010: $0Net Assets 2010: $1,810,7392010Assets 2011: $1,779,429Liabilities 2011: $0Net Assets 2011: $1,779,4292011Assets 2012: $1,759,960Liabilities 2012: $0Net Assets 2012: $1,759,9602012Assets 2013: $1,782,434Liabilities 2013: $0Net Assets 2013: $1,782,4342013Assets 2014: $1,751,488Liabilities 2014: $0Net Assets 2014: $1,751,4882014Assets 2015: $1,797,629Liabilities 2015: $0Net Assets 2015: $1,797,6292015Assets 2016: $1,778,109Liabilities 2016: $0Net Assets 2016: $1,778,1092016Assets 2017: $1,852,095Liabilities 2017: $0Net Assets 2017: $1,852,0952017Assets 2018: $1,985,102Liabilities 2018: $0Net Assets 2018: $1,985,1022018Assets 2019: $1,987,440Liabilities 2019: $0Net Assets 2019: $1,987,4402019Assets 2020: $3,021,634Liabilities 2020: $0Net Assets 2020: $3,021,6342020Assets 2021: $3,020,340Liabilities 2021: $0Net Assets 2021: $3,020,3402021Assets 2022: $2,749,790Liabilities 2022: $0Net Assets 2022: $2,749,7902022Assets 2023: $2,732,568Liabilities 2023: $0Net Assets 2023: $2,732,5682023Assets 2024: $2,699,402Liabilities 2024: $0Net Assets 2024: $2,699,4022024

Highlighted filing

2017

Assets$1,852,095
Liabilities$0
Net Assets$1,852,095
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $144,9882010Expenses 2011: $151,5962011Expenses 2012: $163,9422012Revenue 2013: $187,339Expenses 2013: $165,119Net Income 2013: $22,2202013Revenue 2014: $218,530Expenses 2014: $189,431Net Income 2014: $29,0992014Revenue 2015: $182,632Expenses 2015: $197,551Net Income 2015: -$14,9192015Revenue 2016: $169,888Expenses 2016: $189,400Net Income 2016: -$19,5122016Revenue 2017: $268,542Expenses 2017: $182,520Net Income 2017: $86,0222017Revenue 2018: $323,136Expenses 2018: $201,726Net Income 2018: $121,4102018Revenue 2019: $220,122Expenses 2019: $206,332Net Income 2019: $13,7902019Revenue 2020: $1,222,596Expenses 2020: $199,857Net Income 2020: $1,022,7392020Revenue 2021: $234,687Expenses 2021: $235,862Net Income 2021: -$1,1752021Revenue 2022: -$37,501Expenses 2022: $231,531Net Income 2022: -$269,0322022Revenue 2023: $173,705Expenses 2023: $192,334Net Income 2023: -$18,6292023Revenue 2024: $174,682Expenses 2024: $207,846Net Income 2024: -$33,1642024

Highlighted filing

2017

Revenue$268,542
Expenses$182,520
Net Income$86,022
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,187-$17,187
Filing and Contact Details

Filer

Filer Name
Midgett Margaret and Lorimer Trust
EIN
52-7100207
Phone
2524674741
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
2524674741
Signed
2018-11-02

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Raw XML Appendix398 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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0151575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0153848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0149812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0151321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0143757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0129303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0129024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02976434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02711606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02895884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02944893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02773312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02496436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0140149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254625
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0140149
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0140149
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0140149
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0411 WEST LAFAYETTE M/C 3420
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DETROIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMERICA BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum03132223568
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt168823
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt234411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELIZABETH CITY STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEDICAL FOUNDATION OF NC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COLLEGE OF THE ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN DR JOHN MICHAEL LEE JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VICE PRESIDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ATTN LISA JOHNSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1275142600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227909
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0137645
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/AppliedToCurrentYearAmt0140149
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09435
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140149
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011579
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015705
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012036
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES-SUBJECT T
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023734
TaxesSchedule/TaxesDetail/Amt01172
TaxesSchedule/TaxesDetail/Amt1958
TaxesSchedule/TaxesDetail/Amt2254
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1958
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2254
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02524674741
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDGETT MARGARET AND LORIMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0527100207
ReturnHeader/Filer/PhoneNum02524674741
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D01F816C68DE7D9A90CF26F37494B5F974B8D5CD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0480FC8D519018E79AD7902E4D7F150C63246CC1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02018-11-02T13:00:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,852,095
Liabilities
$0
Net assets
$1,852,095
Revenue
$268,542
Expenses
$182,520
Net income
$86,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.17$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.17$0.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.04$0.23$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.23$0.24$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.22$0.20$1.02
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.32$0.20$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.27$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.18$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.22$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.19$0.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.14