Civic Intelligence

Lowe Bartlett Armstrong Trust

990PF • Fiscal year 2012 • EIN 55-6131582

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Route 6 Box 50126201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$51,381

Flat from 2012

Net Assets

$51,381

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$11,059

Flat from 2012

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.

$80K$60K$40K$20K$0Assets 2010: $37,110Liabilities 2010: $0Net Assets 2010: $37,1102010Assets 2011: $45,281Liabilities 2011: $0Net Assets 2011: $45,2812011Assets 2012: $51,381Liabilities 2012: $0Net Assets 2012: $51,3812012Assets 2012: $51,381Liabilities 2012: $12012Assets 2013: $51,381Liabilities 2013: $1Net Assets 2013: $51,3812013Assets 2017: $33,563Liabilities 2017: $0Net Assets 2017: $33,5632017Assets 2018: $61,500Liabilities 2018: $0Net Assets 2018: $61,5002018

Highlighted filing

2012

Assets$51,381
Liabilities$0
Net Assets$51,381

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $12,3562010Expenses 2011: $9,3302011Expenses 2012: $11,0592012Revenue 2012: $17,159Expenses 2012: $11,059Net Income 2012: $6,1002012Revenue 2013: $13,330Expenses 2013: $13,330Net Income 2013: $02013Revenue 2017: $13,279Expenses 2017: $21,393Net Income 2017: -$8,1142017Revenue 2018: $44,962Expenses 2018: $17,025Net Income 2018: $27,9372018

Highlighted filing

2012

Revenue-
Expenses$11,059
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rex ReederSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBuckhannon Lions ClubAssist the sight impairedNon-ProfitBuckhannon, WV, US$5,000
Paid GrantTennerton Lions ClubAssist the sight impairedNon-ProfitBuckhannon, WV, US$2,000
Paid GrantKesling Mill Lions ClubAssist the sight impairedNon-ProfitBuckhannon, WV, US$1,000
Paid GrantCentral Upshur Lions ClubAssist the sight impairedNon-ProfitBuckhannon, WV, US$1,000
Filing and Contact Details

Filer

EIN
55-6131582
Raw XML Appendix251 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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AccountingFeesSchedule/AccountingFees/Category0Spencer CPA Associates, PLLC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0330
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount046
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount046
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA046
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0330
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm046
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss046
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome046
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02379
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0725
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Rex Reeder
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Sec/Treas
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Rt 6 Box 501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Buckhannon
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode026201
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1040578
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3032083
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4031885
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011059
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012356
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear308348
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011059
IRS990PF/QualifyingDistributions/ExpensesAndContributions011059
IRS990PF/QualifyingDistributions/QualifyingDistributions011059
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber13
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Interest income earned on the Trusts money market checking account and certificate of deposit which is used
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1to subsidize the money distributed to the various Lions Clubs of Upshur County, West Virginia to aid the sight impaired.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Rex Reeder
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03044723359
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10Route 6 Box 501
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Buckhannon
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WV
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode026201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WV
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/ContributingManager0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Assist the sight impaired
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Assist the sight impaired
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Assist the sight impaired
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Assist the sight impaired
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Buckhannon Lions Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Tennerton Lions Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Kesling Mill Lions Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Central Upshur Lions Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Non-Profit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Non-Profit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Non-Profit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Non-Profit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1014 1/12 Elisa Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11Route 6 Box 105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12Route 4 Box 614-C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13Route 1 Box 26
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Buckhannon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Buckhannon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Buckhannon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Buckhannon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode026201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode126201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode226201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode326201
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02379
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02379
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107302
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010616
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear306755
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010336
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5010358
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5010358
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear043689
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08680
IRS990PF/UndistributedIncome/ExcessFromYear107302
IRS990PF/UndistributedIncome/ExcessFromYear2010616
IRS990PF/UndistributedIncome/ExcessFromYear306755
IRS990PF/UndistributedIncome/ExcessFromYear4010336
IRS990PF/UndistributedIncome/QualifyingDistributions011059
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08680
IRS990PF/UndistributedIncome/TotalCorpus054047
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover045367
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions017113
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10JPMorgan Chase Bank 774 Park Meadow
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Westerville
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode043081
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Lowe B Armstrong Trust UW for the s
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01729
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Eye Exams
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01729
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0556131582
ReturnHeader/Filer/Name/BusinessNameLine10Lowe Bartlett Armstrong Trust
ReturnHeader/Filer/NameControl0LOWE
ReturnHeader/Filer/Phone03044723359
ReturnHeader/Filer/USAddress/AddressLine10Route 6 Box 501
ReturnHeader/Filer/USAddress/City0Buckhannon
ReturnHeader/Filer/USAddress/State0WV
ReturnHeader/Filer/USAddress/ZIPCode026201
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0Rex Reeder
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02013-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Spencer CPA & Associates PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 2560
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Buckhannon
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WV
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode026201
ReturnHeader/Preparer/Name0Jillian Spencer
ReturnHeader/Preparer/Phone03044721928
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T10:33:54-00:00

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