Civic Intelligence

Roger L Main Charitable Trust

990PF • Fiscal year 2011 • EIN 59-6747884

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

84th percentile

$17,476

Higher top officer pay than 84% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,435,332

No earlier filing loaded for comparison.

Net Assets

$1,435,332

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$100,199

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,435,332Liabilities 2011: $0Net Assets 2011: $1,435,3322011Assets 2012: $1,388,986Liabilities 2012: $0Net Assets 2012: $1,388,9862012Assets 2013: $1,375,912Liabilities 2013: $02013Assets 2014: $1,348,696Liabilities 2014: $02014Assets 2015: $1,312,964Liabilities 2015: $02015Assets 2018: $1,234,960Liabilities 2018: $0Net Assets 2018: $1,234,9602018Assets 2019: $1,208,467Liabilities 2019: $1Net Assets 2019: $1,208,4672019Assets 2020: $1,157,608Liabilities 2020: $1Net Assets 2020: $1,157,6082020Assets 2021: $1,194,302Liabilities 2021: $1Net Assets 2021: $1,194,3022021Assets 2022: $1,172,471Liabilities 2022: $1Net Assets 2022: $1,172,4712022Assets 2023: $1,146,526Liabilities 2023: $1Net Assets 2023: $1,146,5262023Assets 2024: $1,285,230Liabilities 2024: $0Net Assets 2024: $1,285,2302024

Highlighted filing

2011

Assets$1,435,332
Liabilities$0
Net Assets$1,435,332
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $100,1992011Expenses 2012: $88,7642012Revenue 2013: $84,201Expenses 2013: $98,848Net Income 2013: -$14,6472013Revenue 2014: $88,404Expenses 2014: $113,616Net Income 2014: -$25,2122014Revenue 2015: $69,563Expenses 2015: $107,421Net Income 2015: -$37,8582015Revenue 2018: $119,646Expenses 2018: $83,442Net Income 2018: $36,2042018Revenue 2019: $58,326Expenses 2019: $84,336Net Income 2019: -$26,0102019Revenue 2020: $54,800Expenses 2020: $105,442Net Income 2020: -$50,6422020Revenue 2021: $145,502Expenses 2021: $108,912Net Income 2021: $36,5902021Revenue 2022: $61,698Expenses 2022: $82,811Net Income 2022: -$21,1132022Revenue 2023: $54,292Expenses 2023: $79,511Net Income 2023: -$25,2192023Revenue 2024: $168,193Expenses 2024: $30,221Net Income 2024: $137,9722024

Highlighted filing

2011

Revenue-
Expenses$100,199
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrusteeFT$17,476-$17,476
DAVID W FOERSTERCo-TrusteePT$17,460-$17,460
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJacksonville Symphony AssociationGENERAL SUPPORTPUBLIC EXEMPTJacksonville, FL, US$50,000
Paid GrantThe National Society of theGENERAL SUPPORTPUBLIC EXEMPTSelma, AL, US$5,000
Paid GrantGateway Community Service IncGENERAL SUPPORTPUBLIC EXEMPTJacksonville, FL, US$5,000
Paid GrantDette Holden Cummer Museum FdnGENERAL SUPPORTPUBLIC EXEMPTJacksonville, FL, US$5,000
Filing and Contact Details

Filer

EIN
59-6747884
Raw XML AppendixShowing 400 of 407 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/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount350000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10The National Society of the
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Gateway Community Service Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Dette Holden Cummer Museum Fdn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Jacksonville Symphony Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Colonial Dames of America i
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10209 CHURCH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11555 STOCKTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12829 RIVERSIDE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13300 WEST WATER ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Selma
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Jacksonville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Jacksonville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Jacksonville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode036701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode132204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode232201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode332210
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065000
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/AppliedToCurrentYear068636
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear101534
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted068636
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016659
IRS990PF/UndistributedIncome/ExcessFromCurrentYear016659
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions086829
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus016659
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus016659
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear01534
OtherDecreasesSchedule/OtherDecreases/Amount063
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND POSTING DATE AFTER TYE
OtherIncreasesSchedule/OtherIncreases/Amount0858
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
TaxesSchedule/Taxes/Amount084
TaxesSchedule/Taxes/Amount184
TaxesSchedule/Taxes/Amount289
TaxesSchedule/Taxes/Amount36
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome289
TaxesSchedule/Taxes/NetInvestmentIncome36
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0596747884
ReturnHeader/Filer/Name/BusinessNameLine10ROGER L MAIN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MAIN
ReturnHeader/Filer/Phone03367478182
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02012-04-25
ReturnHeader/Officer/Name0WELLS FARGO BANK NA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,435,332
Liabilities
$0
Net assets
$1,435,332
Revenue
-
Expenses
$100,199
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.17$0.03$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.15$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.11$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.06$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.12$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.09$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.08$0.10$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10