Civic Intelligence

Estell Alexander Charitable Trust

990PF • Fiscal year 2012 • EIN 59-7172298

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 13, 2013

1802 North Morgan Street33602
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$25,000

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,850,129

Down $8,532 (-0.5%) from 2011

Net Assets

Down

$1,850,129

Down $8,532 (-0.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$149,769

Up $30,495 (+26%) from 2011

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,819,902Liabilities 2010: $0Net Assets 2010: $1,819,9022010Assets 2011: $1,858,661Liabilities 2011: $0Net Assets 2011: $1,858,6612011Assets 2012: $1,850,129Liabilities 2012: $0Net Assets 2012: $1,850,1292012Assets 2013: $1,829,542Liabilities 2013: $0Net Assets 2013: $1,829,5422013Assets 2014: $1,798,834Liabilities 2014: $0Net Assets 2014: $1,798,8342014Assets 2015: $1,787,384Liabilities 2015: $0Net Assets 2015: $1,787,3842015Assets 2016: $1,692,815Liabilities 2016: $0Net Assets 2016: $1,692,8152016Assets 2017: $1,645,226Liabilities 2017: $0Net Assets 2017: $1,645,2262017Assets 2018: $1,625,650Liabilities 2018: $0Net Assets 2018: $1,625,6502018Assets 2019: $1,479,279Liabilities 2019: $0Net Assets 2019: $1,479,2792019Assets 2020: $1,428,139Liabilities 2020: $0Net Assets 2020: $1,428,1392020Assets 2021: $1,415,504Liabilities 2021: $0Net Assets 2021: $1,415,5042021Assets 2022: $1,380,509Liabilities 2022: $0Net Assets 2022: $1,380,5092022Assets 2023: $1,362,044Liabilities 2023: $0Net Assets 2023: $1,362,0442023Assets 2024: $1,345,024Liabilities 2024: $0Net Assets 2024: $1,345,0242024

Highlighted filing

2012

Assets$1,850,129
Liabilities$0
Net Assets$1,850,129

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $122,7682010Expenses 2011: $119,2742011Expenses 2012: $149,7692012Revenue 2013: $120,013Expenses 2013: $140,600Net Income 2013: -$20,5872013Revenue 2014: $122,728Expenses 2014: $153,436Net Income 2014: -$30,7082014Revenue 2015: $143,029Expenses 2015: $154,479Net Income 2015: -$11,4502015Revenue 2016: $77,457Expenses 2016: $172,026Net Income 2016: -$94,5692016Revenue 2017: $110,742Expenses 2017: $158,331Net Income 2017: -$47,5892017Revenue 2018: $91,131Expenses 2018: $110,707Net Income 2018: -$19,5762018Revenue 2019: $45,756Expenses 2019: $192,127Net Income 2019: -$146,3712019Revenue 2020: $107,618Expenses 2020: $158,758Net Income 2020: -$51,1402020Revenue 2021: $153,661Expenses 2021: $166,296Net Income 2021: -$12,6352021Revenue 2022: $128,742Expenses 2022: $163,737Net Income 2022: -$34,9952022Revenue 2023: $125,412Expenses 2023: $143,877Net Income 2023: -$18,4652023Revenue 2024: $129,981Expenses 2024: $147,001Net Income 2024: -$17,0202024

Highlighted filing

2012

Revenue-
Expenses$149,769
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$10,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$9,000
Paid Grant-GENERAL OPERATIONS-PHILADELPHIA, PA, US$8,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$8,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$6,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$5,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$5,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$5,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$5,000
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$4,400
Paid Grant-GENERAL OPERATIONS-TAMPA, FL, US$650
Filing and Contact Details

Filer

EIN
59-7172298
Raw XML Appendix346 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome03200
AccountingFeesSchedule/AccountingFees/Amount03200
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03200
CompensationExplanation/Compensation/PersonName0HARVEY SCHONBRUN
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0141223
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0141237
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0141237
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm03200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0109850
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm025000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm025000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0116050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0116050
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-8532
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss014
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0109850
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm03187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0141223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0141223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0141223
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0141237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm031387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0116050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm031387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0149769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0141237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0141237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm031387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm031387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss033719
IRS990PF/BalanceSheets/CapitalStockBOY01858661
IRS990PF/BalanceSheets/CapitalStockEOY01850129
IRS990PF/BalanceSheets/CashBOY026815
IRS990PF/BalanceSheets/CashEOY061273
IRS990PF/BalanceSheets/CashEOYFMV061273
IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY01831846
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOY01788856
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOYFMV01850035
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY01858661
IRS990PF/BalanceSheets/TotalAssetsEOY01850129
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01911308
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01858661
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01850129
IRS990PF/BalanceSheets/TotalNetAssetsBOY01858661
IRS990PF/BalanceSheets/TotalNetAssetsEOY01850129
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-8532
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01850129
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01858661
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01850129
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted094073
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj094073
IRS990PF/DistributableAmount/DistributableAmountBeforeDed094073
IRS990PF/DistributableAmount/MinimumInvestmentReturn095172
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01099
IRS990PF/DistributableAmount/TotalTax01099
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01476
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02575
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01099
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01476
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01099
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01099
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02575
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01911308
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01932430
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances028413
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable028986
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01904017
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn095172
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01903444
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01932430
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation025000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HARVEY SCHONBRUN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101802 N MORGAN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TAMPA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0336020664
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct096534
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets095435
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050138
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.043460
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050242
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.036612
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047804
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.072570
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01903444
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101912098
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201840084
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301802677
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401799007
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501886034
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01099
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0116050
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1083100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2092450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3066000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4086000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50136869
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.250688
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0114951
IRS990PF/QualifyingDistributions/ExpensesAndContributions0116050
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01099
IRS990PF/QualifyingDistributions/QualifyingDistributions0116050
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HARVEY SCHONBRUN PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08132290664
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101802 MORGAN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TAMPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0336022328
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
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/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount58000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount910000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount136000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount154400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CONGREGATION OF RODEPH SHOLOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TAMPA JEWISH FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3LAKE MAGDALENE UNITED METHODIST CHU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ST JOSEPH'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8ST JOSEPH'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10STRAZ CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11BOB SIERRA YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12ST JOSEPH'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13BOB SIERRA YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName15ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10615 NORTH BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114701 N HIMES AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1213009 COMMUNITY CAMPUS DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132902 W FLETCHER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142700 WEST DR M LUTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153319 BAYSHORE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine163319 BAYSHORE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine173319 BAYSHORE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182700 WEST DR M LUTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine194701 N HIMES AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101010 NORTH WC MACINNES PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1114029 NORTHDALE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1122700 WEST DR M LUTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1134029 NORTHDALE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1143319 BAYSHORE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1153319 BAYSHORE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20KING JR BLVD SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21KING JR BLVD SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine22KING JR BLVD SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City14TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City15TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State14FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State15FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133614
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode233625
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode333618
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode433607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode533629
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode633629
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode733629
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode833607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode933614
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1033602
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1133624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1233607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1333624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1433629
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1533629
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0116050
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/AppliedToCurrentYear054025
IRS990PF/UndistributedIncome/AppliedToYear1062025
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094073
IRS990PF/UndistributedIncome/QualifyingDistributions0116050
IRS990PF/UndistributedIncome/UndistributedIncomeCY040048
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear062025
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0303
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome12884
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MISC BANK/ADMINISTRATION EXPE
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS/WRITE OFFS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0303
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12884
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0303
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12884
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0141223
OtherIncomeSchedule2/OtherIncome/Description0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0141223
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0141223
TaxesSchedule/Taxes/Amount02332
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATED TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0597172298
ReturnHeader/Filer/Name/BusinessNameLine10ESTELL ALEXANDER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0ALEX
ReturnHeader/Filer/Phone08132290664
ReturnHeader/Filer/USAddress/AddressLine101802 NORTH MORGAN STREET
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033602
ReturnHeader/Officer/DateSigned02013-03-13
ReturnHeader/Officer/Name0HARVEY SCHONBRUN
ReturnHeader/Officer/Phone08132290664
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-03-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0337014336
ReturnHeader/Preparer/Name0BYRON C SMITH CPA
ReturnHeader/Preparer/Phone07278216161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-14T09:06:18-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.15$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.19$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12