Civic Intelligence

Estell Alexander Charitable Trust

990PF • Fiscal year 2016 • EIN 59-7172298

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

Organization Profile
1802 North Morgan StreetTampa, FL 33602

(813) 229-0664

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-122%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$25,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,692,815

Down $94,569 (-5.3%) from 2015

Net Assets

Down

$1,692,815

Down $94,569 (-5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Down

$77,457

Down $65,572 (-46%) from 2015

Expenses

Up

$172,026

Up $17,547 (+11%) from 2015

Net Income

Down

-$94,569

Down $83,119 (-726%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2016

Assets$1,692,815
Liabilities$0
Net Assets$1,692,815
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

2016

Revenue$77,457
Expenses$172,026
Net Income-$94,569
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Estell Alexander Charitable Trust
EIN
59-7172298
Phone
8132290664
Address
1802 NORTH MORGAN STREET, TAMPA, FL 33602

Signing Officer

Name
Harvey Schonbrun
Title
Trustee
Phone
8132290664
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Gregory Sharer & Stuart Pa
Address
100 2ND AVE SOUTH STE 600, SAINT PETERSBURG, FL 33701-4336
Preparer
Byron C Smith CPA
Phone
7278216161
Raw XML Appendix309 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/AccountingFeesDetail/Amt03300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12006-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0LOSS ON MORTGAGE - HAGGLUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LOSS ON MORTGAGE - KREIT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2LOSS ON MORTGAGE - MESSINA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt013722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt121713
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt212260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-13722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-21713
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-12260
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-47695
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd026
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0125145
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077457
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077457
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-94569
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-47695
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt094852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0125145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0125145
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-94569
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01692815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01787384
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01692815
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088820
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088820
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088820
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089769
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0949
IRS990PF/DistributableAmountGrp/TotalTaxAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0977
IRS990PF/FMVAssetsEOYAmt01792936
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01787384
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01692815
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt072552
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt047825
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047825
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01714832
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01644990
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01745111
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01787384
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01692815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01792936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01787384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01692815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01787384
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01692815
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01822726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025982
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027341
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01796744
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt089769
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01795385
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01822726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HARVEY SCHONBRUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01802 N MORGAN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0336020664
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0103795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0104744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0120249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0120285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0107383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0114951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt083100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.064031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.063418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01795385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01877976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01896707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01859162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01903444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01912098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0141500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289059
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0140551
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0141500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0949
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0141500
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0HARVEY SCHONBRUN PA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01802 MORGAN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0336022328
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08132290664
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt148000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST JOSEPH'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CRISIS CENTER OF TAMPA BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4HANDS ACROSS THE BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE HUMANE SOCIETY OF TAMPA BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6STRAZ CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02700 WEST DR M LUTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13319 BAYSHORE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ONE CRISIS CENTER PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34701 N HIMES AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43800 ULMERTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53607 N ARMENIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61010 N MACINNES PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0KING JR BLVD SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133629
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0141500
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/AppliedToCurrentYearAmt088820
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109002
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027470
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0141500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052680
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109002
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056322
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC BANK/ADMINISTRATION EXPE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0125145
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0125145
TaxesSchedule/TaxesDetail/Amt0226
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FEDERAL TAX PAID
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTELL ALEXANDER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0597172298
ReturnHeader/Filer/PhoneNum08132290664
ReturnHeader/Filer/USAddress/AddressLine1Txt01802 NORTH MORGAN STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089303672C739F0FB5C749A3F4DC6C51889A4127A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E0AA02DED0CEF7AE1D248EF8B9AFF6785914603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591850025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337014336
ReturnHeader/PreparerPersonGrp/PhoneNum07278216161
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02017-04-10T22:02:08+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,692,815
Liabilities
$0
Net assets
$1,692,815
Revenue
$77,457
Expenses
$172,026
Net income
-$94,569
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