Civic Intelligence

Robert E Brennan Trust Under Will

990PF • Fiscal year 2011 • EIN 61-6063803

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10thfl15222-2705
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M 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

72nd percentile

$46,576

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $10M-$25M 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 / Assets14th percentile

Assets

$10,320,865

No earlier filing loaded for comparison.

Net Assets

$10,320,865

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

$545,751

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.

$15M$10M$5.0M$0Assets 2011: $10,320,865Liabilities 2011: $0Net Assets 2011: $10,320,8652011Assets 2012: $10,707,716Liabilities 2012: $12012Assets 2013: $11,935,362Liabilities 2013: $0Net Assets 2013: $11,935,3622013Assets 2014: $12,038,327Liabilities 2014: $12014Assets 2015: $12,686,198Liabilities 2015: $0Net Assets 2015: $12,686,1982015Assets 2016: $12,386,375Liabilities 2016: $0Net Assets 2016: $12,386,3752016Assets 2017: $12,774,145Liabilities 2017: $0Net Assets 2017: $12,774,1452017Assets 2018: $12,963,164Liabilities 2018: $0Net Assets 2018: $12,963,1642018Assets 2019: $13,055,486Liabilities 2019: $0Net Assets 2019: $13,055,4862019Assets 2020: $13,059,305Liabilities 2020: $0Net Assets 2020: $13,059,3052020Assets 2021: $13,822,496Liabilities 2021: $0Net Assets 2021: $13,822,4962021Assets 2022: $14,389,599Liabilities 2022: $0Net Assets 2022: $14,389,5992022Assets 2023: $14,446,724Liabilities 2023: $12023Assets 2024: $14,550,655Liabilities 2024: $0Net Assets 2024: $14,550,6552024

Highlighted filing

2011

Assets$10,320,865
Liabilities$0
Net Assets$10,320,865
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $545,7512011Revenue 2012: $921,154Expenses 2012: $535,304Net Income 2012: $385,8502012Revenue 2013: $1,802,744Expenses 2013: $575,264Net Income 2013: $1,227,4802013Revenue 2014: $1,046,636Expenses 2014: $653,999Net Income 2014: $392,6372014Revenue 2015: $1,336,612Expenses 2015: $688,754Net Income 2015: $647,8582015Revenue 2016: $438,756Expenses 2016: $738,513Net Income 2016: -$299,7572016Revenue 2017: $1,160,819Expenses 2017: $773,049Net Income 2017: $387,7702017Revenue 2018: $1,007,996Expenses 2018: $818,978Net Income 2018: $189,0182018Revenue 2019: $942,413Expenses 2019: $850,089Net Income 2019: $92,3242019Revenue 2020: $886,361Expenses 2020: $867,282Net Income 2020: $19,0792020Revenue 2021: $1,664,760Expenses 2021: $911,288Net Income 2021: $753,4722021Revenue 2022: $1,666,272Expenses 2022: $1,074,886Net Income 2022: $591,3862022Revenue 2023: $940,817Expenses 2023: $899,524Net Income 2023: $41,2932023Revenue 2024: $994,177Expenses 2024: $886,487Net Income 2024: $107,6902024

Highlighted filing

2011

Revenue-
Expenses$545,751
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$46,576-$46,576
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPISCOPAL DIOCESE OF KENTUCKYGENERAL SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$113,967
Paid GrantCHILDREN'S HOSPITAL FOUNDATION INCGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$113,967
Paid GrantTHE SALVATION ARMYGENERAL SUPPORTPUBLIC CHARITYLEXINGTON, KY, US$113,967
Paid GrantUNIVERSITY OF LOUISVILLE FOUNDATION INCGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$113,966
Filing and Contact Details

Filer

EIN
61-6063803
Raw XML Appendix366 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MUTUAL FUNDS - EQUITY
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2KKR FINANCIAL HOLDINGS LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EPISCOPAL DIOCESE OF KENTUCKY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CHILDREN'S HOSPITAL FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF LOUISVILLE FOUNDATION INC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10425 S 2ND STREET STE 200
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12216 W CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13SERVICE COMPLEX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode140202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2402012229
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode340292
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0455867
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0424834
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1034062
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0565830
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0458896
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0140996
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear034062
OtherExpensesSchedule/OtherExpenses/Description0MAP MANAGER FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN TAX PROCESSING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025798
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome287
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025798
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks287
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome050
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome15268
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome2125
OtherIncomeSchedule2/OtherIncome/Description0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/Description1ROYALTIES FROM PARTNERSHIP K-1
OtherIncomeSchedule2/OtherIncome/Description2PARTNERSHIP INCOME FROM K-1S
OtherIncomeSchedule2/OtherIncome/Description3CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncome/Description4FOREIGN TAX REFUNDS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome216
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3125
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks050
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks15268
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2125
TaxesSchedule/Taxes/Amount0198
TaxesSchedule/Taxes/Amount18245
TaxesSchedule/Taxes/Amount28280
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category12010 EXCISE TAX BALANCE DUE
TaxesSchedule/Taxes/Category22011 ESTIMATED EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0198
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616063803
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT E BRENNAN TRUST UNDER WILL
ReturnHeader/Filer/NameControl0BREN
ReturnHeader/Filer/Phone04127620861
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02012-04-26
ReturnHeader/Officer/Name0JOHN W ALRUTZ
ReturnHeader/Officer/Phone04127620861
ReturnHeader/Officer/Title0ASSISTANT VICE-PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-26T14:02:42-05:00

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
$10,320,865
Liabilities
$0
Net assets
$10,320,865
Revenue
-
Expenses
$545,751
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.99$0.89$0.11
2023Summary only. Only limited summary data is available for this year.$14.4$0.00$0.94$0.90$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$1.67$1.07$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$1.66$0.91$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.89$0.87$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.94$0.85$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$1.01$0.82$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$1.16$0.77$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$0.44$0.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.34$0.69$0.65
2014Summary only. Only limited summary data is available for this year.$12.0$0.00$1.05$0.65$0.39
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.80$0.58$1.23
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$0.92$0.54$0.39
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.55