Civic Intelligence

Episcopal Church Home Trust

990PF • Fiscal year 2012 • EIN 61-6149122

Dec 01, 2011 to Nov 30, 2012 • Filed on Apr 12, 2013

Organization Profile
PO Box 9465144101-4651
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$256,999

Flat from 2012

Net Assets

$256,999

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$18,399

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $270,080Liabilities 2010: $0Net Assets 2010: $270,0802010Assets 2011: $262,015Liabilities 2011: $0Net Assets 2011: $262,0152011Assets 2012: $256,999Liabilities 2012: $0Net Assets 2012: $256,9992012Assets 2012: $256,999Liabilities 2012: $12012Assets 2013: $253,576Liabilities 2013: $12013Assets 2014: $261,396Liabilities 2014: $0Net Assets 2014: $261,3962014Assets 2015: $256,921Liabilities 2015: $0Net Assets 2015: $256,9212015Assets 2016: $261,392Liabilities 2016: $0Net Assets 2016: $261,3922016Assets 2017: $259,678Liabilities 2017: $0Net Assets 2017: $259,6782017Assets 2018: $266,078Liabilities 2018: $0Net Assets 2018: $266,0782018Assets 2019: $372,346Liabilities 2019: $0Net Assets 2019: $372,3462019Assets 2020: $360,599Liabilities 2020: $0Net Assets 2020: $360,5992020Assets 2021: $387,465Liabilities 2021: $0Net Assets 2021: $387,4652021Assets 2022: $360,221Liabilities 2022: $0Net Assets 2022: $360,2212022Assets 2023: $344,912Liabilities 2023: $0Net Assets 2023: $344,9122023Assets 2024: $337,354Liabilities 2024: $0Net Assets 2024: $337,3542024

Highlighted filing

2012

Assets$256,999
Liabilities$0
Net Assets$256,999
Open 2012 Filing

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $7,4592010Expenses 2011: $14,6772011Expenses 2012: $18,3992012Revenue 2012: $13,267Expenses 2012: $18,399Net Income 2012: -$5,1322012Revenue 2013: $11,800Expenses 2013: $15,222Net Income 2013: -$3,4222013Revenue 2014: $27,648Expenses 2014: $19,828Net Income 2014: $7,8202014Revenue 2015: $16,893Expenses 2015: $21,368Net Income 2015: -$4,4752015Revenue 2016: $22,887Expenses 2016: $18,416Net Income 2016: $4,4712016Revenue 2017: $18,022Expenses 2017: $19,737Net Income 2017: -$1,7152017Revenue 2018: $26,754Expenses 2018: $20,354Net Income 2018: $6,4002018Revenue 2019: $127,396Expenses 2019: $21,129Net Income 2019: $106,2672019Revenue 2020: $11,111Expenses 2020: $22,994Net Income 2020: -$11,8832020Revenue 2021: $48,340Expenses 2021: $21,276Net Income 2021: $27,0642021Revenue 2022: -$2,942Expenses 2022: $24,253Net Income 2022: -$27,1952022Revenue 2023: $6,379Expenses 2023: $22,386Net Income 2023: -$16,0072023Revenue 2024: $11,845Expenses 2024: $19,243Net Income 2024: -$7,3982024

Highlighted filing

2012

Revenue-
Expenses$18,399
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Apr 12, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,237-$1,237
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPISCOPAL CHURCH HOMEGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$15,762
Filing and Contact Details

Filer

EIN
61-6149122
Raw XML Appendix268 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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AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue096891
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1139692
InvestmentsOtherSchedule2/InvestmentsOther/BookValue24000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1EQUITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5132
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02019
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02637
IRS990PF/BalanceSheets/CapitalStockBOY0262014
IRS990PF/BalanceSheets/CapitalStockEOY0256999
IRS990PF/BalanceSheets/InvestmentsOtherBOY0261159
IRS990PF/BalanceSheets/InvestmentsOtherEOY0240583
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0303940
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0855
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0262014
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0256999
IRS990PF/BalanceSheets/TotalNetAssetsBOY0262014
IRS990PF/BalanceSheets/TotalNetAssetsEOY0256999
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis020575
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICALLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss07787
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5132
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0117
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0256999
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0262014
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0256999
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted015698
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj015698
IRS990PF/DistributableAmount/DistributableAmountBeforeDed015698
IRS990PF/DistributableAmount/MinimumInvestmentReturn015824
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0191
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0320356
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0321292
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0321292
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04819
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015824
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 94651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CLEVELAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.031410
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.042676
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions017781
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08006228036
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 94651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
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IRS990PF/StatementsRegardingActivities/ForeignBank00
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0KY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.PNC.COM
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015762
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EPISCOPAL CHURCH HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101201 LYNDON LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040222
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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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/AppliedToCurrentYear02971
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1014810
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted015698
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions017781
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY012727
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear014810
OtherIncreasesSchedule/OtherIncreases/Amount0117
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR TAXED PRIOR YR
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0616149122
ReturnHeader/Filer/Name/BusinessNameLine10EPISCOPAL CHURCH HOME TRUST PNC BANK NA
ReturnHeader/Filer/NameControl0EPIS
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441014651
ReturnHeader/Officer/DateSigned02013-04-12
ReturnHeader/Officer/Name0JEFF ROBERTS
ReturnHeader/Officer/Phone02162574699
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-04-12T13:45:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,999
Liabilities
$0
Net assets
$256,999
Revenue
-
Expenses
$18,399
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.12$0.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.06$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.03$0.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.48$0.21$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.11$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$1.27$0.21$1.06
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.27$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.23$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.17$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.28$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$2.54$0.00$0.12$0.15$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.13$0.18$0.05
2011Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.07