Civic Intelligence

Edge Endowment Fund C/O Troy Bank & Trust

990PF • Fiscal year 2013 • EIN 63-0834443

Oct 01, 2012 to Sep 30, 2013 • Filed on Nov 08, 2013

PO Box 96736081
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,085,264

Flat from 2013

Net Assets

$2,085,264

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$130,240

Flat from 2013

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,220,246Liabilities 2011: $0Net Assets 2011: $2,220,2462011Assets 2012: $2,159,586Liabilities 2012: $0Net Assets 2012: $2,159,5862012Assets 2013: $2,085,264Liabilities 2013: $0Net Assets 2013: $2,085,2642013Assets 2013: $2,085,264Liabilities 2013: $12013Assets 2014: $1,994,678Liabilities 2014: $0Net Assets 2014: $1,994,6782014Assets 2015: $1,926,362Liabilities 2015: $0Net Assets 2015: $1,926,3622015Assets 2016: $1,852,399Liabilities 2016: $0Net Assets 2016: $1,852,3992016Assets 2017: $1,788,878Liabilities 2017: $0Net Assets 2017: $1,788,8782017Assets 2019: $1,678,202Liabilities 2019: $0Net Assets 2019: $1,678,2022019Assets 2020: $1,594,823Liabilities 2020: $0Net Assets 2020: $1,594,8232020Assets 2021: $1,492,577Liabilities 2021: $0Net Assets 2021: $1,492,5772021Assets 2022: $1,425,290Liabilities 2022: $0Net Assets 2022: $1,425,2902022Assets 2023: $1,389,311Liabilities 2023: $12023Assets 2024: $1,356,495Liabilities 2024: $12024Assets 2025: $1,283,361Liabilities 2025: $0Net Assets 2025: $1,283,3612025

Highlighted filing

2013

Assets$2,085,264
Liabilities$0
Net Assets$2,085,264

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $133,5042011Expenses 2012: $123,4552012Expenses 2013: $130,2402013Revenue 2013: $55,918Expenses 2013: $130,240Net Income 2013: -$74,3222013Revenue 2014: $76,142Expenses 2014: $166,728Net Income 2014: -$90,5862014Revenue 2015: $72,710Expenses 2015: $141,026Net Income 2015: -$68,3162015Revenue 2016: $67,279Expenses 2016: $141,242Net Income 2016: -$73,9632016Revenue 2017: $74,770Expenses 2017: $138,291Net Income 2017: -$63,5212017Revenue 2019: $71,311Expenses 2019: $132,496Net Income 2019: -$61,1852019Revenue 2020: $45,197Expenses 2020: $128,576Net Income 2020: -$83,3792020Revenue 2021: $32,270Expenses 2021: $134,522Net Income 2021: -$102,2522021Revenue 2022: $66,079Expenses 2022: $133,585Net Income 2022: -$67,5062022Revenue 2023: $72,698Expenses 2023: $108,679Net Income 2023: -$35,9812023Revenue 2024: $61,944Expenses 2024: $94,760Net Income 2024: -$32,8162024Revenue 2025: $50,497Expenses 2025: $123,631Net Income 2025: -$73,1342025

Highlighted filing

2013

Revenue-
Expenses$130,240
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Nov 8, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$29,934-$29,934
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTROY HOSPITAL BOARDINDIGENT CARE-TROY, AL, US$97,954
Filing and Contact Details

Filer

EIN
63-0834443
Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8DFA INTL VALUE PTFL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9DFA REAL ESTATE PT
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11WACHOVIA
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.036868
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045310
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.050785
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.079952
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.042156
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02373320
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102332603
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202413319
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302397279
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402359130
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502612950
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0602
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions098542
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1085999
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20109348
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30121745
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40188618
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50110152
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.255071
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions098542
IRS990PF/QualifyingDistributions/ExpensesAndContributions098542
IRS990PF/QualifyingDistributions/QualifyingDistributions098542
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0TROY BANK AND TRUST
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03345664000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101000 US 231 SOUTH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TROY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode036081
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/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AL
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/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount097954
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0INDIGENT CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TROY HOSPITAL BOARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10EDGE REGIONAL MEDICAL CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TROY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode036081
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear097954
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/AppliedToCurrentYear098542
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0117462
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303089
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405161
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus08250
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY08250
IRS990PF/UndistributedIncome/QualifyingDistributions098542
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover08250
IRS990PF/UndistributedIncome/UndistributedIncomeCY010670
TaxesSchedule/Taxes/Amount01752
TaxesSchedule/Taxes/Category0TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps0438
TaxesSchedule/Taxes/NetInvestmentIncome01314
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0630834443
ReturnHeader/Filer/Name/BusinessNameLine10EDGE ENDOWMENT FUND
ReturnHeader/Filer/Name/BusinessNameLine20C/O TROY BANK & TRUST
ReturnHeader/Filer/NameControl0EDGE
ReturnHeader/Filer/Phone03345664000
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 967
ReturnHeader/Filer/USAddress/City0TROY
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036081
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0TROY BANK TRUST
ReturnHeader/Officer/Phone03345664000
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GIBSON & CARDEN LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 667
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TROY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0360810667

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.05$0.12$0.07
2024Summary only. Only limited summary data is available for this year.$1.36$0.00$0.06$0.09$0.03
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.11$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.07$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03$0.13$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.05$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.07$0.13$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.13
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.06$0.13$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.13