Civic Intelligence

Louise Phillips Glanton Trust Fund

990EZ • Fiscal year 2011 • EIN 63-6049714

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

100 Church Drive36830
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$392,604

Flat from 2011

Net Assets

$392,604

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$6,597

Flat from 2011

Expenses

Flat

$12,511

Flat from 2011

Net Income

Flat

-$5,914

Flat from 2011

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $375,352Net Assets 2010: $375,3522010Assets 2011: $392,604Net Assets 2011: $392,6042011Assets 2011: $392,604Liabilities 2011: $02011Assets 2012: $406,855Net Assets 2012: $406,8552012Assets 2013: $430,664Net Assets 2013: $430,6642013Assets 2014: $450,811Liabilities 2014: $0Net Assets 2014: $450,8112014Assets 2015: $419,358Liabilities 2015: $02015Assets 2016: $434,398Net Assets 2016: $434,3982016Assets 2017: $498,057Liabilities 2017: $02017Assets 2018: $479,971Net Assets 2018: $479,9712018Assets 2019: $555,194Liabilities 2019: $0Net Assets 2019: $555,1942019Assets 2020: $529,023Liabilities 2020: $0Net Assets 2020: $529,0232020Assets 2021: $624,911Liabilities 2021: $0Net Assets 2021: $624,9112021Assets 2022: $591,630Liabilities 2022: $0Net Assets 2022: $591,6302022Assets 2023: $593,824Liabilities 2023: $0Net Assets 2023: $593,8242023Assets 2024: $649,382Liabilities 2024: $0Net Assets 2024: $649,3822024

Highlighted filing

2011

Assets$392,604
Liabilities-
Net Assets$392,604

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $14,684Expenses 2010: $13,151Net Income 2010: $1,5332010Revenue 2011: $6,597Expenses 2011: $12,511Net Income 2011: -$5,9142011Revenue 2011: $6,597Expenses 2011: $12,511Net Income 2011: -$5,9142011Revenue 2012: $14,242Expenses 2012: $11,717Net Income 2012: $2,5252012Revenue 2013: $27,757Expenses 2013: $16,308Net Income 2013: $11,4492013Revenue 2014: $15,512Expenses 2014: $13,103Net Income 2014: $2,4092014Revenue 2015: $17,447Expenses 2015: $11,224Net Income 2015: $6,2232015Revenue 2016: $9,012Expenses 2016: $15,296Net Income 2016: -$6,2842016Revenue 2017: $12,440Expenses 2017: $3,387Net Income 2017: $9,0532017Revenue 2018: $32,095Expenses 2018: $22,173Net Income 2018: $9,9222018Revenue 2019: $18,357Expenses 2019: $7,165Net Income 2019: $11,1922019Revenue 2020: $15,971Expenses 2020: $13,880Net Income 2020: $2,0912020Revenue 2021: $22,398Expenses 2021: $12,481Net Income 2021: $9,9172021Revenue 2022: $17,832Expenses 2022: $14,676Net Income 2022: $3,1562022Revenue 2023: $22,919Expenses 2023: $14,253Net Income 2023: $8,6662023Revenue 2024: $19,493Expenses 2024: $14,717Net Income 2024: $4,7762024

Highlighted filing

2011

Revenue$6,597
Expenses$12,511
Net Income-$5,914
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 1, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Charitable educational & church related

Filing and Contact Details

Filer

EIN
63-6049714
Raw XML Appendix154 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
CompensationExplanation/Compensation/BusinessName/BusinessNameLine10SUE HAYGOOD
CompensationExplanation/Compensation/BusinessName/BusinessNameLine11ROBERT DUMAS
CompensationExplanation/Compensation/BusinessName/BusinessNameLine20SUE HAYGOOD
CompensationExplanation/Compensation/BusinessName/BusinessNameLine21ROBERT DUMAS
CompensationExplanation/Compensation/PersonName0JOHN FRITSCHNER
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0375353
IRS990EZ/CashSavingsAndInvestments/EOY0392604
IRS990EZ/CostOtherBasisAndSalesExpenses028328
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-5914
IRS990EZ/FeesAndOthPymtToIndContractors0455
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets0-6036
IRS990EZ/GrantsAndSimilarAmountsPaid012056
IRS990EZ/GrossAmountFromSaleOfAssets022292
IRS990EZ/GrossReceipts034925
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome012633
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0375353
IRS990EZ/NetAssetsOrFundBalancesBOY0375353
IRS990EZ/NetAssetsOrFundBalances/EOY0392604
IRS990EZ/NetAssetsOrFundBalancesEOY0392604
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10HOLY TRINITY EPISCOPAL CH TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11AUBURN BANK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12HOLY TRINITY EPISCOPAL CH RECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine20100 CHURCH DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine21100 N GAY STREET
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine22100 CHURCH DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0AUBURN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1AUBURN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2AUBURH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0AL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1AL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2AL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode036830
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode136830
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode236830
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine10SUE HAYGOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine11ROBERT DUMAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine20SUE HAYGOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine21ROBERT DUMAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN FRITSCHNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets023165
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE PRIMARY PURPOSES OF THE LOUISE PHILLIPS GLANTON TRUST ARE CHARITABLE, EDUCATIONAL AND CHURCH RELATED. THE CORPUS OF THE TRUST MUST REMAIN INTACT. THE ENTIRE INCOME OF THE TRUST IS FROM THE INVESTMENTS OF THE CORPUS, WHICH CONSISTS OF STOCKS, BONDS, CERTIFICATES OF DEPOSITS AND OTHER INVESTMENTS. THE ANNUAL INCOME OF THE TRUST IS DISTRIBUTED BY THE CHURCHWOMEN OF HOLY TRINITY EPISCOPAL CHURCH, WHO HAVE TOTAL AUTHORITY OVER ITS DISTRIBUTION. THE DISTRIBUTIONS ARE TO BE FOR SUPPORT OF HOLY TRINITY EPISCOPAL CHURCH OPERATIONS; HOLY TRINITY COMMUNITY MINISTRIES, WHICH SERVES THE NEEDY IN THE COMMUNITY; HOLY TRINITY EPISCOPAL CHURCHWOMEN FOR THEIR ACTIVITIES; COLLEGE SCHOLARSHIPS FOR WOMEN MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH; FOR WORLD RELIEF; FOR COMMUNITY RELIEF; AND FOR PROJECTS FOR HOLY TRINITY EPISCOPAL CHURCH.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0WORLD RELIEF (SCHOOLS, HOSPITALS, DISASTERS), WHICH GENERALLY ARE APPROVED AND SPONSORED BY THE EPISCOPAL DIOCESE OF ALABAMA.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1COMMUNITY RELIEF -
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2HOLY TRINITY EPISCOPAL CHURCH SUPPORT, HOLY TRINITY EPISCOPAL CHURCHWOMEN, AND OTHER PROJECTS OF HOLY TRINITY EPISCOPAL CHURCH.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3COLLEGE SCHOLARSHIPS TO WOMEN MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations0500
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations14400
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations25856
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations31300
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses14400
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses25856
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses31300
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10100 CHURCH DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0AUBURN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode036830
IRS990EZ/TheBooksAreInCareOf/NamePerson0SUE HAYGOOD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03348879506
IRS990EZ/TotalAssets/BOY0375353
IRS990EZ/TotalAssets/EOY0392604
IRS990EZ/TotalExpenses012511
IRS990EZ/TotalProgramServiceExpenses012056
IRS990EZ/TotalRevenue06597
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts05856
IRS990ScheduleA/SupportedOrgInformation/Amount05856
IRS990ScheduleA/SupportedOrgInformation/EIN0631012178
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization05
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0NET INCREASE IN MARKET VALUE 14,579 PARTNERSHIP DISTRIBUTION IN EXCESS OF INCOME 666 COST OF SALES 28,327 CHANGE IN COST OF ASSETS 2,941 FOREIGN TAXES PAID -82 SECURITIES PURCHSED -23,266
IRS990ScheduleO/GeneralExplanation/Explanation1THE PRIMARY PURPOSES OF THE LOUISE PHILLIPS GLANTON TRUST ARE CHARITABLE, EDUCATIONAL AND CHURCH RELATED. THE CORPUS OF THE TRUST MUST REMAIN INTACT. THE ENTIRE INCOME OF THE TRUST IS FROM THE INVESTMENTS OF THE CORPUS, WHICH CONSISTS OF STOCKS, BONDS, CERTIFICATES OF DEPOSITS AND OTHER INVESTMENTS. THE ANNUAL INCOME OF THE TRUST IS DISTRIBUTED BY THE CHURCHWOMEN OF HOLY TRINITY EPISCOPAL CHURCH, WHO HAVE TOTAL AUTHORITY OVER ITS DISTRIBUTION. THE DISTRIBUTIONS ARE TO BE FOR SUPPORT OF HOLY TRINITY EPISCOPAL CHURCH OPERATIONS; HOLY TRINITY COMMUNITY MINISTRIES, WHICH SERVES THE NEEDY IN THE COMMUNITY; HOLY TRINITY EPISCOPAL CHURCHWOMEN FOR THEIR ACTIVITIES; COLLEGE SCHOLARSHIPS FOR WOMEN MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH; FOR WORLD RELIEF; FOR COMMUNITY RELIEF; AND FOR PROJECTS FOR HOLY TRINITY EPISCOPAL CHURCH.
IRS990ScheduleO/GeneralExplanation/Explanation2COLLEGE SCHOLARSHIPS TO WOMEN MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0636049714
ReturnHeader/Filer/Name/BusinessNameLine10LOUISE PHILLIPS GLANTON TRUST FUND
ReturnHeader/Filer/Name/BusinessNameLine20C/O HOLY TRINITY EPISCOPAL CHURCH
ReturnHeader/Filer/NameControl0LOUI
ReturnHeader/Filer/Phone03348879506
ReturnHeader/Filer/USAddress/AddressLine10100 CHURCH DRIVE
ReturnHeader/Filer/USAddress/City0AUBURN
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036830
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-01
ReturnHeader/Officer/Name0SUE HAYGOOD
ReturnHeader/Officer/Phone03348879506
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FRITSCHNER & BREMER LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10118 N ROSS ST STE 5
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUBURN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0368304869
ReturnHeader/Preparer/Name0NANCY N FRITSCHNER CPA
ReturnHeader/Preparer/Phone03345011622
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T11:13:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.00$6.49$0.19$0.15$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$0.23$0.14$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.18$0.15$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.22$0.12$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$0.16$0.14$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.18$0.07$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.22$0.10
2017Summary only. Only limited summary data is available for this year.$4.98$0.00$0.12$0.03$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$4.34$0.09$0.15$0.06
2015Summary only. Only limited summary data is available for this year.$4.19$0.00$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.16$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.31$4.31$0.28$0.16$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$4.07$0.14$0.12$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$3.93$0.07$0.13$0.06
2011Summary only. Only limited summary data is available for this year.$3.93$0.00$0.07$0.13$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$3.75$0.15$0.13$0.02