Civic Intelligence

The John and Frank Sparacio Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 65-0951605

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 13, 2019

Organization Profile
PO Box 1501 Nj2-130-03-31Pennington, NJ 08534-1501

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2018

Revenue Growth

54th percentile

18%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$16,205,550

Down $802,914 (-4.7%) from 2015

Net Assets

$16,205,550

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin42nd percentile

Revenue

Up

$947,614

Up $369,433 (+64%) from 2015

Expenses

Up

$946,575

Up $591,871 (+167%) from 2015

Net Income

Down

$1,039

Down $222,438 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $801,852Liabilities 2011: $02011Assets 2012: $842,519Liabilities 2012: $02012Assets 2013: $1,793,736Liabilities 2013: $02013Assets 2014: $16,794,745Liabilities 2014: $02014Assets 2015: $17,008,464Liabilities 2015: $02015Assets 2018: $16,205,550Liabilities 2018: $0Net Assets 2018: $16,205,5502018Assets 2019: $15,992,790Liabilities 2019: $0Net Assets 2019: $15,992,7902019Assets 2020: $14,959,314Liabilities 2020: $0Net Assets 2020: $14,959,3142020Assets 2021: $16,156,491Liabilities 2021: $0Net Assets 2021: $16,156,4912021Assets 2022: $15,628,222Liabilities 2022: $0Net Assets 2022: $15,628,2222022Assets 2023: $15,418,646Liabilities 2023: $0Net Assets 2023: $15,418,6462023Assets 2024: $15,446,450Liabilities 2024: $0Net Assets 2024: $15,446,4502024

Highlighted filing

2018

Assets$16,205,550
Liabilities$0
Net Assets$16,205,550
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $86,476Expenses 2011: $34,853Net Income 2011: $51,6232011Revenue 2012: $71,895Expenses 2012: $31,228Net Income 2012: $40,6672012Revenue 2013: $1,053,410Expenses 2013: $51,367Net Income 2013: $1,002,0432013Revenue 2014: $16,211,009Expenses 2014: $135,785Net Income 2014: $16,075,2242014Revenue 2015: $578,181Expenses 2015: $354,704Net Income 2015: $223,4772015Revenue 2018: $947,614Expenses 2018: $946,575Net Income 2018: $1,0392018Revenue 2019: $799,370Expenses 2019: $974,397Net Income 2019: -$175,0272019Revenue 2020: -$77,370Expenses 2020: $968,489Net Income 2020: -$1,045,8592020Revenue 2021: $2,179,957Expenses 2021: $988,905Net Income 2021: $1,191,0522021Revenue 2022: $569,052Expenses 2022: $1,100,252Net Income 2022: -$531,2002022Revenue 2023: $765,755Expenses 2023: $976,731Net Income 2023: -$210,9762023Revenue 2024: $984,348Expenses 2024: $949,493Net Income 2024: $34,8552024

Highlighted filing

2018

Revenue$947,614
Expenses$946,575
Net Income$1,039
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 13, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN T LANGBoard Member-$0--
KATRI BREWER DELACBoard Member-$0--
RUTH L HAINESBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The John & Frank Sparacio Charitable
EIN
65-0951605
Phone
6092746834
Address
PO BOX 1501 NJ2-130-03-31, PENNINGTON, NJ 08534-1501

Signing Officer

Name
Martin T Lang
Title
Trustee
Phone
6092746834
Signed
2019-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
Raw XML AppendixShowing 400 of 883 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0156. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13500. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34382. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51154. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6112. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86568. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96105. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.64 LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113845. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121. LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13.28 LOOMIS SAYLES STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0449907
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01039
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038590
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016244140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016243101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016205550
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0880910
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0880910
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0880910
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0889241
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08331
IRS990PF/DistributableAmountGrp/TotalTaxAmt08331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08168
IRS990PF/FMVAssetsEOYAmt016007765
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016243101
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016205550
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt093980
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt093980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0123700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0123700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0128850
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016050103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015986275
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015783340
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt056308
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01595
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016243101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016205550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016007765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016243101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016205550
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016243101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016205550
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018055647
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt093394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017962253
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0270835
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0889241
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017784812
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018055647
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTIN T LANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATRI BREWER DELAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUTH L HAINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01444 TANGLEWOOD CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11014 E LINDEN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt245 EL CAMINO MORAGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SN LUIS OBISP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ORINDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd163117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294563
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0577099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0585430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0745876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0839211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0233685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt043902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.014375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.01871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.032659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017784812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017281676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015732860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt016256121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04655774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01344269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0842751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.162245
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0834420
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0842751
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt08331
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0842751
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 AMERICAN BOULEVARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PENNINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008534
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US TRUST FIDUCIARY TAX SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum06092746834
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,205,550
Liabilities
$0
Net assets
$16,205,550
Revenue
$947,614
Expenses
$946,575
Net income
$1,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.98$0.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.77$0.98$0.21
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.57$1.10$0.53
2021Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$2.18$0.99$1.19
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.08$0.97$1.05
2019Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.80$0.97$0.18
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.95$0.95$0.00
2015Summary only. Only limited summary data is available for this year.$17.0$0.00$0.58$0.35$0.22
2014Summary only. Only limited summary data is available for this year.$16.8$0.00$16.2$0.14$16.1
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$1.05$0.05$1.00
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.07$0.03$0.04
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.09$0.03$0.05