Civic Intelligence

Teresa Kuhn Charitable Trust

990PF • Fiscal year 2017 • EIN 65-6261110

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 01, 2018

Organization Profile
4800 N Federal Hwy Suite 100DBoca Raton, FL 33431-5178

(561) 750-4001

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-583%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 86.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$197,867

Down $16,237 (-7.6%) from 2016

Net Assets

Down

$197,867

Down $16,237 (-7.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$4,041

Down $778 (-16%) from 2016

Expenses

Up

$27,589

Up $8,696 (+46%) from 2016

Net Income

Down

-$23,548

Down $9,474 (-67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2010: $179,275Liabilities 2010: $0Net Assets 2010: $179,2752010Assets 2011: $183,461Liabilities 2011: $0Net Assets 2011: $183,4612011Assets 2012: $180,687Liabilities 2012: $12012Assets 2013: $191,652Liabilities 2013: $0Net Assets 2013: $191,6522013Assets 2014: $189,507Liabilities 2014: $0Net Assets 2014: $189,5072014Assets 2015: $191,306Liabilities 2015: $12015Assets 2016: $214,104Liabilities 2016: $0Net Assets 2016: $214,1042016Assets 2017: $197,867Liabilities 2017: $0Net Assets 2017: $197,8672017Assets 2018: $199,338Liabilities 2018: $0Net Assets 2018: $199,3382018Assets 2019: $196,663Liabilities 2019: $12019Assets 2020: $198,176Liabilities 2020: $0Net Assets 2020: $198,1762020Assets 2021: $223,566Liabilities 2021: $0Net Assets 2021: $223,5662021Assets 2022: $224,767Liabilities 2022: $0Net Assets 2022: $224,7672022Assets 2023: $219,157Liabilities 2023: $12023Assets 2024: $163,474Liabilities 2024: $0Net Assets 2024: $163,4742024

Highlighted filing

2017

Assets$197,867
Liabilities$0
Net Assets$197,867
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $10,1602010Expenses 2011: $12,1982011Revenue 2012: $4,194Expenses 2012: $14,495Net Income 2012: -$10,3012012Revenue 2013: $3,996Expenses 2013: $18,368Net Income 2013: -$14,3722013Revenue 2014: $4,431Expenses 2014: $22,757Net Income 2014: -$18,3262014Revenue 2015: $4,410Expenses 2015: $15,911Net Income 2015: -$11,5012015Revenue 2016: $4,819Expenses 2016: $18,893Net Income 2016: -$14,0742016Revenue 2017: $4,041Expenses 2017: $27,589Net Income 2017: -$23,5482017Revenue 2018: $5,435Expenses 2018: $6,657Net Income 2018: -$1,2222018Revenue 2019: $5,755Expenses 2019: $8,766Net Income 2019: -$3,0112019Revenue 2020: $4,720Expenses 2020: $6,034Net Income 2020: -$1,3142020Revenue 2021: $5,997Expenses 2021: $9,581Net Income 2021: -$3,5842021Revenue 2022: $5,720Expenses 2022: $8,660Net Income 2022: -$2,9402022Revenue 2023: $7,936Expenses 2023: $16,834Net Income 2023: -$8,8982023Revenue 2024: $7,534Expenses 2024: $23,862Net Income 2024: -$16,3282024

Highlighted filing

2017

Revenue$4,041
Expenses$27,589
Net Income-$23,548
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES F RYANTrusteePT$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Teresa Kuhn Charitable Trust
EIN
65-6261110
Phone
5617504001
Address
4800 N Federal Hwy Suite 100D, Boca Raton, FL 33431-5178

Signing Officer

Name
Thomas C Walser
Title
Trustee
Phone
5617504001
Signed
2018-04-01

Preparer

Firm
Professional Trust Accounting Inc
Address
4800 N FEDERAL HWY 100D, BOCA RATON, FL 33431-5178
Preparer
Peter Howley
Phone
5617504001
Raw XML Appendix329 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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0109161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0123251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MS 29075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MS 19996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt071437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS 29075 Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073888
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04040
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04041
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04041
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06634
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020175
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04040
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23548
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt06440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt03863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03863
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt051
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt096190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0102630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term Covered MSSB 29075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term Covered MSSB 29075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06634
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06440
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23548
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07311
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0197867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0214104
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0197867
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010495
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0214408
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt090636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0109161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0123251
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt069224
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt071437
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt073888
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0214104
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0197867
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt043361
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017269
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0214104
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0214408
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0214104
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0214104
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0197867
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0213093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028084
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0185009
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03196
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010495
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0209897
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0213093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES F RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0430 Autumn Chase Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Venice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0342923181
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012504
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05906
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030134
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0222195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0238749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0217200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0195990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.189428
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020175
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020175
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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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/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/IndividualWithBooksNm0THOMAS C WALSER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boca Raton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0334315178
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05617501040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORMAL POLICY FOR ACCEPTING APPLICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARLES F RYAN CO PROF TRUST ACCTG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05617504001
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04800 N FEDERAL HWY STE 100D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0334315178
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRIORITY IS GIVEN TO CHARITIES THAT BENEFIT CHILDREN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO POLICY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cancer research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Aiding Peoplewith Disabilities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Disaster Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Disaster Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Childrens Diseases
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Dana Farber Jimmy Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Loveland Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Florida Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Jude's Childrens Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PublicCharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 Brookline Place West 6th FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1157 South Havana Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2431 18th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32610 Northbrooke Plaza Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Brookline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Venice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0024457295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134292
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020175
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020175
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062420
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042245
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010495
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt03863
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage account fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Publication fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Overlimit fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03863
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03863
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1496
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2375
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unadjusted gains from Page 1, Line 7b
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Non-dividend distributions
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2rounding
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt051
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0Income taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS C WALSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05617504001
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Teresa Kuhn Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0TERE
ReturnHeader/Filer/EIN0656261110
ReturnHeader/Filer/PhoneNum05617504001
ReturnHeader/Filer/USAddress/AddressLine1Txt04800 N Federal Hwy Suite 100D
ReturnHeader/Filer/USAddress/CityNm0Boca Raton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334315178
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0016F552618EB935B5BBF61E2150131FEF5EED3E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0016F552618EB935B5BBF61E2150131FEF5EED3E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.139.17.12
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:35:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL TRUST ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 N FEDERAL HWY 100D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334315178
ReturnHeader/PreparerPersonGrp/PhoneNum05617504001
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER HOWLEY
ReturnHeader/ReturnTs02018-11-08T08:35:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,867
Liabilities
$0
Net assets
$197,867
Revenue
$4,041
Expenses
$27,589
Net income
-$23,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.24$0.16
2023Summary only. Only limited summary data is available for this year.$2.19$0.00$0.08$0.17$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.06$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.06$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.05$0.06$0.01
2019Summary only. Only limited summary data is available for this year.$1.97$0.00$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.05$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.04$0.28$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.05$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$0.04$0.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.23$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.04$0.18$0.14
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.04$0.14$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10