Civic Intelligence

Flavia P Finucane Charitable Tr

990PF • Fiscal year 2013 • EIN 65-6403003

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 05, 2013

Organization Profile
59 Merrimac Drive06611
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

32nd percentile

-5.8%

Faster asset growth than 32% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$459,786

Down $28,547 (-5.8%) from 2012

Net Assets

Down

$459,786

Down $28,547 (-5.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$66,521

Down $102,205 (-61%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $607,729Liabilities 2011: $0Net Assets 2011: $607,7292011Assets 2012: $488,333Liabilities 2012: $0Net Assets 2012: $488,3332012Assets 2013: $459,786Liabilities 2013: $0Net Assets 2013: $459,7862013Assets 2014: $450,948Liabilities 2014: $0Net Assets 2014: $450,9482014Assets 2015: $441,354Liabilities 2015: $0Net Assets 2015: $441,3542015Assets 2016: $397,260Liabilities 2016: $0Net Assets 2016: $397,2602016Assets 2017: $299,910Liabilities 2017: $0Net Assets 2017: $299,9102017Assets 2018: $191,003Liabilities 2018: $0Net Assets 2018: $191,0032018Assets 2020: $151,546Liabilities 2020: $0Net Assets 2020: $151,5462020Assets 2021: $134,203Liabilities 2021: $0Net Assets 2021: $134,2032021Assets 2022: $112,327Liabilities 2022: $0Net Assets 2022: $112,3272022Assets 2023: $91,412Liabilities 2023: $0Net Assets 2023: $91,4122023Assets 2024: $65,544Liabilities 2024: $12024Assets 2025: $50,445Liabilities 2025: $0Net Assets 2025: $50,4452025

Highlighted filing

2013

Assets$459,786
Liabilities$0
Net Assets$459,786
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2011: $82,0632011Expenses 2012: $168,7262012Expenses 2013: $66,5212013Revenue 2014: $18,450Expenses 2014: $87,572Net Income 2014: -$69,1222014Revenue 2015: $25,487Expenses 2015: $35,369Net Income 2015: -$9,8822015Revenue 2016: $19,977Expenses 2016: $35,302Net Income 2016: -$15,3252016Revenue 2017: $5,695Expenses 2017: $133,831Net Income 2017: -$128,1362017Revenue 2018: $4,538Expenses 2018: $129,118Net Income 2018: -$124,5802018Revenue 2020: $3,514Expenses 2020: $28,003Net Income 2020: -$24,4892020Revenue 2021: $2,661Expenses 2021: $42,101Net Income 2021: -$39,4402021Revenue 2022: $2,427Expenses 2022: $27,722Net Income 2022: -$25,2952022Revenue 2023: $2,085Expenses 2023: $27,516Net Income 2023: -$25,4312023Revenue 2024: $1,833Expenses 2024: $36,695Net Income 2024: -$34,8622024Revenue 2025: $1,620Expenses 2025: $26,298Net Income 2025: -$24,6782025

Highlighted filing

2013

Revenue-
Expenses$66,521
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 5, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER J KOEHMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantACADEMY OF OUR LADY OF MERCYEDUCATIONPUBLICMILFORD, CT, US$30,000
Paid GrantTHE MERCY LEARNING CENTEREDUCATIONAL MATERIALSPUBLICBPT, CT, US$25,000
Filing and Contact Details

Filer

EIN
65-6403003
Raw XML Appendix274 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0395384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0435611
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SECURITIES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount015983
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0285
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount016268
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016268
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03675
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03675
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm021706
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss055000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm015983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss015983
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-50253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0285
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0285
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome026453
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm07846
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07846
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps055000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss066521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome037974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011521
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011521
IRS990PF/BalanceSheets/CapitalStockBOY0488333
IRS990PF/BalanceSheets/CapitalStockEOY0459786
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0470440
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0395384
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0435611
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY017893
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY064402
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV064402
IRS990PF/BalanceSheets/TotalAssetsBOY0488333
IRS990PF/BalanceSheets/TotalAssetsEOY0459786
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0500013
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0488333
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0459786
IRS990PF/BalanceSheets/TotalNetAssetsBOY0488333
IRS990PF/BalanceSheets/TotalNetAssetsEOY0459786
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome021706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0134143
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICALLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss021706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses021706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0155849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-50253
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases021706
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0459786
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0488333
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0459786
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted025509
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj025509
IRS990PF/DistributableAmount/DistributableAmountBeforeDed025509
IRS990PF/DistributableAmount/MinimumInvestmentReturn026038
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0529
IRS990PF/DistributableAmount/TotalTax0529
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0529
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0529
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0529
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0129
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0500013
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0528697
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances035764
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0492933
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07930
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn026038
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0520767
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0528697
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHRISTOPHER J KOEHM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1059 MERRIMAC DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TRUMBULL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006611
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct056292
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets056027
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.107585
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.298863
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.082895
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.094144
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.036947
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.025074
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0520767
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10526053
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20718328
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30686183
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40645514
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50951184
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0265
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions055000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10157218
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2059546
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3064600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4023850
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5023850
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.537923
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions055000
IRS990PF/QualifyingDistributions/ExpensesAndContributions055000
IRS990PF/QualifyingDistributions/QualifyingDistributions055000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02032616781
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1059 MERRIMAC DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TRUMBULL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0066111725
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/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
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/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0A LETTER ALONG WITH A DESCRIPTION OF THEIR PURPOSE, A FINANCIAL STATEMENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1AND LATEST FORM 990
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1CHRISTOPHER J KOEHM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02032616781
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber12032616781
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1059 MERRIMAC DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1159 MERRIMAC DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0TRUMBULL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1TRUMBULL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0066111725
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode106611
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHARITIES INVOLVED IN EDUCATION PURPOSES, LIBRARY PURPOSES, AND/OR ORGANIZATIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1THAT ASSIST FAMILIES AND WOMEN AND CHILDREN AND THAT THOSE ORGANIZATIONS BE THOSE THAT SUPPORT THE ABOVE PURPOSES OR GOALS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 30
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount130000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL MATERIALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE MERCY LEARNING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ACADEMY OF OUR LADY OF MERCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10637 PARK AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11200 HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106460
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear055000
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/AppliedToCurrentYear025509
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025509
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10131679
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2023231
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0184401
IRS990PF/UndistributedIncome/ExcessFromCurrentYear029491
IRS990PF/UndistributedIncome/ExcessFromYear10131679
IRS990PF/UndistributedIncome/ExcessFromYear2023231
IRS990PF/UndistributedIncome/QualifyingDistributions055000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus029491
IRS990PF/UndistributedIncome/TotalCorpus0184401
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0154910
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncreasesSchedule/OtherIncreases/Amount021706
OtherIncreasesSchedule/OtherIncreases/Description0CAPITAL GAIN NET INCOME
TaxesSchedule/Taxes/Amount07394
TaxesSchedule/Taxes/Amount1270
TaxesSchedule/Taxes/Amount2182
TaxesSchedule/Taxes/Category0ADVISORY FEES
TaxesSchedule/Taxes/Category1INSURANCE
TaxesSchedule/Taxes/Category2FEDERAL EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome07394
TaxesSchedule/Taxes/NetInvestmentIncome1270
TaxesSchedule/Taxes/NetInvestmentIncome2182
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0656403003
ReturnHeader/Filer/Name/BusinessNameLine10FINUCANE FLAVIA P CHARITABLE TR
ReturnHeader/Filer/NameControl0FINU
ReturnHeader/Filer/Phone02032616781
ReturnHeader/Filer/USAddress/AddressLine1059 MERRIMAC DRIVE
ReturnHeader/Filer/USAddress/City0TRUMBULL
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006611
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-05
ReturnHeader/Officer/Name0CHRISTOPHER J KOEHM
ReturnHeader/Officer/Phone02032616781
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-10-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHRISTOPHER J KOEHM CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1059 MERRIMAC DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TRUMBULL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0066111725
ReturnHeader/Preparer/Name0CHRISTOPHER J KOEHM
ReturnHeader/Preparer/Phone02032616781
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-10T17:35:45-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,786
Liabilities
$0
Net assets
$459,786
Revenue
-
Expenses
$66,521
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.26$0.25
2024Summary only. Only limited summary data is available for this year.$0.66$0.00$0.02$0.37$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.02$0.28$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.28$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.42$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.28$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.05$1.29$1.25
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.06$1.34$1.28
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.20$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.25$0.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.18$0.88$0.69
2013Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.67
2012Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.69
2011Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.82