Civic Intelligence

Flavia P Finucane Charitable Tr

990PF • Fiscal year 2017 • EIN 65-6403003

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 31, 2017

Organization Profile
59 Merrimac DriveTrumbull, CT 06611

(203) 261-6781

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

1st percentile

-2250%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$299,910

Down $97,350 (-25%) from 2016

Net Assets

Down

$299,910

Down $97,350 (-25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$5,695

Down $14,282 (-71%) from 2016

Expenses

Up

$133,831

Up $98,529 (+279%) from 2016

Net Income

Down

-$128,136

Down $112,811 (-736%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2017

Assets$299,910
Liabilities$0
Net Assets$299,910
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

2017

Revenue$5,695
Expenses$133,831
Net Income-$128,136
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER J KOEHMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Finucane Flavia P Charitable Tr
EIN
65-6403003
Phone
2032616781
Address
59 MERRIMAC DRIVE, TRUMBULL, CT 06611

Signing Officer

Name
Christopher J Koehm
Title
Trustee
Phone
2032616781
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Christopher J Koehm CPA
Address
59 Merrimac Drive, Trumbull, CT 06611-1725
Preparer
Christopher J Koehm CPA
Phone
2032616781
Raw XML Appendix296 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0311890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05693
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05693
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05693
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt030784
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030784
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05693
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-128136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027648
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt030784
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05706
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt030784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036479
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-07-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt030784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt030784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0442807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030784
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt030784
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-128136
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030786
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0299910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0397260
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0299910
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016290
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0276
IRS990PF/DistributableAmountGrp/TotalTaxAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0123
IRS990PF/FMVAssetsEOYAmt0322955
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0337895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0288845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0311890
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt059365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0322955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0397260
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0299910
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0330763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029735
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0301028
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016290
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0325802
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0330763
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER J KOEHM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059 MERRIMAC DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRUMBULL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt044645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt044921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt076340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0157218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.137031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.163817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.105613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.298863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0325802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0410074
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0520767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0526053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.685157
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0124724
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0276
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125000
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt059 MERRIMAC DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TRUMBULL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0066111725
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032616781
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER ALONG WITH A DESCRIPTION OF THEIR PURPOSE, A FINANCIAL STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1AND LATEST FORM 990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRISTOPHER J KOEHM TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1CHRISTOPHER J KOEHM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02032616781
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum12032616781
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt059 MERRIMAC DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt159 MERRIMAC DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TRUMBULL
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1CT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd106611
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITIES INVOLVED IN EDUCATION PURPOSES, LIBRARY PURPOSES, AND/OR ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1THAT ASSIST FAMILIES AND WOMEN AND CHILDREN AND THAT THOSE ORGANIZATIONS BE THOSE THAT SUPPORT THE ABOVE PURPOSES OR GOALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL MATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MERCY LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ACADEMY OF OUR LADY OF MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0637 PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106460
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
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/AppliedToCurrentYearAmt016014
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0131679
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0131679
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0200517
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029491
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108986
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0332196
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223210
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030785
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN NET INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt05166
TaxesSchedule/TaxesDetail/Amt1540
TaxesSchedule/TaxesDetail/CategoryTxt0ADVISORY FEES
TaxesSchedule/TaxesDetail/CategoryTxt1INSURANCE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05166
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1540
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER J KOEHM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032616781
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINUCANE FLAVIA P CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0FINU
ReturnHeader/Filer/EIN0656403003
ReturnHeader/Filer/PhoneNum02032616781
ReturnHeader/Filer/USAddress/AddressLine1Txt059 MERRIMAC DRIVE
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.206.101.9
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:29:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christopher J Koehm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 Merrimac Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trumbull
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0066111725
ReturnHeader/PreparerPersonGrp/PhoneNum02032616781
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J KOEHM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-02T13:29:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$299,910
Liabilities
$0
Net assets
$299,910
Revenue
$5,695
Expenses
$133,831
Net income
-$128,136
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