Civic Intelligence

Flavia P Finucane Charitable Tr

990PF • Fiscal year 2018 • EIN 65-6403003

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 19, 2018

Organization Profile
59 Merrimac DriveTrumbull, CT 06611

(203) 556-5477

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 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-2745%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$191,003

Down $108,907 (-36%) from 2017

Net Assets

Down

$191,003

Down $108,907 (-36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$4,538

Down $1,157 (-20%) from 2017

Expenses

Down

$129,118

Down $4,713 (-3.5%) from 2017

Net Income

Up

-$124,580

Up $3,556 (+2.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$191,003
Liabilities$0
Net Assets$191,003
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$4,538
Expenses$129,118
Net Income-$124,580
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2035565477
Address
59 MERRIMAC DRIVE, TRUMBULL, CT 06611

Signing Officer

Name
Christopher J Koehm
Title
Trustee
Phone
2035565477
Signed
2018-07-19
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 Appendix297 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/InvestmentsCorporateStockGrp/EOYBookValueAmt0177659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0204149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04538
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04538
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04538
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015673
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015673
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0120649
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0120649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04538
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04538
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-124580
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011742
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0129118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04538
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0123399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015673
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015673
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-124580
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015673
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0191003
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0299910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0191003
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011817
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011817
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011817
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011934
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0280
IRS990PF/FMVAssetsEOYAmt0217493
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0191003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0288845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0177659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0204149
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013344
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0191003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0217493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0191003
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0299910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0191003
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0242318
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014521
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0227797
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03635
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011934
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0238683
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0242318
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/AdjNetVlNoncharitableAssetsAmt036715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0124724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt076340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.153823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.382821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.163817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.105613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0238683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0325802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0410074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0447232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0466009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0520767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0120649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.769115
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0120532
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0120649
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0117
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0120649
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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1TRUMBULL
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195649
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/TotalGrantOrContriPdDurYrAmt0120649
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/AppliedToCurrentYearAmt011817
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0108986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0279858
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0108832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120649
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0108832
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0309349
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0200517
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRUMBULL PROBATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03945
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1716
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1716
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015673
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN NET INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0433
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0433
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER J KOEHM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02035565477
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINUCANE FLAVIA P CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0FINU
ReturnHeader/Filer/EIN0656403003
ReturnHeader/Filer/PhoneNum02035565477
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/IPDt02018-07-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:47:06
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/PreparationDt02018-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J KOEHM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-25T14:47:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$191,003
Liabilities
$0
Net assets
$191,003
Revenue
$4,538
Expenses
$129,118
Net income
-$124,580
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
2018Detailed filing. Detailed filing data is available for this year.$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