Civic Intelligence

Max P Gottfried Testamentary Charitable Tr

990PF • Fiscal year 2013 • EIN 65-6404584

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 23, 2014

5152 Lerado Rd43623

(419) 474-2973

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$2,956,517

Up $245,855 (+9.1%) from 2012

Net Assets

Up

$2,956,117

Up $245,655 (+9.1%) from 2012

Liabilities

Up

$400

Up $200 (+100%) from 2012

Revenue

$222,205

No earlier filing loaded for comparison.

Expenses

Up

$166,304

Up $55,088 (+50%) from 2012

Net Income

$55,901

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,591,349Liabilities 2010: $0Net Assets 2010: $2,591,3492010Assets 2011: $2,543,002Liabilities 2011: $0Net Assets 2011: $2,543,0022011Assets 2012: $2,710,662Liabilities 2012: $200Net Assets 2012: $2,710,4622012Assets 2013: $2,956,517Liabilities 2013: $400Net Assets 2013: $2,956,1172013Assets 2014: $2,978,987Liabilities 2014: $400Net Assets 2014: $2,978,5872014Assets 2015: $2,907,736Liabilities 2015: $400Net Assets 2015: $2,907,3362015Assets 2016: $2,995,826Liabilities 2016: $0Net Assets 2016: $2,995,8262016Assets 2017: $3,302,331Liabilities 2017: $0Net Assets 2017: $3,302,3312017Assets 2018: $2,996,932Liabilities 2018: $0Net Assets 2018: $2,996,9322018Assets 2019: $3,616,743Liabilities 2019: $0Net Assets 2019: $3,616,7432019Assets 2020: $3,948,670Liabilities 2020: $0Net Assets 2020: $3,948,6702020Assets 2021: $4,325,060Liabilities 2021: $0Net Assets 2021: $4,325,0602021Assets 2022: $3,191,085Liabilities 2022: $0Net Assets 2022: $3,191,0852022Assets 2023: $3,675,221Liabilities 2023: $0Net Assets 2023: $3,675,2212023Assets 2024: $3,915,314Liabilities 2024: $0Net Assets 2024: $3,915,3142024

Highlighted filing

2013

Assets$2,956,517
Liabilities$400
Net Assets$2,956,117

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $119,6732010Expenses 2011: $153,7842011Expenses 2012: $111,2162012Revenue 2013: $222,205Expenses 2013: $166,304Net Income 2013: $55,9012013Revenue 2014: $257,917Expenses 2014: $252,452Net Income 2014: $5,4652014Revenue 2015: $201,950Expenses 2015: $154,633Net Income 2015: $47,3172015Revenue 2016: $161,609Expenses 2016: $205,138Net Income 2016: -$43,5292016Revenue 2017: $248,632Expenses 2017: $243,919Net Income 2017: $4,7132017Revenue 2018: $331,714Expenses 2018: $228,980Net Income 2018: $102,7342018Revenue 2019: $259,665Expenses 2019: $226,698Net Income 2019: $32,9672019Revenue 2020: $411,685Expenses 2020: $246,324Net Income 2020: $165,3612020Revenue 2021: $338,567Expenses 2021: $261,072Net Income 2021: $77,4952021Revenue 2022: $284,949Expenses 2022: $361,275Net Income 2022: -$76,3262022Revenue 2023: $207,179Expenses 2023: $175,752Net Income 2023: $31,4272023Revenue 2024: $103,017Expenses 2024: $183,241Net Income 2024: -$80,2242024

Highlighted filing

2013

Revenue$222,205
Expenses$166,304
Net Income$55,901
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 23, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT M GOTTFRIEDTrusteePT$0--
Filing and Contact Details

Filer

EIN
65-6404584
Phone
4194742973

Signing Officer

Name
Brent Gottfried
Title
Trustee
Phone
4194742973
Signed
2014-06-23
Discuss with paid preparer
Yes

Preparer

Preparer
John S Hills
Phone
4198658118
Raw XML Appendix351 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02334
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02413335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02413335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS WELLS FARGO ACCOUNTS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0449869
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0449869
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt067177
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0154639
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0389
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0222205
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0222205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0154639
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0118000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0118000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062168
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067177
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt055901
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0999258
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0154639
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0168892
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044349
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044349
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01611
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0166304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0217196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0222205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt048304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0261320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1583299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1131330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1131330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0271925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS WELLS FARGO ACCOUNT FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS WELLS FARGO ACCOUNT FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0154639
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt055901
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0189754
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02956117
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02710462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02956117
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0136176
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0136176
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0136176
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0139554
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03378
IRS990PF/DistributableAmountGrp/TotalTaxAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01665
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01665
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05043
IRS990PF/FMVAssetsEOYAmt02956517
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0400
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02085334
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02413335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02413335
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02710462
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02956117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt095657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt093313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt093313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02710662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02956517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02956517
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0400
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02710662
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02956517
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02710462
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02956117
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0529671
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0449869
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0449869
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02833590
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02739105
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042504
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139554
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02791086
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02833590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRENT M GOTTFRIED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine105152 LERADO RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0TOLEDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode043623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0121909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0123598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt066688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0112912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt083356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt098562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0168572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.025774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.034031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.068590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02791086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02587430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02528668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02449425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02173718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02457685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0118000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.218391
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0118000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0118000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0118000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105152 LERADO RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0TOLEDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode043623
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BRENT GOTTFRIED
IRS990PF/StatementsRegardingActyGrp/PhoneNum04194742973
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt329500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10AMERICAN ATHEISTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11HERC FOUNDATION ACADEMIC SCHOLARSHIP FUND CO PROMEDICA HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13THE UNIVERSITY OF TOLEDO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 5733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111801 RICHARDS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121301 JEFFERSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PARSIPPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0070546733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode143607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode243624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode3436970586
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0118000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01111
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0116889
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135065
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0116889
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0389
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNRECAPTURED 1250 GAIN WF 1728
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0389
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0389
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0189754
OtherIncreasesSchedule/OtherIncreasesDetail/Description0CHANGE IN UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044349
TaxesSchedule/TaxesDetail/Amt01411
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01411
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1200
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT GOTTFRIED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04194742973
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10MAX P GOTTFRIED TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GOTT
ReturnHeader/Filer/EIN0656404584
ReturnHeader/Filer/PhoneNum04194742973
ReturnHeader/Filer/USAddress/AddressLine105152 LERADO RD
ReturnHeader/Filer/USAddress/City0TOLEDO
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105555 AIRPORT HWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043615
ReturnHeader/PreparerPersonGrp/PhoneNum04198658118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S HILLS
ReturnHeader/ReturnTs02014-06-30T12:40:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.21$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.34$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.41$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.26$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.25$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.20$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.25$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12