Civic Intelligence

William & Ellen E Ames Charitable Trust

990PF • Fiscal year 2018 • EIN 65-6406252

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

PO Box 1501 Nj2-130-03-31Pennington, NJ 08534-1501

(609) 274-6834

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,672,160

Up $634,846 (+13%) from 2015

Net Assets

$5,672,160

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Down

$449,555

Down $66,283 (-13%) from 2015

Expenses

Up

$371,552

Up $9,333 (+2.6%) from 2015

Net Income

Down

$78,003

Down $75,616 (-49%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,496,282Liabilities 2011: $02011Assets 2012: $4,436,803Liabilities 2012: $02012Assets 2013: $4,607,001Liabilities 2013: $02013Assets 2014: $4,886,896Liabilities 2014: $02014Assets 2015: $5,037,314Liabilities 2015: $02015Assets 2018: $5,672,160Liabilities 2018: $0Net Assets 2018: $5,672,1602018Assets 2019: $5,871,687Liabilities 2019: $0Net Assets 2019: $5,871,6872019Assets 2020: $5,945,912Liabilities 2020: $0Net Assets 2020: $5,945,9122020Assets 2021: $6,532,223Liabilities 2021: $0Net Assets 2021: $6,532,2232021Assets 2022: $6,400,293Liabilities 2022: $0Net Assets 2022: $6,400,2932022Assets 2023: $6,370,539Liabilities 2023: $0Net Assets 2023: $6,370,5392023Assets 2024: $6,517,724Liabilities 2024: $0Net Assets 2024: $6,517,7242024

Highlighted filing

2018

Assets$5,672,160
Liabilities$0
Net Assets$5,672,160

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,374,443Expenses 2011: $35,221Net Income 2011: $4,339,2222011Revenue 2012: $213,348Expenses 2012: $271,099Net Income 2012: -$57,7512012Revenue 2013: $374,277Expenses 2013: $200,685Net Income 2013: $173,5922013Revenue 2014: $584,574Expenses 2014: $307,549Net Income 2014: $277,0252014Revenue 2015: $515,838Expenses 2015: $362,219Net Income 2015: $153,6192015Revenue 2018: $449,555Expenses 2018: $371,552Net Income 2018: $78,0032018Revenue 2019: $572,014Expenses 2019: $374,706Net Income 2019: $197,3082019Revenue 2020: $458,792Expenses 2020: $380,783Net Income 2020: $78,0092020Revenue 2021: $984,942Expenses 2021: $393,874Net Income 2021: $591,0682021Revenue 2022: $307,853Expenses 2022: $436,034Net Income 2022: -$128,1812022Revenue 2023: $369,916Expenses 2023: $403,567Net Income 2023: -$33,6512023Revenue 2024: $561,504Expenses 2024: $411,171Net Income 2024: $150,3332024

Highlighted filing

2018

Revenue$449,555
Expenses$371,552
Net Income$78,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$95,093-$95,093
Filing and Contact Details

Filer

Filer Name
William & Ellen E Ames Charitable Trust
EIN
65-6406252
Phone
6092746834
Address
PO BOX 1501 NJ2-130-03-31, PENNINGTON, NJ 08534-1501

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2019-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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