Civic Intelligence

William & Ellen E Ames Charitable Trust

990PF • Fiscal year 2023 • EIN 65-6406252

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 08, 2024

Organization Profile
PO Box 1532Pennington, NJ 08534

(212) 852-3049

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,370,539

Down $29,754 (-0.5%) from 2022

Net Assets

Down

$6,370,539

Down $29,754 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$369,916

Up $62,063 (+20%) from 2022

Expenses

Down

$403,567

Down $32,467 (-7.4%) from 2022

Net Income

Up

-$33,651

Up $94,530 (+74%) from 2022

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

2023

Assets$6,370,539
Liabilities$0
Net Assets$6,370,539
Open 2023 Filing

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

2023

Revenue$369,916
Expenses$403,567
Net Income-$33,651
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$97,133-$97,133
Filing and Contact Details

Filer

Filer Name
William & Ellen E Ames Charitable Trust
EIN
65-6406252
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2024-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5898956P102 ZIMMER BIOMET HOLDIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100507V109 ACTIVISION BLIZZARD
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,370,539
Liabilities
$0
Net assets
$6,370,539
Revenue
$369,916
Expenses
$403,567
Net income
-$33,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.56$0.41$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.37$0.40$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.31$0.44$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.98$0.39$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.46$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.57$0.37$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.45$0.37$0.08
2015Summary only. Only limited summary data is available for this year.$5.04$0.00$0.52$0.36$0.15
2014Summary only. Only limited summary data is available for this year.$4.89$0.00$0.58$0.31$0.28
2013Summary only. Only limited summary data is available for this year.$4.61$0.00$0.37$0.20$0.17
2012Summary only. Only limited summary data is available for this year.$4.44$0.00$0.21$0.27$0.06
2011Summary only. Only limited summary data is available for this year.$4.50$0.00$4.37$0.04$4.34