Civic Intelligence

Steffi L Morris Charitable Trust Co Mark Eskander Esq

990PF • Fiscal year 2014 • EIN 65-6467580

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 22, 2015

433 N Camden DriveBeverly Hills, CA 90210

(310) 273-4166

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,783

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$189,936

Down $7,826 (-4.0%) from 2013

Net Assets

Down

$189,383

Down $7,955 (-4.0%) from 2013

Liabilities

Up

$553

Up $129 (+30%) from 2013

Revenue

Up

$6,098

Up $1,888 (+45%) from 2013

Expenses

Down

$14,053

Down $249 (-1.7%) from 2013

Net Income

Up

-$7,955

Up $2,137 (+21%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $216,291Liabilities 2011: $140Net Assets 2011: $216,1512011Assets 2012: $207,987Liabilities 2012: $557Net Assets 2012: $207,4302012Assets 2013: $197,762Liabilities 2013: $424Net Assets 2013: $197,3382013Assets 2014: $189,936Liabilities 2014: $553Net Assets 2014: $189,3832014Assets 2015: $182,510Liabilities 2015: $697Net Assets 2015: $181,8132015Assets 2016: $175,369Liabilities 2016: $732Net Assets 2016: $174,6372016Assets 2017: $166,090Liabilities 2017: $851Net Assets 2017: $165,2392017Assets 2018: $207,426Liabilities 2018: $955Net Assets 2018: $206,4712018Assets 2019: $231,509Liabilities 2019: $1,097Net Assets 2019: $230,4122019Assets 2020: $240,952Liabilities 2020: $1,323Net Assets 2020: $239,6292020Assets 2021: $234,516Liabilities 2021: $1,468Net Assets 2021: $233,0482021Assets 2022: $227,406Liabilities 2022: $1,468Net Assets 2022: $225,9382022Assets 2023: $223,407Liabilities 2023: $1,621Net Assets 2023: $221,7862023Assets 2024: $226,538Liabilities 2024: $1,621Net Assets 2024: $224,9172024

Highlighted filing

2014

Assets$189,936
Liabilities$553
Net Assets$189,383

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2011: $15,0902011Expenses 2012: $13,1512012Revenue 2013: $4,210Expenses 2013: $14,302Net Income 2013: -$10,0922013Revenue 2014: $6,098Expenses 2014: $14,053Net Income 2014: -$7,9552014Revenue 2015: $5,867Expenses 2015: $13,437Net Income 2015: -$7,5702015Revenue 2016: $5,451Expenses 2016: $12,627Net Income 2016: -$7,1762016Revenue 2017: $4,768Expenses 2017: $14,166Net Income 2017: -$9,3982017Revenue 2018: $55,471Expenses 2018: $14,239Net Income 2018: $41,2322018Revenue 2019: $40,648Expenses 2019: $16,707Net Income 2019: $23,9412019Revenue 2020: $28,647Expenses 2020: $19,430Net Income 2020: $9,2172020Revenue 2021: $14,551Expenses 2021: $21,132Net Income 2021: -$6,5812021Revenue 2022: $9,297Expenses 2022: $16,407Net Income 2022: -$7,1102022Revenue 2023: $9,849Expenses 2023: $14,001Net Income 2023: -$4,1522023Revenue 2024: $17,904Expenses 2024: $14,773Net Income 2024: $3,1312024

Highlighted filing

2014

Revenue$6,098
Expenses$14,053
Net Income-$7,955
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 22, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK ESKANDER ESQTrusteePT$2,783-$2,783
Filing and Contact Details

Filer

Filer Name
Steffi L Morris Charitable Trust
EIN
65-6467580
Phone
3102734166
Address
433 N Camden Drive, Beverly Hills, CA 90210

Signing Officer

Name
Mark Eskander Esq
Title
Trustee
Signed
2015-06-22
Discuss with paid preparer
Yes

Preparer

Firm
EPaul Brodsky CPA Accty Corp
Address
2710 W Burbank Blvd, Burbank, CA 91505
Preparer
E Paul Brodsky CPA
Phone
8188415451
Raw XML Appendix224 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01570
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06761
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-663
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06098
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06098
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01570
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7955
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-663
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06690
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-663
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7955
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0189383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0197338
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0189383
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08988
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/DistributableAmountGrp/TotalTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0134
IRS990PF/FMVAssetsEOYAmt0179446
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014707
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032615
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0183055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0157321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0146831
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0424
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0553
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0197338
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0189383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0197762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0189936
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0179446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0553
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0197762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0189936
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0197338
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0189383
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0182503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023661
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0158842
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02738
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08988
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0179765
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0182503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02783
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK ESKANDER ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0433 N CAMDEN DR STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090210
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INCOME FROM MUTUAL FUNDS AND STOCKS HELD BY THE FOUNDATION PROVIDE A RELIABLE AND STEADY STREAM OF INCOME THAT IS USED TO SUPPORT AND AID THE FOUNDATION'S CHARITABLE EFFORTS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0433 N CAMDEN DR STE600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK ESKANDER ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102734166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT/TEACHER SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CRESPI CARMELITE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05031 ALONZO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ENCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091316
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt08854
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010171
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0646
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016725
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0424
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0552
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2119
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ESKANDER ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Steffi L Morris Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Mark Eskander ESQ
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0656467580
ReturnHeader/Filer/PhoneNum03102734166
ReturnHeader/Filer/USAddress/AddressLine1Txt0433 N Camden Drive
ReturnHeader/Filer/USAddress/CityNm0Beverly Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EPaul Brodsky CPA Accty Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02710 W Burbank Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum08188415451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E Paul Brodsky CPA
ReturnHeader/ReturnTs02015-06-22T15:13:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$2.27$0.02$2.25$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.22$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.26$0.09$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.01$2.33$0.15$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.01$2.40$0.29$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.30$0.41$0.17$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.06$0.55$0.14$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.65$0.05$0.14$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.75$0.05$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.82$0.06$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.97$0.04$0.14$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15