Civic Intelligence

Lloyd & Roxie Anderson Charitable Trust

990PF • Fiscal year 2012 • EIN 73-6254994

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
C/O Bmo Harris Bank Na PO Box 298053201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,807,031

Flat from 2012

Net Assets

$1,807,031

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$117,033

Flat from 2012

Net Income

-

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: $1,641,107Liabilities 2010: $0Net Assets 2010: $1,641,1072010Assets 2011: $1,841,989Liabilities 2011: $0Net Assets 2011: $1,841,9892011Assets 2012: $1,807,031Liabilities 2012: $0Net Assets 2012: $1,807,0312012Assets 2012: $1,807,031Liabilities 2012: $12012Assets 2013: $1,949,300Liabilities 2013: $02013Assets 2014: $2,505,454Liabilities 2014: $02014Assets 2015: $2,696,087Liabilities 2015: $02015Assets 2018: $2,922,605Liabilities 2018: $0Net Assets 2018: $2,922,6052018Assets 2019: $2,912,742Liabilities 2019: $0Net Assets 2019: $2,912,7422019Assets 2020: $2,999,987Liabilities 2020: $0Net Assets 2020: $2,999,9872020Assets 2021: $3,052,857Liabilities 2021: $0Net Assets 2021: $3,052,8572021Assets 2022: $5,653,516Liabilities 2022: $0Net Assets 2022: $5,653,5162022Assets 2023: $3,738,693Liabilities 2023: $0Net Assets 2023: $3,738,6932023Assets 2024: $3,375,575Liabilities 2024: $0Net Assets 2024: $3,375,5752024

Highlighted filing

2012

Assets$1,807,031
Liabilities$0
Net Assets$1,807,031
Open 2012 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $88,1632010Expenses 2011: $105,1382011Expenses 2012: $117,0332012Revenue 2012: $82,210Expenses 2012: $117,033Net Income 2012: -$34,8232012Revenue 2013: $334,261Expenses 2013: $102,318Net Income 2013: $231,9432013Revenue 2014: $689,480Expenses 2014: $132,572Net Income 2014: $556,9082014Revenue 2015: $345,445Expenses 2015: $154,685Net Income 2015: $190,7602015Revenue 2018: $402,474Expenses 2018: $290,739Net Income 2018: $111,7352018Revenue 2019: $304,589Expenses 2019: $313,725Net Income 2019: -$9,1362019Revenue 2020: $400,630Expenses 2020: $319,573Net Income 2020: $81,0572020Revenue 2021: $553,138Expenses 2021: $287,685Net Income 2021: $265,4532021Revenue 2022: $3,231,857Expenses 2022: $724,437Net Income 2022: $2,507,4202022Revenue 2023: $1,121,896Expenses 2023: $3,098,853Net Income 2023: -$1,976,9572023Revenue 2024: $761,269Expenses 2024: $1,146,170Net Income 2024: -$384,9012024

Highlighted filing

2012

Revenue-
Expenses$117,033
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST BAPTIST CHURCHCHURCH EXPENSESCHURCHEL RENO, OK, US$46,000
Paid GrantFIRST METHODIST CHURCHCHURCH EXPENSESCHURCHUNION CITY, OK, US$23,000
Paid GrantFIRST BAPTIST CHURCHCHURCH EXPENSESCHURCHUNION CITY, OK, US$23,000
Filing and Contact Details

Filer

EIN
73-6254994
Raw XML Appendix323 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0See attached schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Capital Gain Dividends
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet120137
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0see attachment
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gains Dividend
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1See attached Schedule
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02395922461
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount246000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHURCH EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHURCH EXPENSES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FIRST BAPTIST CHURCH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1UNION CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2EL RENO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode073090
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode273036
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear089100
IRS990PF/UndistributedIncome/AppliedToYear103500
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094893
IRS990PF/UndistributedIncome/QualifyingDistributions092600
IRS990PF/UndistributedIncome/UndistributedIncomeCY05793
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03500
LandEtcSchedule2/LandEtc/BookValue012000
LandEtcSchedule2/LandEtc/CategoryOrItem0See attachment
LandEtcSchedule2/LandEtc/CostOrOtherBasis012000
OtherDecreasesSchedule/OtherDecreases/Amount0175
OtherDecreasesSchedule/OtherDecreases/Amount12
OtherDecreasesSchedule/OtherDecreases/Description0Royalty Income timing adjustment
OtherDecreasesSchedule/OtherDecreases/Description1Rounding
OtherIncomeSchedule2/OtherIncome/Description0Royalty
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome03377
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks03377
OtherIncreasesSchedule/OtherIncreases/Amount042
OtherIncreasesSchedule/OtherIncreases/Description0Accrual adjustment
TaxesSchedule/Taxes/Amount0481
TaxesSchedule/Taxes/Amount14508
TaxesSchedule/Taxes/Amount23346
TaxesSchedule/Taxes/Amount3239
TaxesSchedule/Taxes/Amount4187
TaxesSchedule/Taxes/Amount52
TaxesSchedule/Taxes/Category0Foreign Taxes
TaxesSchedule/Taxes/Category1Excise Estimated Taxes
TaxesSchedule/Taxes/Category2Excise Taxes
TaxesSchedule/Taxes/Category3Production Taxes
TaxesSchedule/Taxes/Category4Royalty Taxes
TaxesSchedule/Taxes/Category5Other
TaxesSchedule/Taxes/NetInvestmentIncome0481
TaxesSchedule/Taxes/NetInvestmentIncome1239
TaxesSchedule/Taxes/NetInvestmentIncome2187
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0736254994
ReturnHeader/Filer/Name/BusinessNameLine10ANDERSON TRUST LLOYD & ROXIE
ReturnHeader/Filer/NameControl0ANDE
ReturnHeader/Filer/Phone02395922461
ReturnHeader/Filer/USAddress/AddressLine10C/O BMO HARRIS BANK NA PO BOX 2980
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0LAURA VOGEL
ReturnHeader/Officer/Phone02395922461
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T11:12:34-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,807,031
Liabilities
$0
Net assets
$1,807,031
Revenue
-
Expenses
$117,033
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.76$1.15$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$1.12$3.10$1.98
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$3.23$0.72$2.51
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.55$0.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.40$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.30$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.40$0.29$0.11
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.35$0.15$0.19
2014Summary only. Only limited summary data is available for this year.$2.51$0.00$0.69$0.13$0.56
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$0.33$0.10$0.23
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.12
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$0.08$0.12$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09