Riklin Charitable Trust

990PF • Fiscal year 2011 • EIN 74-6493929

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile

1100 NE Loop 410 No 53078209

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

$16,080

Higher top officer pay than 82% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

-11%

Faster asset growth than 12% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$1,382,676

Down $175,010 (-11%) from 2010

Net Assets

Down

$1,382,676

Down $175,010 (-11%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$107,324

Down $17,985 (-14%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2011

Assets$1,382,676

Liabilities$0

Net Assets$1,382,676

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$107,324

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 10, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Arthur L Riklin	Trustee	PT	$16,080	-	$16,080

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	American Israel Education Foundation	Educational programming & leadership	-	Washington, DC, US	$40,000
Paid Grant	Jewish Federation of San Antonio	Providing quality educational & enrichment opportunities	-	San Antonio, TX, US	$19,200
Paid Grant	St Mary's University	For the benefit of the Center for Terrorism Law	-	San Antonio, TX, US	$5,000
Paid Grant	American Friends of Magen David Adom Midwest Region	Nat'l emergency medical, blood & disaster service	-	Northbrook, IL, US	$2,500
Paid Grant	American-Israeli Coopertive Enterprises	Educating the public through library & scholarship program	-	Chevy Chase, MD, US	$1,000
Paid Grant	Anti-Defamation League	Human relations and education	-	Houston, TX, US	$1,000
Paid Grant	Eleanor Kolitz Academy	Education- K through 8 school	-	San Antonio, TX, US	$1,000
Paid Grant	Jewish Children's Regional Service	Underwrites education for special needs youth	-	Metairie, LA, US	$1,000
Paid Grant	Jewish Family Service	Affordable Counseling, senior services & emergency assistance	-	San Antonio, TX, US	$500

Filing and Contact Details

Filer

EIN: 74-6493929

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	27870
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	105820
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	209910
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	Coca Cola 3,000 Shares
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	Eli Lilly 5,000 Shares
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	Intl Game Technology 500 Shares (Sold in 2011)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	Medtronics 2,000 Shares
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	Pepsico 4,700 Shares
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	Johnson & Johnson 4,000 Shares
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	Starbucks 1,000 Shares
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2005-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	1999-09-22
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Arthur L Riklin
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IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	40000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	19200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	8	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	Nat'l emergency medical, blood & disaster service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	Educational programming & leadership
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	Educating the public through library & scholarship program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	Human relations and education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	Education- K through 8 school
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	Underwrites education for special needs youth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	Affordable Counseling, senior services & emergency assistance
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	Providing quality educational & enrichment opportunities
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	For the benefit of the Center for Terrorism Law
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	American Friends of Magen David Adom Midwest Region
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	American Israel Education Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	American-Israeli Coopertive Enterprises
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	Anti-Defamation League
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	Eleanor Kolitz Academy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	Jewish Children's Regional Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	Jewish Family Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	Jewish Federation of San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	8	St Mary's University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	3175 Commercial Ave Suite 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	440 First St NW Suite 700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	2810 Blaine Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	4635 Southwest Freeway 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	12500 NW Military Hwy 150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	3500 N Causeway Blvd Suite 1120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	12500 NW Military Hwy 250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	12500 NW Military Hwy Ste 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	One Camino Real
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Northbrook
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Chevy Chase
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	Metairie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	60062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	20001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	20815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	77027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	78231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	70002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	78231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	78231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	78228
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	71200
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	70179
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	70179
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	55591
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	66728
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	40109
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	29958
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	50501
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	50501
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	229531
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	37145
IRS990PF/UndistributedIncome/ExcessFromYear1	0	55591
IRS990PF/UndistributedIncome/ExcessFromYear2	0	66728
IRS990PF/UndistributedIncome/ExcessFromYear3	0	40109
IRS990PF/UndistributedIncome/ExcessFromYear4	0	29958
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	107324
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	37145
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	280032
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	242887
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	434
OtherDecreasesSchedule/OtherDecreases/Description	0	Prior Year Taxes
OtherExpensesSchedule/OtherExpenses/Description	0	Office Supplies
OtherExpensesSchedule/OtherExpenses/Description	1	Business Meals
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	413
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	413
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	746493929
ReturnHeader/Filer/Name/BusinessNameLine1	0	Riklin Charitable Trust
ReturnHeader/Filer/NameControl	0	RIKL
ReturnHeader/Filer/Phone	0	2108281385
ReturnHeader/Filer/USAddress/AddressLine1	0	1100 NE Loop 410 No 530
ReturnHeader/Filer/USAddress/City	0	San Antonio
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	78209
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2012-05-10
ReturnHeader/Officer/Name	0	Arthur L Riklin
ReturnHeader/Officer/Phone	0	2108281385
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/Preparer/DatePrepared	0	2012-05-10
ReturnHeader/PreparerFirm/EIN	0	742791817
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	CRAWFORD & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1370 Pantheon Way Suite 190
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAN ANTONIO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	782322296
ReturnHeader/Preparer/Name	0	VIRGIL W CRAWFORD JR
ReturnHeader/Preparer/Phone	0	2103402600
ReturnHeader/ReturnType	0	990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,382,676
Liabilities: $0
Net assets: $1,382,676
Revenue: -
Expenses: $107,324
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.14	$0.16	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$0.70	$0.00	$0.70	$0.10	$0.15	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.14	$0.14	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.12	$0.13	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.15	$0.16	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.79	$0.00	$0.79	$0.11	$0.13	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.81	$0.00	$0.81	$0.10	$0.13	$0.23
2017Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.06	$0.14	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.09	$0.13	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.07	$0.13	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.09	$0.12	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20	$0.06	$0.11	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25		$0.13
2011Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38		$0.11
2010Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56		$0.13