Dr Patel Family Charitable Trust

990PF • Fiscal year 2012 • EIN 75-2743357

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization Profile

c/o James E Smith PO Box 223176385-2231

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.

2012 filings • <$500k nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

82%

Faster asset growth than 92% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

$92,413

Up $41,606 (+82%) from 2011

Net Assets

$92,413

Up $41,606 (+82%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$2,743

Up $1,058 (+63%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

Highlighted filing

2012

Assets$92,413

Liabilities$0

Net Assets$92,413

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$2,743

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 2, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Trish Byars	Trustee	-	$0	-	-
James E Smith	Chairman/Trustee	-	$0	-	-
Steve Fleming	Trustee	-	$0	-	-
Mark Reynolds	Trustee	-	$0	-	-
Denise Cato	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	Higher Education	Public	Vernon, TX, US	$563
Paid Grant	-	Higher Education	public	Vernon, TX, US	$563
Paid Grant	-	Higher Education	Public	Vernon, TX, US	$563
Paid Grant	-	Higher Education	Public	Vernon, TX, US	$563

Filing and Contact Details

Filer

EIN: 75-2743357

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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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	Apple, Inc.
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	James E Smith
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	9405529901
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	PO Box 2231
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IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	Provision of financial assistance for higher education purposes to four students.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	2252
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	Scholarship application, transcripts
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	James E Smith
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	9405529901
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	PO Box 2231
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	Vernon
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	763852231
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	Students of Vernon Independent School District
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	First Tuesday in April
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	563
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	Higher Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	Higher Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	Higher Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	Higher Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	Lindsey Quisenberry
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	Natalie Rodriguez
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	Schae Porter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	Rachel Capps
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	2106 Stadium Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO Box 1336
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO Box 647
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	3708 Park Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Vernon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Vernon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Vernon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Vernon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	76384
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	76385
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	76384
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	76384
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	2252
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	0
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	2252
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	2703
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	2252
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	2703
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	2252
IRS990ScheduleB/CharitableContributions/ContributorNumberFromPartI	0	1
IRS990ScheduleB/CharitableContributions/DescriptionOfHowGiftIsHeld	0	In broker account
IRS990ScheduleB/CharitableContributions/PurposeOfGift	0	Future provision of scholarships
IRS990ScheduleB/CharitableContributions/UseOfGift	0	Future provision of scholarships
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	43449
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	3020 Paradise
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	Vernon
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	76384
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	Dr Babu Patel
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/NoncashContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI	0	1
IRS990ScheduleB/NoncashProperty/DateReceived	0	2012-10-19
IRS990ScheduleB/NoncashProperty/FairMarketValue	0	43449
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription	0	70 shares Apple, Inc. stock
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherAssetsSchedule/OtherAssets/Description	0	Dividends receivable
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	47
OtherAssetsSchedule/OtherAssets/EOYFMV	0	47
TaxesSchedule/Taxes/Amount	0	38
TaxesSchedule/Taxes/Amount	1	3
TaxesSchedule/Taxes/Category	0	Excess Tax on Investment Income
TaxesSchedule/Taxes/Category	1	Foreign Tax Withheld
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	3
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	752743357
ReturnHeader/Filer/Name/BusinessNameLine1	0	Dr Patel Family Charitable Trust
ReturnHeader/Filer/NameControl	0	PATE
ReturnHeader/Filer/Phone	0	9405529901
ReturnHeader/Filer/USAddress/AddressLine1	0	c/o James E Smith PO Box 2231
ReturnHeader/Filer/USAddress/City	0	Vernon
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	763852231
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-02
ReturnHeader/Officer/Name	0	James E Smith
ReturnHeader/Officer/Phone	0	9405529901
ReturnHeader/Officer/Title	0	Chairman/Trustee
ReturnHeader/PreparerFirm/EIN	0	751624130
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	King Moore Truelove & Pharis CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO Box 1331

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $92,413
Liabilities: $0
Net assets: $92,413
Revenue: -
Expenses: $2,743
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.08	$0.09	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.03	$0.08	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.07	$0.00	$1.07	$0.16	$0.08	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.10	$0.06	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.84	$0.08	$0.92
2019Detailed filing. Detailed filing data is available for this year.	$1.87	$0.00	$1.87	$0.04	$0.08	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$1.91	$0.00	$1.91	$0.08	$0.09	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$1.92	$0.00	$1.92	$0.04	$0.09	$0.05
2016Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$0.04	$0.09	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$2.03	$0.00	$2.03	$0.14	$0.08	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$1.96	$0.00	$1.96	$1.11	$0.06	$1.05
2013Detailed filing. Detailed filing data is available for this year.	$0.91	$0.00	$0.91	$0.03	$0.04	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92		$0.03
2011Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51		$0.02