Civic Intelligence

Abigail Van Vleck Charitable Trust

990EZ • Fiscal year 2017 • EIN 76-6053056

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

20734 Belvon Valley DrivePorter, TX 77365

(281) 354-0600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$236,136

Up $10,495 (+4.7%) from 2016

Net Assets

Up

$236,136

Up $10,495 (+4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$9,255

Down $4,340 (-32%) from 2016

Expenses

Up

$15,590

Up $3,970 (+34%) from 2016

Net Income

Down

-$6,335

Down $8,310 (-421%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $299,964Liabilities 2010: $0Net Assets 2010: $299,9642010Assets 2011: $251,556Liabilities 2011: $0Net Assets 2011: $251,5562011Assets 2012: $229,888Liabilities 2012: $0Net Assets 2012: $229,8882012Assets 2013: $231,294Liabilities 2013: $0Net Assets 2013: $231,2942013Assets 2014: $231,891Liabilities 2014: $0Net Assets 2014: $231,8912014Assets 2015: $218,650Liabilities 2015: $02015Assets 2016: $225,641Liabilities 2016: $0Net Assets 2016: $225,6412016Assets 2017: $236,136Liabilities 2017: $0Net Assets 2017: $236,1362017Assets 2018: $202,473Liabilities 2018: $02018Assets 2019: $233,674Liabilities 2019: $0Net Assets 2019: $233,6742019Assets 2020: $202,685Liabilities 2020: $0Net Assets 2020: $202,6852020Assets 2021: $226,066Liabilities 2021: $02021Assets 2022: $226,857Liabilities 2022: $02022Assets 2023: $232,140Liabilities 2023: $02023Assets 2024: $220,025Liabilities 2024: $0Net Assets 2024: $220,0252024

Highlighted filing

2017

Assets$236,136
Liabilities$0
Net Assets$236,136

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $16,446Expenses 2010: $21,894Net Income 2010: -$5,4482010Revenue 2011: $8,415Expenses 2011: $45,296Net Income 2011: -$36,8812011Revenue 2012: $13,567Expenses 2012: $44,623Net Income 2012: -$31,0562012Revenue 2013: $14,058Expenses 2013: $19,335Net Income 2013: -$5,2772013Revenue 2014: $10,068Expenses 2014: $8,182Net Income 2014: $1,8862014Revenue 2015: $2,830Expenses 2015: $9,323Net Income 2015: -$6,4932015Revenue 2016: $13,595Expenses 2016: $11,620Net Income 2016: $1,9752016Revenue 2017: $9,255Expenses 2017: $15,590Net Income 2017: -$6,3352017Revenue 2018: $13,910Expenses 2018: $19,816Net Income 2018: -$5,9062018Revenue 2019: $13,961Expenses 2019: $6,071Net Income 2019: $7,8902019Revenue 2020: $28,505Expenses 2020: $56,243Net Income 2020: -$27,7382020Revenue 2021: $26,709Expenses 2021: $3,328Net Income 2021: $23,3812021Revenue 2022: $3,861Expenses 2022: $3,070Net Income 2022: $7912022Revenue 2023: $8,184Expenses 2023: $2,901Net Income 2023: $5,2832023Revenue 2024: $10,966Expenses 2024: $23,081Net Income 2024: -$12,1152024

Highlighted filing

2017

Revenue$9,255
Expenses$15,590
Net Income-$6,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$63,912
Mission and Program Overview

Mission

To support other 501(c)(3) public charities.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION MADE A DONATION TO THE THE NATIONAL MUSEUM OF WOMEN IN THE ARTS. THE TRUSTEE SERVES ON THE MUSEUM'S ADVISORY BOARD. A DONATION WAS ALSO MADE TO THE JUSTIN J. WATT FOUNDATION FOR VICTIMS OF HURRICANE HARVEY.$0$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P COMSTOCKTrustee-$0--
LINDA COMSTOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Abigail Van Vleck Charitable Trust
EIN
76-6053056
Phone
2813540600
Address
20734 BELVON VALLEY DRIVE, PORTER, TX 77365

Signing Officer

Name
Linda Comstock
Title
Trustee
Phone
2813540600
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Barraclough & Associates Pc
Address
PO BOX 1847, SANTA FE, NM 87504
Preparer
Rhonda G Williams
Phone
5059833387
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest from investments. Amount: 43. Description: dividends from investments. Amount: 5,110. Description: capital gains distributions from investments. Amount: total included on form 990-ez, line 4: 5,378.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: class action settlement on investments. Amount: 22.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general program expenses. Grantee name: national museum of women in the arts. Grantee address: 1250 new york avenue nw, washington, dc 20005. Grantee relationship: none. Property description: cash. Date of gift: 11/01/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: flood relief. Grantee name: justin j. Watt foundation. Grantee address: po box 530 pewaukee, wi 53072. Grantee relationship: none. Property description: cash. Date of gift: 09/14/17. Amount given: 3,000. Total included on form 990-ez, line 10: 8,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank/broker fees. Amount: 3,151.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on securities. Amount: 16,830.

Form 990-ez, Part II, Line 24 - Other Assets

Description: mutual funds. Beg. Of year amount: 70,002. End of year amount: 68,654. Description: equities. Beg. Of year amount: 98,128. End of year amount: 98,577. Description: alternative investments. Beg. Of year amount: 35,374. End of year amount: 43,773. Description: real estate investments. Beg. Of year amount: 15,404. End of year amount: 21,194.

Raw XML Appendix254 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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS ORGANIZATION SUPPORTS MUSEUMS AND INSTITUTIONS OF HIGHER LEARNING. IN THE LAST DECADE, IT HAS PROVIDED FINANCIAL SUPPORT TO THE NEW MEXICO STATE COMMITTEE OF THE NATIONAL MUSEUM OF WOMEN IN THE ARTS IN SANTA FE, NM AND THE NATIONAL MUSEUM OF WOMEN IN THE ARTS, INC. IN WASHINGTON, DC. THE TRUSTEE AND HIS WIFE ARE ARE LONG-TIME MEMBERS OF THE ADVISORY BOARD OF NMWA AND IN THE PAST THE TRUSTEE'S WIFE SERVED ON THE BOARD OF THE NM STATE COMMITTEE OF NMWA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION TO PROVIDING FINANCIAL SUPPORT FOR THE NATIONAL MUSEUM OF WOMEN IN THE ARTS, THE TRUSTEE AND HIS WIFE ARE MEMBERS OF THE MUSEUM'S ADVISORY BOARD. THIS RELATIONSHIP BEGAN IN THE YEAR 2000. THE TRUSTEE AND HIS WIFE HAVE A CLOSE RELATIONSHIP WITH THE DIRECTORS OF THE NATIONAL MUSEUM OF WOMEN IN THE ARTS. THEY HAVE VISITED THE DIRECTORS IN WASHINGTON, DC AND THE DIRECTORS HAVE VISITED THEM IN THEIR HOME STATE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE INFORMATION WAS NOT AVAILABLE BY THE END OF THE FIFTH MONTH OF THE ORGANIZATION'S TAX YEAR, BUT WAS PROVIDED TO THE SUPPORTED ORGANIZATION BY THE EXTENDED DUE-DATE OF THE RETURN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUSTEE MADE DISTRIBUTIONS IN 2017 THAT WERE CALCULATED TO MAKE UP THE SHORTFALL FROM 2016 PLUS THE MINIMUM DISTRIBUTION FOR 2017. HOWEVER, THE VALUE OF THE SECURITIES INCREASED BY 7.5%, AS COMPARED TO THE PRIOR YEAR'S 2%. THE TRUSTEE WILL MAKE A LARGER DISTRIBUTION IN 2018 TO MAKE UP THE SHORTFALL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION E, LINE 6
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL MUSEUM OF WOMEN IN THE ARTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1JUSTIN J WATT FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST FROM INVESTMENTS. AMOUNT: 43. DESCRIPTION: DIVIDENDS FROM INVESTMENTS. AMOUNT: 5,110. DESCRIPTION: CAPITAL GAINS DISTRIBUTIONS FROM INVESTMENTS. AMOUNT: TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASS ACTION SETTLEMENT ON INVESTMENTS. AMOUNT: 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL PROGRAM EXPENSES. GRANTEE NAME: NATIONAL MUSEUM OF WOMEN IN THE ARTS. GRANTEE ADDRESS: 1250 NEW YORK AVENUE NW, WASHINGTON, DC 20005. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/01/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: FLOOD RELIEF. GRANTEE NAME: JUSTIN J. WATT FOUNDATION. GRANTEE ADDRESS: PO BOX 530 PEWAUKEE, WI 53072. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/14/17. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: BANK/BROKER FEES. AMOUNT: 3,151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: 16,830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 70,002. END OF YEAR AMOUNT: 68,654. DESCRIPTION: EQUITIES. BEG. OF YEAR AMOUNT: 98,128. END OF YEAR AMOUNT: 98,577. DESCRIPTION: ALTERNATIVE INVESTMENTS. BEG. OF YEAR AMOUNT: 35,374. END OF YEAR AMOUNT: 43,773. DESCRIPTION: REAL ESTATE INVESTMENTS. BEG. OF YEAR AMOUNT: 15,404. END OF YEAR AMOUNT: 21,194.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA COMSTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02813540600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABIGAIL VAN VLECK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VANV
ReturnHeader/Filer/EIN0766053056
ReturnHeader/Filer/PhoneNum02813540600
ReturnHeader/Filer/USAddress/AddressLine1Txt020734 BELVON VALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0PORTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077365
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4B529BD0807BECE47FC1D6570665CCDD0D46639
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4B529BD0807BECE47FC1D6570665CCDD0D46639
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.158.227.90
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm016:09:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850378315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRACLOUGH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1847
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087504
ReturnHeader/PreparerPersonGrp/PhoneNum05059833387
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA G WILLIAMS
ReturnHeader/ReturnTs02018-11-15T20:40:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$2.20$0.00$2.20$0.11$0.23$0.12
2023Summary only. Only limited summary data is available for this year.$2.32$0.00$0.08$0.03$0.05
2022Summary only. Only limited summary data is available for this year.$2.27$0.00$0.04$0.03$0.01
2021Summary only. Only limited summary data is available for this year.$2.26$0.00$0.27$0.03$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.29$0.56$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.14$0.06$0.08
2018Summary only. Only limited summary data is available for this year.$2.02$0.00$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.09$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.14$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$2.19$0.00$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.14$0.19$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$0.14$0.45$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.08$0.45$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.16$0.22$0.05