Civic Intelligence

Charles a Zerbst Charitable Tr

990 • Fiscal year 2020 • EIN 81-2918786

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
601 Bayshore Boulevard Suite 960Tampa, FL 33606

(813) 872-1216

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-193%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$3,735

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.3%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

$655,232

No earlier filing loaded for comparison.

Net Assets

$655,232

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin2nd percentile

Revenue

$8,410

No earlier filing loaded for comparison.

Expenses

$24,655

No earlier filing loaded for comparison.

Net Income

-$16,245

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2020: $655,232Liabilities 2020: $0Net Assets 2020: $655,2322020Assets 2021: $665,861Liabilities 2021: $0Net Assets 2021: $665,8612021Assets 2022: $667,368Liabilities 2022: $0Net Assets 2022: $667,3682022

Highlighted filing

2020

Assets$655,232
Liabilities$0
Net Assets$655,232
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$40K$20K$0-$20KRevenue 2020: $8,410Expenses 2020: $24,655Net Income 2020: -$16,2452020Revenue 2021: $36,047Expenses 2021: $26,011Net Income 2021: $10,0362021Revenue 2022: $26,093Expenses 2022: $25,076Net Income 2022: $1,0172022

Highlighted filing

2020

Revenue$8,410
Expenses$24,655
Net Income-$16,245
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Gross Receipts
$211,059
Mission and Program Overview

Mission

To provide support in perpetuity to lutheran services, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$670,497$655,232▼ $15,265
Cap Stk Tr Prin Current Funds$670,497$655,232▼ $15,265
Total Assets$670,497$655,232▼ $15,265
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$670,497$655,232▼ $15,265
Total Liabilities and Net Assets / Fund Balance$670,497$655,232▼ $15,265
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
-Trustee$3,735$3,735
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,350
Other Revenue
$1,060
Change in Net Assets
$-16,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,055
Other Expenses$3,865
Salaries, Compensation, and Employee Benefits$3,735
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,055--$17,055
Current Officers, Directors, Trustees, and Key Employees-$3,735-$3,735
Fees for Services Accounting-$750-$750
Other Expenses-$2-$2
Total Functional Expenses$17,055$7,600$0$24,655
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Services Florida IncTampa, FL501 C 3General Financial Support$17,055
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11

“Copy of tax return sent to trustee for review comment after approval the return is filed”

Form 990, Part VI, Line 12C

“Annual acknowledgement by trustee”

Form 990, Part VI, Line 19

“All appropriate documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Zerbst Charles a Charitable Trust
EIN
81-2918786
Phone
8138721216
Address
601 Bayshore Boulevard Suite 960, Tampa, FL 33606

Signing Officer

Name
Beth Horner
Title
Chief Trust Officer
Phone
8139982711
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Cch Trust US
Address
225 CHASTAIN MEADOWS CT, KENNESAW, GA 30144
Preparer
Timothy S Varner
Phone
8663550356
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Posted subseq yr taxed curr yr -65 posted curr yr taxed prior yr 395 return of capital 604 cost basis adjustment 51 rounding adjustment -5”

Raw XML Appendix394 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES, INC.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE BANK OF TAMPA
IRS990/BooksInCareOfDetail/PhoneNum08139982749
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 BAYSHORE BLVD - SUITE 960
IRS990/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033606
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0670497
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0655232
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03735
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03735
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt017055
IRS990/CYInvestmentIncomeAmt07350
IRS990/CYOtherExpensesAmt03865
IRS990/CYOtherRevenueAmt01060
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-16245
IRS990/CYSalariesCompEmpBnftPaidAmt03735
IRS990/CYTotalExpensesAmt024655
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08410
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES, INC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt017055
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
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IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF TAMPA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03735
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-11313
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt017055
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017055
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017055
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0191336
IRS990/GrossReceiptsAmt0211059
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt018663
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018663
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0670497
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0655232
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0202649
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES, INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0670497
IRS990/NetAssetsOrFundBalancesEOYAmt0655232
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-11313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11313
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0980
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1INVESTMENT MGT FEES
IRS990/OtherExpensesGrp/Desc2ADR SERVICE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0443
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22
IRS990/OtherExpensesGrp/TotalAmt0443
IRS990/OtherExpensesGrp/TotalAmt12670
IRS990/OtherExpensesGrp/TotalAmt22
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01060
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IRS990/OtherRevenueTotalAmt01060
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0THE BANK OF TAMPA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt017944
IRS990/PYInvestmentIncomeAmt016890
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03495
IRS990/PYRevenuesLessExpensesAmt0-8616
IRS990/PYSalariesCompEmpBnftPaidAmt04067
IRS990/PYTotalExpensesAmt025506
IRS990/PYTotalRevenueAmt016890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16245
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt019723
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt021690
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt03866
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt03495
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt03735
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt04067
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01797
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02642
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02642
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0689590
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt010513
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0679246
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0689590
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt023774
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0592198911
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt017055
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt017055
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleI/RecipientTable/CashGrantAmt017055
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LUTHERAN SERVICES FLORIDA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0592198911
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03627 W WATERS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TAMPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033614
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POSTED SUBSEQ YR TAXED CURR YR -65 POSTED CURR YR TAXED PRIOR YR 395 RETURN OF CAPITAL 604 COST BASIS ADJUSTMENT 51 ROUNDING ADJUSTMENT -5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW COMMENT AFTER APPROVAL THE RETURN IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL APPROPRIATE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Horner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08139982711
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZERBST CHARLES A CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZERB
ReturnHeader/Filer/EIN0812918786
ReturnHeader/Filer/PhoneNum08138721216
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Bayshore Boulevard Suite 960
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCH TRUST US
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 CHASTAIN MEADOWS CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
ReturnHeader/PreparerPersonGrp/PhoneNum08663550356
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02021-05-26T16:31:30-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH HORNER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHIEF TRUST OFFICER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$655,232
Liabilities
$0
Net assets
$655,232
Revenue
$8,410
Expenses
$24,655
Net income
-$16,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.26$0.25$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.00$6.66$0.36$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.08$0.25$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $500k-$1M nonprofits