Civic Intelligence

Charity Assets Trust

990T • Fiscal year 2020 • EIN 81-4879675

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

327 Dahlonega St Ste 1001Cumming, GA 30040

(706) 754-6884

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

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.

$3.0M$2.0M$1.0M$0Assets 2017: $0Net Assets 2017: $02017Assets 2018: $945,546Liabilities 2018: $70,870Net Assets 2018: $874,6762018Assets 2019: $153,634Liabilities 2019: $10,000Net Assets 2019: $143,6342019Assets 2020: $140,797Net Assets 2020: $140,7972020Assets 2021: $3,483Liabilities 2021: $0Net Assets 2021: $3,4832021Assets 2022: $2,563,244Liabilities 2022: $0Net Assets 2022: $2,563,2442022Assets 2023: $2,557,717Liabilities 2023: $2,751Net Assets 2023: $2,554,9662023Assets 2024: $574Liabilities 2024: $0Net Assets 2024: $5742024

Latest loaded filing

2024

Assets$574
Liabilities$0
Net Assets$574

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $02017Revenue 2018: $10,110,908Expenses 2018: $9,236,232Net Income 2018: $874,6762018Revenue 2019: $3,676Expenses 2019: $734,718Net Income 2019: -$731,0422019Revenue 2020: $88,663Expenses 2020: $91,500Net Income 2020: -$2,8372020Revenue 2021: $1,605,049Expenses 2021: $1,742,363Net Income 2021: -$137,3142021Revenue 2022: $2,565,001Expenses 2022: $5,240Net Income 2022: $2,559,7612022Revenue 2023: $14,885Expenses 2023: $23,163Net Income 2023: -$8,2782023Revenue 2024: -$1,165,420Expenses 2024: $1,388,972Net Income 2024: -$2,554,3922024

Latest loaded filing

2024

Revenue-$1,165,420
Expenses$1,388,972
Net Income-$2,554,392
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.0
Mission and Program Overview

Mission

The Trust is organized, and shall be operated, exclusively for charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Code, (the "Qualified Purposes") and for the support and benefit of, and to perform the functions of and to carry out the purposes of it's supported organizations.

Filing and Contact Details

Filer

Filer Name
Charity Assets Trust
EIN
81-4879675
Phone
7067546884
Address
327 Dahlonega St Ste 1001, Cumming, GA 30040

Signing Officer

Name
Bryan Green
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Merritt & Barnes LLC
Address
10 GLENLAKE PARKWAY NORTH TOWER SUI, ATLANTA, GA 30328
Preparer
Scott Merritt CPA
Phone
4046366638
Raw XML Appendix75 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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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-10432
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-10432
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-10432
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-10432
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IRS1041ScheduleD/TotalLTCGL1099BBssRptNoAdjGrp/TotalGainOrLossAmt0-10432
IRS990T/BooksInCareOfDetail/PersonNm0The Organization
IRS990T/BooksInCareOfDetail/PhoneNum07067546884
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 Dahlonega Street
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Cumming
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd030040
IRS990T/BookValueAssetsEOYAmt0140797
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalLossLimitationAmt0-3000
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-3000
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-3000
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Passive holding of partnership interest
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3000
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3000
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-3000
IRS990T/TotalUBTIBeforeSection199AAmt0-3000
IRS990T/TotalUBTIComputedAmt0-3000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan Green
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charity Assets Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0814879675
ReturnHeader/Filer/PhoneNum07067546884
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 Dahlonega St Ste 1001
ReturnHeader/Filer/USAddress/CityNm0Cumming
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030040
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES MERRITT & BARNES LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04046366638
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MERRITT CPA
ReturnHeader/ReturnTs02021-11-15T17:54:28-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Green
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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