Civic Intelligence

Triangle Orthopaedic Charitable Trust

990T • Fiscal year 2020 • EIN 81-6213862

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 05, 2021

120 William Penn PlazaDurham, NC 27704

(919) 281-1804

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

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.

$400K$300K$200K$100K$0Assets 2017: $358,795Liabilities 2017: $268,580Net Assets 2017: $90,2152017Assets 2018: $335,380Liabilities 2018: $212,342Net Assets 2018: $123,0382018Assets 2019: $317,675Liabilities 2019: $148,765Net Assets 2019: $168,9102019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020

Latest loaded filing

2020

Assets$1
Liabilities$1
Net Assets$0

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2017: $90,584Expenses 2017: $27,952Net Income 2017: $62,6322017Revenue 2018: $95,506Expenses 2018: $62,683Net Income 2018: $32,8232018Revenue 2019: $109,433Expenses 2019: $63,561Net Income 2019: $45,8722019Revenue 2020: $15,779Expenses 2020: $169,148Net Income 2020: -$153,3692020

Latest loaded filing

2020

Revenue$15,779
Expenses$169,148
Net Income-$153,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 5, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Triangle Orthopaedic Charitable Trust
EIN
81-6213862
Phone
9192811804
Address
120 WILLIAM PENN PLAZA, DURHAM, NC 27704

Signing Officer

Name
Don Brelsford
Title
Trustee
Phone
9192811804
Signed
2021-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
300 MORRIS STREET SUITE 260, DURHAM, NC 27701
Preparer
Jason C Hall
Phone
9193838585
Raw XML Appendix97 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
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt010876
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt010876
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt010876
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt010876
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt010876
IRS1041ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalGainOrLossAmt010876
IRS1041ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt010876
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt010876
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt010876
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0TOREG.2 LLC
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt010876
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt010876
IRS8949/ShortTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum09192811804
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 WILLIAM PENN PLAZA
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd027704
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt07263
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt010876
IRS990TScheduleA/InterestDeductionAmt01219
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt02394
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt03613
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010876
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010876
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt07263
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt07263
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt07263
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON BRELSFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09192811804
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIANGLE ORTHOPAEDIC CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0816213862
ReturnHeader/Filer/PhoneNum09192811804
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 WILLIAM PENN PLAZA
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 MORRIS STREET SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027701
ReturnHeader/PreparerPersonGrp/PhoneNum09193838585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C HALL
ReturnHeader/ReturnTs02021-04-21T14:19:37-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRELSFORD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings