Civic Intelligence

James E Mcdonnell II 2012 Charitable Tr

990PF • Fiscal year 2017 • EIN 81-6876542

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
819 Beachland BlvdVero Beach, FL 32963

(772) 231-1995

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-5204%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

$821,603

No earlier filing loaded for comparison.

Net Assets

$821,603

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

$1,479

No earlier filing loaded for comparison.

Expenses

$78,449

No earlier filing loaded for comparison.

Net Income

-$76,970

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2017: $821,603Liabilities 2017: $0Net Assets 2017: $821,6032017Assets 2018: $783,192Liabilities 2018: $0Net Assets 2018: $783,1922018Assets 2019: $758,531Liabilities 2019: $1Net Assets 2019: $758,5312019Assets 2020: $711,011Liabilities 2020: $1Net Assets 2020: $711,0112020Assets 2021: $675,117Liabilities 2021: $0Net Assets 2021: $675,1172021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$821,603
Liabilities$0
Net Assets$821,603
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $1,479Expenses 2017: $78,449Net Income 2017: -$76,9702017Revenue 2018: $5,102Expenses 2018: $43,513Net Income 2018: -$38,4112018Revenue 2019: $5,856Expenses 2019: $30,517Net Income 2019: -$24,6612019Revenue 2020: $893Expenses 2020: $48,412Net Income 2020: -$47,5192020Revenue 2021: $177Expenses 2021: $36,071Net Income 2021: -$35,8942021Revenue 2022: $119Expenses 2022: $675,236Net Income 2022: -$675,1172022

Highlighted filing

2017

Revenue$1,479
Expenses$78,449
Net Income-$76,970
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles E Garris TrusteeTrusteeFT$0--
Thomas M McDonnellTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James E McDonnell II 2012 Charitable Tr
EIN
81-6876542
Phone
7722311995
Address
819 Beachland Blvd, Vero Beach, FL 32963

Signing Officer

Name
Charles E Garris Esq
Title
Trustee
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Melvin B Friedberg Pa
Address
1500 Gateway Blvd Suite 220, BOYNTON BEACH, FL 33426
Preparer
Melvin B Friedberg CPA
Phone
5613694449
Raw XML Appendix217 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0858939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042303
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0846055
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles E Garris Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas M McDonnell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0819 Beachland Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12140 Mangrove Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vero Beach
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt078324
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt078324
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The sole goal of this entity is to provide an annual gift of 5% of the fair market value (as well as the income) of its asset(s) to the Boy's Latin School of Maryland, with a restriction that these gifts be used to support its Lacrosse sports activities program.
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles E Garris Co-Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722311995
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Pursuant to the Decedent's Charitable Trust Agreement, the Trust was funded upon the death of the Settlor. The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Boys Latin School of Maryland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0822 West Lake Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017279
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017279
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS Processing Fee
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Accounting Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Legal Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt111283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11337
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles E Garris Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James E McDonnell II 2012 Charitable Tr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Charles E Garris Co-Trustee
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0816876542
ReturnHeader/Filer/PhoneNum07722311995
ReturnHeader/Filer/USAddress/AddressLine1Txt0819 Beachland Blvd
ReturnHeader/Filer/USAddress/CityNm0Vero Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592987899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELVIN B FRIEDBERG PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 Gateway Blvd Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOYNTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033426
ReturnHeader/PreparerPersonGrp/PhoneNum05613694449
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melvin B Friedberg CPA
ReturnHeader/ReturnTs02018-05-10T12:09:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$821,603
Liabilities
$0
Net assets
$821,603
Revenue
$1,479
Expenses
$78,449
Net income
-$76,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.75$6.75
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.00$0.36$0.36
2020Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.01$0.48$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.06$0.31$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.05$0.44$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.01$0.78$0.77