Civic Intelligence

David Levinson Trust Dated 10-05-1992 as Amended and Restated

990PF • Fiscal year 2019 • EIN 83-6052929

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
PO Box 727Athens, OH 45701

(740) 592-5576

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-595%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

4th percentile

-34%

Faster asset growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$678,026

Down $353,824 (-34%) from 2018

Net Assets

Down

$678,026

Down $353,824 (-34%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Down

$47,933

Down $27,263 (-36%) from 2018

Expenses

Up

$333,094

Up $125,813 (+61%) from 2018

Net Income

Down

-$285,161

Down $153,076 (-116%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,756,323Liabilities 2011: $0Net Assets 2011: $1,756,3232011Assets 2012: $1,697,918Liabilities 2012: $0Net Assets 2012: $1,697,9182012Assets 2013: $1,838,132Liabilities 2013: $0Net Assets 2013: $1,838,1322013Assets 2014: $1,794,222Liabilities 2014: $0Net Assets 2014: $1,752,0502014Assets 2015: $1,678,765Liabilities 2015: $0Net Assets 2015: $1,678,7652015Assets 2016: $1,396,072Liabilities 2016: $0Net Assets 2016: $1,396,0722016Assets 2017: $1,430,937Liabilities 2017: $0Net Assets 2017: $1,430,9372017Assets 2018: $1,031,850Liabilities 2018: $0Net Assets 2018: $1,031,8502018Assets 2019: $678,026Liabilities 2019: $0Net Assets 2019: $678,0262019Assets 2020: $411,246Liabilities 2020: $0Net Assets 2020: $411,2462020Assets 2021: $766,414Liabilities 2021: $0Net Assets 2021: $766,4142021Assets 2022: $583,208Liabilities 2022: $0Net Assets 2022: $583,2082022Assets 2023: $433,092Liabilities 2023: $0Net Assets 2023: $433,0922023Assets 2024: $451,232Liabilities 2024: $0Net Assets 2024: $451,2322024

Highlighted filing

2019

Assets$678,026
Liabilities$0
Net Assets$678,026
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $158,4052011Expenses 2012: $169,8012012Revenue 2013: $160,038Expenses 2013: $19,824Net Income 2013: $140,2142013Revenue 2014: $119,629Expenses 2014: $205,711Net Income 2014: -$86,0822014Revenue 2015: $57,912Expenses 2015: $204,079Net Income 2015: -$146,1672015Revenue 2016: $52,762Expenses 2016: $129,696Net Income 2016: -$76,9342016Revenue 2017: $80,691Expenses 2017: $150,971Net Income 2017: -$70,2802017Revenue 2018: $75,196Expenses 2018: $207,281Net Income 2018: -$132,0852018Revenue 2019: $47,933Expenses 2019: $333,094Net Income 2019: -$285,1612019Revenue 2020: $74,692Expenses 2020: $341,472Net Income 2020: -$266,7802020Revenue 2021: $69,459Expenses 2021: $198,816Net Income 2021: -$129,3572021Revenue 2022: $14,412Expenses 2022: $197,618Net Income 2022: -$183,2062022Revenue 2023: $21,287Expenses 2023: $171,403Net Income 2023: -$150,1162023Revenue 2024: $26,174Expenses 2024: $8,034Net Income 2024: $18,1402024

Highlighted filing

2019

Revenue$47,933
Expenses$333,094
Net Income-$285,161
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M ROBESucc. Tte-$0--
Filing and Contact Details

Filer

Filer Name
David Levinson Trust Dated 10592
EIN
83-6052929
Address
PO BOX 727, ATHENS, OH 45701

Signing Officer

Name
Scott M Robe
Title
Succ. Tte
Signed
2020-11-13

Preparer

Firm
Cotner Cooley & Clark LLC
Address
5 DEPOT STREET, ATHENS, OH 45701
Preparer
Donald B Cooley
Phone
7405965126
Raw XML Appendix264 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SHORT TERM TOTAL - VARIOUS DATES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LONG TERM TOTAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0129998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1372844
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0132616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1382998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02019-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02618
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt110154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0631810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHASE INVESTMENT ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt012358
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt012772
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt022803
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt047933
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt047933
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt035161
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0313257
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0313257
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012358
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012358
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012358
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-285161
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0515614
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt022803
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022803
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018842
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt035161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0313257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0333094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019837
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-285161
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt068663
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0746689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01031850
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0678026
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051096
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051096
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051096
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051220
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/DistributableAmountGrp/TotalTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0124
IRS990PF/FMVAssetsEOYAmt046216
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0985634
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0631810
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01031850
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0678026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt046216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt046216
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01031850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0678026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt046216
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01031850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0678026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01031850
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0678026
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01040000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015600
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01035000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051220
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01024400
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT M ROBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SUCC. TTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 W WASHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045701
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0118298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0118422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0173852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0129487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0129472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0145538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0141040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.115480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.171052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.091870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.083519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01024400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01016372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01409466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01688722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0313257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.346441
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0313133
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0313257
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0124
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0313257
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt27
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014 W WASHINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATHENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SCOTT M ROBE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07405925576
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUNDS ARE TO BE DISBURSED FOR BIOMEDICAL RESEARCH IN THE FIELD OF CANCER - CURRENTLY ALL ARE MADE TO THE AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0313257
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0313257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BIOMEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMER COMMITTEE WEIZMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt063 3RD AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0313257
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051096
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0123033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0129696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0145538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0719860
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0262161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0123033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0129696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0145538
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0262161
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0776660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0514499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt068663
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN UNREALIZED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CPA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CHASE INVESTMENT FEES
TaxesSchedule/TaxesDetail/Amt0315
TaxesSchedule/TaxesDetail/Amt1400
TaxesSchedule/TaxesDetail/Amt2254
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX 000437
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M ROBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCC. TTE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0836052929
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 727
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023990C784A3D2ECB0CB9697CBDB52594D3CFA369
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023990C784A3D2ECB0CB9697CBDB52594D3CFA369
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.67.136.15
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:47:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311386598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COTNER COOLEY & CLARK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 DEPOT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045701
ReturnHeader/PreparerPersonGrp/PhoneNum07405965126
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD B COOLEY
ReturnHeader/ReturnTs02020-11-13T10:47:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,026
Liabilities
$0
Net assets
$678,026
Revenue
$47,933
Expenses
$333,094
Net income
-$285,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.02$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.07$0.34$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.33$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.75$0.12$0.21$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.16$0.02$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.16