Herbert K Cummings Charitable Trust

990PF • Fiscal year 2018 • EIN 86-6148404

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile

PO Box 653Pacific Palisades, CA 90272

(480) 483-1170

Siviq Scores

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

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-50%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-2.5%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-5.0%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$1,214,309

Down $30,715 (-2.5%) from 2017

Net Assets

Down

$1,214,309

Down $30,715 (-2.5%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin9th percentile

Revenue

Down

$61,568

Down $3,272 (-5.0%) from 2017

Expenses

Down

$92,283

Down $18,803 (-17%) from 2017

Net Income

-$30,715

Up $15,531 (+34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2018

Assets$1,214,309

Liabilities$0

Net Assets$1,214,309

Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

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

Highlighted filing

2018

Revenue$61,568

Expenses$92,283

Net Income-$30,715

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 10, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES J CUMMINGS	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Herbert K Cummings Charitable Trust
EIN: 86-6148404
Phone: 4804831170
Address: PO BOX 653, PACIFIC PALISADES, CA 90272

Signing Officer

Name: James Cummings
Title: Trustee
Phone: 4804831170
Signed: 2019-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Henry & Horne Llp
Address: 7098 E COCHISE ROAD SUITE 100, SCOTTSDALE, AZ 85253
Preparer: Candace Berg Tooke CPA
Phone: 4804831170

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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	90915
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	HENRY HORNE LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	7098 E COCHISE ROAD SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	85253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4804831170
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NA
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	90000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	6505 WILSHIRE BLVD STE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90048
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	90000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	90915
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	117136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	26221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	27897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	26221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	9602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	3667
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	90915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	9602
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	35823
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	SUSPENDED LOSSES FROM PTP ENTERPRISE PRODUCTS PARTNERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1416
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1416
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	POSTAGE BOX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	6
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	6
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	438
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	438
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	438
TaxesSchedule/TaxesDetail/Amt	0	448
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES CUMMINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4804831170
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HERBERT K CUMMINGS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HERB
ReturnHeader/Filer/EIN	0	866148404
ReturnHeader/Filer/PhoneNum	0	4804831170
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 653
ReturnHeader/Filer/USAddress/CityNm	0	PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90272
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3AD55D71399A0A84C02AF66236D77FC37A67E798
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	199.117.155.82
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	MS
ReturnHeader/FilingSecurityInformation/IPTm	0	14:10:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7098 E COCHISE ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85253
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4804831170
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CANDACE BERG TOOKE CPA
ReturnHeader/ReturnTs	0	2019-05-14T17:14:12-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,214,309
Liabilities: $0
Net assets: $1,214,309
Revenue: $61,568
Expenses: $92,283
Net income: -$30,715

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.20	$0.27	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56	$0.20	$0.21	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38	$0.05	$0.18	$0.13
2021Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38	$0.05	$0.17	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.10	$0.13	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.06	$0.13	$0.07
2018Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.06	$0.09	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25	$0.06	$0.11	$0.05
2015Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$0.10	$0.14	$0.04
2014Summary only. Only limited summary data is available for this year.	$1.37	$0.00		$0.11	$0.13	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.38	$0.00		$0.06	$0.06	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.39	$0.00		$0.11	$0.06	$0.04
2011Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34		$0.08