Civic Intelligence

Alice Barberis Charitable Trust 1700-0001003

990 • Fiscal year 2014 • EIN 86-6236362

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 24, 2015

Organization Profile
4683 Chandlers FordeSarasota, FL 34235

(941) 388-7566

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,513,051

Flat from 2014

Net Assets

Up

$1,462,190

Up $11,266 (+0.8%) from 2014

Liabilities

Down

$50,861

Down $11,266 (-18%) from 2014

Revenue And Expenses

Revenue

Flat

$74,570

Flat from 2014

Expenses

Down

$56,745

Down $10,166 (-15%) from 2014

Net Income

Up

$17,825

Up $10,166 (+133%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,261,390Liabilities 2011: $49,427Net Assets 2011: $1,211,9632011Assets 2012: $1,373,468Liabilities 2012: $48,623Net Assets 2012: $1,324,8452012Assets 2013: $1,451,743Liabilities 2013: $57,271Net Assets 2013: $1,394,4722013Assets 2014: $1,513,051Liabilities 2014: $50,861Net Assets 2014: $1,462,1902014Assets 2014: $1,513,051Liabilities 2014: $62,127Net Assets 2014: $1,450,9242014Assets 2015: $1,454,116Liabilities 2015: $52,158Net Assets 2015: $1,401,9582015Assets 2016: $1,534,722Liabilities 2016: $59,476Net Assets 2016: $1,475,2462016Assets 2019: $1,451,949Liabilities 2019: $02019Assets 2020: $1,422,528Liabilities 2020: $0Net Assets 2020: $1,422,5282020Assets 2021: $1,508,764Liabilities 2021: $0Net Assets 2021: $1,508,7642021Assets 2022: $1,427,450Liabilities 2022: $0Net Assets 2022: $1,427,4502022Assets 2023: $1,398,223Liabilities 2023: $0Net Assets 2023: $1,398,2232023Assets 2024: $1,411,323Liabilities 2024: $0Net Assets 2024: $1,411,3232024

Highlighted filing

2014

Assets$1,513,051
Liabilities$50,861
Net Assets$1,462,190
Open 2014 Filing

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $55,253Expenses 2011: $56,636Net Income 2011: -$1,3832011Revenue 2012: $64,282Expenses 2012: $57,601Net Income 2012: $6,6812012Revenue 2013: $88,387Expenses 2013: $63,405Net Income 2013: $24,9822013Revenue 2014: $74,570Expenses 2014: $56,745Net Income 2014: $17,8252014Revenue 2014: $74,570Expenses 2014: $66,911Net Income 2014: $7,6592014Revenue 2015: $369,147Expenses 2015: $64,435Net Income 2015: $304,7122015Revenue 2016: $60,469Expenses 2016: $73,511Net Income 2016: -$13,0422016Revenue 2019: $45,902Expenses 2019: $109,586Net Income 2019: -$63,6842019Revenue 2020: $31,355Expenses 2020: $110,506Net Income 2020: -$79,1512020Revenue 2021: $194,390Expenses 2021: $114,299Net Income 2021: $80,0912021Revenue 2022: $42,008Expenses 2022: $123,239Net Income 2022: -$81,2312022Revenue 2023: $75,970Expenses 2023: $103,734Net Income 2023: -$27,7642023Revenue 2024: $115,079Expenses 2024: $104,119Net Income 2024: $10,9602024

Highlighted filing

2014

Revenue$74,570
Expenses$56,745
Net Income$17,825
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 24, 2015
Return Version
2014v5.0
Gross Receipts
$168,611
Mission and Program Overview

Mission

Donate annual income to charity

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,394,472$1,462,190▲ $67,718
Investments in Publicly Traded Securities$1,393,137$1,437,745▲ $44,608
Cash and Non-Interest-Bearing Accounts$47,763$64,386▲ $16,623
Investments Other Securities$10,843$10,920▲ $77
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,451,743$1,513,051▲ $61,308
Liabilities
Grants Payable$50,915$48,424▼ $2,491
Accounts Payable and Accrued Expenses$6,356$2,437▼ $3,919
Total Liabilities$57,271$50,861▼ $6,410
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,394,472$1,462,190▲ $67,718
Total Liabilities and Net Assets / Fund Balance$1,451,743$1,513,051▲ $61,308
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Charles T FlettTrusteePT$6,837$6,837
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$75,204
Other Revenue
$-634
Change in Net Assets
$17,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,424
Salaries, Compensation, and Employee Benefits$6,837
Other Expenses$1,484
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,424--$48,424
Current Officers, Directors, Trustees, and Key Employees-$6,837-$6,837
Fees for Services Accounting-$1,280-$1,280
Fees for Services Other-$204-$204
Total Functional Expenses$48,424$8,321$0$56,745
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dominican Sisters of the PoorDenver, CO-Assistance$14,527
Little Sisters of the PoorDenver, CO-Assistance$14,527
St Catherines Catholic ChurchDenver, CO-Assistance$9,685
St Louis Catholic ChurchLouisville, CO-Assistance$9,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The sole trustee has the authority to appoint co-trustees and the power to appoint successor trustees or a sole trustee. The number of trustees may be increased to three by appointment or election of additional members.”

Form 990, Part VI, Section A, Line 8A

“No meetings or documentation required.”

Form 990, Part VI, Section A, Line 8B

“No meetings or documentation required.”

Form 990, Part VI, Section B, Line 11

“Trustee prepares a copy of form 990 based on their understanding of the income, expenses and grants of the trust. The trustee then compares the 990 prepared by the cpa with their copy and discusses any differences with the cpa to ensure their understanding of the final return that will be filed.”

Form 990, Part VI, Section B, Line 12

“Paper file available upon request.”

Form 990, Part VI, Section C, Line 19

“Paper file available upon request.”

Filing and Contact Details

Filer

Filer Name
Alice Barberis Charitable Trust
EIN
86-6236362
Phone
9413887566
Address
4683 CHANDLERS FORDE, SARASOTA, FL 34235

Signing Officer

Name
Charles T Flett
Title
Trustee
Phone
9413887566
Signed
2015-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles T Flett
Formed
1995
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
RYAN GUNSAULS & O'DONNELL LLC
Address
5590 E YALE AVE SUITE 201, DENVER, CO 80222
Preparer
Robert Novak CPA
Phone
3037585558
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt051042
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt048424
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840567786
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1840438235
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2840528531
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3846012535
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc31
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014527
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt19685
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt214527
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt39685
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DOMINICAN SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST CATHERINES CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LITTLE SISTERS OF THE POOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST LOUIS CATHOLIC CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt048424
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt014527
IRS990ScheduleI/RecipientTable/CashGrantAmt19685
IRS990ScheduleI/RecipientTable/CashGrantAmt214527
IRS990ScheduleI/RecipientTable/CashGrantAmt39685
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ASSISTANCE
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LITTLE SISTERS OF THE POOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST LOUIS CATHOLIC CHURCH
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IRS990ScheduleI/RecipientTable/RecipientEIN1840438235
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IRS990ScheduleI/RecipientTable/RecipientEIN3846012535
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02501 GAYLORD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14200 FEDERAL BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23629 W 30TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3902 GRANT AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080205
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd280211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd380027
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE TRUSTEE HAS THE AUTHORITY TO APPOINT CO-TRUSTEES AND THE POWER TO APPOINT SUCCESSOR TRUSTEES OR A SOLE TRUSTEE. THE NUMBER OF TRUSTEES MAY BE INCREASED TO THREE BY APPOINTMENT OR ELECTION OF ADDITIONAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS OR DOCUMENTATION REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS OR DOCUMENTATION REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE PREPARES A COPY OF FORM 990 BASED ON THEIR UNDERSTANDING OF THE INCOME, EXPENSES AND GRANTS OF THE TRUST. THE TRUSTEE THEN COMPARES THE 990 PREPARED BY THE CPA WITH THEIR COPY AND DISCUSSES ANY DIFFERENCES WITH THE CPA TO ENSURE THEIR UNDERSTANDING OF THE FINAL RETURN THAT WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAPER FILE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAPER FILE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01451743
IRS990/TotalAssetsEOYAmt01513051
IRS990/TotalAssetsGrp/BOYAmt01451743
IRS990/TotalAssetsGrp/EOYAmt01513051
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08321
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048424
IRS990/TotalFunctionalExpensesGrp/TotalAmt056745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057271
IRS990/TotalLiabilitiesEOYAmt050861
IRS990/TotalLiabilitiesGrp/BOYAmt057271
IRS990/TotalLiabilitiesGrp/EOYAmt050861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01394472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01462190
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048424
IRS990/TotalReportableCompFromOrgAmt06837
IRS990/TotalRevenueGrp/ExclusionAmt069012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05558
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074570
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01451743
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01513051
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04683 CHANDLERS FORDE
IRS990/USAddress/CityNm0SARASOTA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034235
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T FLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09413887566

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,513,051
Liabilities
$50,861
Net assets
$1,462,190
Revenue
$74,570
Expenses
$56,745
Net income
$17,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.12$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.19$0.11$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.03$0.11$0.08
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$0.05$0.11$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.06$1.48$0.06$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.05$1.40$0.37$0.06$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.05$1.46$0.07$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.06$1.45$0.07$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.06$1.39$0.09$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.05$1.32$0.06$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$1.26$0.05$1.21$0.06$0.06$0.00