Civic Intelligence

Robert E and Margaret E Lyle Trust

990EZ • Fiscal year 2020 • EIN 92-6027594

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization ProfileN/A
PO Box 100686Anchorage, AK 99510

(907) 345-9377

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $1,391,119 (-100%) from 2019

Net Assets

Flat

$1,391,119

Flat from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $22,446 (-100%) from 2019

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $796,005Liabilities 2010: $0Net Assets 2010: $796,0052010Assets 2011: $791,275Liabilities 2011: $21,927Net Assets 2011: $769,3482011Assets 2012: $829,796Liabilities 2012: $0Net Assets 2012: $829,7962012Assets 2013: $1,023,048Liabilities 2013: $25,354Net Assets 2013: $997,6942013Assets 2014: $1,033,584Liabilities 2014: $0Net Assets 2014: $1,033,5842014Assets 2015: $993,385Liabilities 2015: $0Net Assets 2015: $993,3852015Assets 2016: $1,047,182Liabilities 2016: $0Net Assets 2016: $1,047,1822016Assets 2017: $1,255,250Liabilities 2017: $0Net Assets 2017: $1,255,2502017Assets 2018: $1,186,110Liabilities 2018: $0Net Assets 2018: $1,186,1102018Assets 2019: $1,391,119Liabilities 2019: $0Net Assets 2019: $1,391,1192019Assets 2020: $1,663,862Liabilities 2020: $0Net Assets 2020: $1,663,8622020Assets 2020: $0Net Assets 2020: $1,391,1192020Assets 2021: $1,855,007Liabilities 2021: $0Net Assets 2021: $1,855,0072021Assets 2022: $1,411,668Liabilities 2022: $0Net Assets 2022: $1,411,6682022Assets 2023: $1,660,262Liabilities 2023: $0Net Assets 2023: $1,660,2622023Assets 2024: $1,943,731Liabilities 2024: $0Net Assets 2024: $1,943,7312024

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$1,391,119
Open 2020 Filing

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $20,9122010Revenue 2011: $21,615Expenses 2011: $23,679Net Income 2011: -$2,0642011Revenue 2012: $27,209Expenses 2012: $22,993Net Income 2012: $4,2162012Revenue 2013: $62,713Expenses 2013: $27,186Net Income 2013: $35,5272013Revenue 2014: $46,069Expenses 2014: $40,438Net Income 2014: $5,6312014Revenue 2015: $47,252Expenses 2015: $23,100Net Income 2015: $24,1522015Revenue 2016: $22,969Expenses 2016: $22,760Net Income 2016: $2092016Revenue 2017: $54,535Expenses 2017: $31,951Net Income 2017: $22,5842017Revenue 2018: $52,271Expenses 2018: $2,200Net Income 2018: $50,0712018Revenue 2019: $22,446Expenses 2019: $69,668Net Income 2019: -$47,2222019Revenue 2020: $72,350Expenses 2020: $53,539Net Income 2020: $18,8112020Revenue 2020: $02020Revenue 2021: $146,520Expenses 2021: $53,699Net Income 2021: $92,8212021Revenue 2022: $51,622Expenses 2022: $43,657Net Income 2022: $7,9652022Revenue 2023: $27,559Expenses 2023: $43,812Net Income 2023: -$16,2532023Revenue 2024: $39,164Expenses 2024: $49,523Net Income 2024: -$10,3592024

Highlighted filing

2020

Revenue$0
Expenses-
Net Income-
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

Permanent source of income

To provide permanent source of Income for All Saints' Episcopal Church Anchorage, Alaska

Program Services

DescriptionGrantsExpenses
To annually grant a distribution of net income from the trust to All Saints' Episcopal Church of Anchorage, Alaska. Since 1996, when the trust was estabilished, the value of the trust has increased from $497,842 to $1,391,119. Since 1996 the Lyle Trust has granted gifts to All Saints' Episcopal Church Anchorage Alaska in the total amount of $458,949.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol BatsonChairman-$0--
Michael C GeraghtyVice-Chariman-$0--
Crista C BursonTreasurer-$0--
Sarah A SchierhormSecretary-$0--
Mark IversonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lyle Robert E & Margaret E Trust
EIN
92-6027594
Phone
9073459377
Address
PO Box 100686, Anchorage, AK 99510

Signing Officer

Name
Carol Batson
Title
Chairman
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Beltrami & Associates PC
Address
341 W Tudor Rd Ste 103, Anchorage, AK 99503
Preparer
Marja Beltrami
Phone
9073459695
Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Crista C Burson
IRS990EZ/BooksInCareOfDetail/PhoneNum09076320310
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02111 Innes Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Anchorage
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0995154114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01391119
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01391119
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01391119
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01391119
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01391119
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carol Batson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael C Geraghty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Crista C Burson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah A Schierhorm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mark Iverson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-Chariman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide permanent source of Income for All Saints' Episcopal Church Anchorage, Alaska
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To annually grant a distribution of net income from the trust to All Saints' Episcopal Church of Anchorage, Alaska. Since 1996, when the trust was estabilished, the value of the trust has increased from $497,842 to $1,391,119. Since 1996 the Lyle Trust has granted gifts to All Saints' Episcopal Church Anchorage Alaska in the total amount of $458,949.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0920027421
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0All STs Episcopal Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Batson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lyle Robert E & Margaret E Trust
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0926027594
ReturnHeader/Filer/PhoneNum09073459377
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 100686
ReturnHeader/Filer/USAddress/CityNm0Anchorage
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099510
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562491093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beltrami & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0341 W Tudor Rd Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anchorage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099503
ReturnHeader/PreparerPersonGrp/PhoneNum09073459695
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marja Beltrami
ReturnHeader/ReturnTs02021-05-14T13:24:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carol
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Batson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$1,391,119
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.04$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.03$0.04$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.05$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.15$0.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.07$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.00$1.39$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.02$0.07$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.00$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.05$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.04$0.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.03$1.00$0.06$0.03$0.04
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.03$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.79$0.02$0.77$0.02$0.02$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.02