Civic Intelligence

Quantum Charitable Trust

990PF • Fiscal year 2012 • EIN 93-6289245

Sep 01, 2011 to Aug 31, 2012 • Filed on Jul 12, 2013

C/O 11040 SW Barbur Blvd97219
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$29,648

Flat from 2012

Net Assets

$29,648

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$2,631

Flat from 2012

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.

$60K$40K$20K$0Assets 2010: $42,646Liabilities 2010: $0Net Assets 2010: $42,6462010Assets 2011: $29,576Liabilities 2011: $0Net Assets 2011: $29,5762011Assets 2012: $29,648Liabilities 2012: $0Net Assets 2012: $29,6482012Assets 2012: $29,648Liabilities 2012: $12012Assets 2013: $31,709Liabilities 2013: $12013Assets 2014: $21,909Liabilities 2014: $0Net Assets 2014: $21,9092014Assets 2015: $21,243Liabilities 2015: $0Net Assets 2015: $21,2432015Assets 2016: $18,436Liabilities 2016: $0Net Assets 2016: $18,4362016Assets 2017: $16,257Liabilities 2017: $0Net Assets 2017: $16,2572017Assets 2018: $15,193Liabilities 2018: $0Net Assets 2018: $15,1932018Assets 2019: $11,497Liabilities 2019: $0Net Assets 2019: $11,4972019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2012

Assets$29,648
Liabilities$0
Net Assets$29,648

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2010: $6,2052010Expenses 2011: $13,0722011Expenses 2012: $2,6312012Revenue 2012: $1,929Expenses 2012: $2,631Net Income 2012: -$7022012Revenue 2013: $107Expenses 2013: $1,198Net Income 2013: -$1,0912013Revenue 2014: $95Expenses 2014: $9,895Net Income 2014: -$9,8002014Revenue 2015: $0Expenses 2015: $666Net Income 2015: -$6662015Revenue 2016: $10Expenses 2016: $2,817Net Income 2016: -$2,8072016Revenue 2017: $10Expenses 2017: $2,189Net Income 2017: -$2,1792017Revenue 2018: $20Expenses 2018: $1,084Net Income 2018: -$1,0642018Revenue 2019: $0Expenses 2019: $3,696Net Income 2019: -$3,6962019Revenue 2020: $0Expenses 2020: $11,497Net Income 2020: -$11,4972020

Highlighted filing

2012

Revenue-
Expenses$2,631
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jul 12, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN WILLIAMSTrustee-$0--
BRUCE WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

EIN
93-6289245
Raw XML Appendix213 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
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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01404
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01404
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01404
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-702
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01929
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02631
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IRS990PF/BalanceSheets/AccountsReceivableBOY029575
IRS990PF/BalanceSheets/AccountsReceivableEOY029648
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0774
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal029648
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY029576
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY029648
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01460
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01460
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01460
IRS990PF/DistributableAmount/MinimumInvestmentReturn01460
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY029648
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets029648
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0445
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets029648
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01460
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets029203
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets029648
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOAN WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BRUCE WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1015225 NW WEST UNION RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1115225 NW WEST UNION RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0972292222
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1972292222
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct042784
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets042784
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.46506
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear106.96060
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.13469
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.14300
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.03655
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05046
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets029203
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101878
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2046060
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3048973
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4051872
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5049544
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02631
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear206204
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307003
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401896
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear502500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio07.32530
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02631
IRS990PF/QualifyingDistributions/ExpensesAndContributions02631
IRS990PF/QualifyingDistributions/QualifyingDistributions02631
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRUCE WILLIAMS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032457201
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1015225 NW WEST UNION RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Portland
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0972292222
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01460
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01460
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1012978
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203903
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302699
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear020751
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01171
IRS990PF/UndistributedIncome/ExcessFromYear1012978
IRS990PF/UndistributedIncome/ExcessFromYear203903
IRS990PF/UndistributedIncome/ExcessFromYear302699
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IRS990PF/UndistributedIncome/TotalCorpus020751
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover019580
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncreasesSchedule/OtherIncreases/Amount0774
OtherIncreasesSchedule/OtherIncreases/Description0Prior year tax refunds received
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01227
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Bookkeeping
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01227
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0936289245
ReturnHeader/Filer/Name/BusinessNameLine10QUANTUM CHARITABLE TRUST
ReturnHeader/Filer/NameControl0QUAN
ReturnHeader/Filer/Phone05032457201
ReturnHeader/Filer/USAddress/AddressLine10C/O 11040 SW BARBUR BLVD
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097219
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-12
ReturnHeader/Officer/Name0Bruce Williams
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Barry Butcher & Associates PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011040 SW Barbur Blvd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097219
ReturnHeader/Preparer/Name0Barry Butcher
ReturnHeader/Preparer/Phone05032457201
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-07-12T12:03:08-07:00

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Filings