Civic Intelligence

The Norman Olson Charitable Foundation Trust

990PF • Fiscal year 2015 • EIN 94-6776974

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 29, 2016

Organization Profile
1041 Whitegate RoadWayne, PA 19087-2182

(610) 975-0099

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

33rd percentile

-2.9%

Faster asset growth than 33% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-5.2%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$525,064

Down $15,520 (-2.9%) from 2014

Net Assets

$525,064

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin12th percentile

Revenue

Down

$35,848

Down $1,974 (-5.2%) from 2014

Expenses

Down

$51,368

Down $1,928 (-3.6%) from 2014

Net Income

Down

-$15,520

Down $46 (-0.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $633,132Liabilities 2011: $8012011Assets 2012: $590,898Liabilities 2012: $0Net Assets 2012: $590,8982012Assets 2013: $556,058Liabilities 2013: $02013Assets 2014: $540,584Liabilities 2014: $02014Assets 2015: $525,064Liabilities 2015: $0Net Assets 2015: $525,0642015Assets 2016: $499,823Liabilities 2016: $0Net Assets 2016: $499,8232016Assets 2017: $478,764Liabilities 2017: $0Net Assets 2017: $478,7642017Assets 2018: $448,901Liabilities 2018: $0Net Assets 2018: $448,9012018Assets 2019: $420,042Liabilities 2019: $0Net Assets 2019: $420,0422019Assets 2020: $361,126Liabilities 2020: $0Net Assets 2020: $361,1262020Assets 2021: $323,396Liabilities 2021: $0Net Assets 2021: $323,3962021Assets 2022: $274,850Liabilities 2022: $0Net Assets 2022: $274,8502022Assets 2023: $236,486Liabilities 2023: $0Net Assets 2023: $236,4862023Assets 2024: $231,540Liabilities 2024: $0Net Assets 2024: $231,5402024

Highlighted filing

2015

Assets$525,064
Liabilities$0
Net Assets$525,064
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $31,376Expenses 2011: $35,746Net Income 2011: -$4,3702011Expenses 2012: $60,6022012Revenue 2013: $25,145Expenses 2013: $59,985Net Income 2013: -$34,8402013Revenue 2014: $37,822Expenses 2014: $53,296Net Income 2014: -$15,4742014Revenue 2015: $35,848Expenses 2015: $51,368Net Income 2015: -$15,5202015Revenue 2016: $22,316Expenses 2016: $47,557Net Income 2016: -$25,2412016Revenue 2017: $54,732Expenses 2017: $75,791Net Income 2017: -$21,0592017Revenue 2018: $43,929Expenses 2018: $73,792Net Income 2018: -$29,8632018Revenue 2019: $31,540Expenses 2019: $60,399Net Income 2019: -$28,8592019Revenue 2020: $21,936Expenses 2020: $80,852Net Income 2020: -$58,9162020Revenue 2021: $32,713Expenses 2021: $86,277Net Income 2021: -$53,5642021Revenue 2022: $18,609Expenses 2022: $71,419Net Income 2022: -$52,8102022Revenue 2023: $36,003Expenses 2023: $74,367Net Income 2023: -$38,3642023Revenue 2024: $52,311Expenses 2024: $57,257Net Income 2024: -$4,9462024

Highlighted filing

2015

Revenue$35,848
Expenses$51,368
Net Income-$15,520
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 29, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN OLSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Norman Olson Charitable
EIN
94-6776974
Phone
6109750099
Address
1041 WHITEGATE ROAD, WAYNE, PA 19087-2182

Signing Officer

Name
Norman Olson
Title
Trustee
Phone
6109750099
Signed
2016-02-29
Discuss with paid preparer
Yes

Preparer

Firm
Battaglini & Company Pc
Address
1049 LANCASTER AVENUE, BERWYN, PA 19312-3941
Preparer
Joseph D Battaglini CPA Cfp
Phone
6109641344
Raw XML Appendix353 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1NORTHERN TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03182
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt154552
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt113064
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0531721
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0950
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04298
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0525064
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0525064
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0445
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0445
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0445
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0766
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0321
IRS990PF/DistributableAmountGrp/TotalTaxAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0321
IRS990PF/FMVAssetsEOYAmt0617875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt066667
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt051115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0422466
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0531721
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-8545
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-5599
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038453
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0540584
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0233
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0766
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMAN OLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01041 WHITEGATE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TRANSACTIONS USED TO GENERATE INCOME TO SUPPORT THE TAX
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1EXEMPT PURPOSE OF THE FOUNDATION.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BALDWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HELP US ADOPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH COMMUNITY FEDERATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH FAMILY AND CHILDRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PA ACADEMY OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PENNSYLVANIA BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WOODMERE ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 MONUMENT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1701 MONTGOMERY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 787
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32100 ARCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42100 ARCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5118 NORTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 SOUTH BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79201 GERMANTOWN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALA CYNWYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADLEPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd619103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047070
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/AppliedToCurrentYearAmt0445
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt056442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt063710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0236644
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt056442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032750
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046625
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0300354
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0253729
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-8545
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED APPRECIATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-5599
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03151
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03151
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01802
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01802
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11546
TaxesSchedule/TaxesDetail/Amt0579
TaxesSchedule/TaxesDetail/Amt1371
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1US EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0579
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1371
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109750099
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NORMAN OLSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0946776974
ReturnHeader/Filer/PhoneNum06109750099
ReturnHeader/Filer/USAddress/AddressLine1Txt01041 WHITEGATE ROAD
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190872182
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232578107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATTAGLINI & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01049 LANCASTER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERWYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193123941
ReturnHeader/PreparerPersonGrp/PhoneNum06109641344
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH D BATTAGLINI CPA CFP
ReturnHeader/ReturnTs02016-02-17T14:43:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,064
Liabilities
$0
Net assets
$525,064
Revenue
$35,848
Expenses
$51,368
Net income
-$15,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.52$0.57$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.36$0.74$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.19$0.71$0.53
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.33$0.86$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.22$0.81$0.59
2019Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.32$0.60$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.44$0.74$0.30
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.55$0.76$0.21
2016Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.22$0.48$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.36$0.51$0.16
2014Summary only. Only limited summary data is available for this year.$5.41$0.00$0.38$0.53$0.15
2013Summary only. Only limited summary data is available for this year.$5.56$0.00$0.25$0.60$0.35
2012Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.61
2011Summary only. Only limited summary data is available for this year.$6.33$0.01$0.31$0.36$0.04