Civic Intelligence

The Norman Olson Charitable Foundation Trust

990PF • Fiscal year 2016 • EIN 94-6776974

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 08, 2017

830 Montgomery Avenue Apt 512Bryn Mawr, PA 19010-3321

(610) 975-0099

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-113%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$499,823

Down $25,241 (-4.8%) from 2015

Net Assets

Down

$499,823

Down $25,241 (-4.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$22,316

Down $13,532 (-38%) from 2015

Expenses

Down

$47,557

Down $3,811 (-7.4%) from 2015

Net Income

Down

-$25,241

Down $9,721 (-63%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$499,823
Liabilities$0
Net Assets$499,823

Operations Trend

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

2016

Revenue$22,316
Expenses$47,557
Net Income-$25,241
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Norman Olson Charitable
EIN
94-6776974
Phone
6109750099
Address
830 MONTGOMERY AVENUE APT 512, BRYN MAWR, PA 19010-3321

Signing Officer

Name
Norman Olson
Title
Trustee
Phone
6109750099
Signed
2017-03-08

Preparer

Firm
Battaglini & Company Pc
Address
1049 LANCASTER AVENUE, BERWYN, PA 19312-3941
Preparer
Joseph D Battaglini CPA Cfp
Phone
6109641344
Raw XML Appendix360 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0NORTHERN TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1NORTHERN TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt161174
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt168880
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0177
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17706
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0NORTHERN TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt048315
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0407636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0532012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NORTHERN TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COMMODITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012930
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01503
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07883
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014433
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07883
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022316
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-25241
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09386
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03187
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt047557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022316
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05332
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01503
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25241
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0499823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0525064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0499823
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0353
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0353
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0353
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0444
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/DistributableAmountGrp/TotalTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt091
IRS990PF/FMVAssetsEOYAmt0623164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt048315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt049879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0431906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0407636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0532012
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-5599
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-3039
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038453
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt038453
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032815
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0525064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0499823
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09563
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0525064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0499823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0623164
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0525064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0499823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0525064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0499823
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0444
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08876
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019087
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt046250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt056247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt04.122145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt03.072454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt03.075133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt06.218849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt042225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt012.366436
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt042134
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042225
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt091
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042225
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TRANSACTIONS USED TO GENERATE INCOME TO SUPPORT THE TAX
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1EXEMPT PURPOSE OF THE FOUNDATION.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORMAN OLSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01041 WHITEGATE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109750099
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST WITH IRC 501C3 DETERMINATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NORMAN OLSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06109750099
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01041 WHITEGATE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WAYNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019087
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOVEMBER 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5975
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PUBLIC ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BALDWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HELP US ADOPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FAMILY AND CHILDRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PA ACADEMY OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PENNSYLVANIA BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PERKIOMEN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SWARTHMORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WOODMERE 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/RecipientFoundationStatusTxt8PUBLIC
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/RecipientRelationshipTxt8NONE
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/AddressLine1Txt4118 NORTH BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5300 SOUTH BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6200 SEMINARY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7500 COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt89201 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/CityNm4PHILADLEPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PENNSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SWARTHMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
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/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd618073
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719081
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042225
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/AppliedToCurrentYearAmt0353
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt046625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0245766
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056442
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041872
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0278516
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0236644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-5599
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED APPRECIATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-3039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11468
TaxesSchedule/TaxesDetail/Amt0418
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1US EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0418
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt177
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109750099
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NORMAN OLSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0946776974
ReturnHeader/Filer/PhoneNum06109750099
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 MONTGOMERY AVENUE APT 512
ReturnHeader/Filer/USAddress/CityNm0BRYN MAWR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190103321
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
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/PreparationDt02017-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH D BATTAGLINI CPA CFP
ReturnHeader/ReturnTs02017-03-13T11:18:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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