Civic Intelligence

Charles S Muller Charitable Remainder Unitr 010194

990PF • Fiscal year 2016 • EIN 95-6989195

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 05, 2017

Organization Profile
Mufg Union Bankna PO Box 45174San Francisco, CA 94145

(415) 705-7667

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

-0.6%

Higher net margin than 41% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-16%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,240,863

Up $1,651 (+0.1%) from 2015

Net Assets

Up

$1,240,863

Up $1,651 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin41st percentile

Revenue

Down

$77,258

Down $14,457 (-16%) from 2015

Expenses

Down

$77,759

Down $11,292 (-13%) from 2015

Net Income

Down

-$501

Down $3,165 (-119%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,108,367Liabilities 2011: $02011Assets 2012: $1,090,788Liabilities 2012: $02012Assets 2013: $1,124,297Liabilities 2013: $02013Assets 2014: $1,236,578Liabilities 2014: $0Net Assets 2014: $1,236,5782014Assets 2015: $1,239,212Liabilities 2015: $0Net Assets 2015: $1,239,2122015Assets 2016: $1,240,863Liabilities 2016: $0Net Assets 2016: $1,240,8632016Assets 2017: $1,255,087Liabilities 2017: $0Net Assets 2017: $1,255,0872017Assets 2018: $1,299,106Liabilities 2018: $0Net Assets 2018: $1,299,1062018Assets 2019: $1,331,690Liabilities 2019: $0Net Assets 2019: $1,331,6902019Assets 2020: $1,316,783Liabilities 2020: $12020Assets 2021: $1,364,328Liabilities 2021: $0Net Assets 2021: $1,364,3282021Assets 2022: $1,325,096Liabilities 2022: $0Net Assets 2022: $1,325,0962022Assets 2023: $1,238,593Liabilities 2023: $12023

Highlighted filing

2016

Assets$1,240,863
Liabilities$0
Net Assets$1,240,863
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$100K$0-$100KRevenue 2011: $54,516Expenses 2011: $66,555Net Income 2011: -$12,0392011Revenue 2012: $53,654Expenses 2012: $71,074Net Income 2012: -$17,4202012Revenue 2013: $105,643Expenses 2013: $72,910Net Income 2013: $32,7332013Revenue 2014: $191,059Expenses 2014: $78,445Net Income 2014: $112,6142014Revenue 2015: $91,715Expenses 2015: $89,051Net Income 2015: $2,6642015Revenue 2016: $77,258Expenses 2016: $77,759Net Income 2016: -$5012016Revenue 2017: $98,415Expenses 2017: $83,986Net Income 2017: $14,4292017Revenue 2018: $132,034Expenses 2018: $88,880Net Income 2018: $43,1542018Revenue 2019: $121,344Expenses 2019: $87,932Net Income 2019: $33,4122019Revenue 2020: $73,693Expenses 2020: $88,675Net Income 2020: -$14,9822020Revenue 2021: $131,912Expenses 2021: $84,357Net Income 2021: $47,5552021Revenue 2022: $42,128Expenses 2022: $81,149Net Income 2022: -$39,0212022Revenue 2023: -$3,222Expenses 2023: $83,570Net Income 2023: -$86,7922023

Highlighted filing

2016

Revenue$77,258
Expenses$77,759
Net Income-$501
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNION BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles Smuller Charitable Remainder Tr
EIN
95-6989195
Phone
4157057667
Address
MUFG UNION BANKNA PO BOX 45174, SAN FRANCISCO, CA 94145

Signing Officer

Name
Jeff Hamilton
Title
Avp
Signed
2017-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Adel Moussa
Address
12815 Caswell Avenue Suite 2, Los Angeles, CA 90066
Preparer
Adel Moussa
Phone
3103983270
Raw XML Appendix319 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0250
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025628
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt051613
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt017
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077258
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077258
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051613
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025628
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025628
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-501
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0205396
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051613
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt067276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt067767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt077759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt077258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09767
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0131379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt323670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt323670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0157150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COMMON TRUST FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COMMON TRUST FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-501
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02464
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01241175
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01239212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01240863
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt064958
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt064958
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt064958
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt065631
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0673
IRS990PF/DistributableAmountGrp/TotalTaxAmt0673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0673
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt01355558
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01239212
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01240863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0895769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0899852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01012196
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0719
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0304633
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0306720
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0309071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034113
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt034113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01239212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01240863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01355558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01239212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01240863
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01239212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01240863
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01332610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021884
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0997929
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019989
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0312797
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt065631
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01312621
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01332610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0UNION BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0445 S FIGUEROA ST 2ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090071
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt065093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt065766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt071635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt067855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt063652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt061047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt058362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01312621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01367896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01387921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01313030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01225824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01205540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt067767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247949
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt067094
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt067767
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0673
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt067767
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 CALIFORNIA ST STE 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MUFG UNION BANK NA TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04157057667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMER FRIENDS OF HEBREW UN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 25TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058000
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/AppliedToCurrentYearAmt064958
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010460
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0664
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067767
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02809
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010460
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07651
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0719
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0178
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0178
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0312
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNRECONCILABLE DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0116
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0216
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2231
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01975
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1489
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCISE TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONTAXABLE DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0875
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SMULLER CHARITABLE REMAINDER TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt06702034810
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0956989195
ReturnHeader/Filer/PhoneNum04157057667
ReturnHeader/Filer/USAddress/AddressLine1Txt0MUFG UNION BANKNA PO BOX 45174
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094145
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adel Moussa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012815 Caswell Avenue Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090066
ReturnHeader/PreparerPersonGrp/PhoneNum03103983270
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adel Moussa
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-05T13:03:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,240,863
Liabilities
$0
Net assets
$1,240,863
Revenue
$77,258
Expenses
$77,759
Net income
-$501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.24$0.00$0.00$0.08$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.04$0.08$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.13$0.08$0.05
2020Summary only. Only limited summary data is available for this year.$1.32$0.00$0.07$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.12$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.13$0.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.10$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.08$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.19$0.08$0.11
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$0.11$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.05$0.07$0.01