Civic Intelligence

Robert W Traip Trust

990 • Fiscal year 2014 • EIN 01-0242095

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 29, 2014

Organization ProfileN/A
PO Box 18Kittery, ME 03904

(207) 439-3612

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,435,952

Up $710,959 (+19%) from 2013

Net Assets

Up

$4,435,952

Up $710,959 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin75th percentile

Revenue

Up

$118,965

Up $18,002 (+18%) from 2013

Expenses

Up

$99,407

Up $11,823 (+13%) from 2013

Net Income

Up

$19,558

Up $6,179 (+46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$15M$10M$5.0M$0Assets 2012: $3,267,448Liabilities 2012: $0Net Assets 2012: $3,267,4482012Assets 2013: $3,724,993Liabilities 2013: $0Net Assets 2013: $3,724,9932013Assets 2014: $4,435,952Liabilities 2014: $0Net Assets 2014: $4,435,9522014Assets 2015: $4,648,032Liabilities 2015: $0Net Assets 2015: $4,648,0322015Assets 2016: $4,550,793Liabilities 2016: $0Net Assets 2016: $4,550,7932016Assets 2017: $5,447,276Liabilities 2017: $0Net Assets 2017: $5,447,2762017Assets 2018: $6,480,818Liabilities 2018: $19,187Net Assets 2018: $6,461,6312018Assets 2019: $7,195,630Liabilities 2019: $465,637Net Assets 2019: $6,729,9932019Assets 2020: $7,477,609Liabilities 2020: $486,340Net Assets 2020: $6,991,2692020Assets 2021: $9,351,795Liabilities 2021: $629,244Net Assets 2021: $8,722,5512021Assets 2022: $8,299,461Liabilities 2022: $537,864Net Assets 2022: $7,761,5972022Assets 2023: $9,612,091Liabilities 2023: $626,654Net Assets 2023: $8,985,4372023Assets 2024: $11,205,450Liabilities 2024: $722,289Net Assets 2024: $10,483,1612024

Highlighted filing

2014

Assets$4,435,952
Liabilities$0
Net Assets$4,435,952
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$600K$400K$200K$0Revenue 2012: $95,350Expenses 2012: $90,639Net Income 2012: $4,7112012Revenue 2013: $100,963Expenses 2013: $87,584Net Income 2013: $13,3792013Revenue 2014: $118,965Expenses 2014: $99,407Net Income 2014: $19,5582014Revenue 2015: $217,495Expenses 2015: $96,808Net Income 2015: $120,6872015Revenue 2016: $113,590Expenses 2016: $112,563Net Income 2016: $1,0272016Revenue 2017: $501,549Expenses 2017: $105,676Net Income 2017: $395,8732017Revenue 2018: $581,243Expenses 2018: $125,087Net Income 2018: $456,1562018Revenue 2019: $271,119Expenses 2019: $110,208Net Income 2019: $160,9112019Revenue 2020: $158,084Expenses 2020: $107,450Net Income 2020: $50,6342020Revenue 2021: $126,715Expenses 2021: $109,818Net Income 2021: $16,8972021Revenue 2022: $113,869Expenses 2022: $87,742Net Income 2022: $26,1272022Revenue 2023: $152,821Expenses 2023: $93,904Net Income 2023: $58,9172023Revenue 2024: $260,738Expenses 2024: $173,145Net Income 2024: $87,5932024

Highlighted filing

2014

Revenue$118,965
Expenses$99,407
Net Income$19,558
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 29, 2014
Return Version
2013v3.1
Gross Receipts
$118,965
Mission and Program Overview

Mission

To promote education in the town of kittery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,648,403$4,371,382▲ $722,979
Savings and Temporary Cash Investments$75,627$63,607▼ $12,020
Prepaid Expenses and Deferred Charges$963$963→ $0
Total Assets$3,724,993$4,435,952▲ $710,959
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,369,228$2,822,341▲ $453,113
Permanently Rstr Net Assets$1,293,978$1,543,577▲ $249,599
Temporarily Rstr Net Assets$61,787$70,034▲ $8,247
Total Net Assets Fund Balance$3,724,993$4,435,952▲ $710,959
Total Liabilities and Net Assets / Fund Balance$3,724,993$4,435,952▲ $710,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,724,996$1,375▲ $808,990$11,535$4,435,955
2013$3,267,451-▲ $545,129$10,140$3,724,996
2012$3,131,618-▲ $226,472$10,489$3,267,451
2011$2,578,832-▲ $649,451$10,909$3,131,618
2010$2,365,669$370▲ $279,005$4,690$2,578,832
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Daniel O Seaward JrPresident
Jeffrey Pelkey-
Kenneth E Lemont-
Sherri Frisbee-marr-
Jay DurginSecretary
Bret TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,375
Program Service Revenue
$0
Investment Income
$117,590
Other Revenue
$0
All Other Contributions
$1,375
Change in Net Assets
$19,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$118,965
Revenue Not Reported on Form 990
$691,401
Total Revenue per Audited Statements
$810,366
Total Revenue per Form 990
$118,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,240
Other Expenses$32,167
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,500--$47,500
Grants to Domestic Orgs$19,740--$19,740
Fees for Service Investment Mgmnt Fees$17,248$1,916-$19,164
Office Expenses$4,145$360-$4,505
Fees for Services Accounting-$3,275-$3,275
Insurance-$2,927-$2,927
Fees for Services Legal-$828-$828
Other Expenses$718--$718
Total Functional Expenses$90,101$9,306$0$99,407

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$99,407
Total Expenses per Audited Statements$99,407
Total Expenses per Form 990$99,407
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
01-0377943-6School Equipment$16,190
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The treasurer of the board reviews and signs the return prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annual full disclosure, by notice in writing, shall be made by the interested parties to the full board of directors in all conflicts of interest. Following full disclosure of a possible conflict of interest, the board of directors shall determine whether a conflict of interest exists, and if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the trust's best interests.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

EIN
01-0242095
Phone
2074393612

Signing Officer

Name
Daniel O Seaward Jr
Title
Treasurer
Phone
2074393612
Signed
2014-08-29

Organization Details

Principal Officer
Daniel O Seaward Jr
Formed
1905
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Amanda Schultz Brown CPA
Phone
2078468881
Raw XML Appendix356 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE EDUCATION IN THE TOWN OF KITTERY
IRS990/AllOtherContributionsAmt01375
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DANIEL O SEAWARD JR
IRS990/BooksInCareOfDetail/PhoneNum02074394689
IRS990/BooksInCareOfDetail/USAddress/AddressLine102 CHAUNCEY CREEK ROAD
IRS990/BooksInCareOfDetail/USAddress/City0KITTERY POINT
IRS990/BooksInCareOfDetail/USAddress/State0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCode003905
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01375
IRS990/CYGrantsAndSimilarPaidAmt067240
IRS990/CYInvestmentIncomeAmt0117590
IRS990/CYOtherExpensesAmt032167
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt019558
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt099407
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118965
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PURCHASE AND MAINTAIN SCHOOL EQUIPMENT AND BOOKS,PROVIDE WATCH AND SCHOLARSHIP AWARDS AND TO PROMOTE EDUCATION AND CULTURAL PROGRAMS FOR THE STUDENTS OF THE TOWN OF KITTERY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt090101
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03275
IRS990/FeesForServicesAccountingGrp/TotalAmt03275
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0828
IRS990/FeesForServicesLegalGrp/TotalAmt0828
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01916
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt017248
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019164
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BRET TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL O SEAWARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY DURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH E LEMONT
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRI FRISBEE-MARR
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY PELKEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt067240
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt019740
IRS990/GrantsToDomesticOrgsGrp/TotalAmt019740
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0118965
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02927
IRS990/InsuranceGrp/TotalAmt02927
IRS990/InvestmentIncomeGrp/ExclusionAmt0117590
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117590
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03648403
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04371382
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE EDUCATION IN THE TOWN OF KITTERY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03724993
IRS990/NetAssetsOrFundBalancesEOYAmt04435952
IRS990/NetUnrlzdGainsLossesInvstAmt0691401
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0360
IRS990/OfficeExpensesGrp/ProgramServicesAmt04145
IRS990/OfficeExpensesGrp/TotalAmt04505
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BOOK AWARDS
IRS990/OtherExpensesGrp/Desc1WATCH AWARDS
IRS990/OtherExpensesGrp/ProgramServicesAmt0750
IRS990/OtherExpensesGrp/ProgramServicesAmt1718
IRS990/OtherExpensesGrp/TotalAmt0750
IRS990/OtherExpensesGrp/TotalAmt1718
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01293978
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01543577
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0963
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0963
IRS990/PrincipalOfficerNm0DANIEL O SEAWARD JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt058795
IRS990/PYInvestmentIncomeAmt0100963
IRS990/PYOtherExpensesAmt028789
IRS990/PYRevenuesLessExpensesAmt013379
IRS990/PYTotalExpensesAmt087584
IRS990/PYTotalRevenueAmt0100963
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt019558
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075627
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063607
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010377943
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065158
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TOWN OF KITTERY MAINE SCHOOL DEPARTMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt065158
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.63620
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019163
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03724996
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01375
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04435955
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt068708
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0808990
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt011535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03267451
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03724996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt060816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0545129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt010140
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt015465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03131618
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03267451
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt064685
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226472
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014821
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02578832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03131618
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt070935
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0649451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02365669
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02578832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt054176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0279005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04690
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt099407
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0691401
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.34800
IRS990ScheduleD/RevenueNotReportedAmt0691401
IRS990ScheduleD/RevenueSubtotalAmt0118965
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01580
IRS990ScheduleD/TotalExpensesPerForm990Amt099407
IRS990ScheduleD/TotalRevenuePerForm990Amt0118965
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0810366
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt099407
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt047500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt01-4 YR. EDUC. SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/RecipientTable/CashGrantAmt016190
IRS990ScheduleI/RecipientTable/IRCSectionDesc06
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TOWN OF KITTERY MAINE SCHOOL DEPT
IRS990ScheduleI/RecipientTable/RecipientEIN0010377943
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10200 ROGERS ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0KITTERY
IRS990ScheduleI/RecipientTable/USAddress/State0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode003904
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ISSUED TO INDIVIDUALS ARE DISTRIBUTED TO THE RECIPIENTS' SCHOOL UPON RECEIPT BY THE BOARD OF SATISFACTORY GRADE RECORDS. GRANTS AWARDED TO RICE PUBLIC LIBRARY AND/OR KITTERY SCHOOL DEPARTMENT ARE REIMBURSEMENT TYPE AWARDS. THE BOARD VOTES ON EXPENDITURES THEY ARE WILLING TO COVER THE SCHOOL THEN PURCHASES THE ITEMS AND IS REIMBURSED UPON RECEIPT OF INVOICE BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE BOARD REVIEWS AND SIGNS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FULL DISCLOSURE, BY NOTICE IN WRITING, SHALL BE MADE BY THE INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE TRUST'S BEST INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt061787
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt070034
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03724993
IRS990/TotalAssetsEOYAmt04435952
IRS990/TotalAssetsGrp/BOYAmt03724993
IRS990/TotalAssetsGrp/EOYAmt04435952
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01375
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090101
IRS990/TotalFunctionalExpensesGrp/TotalAmt099407
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03724993
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04435952
IRS990/TotalProgramServiceExpensesAmt090101
IRS990/TotalRevenueGrp/ExclusionAmt0117590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118965
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03724993
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04435952
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02369228
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02822341
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL O SEAWARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074393612
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERT W TRAIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010242095
ReturnHeader/Filer/PhoneNum02074393612
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 18
ReturnHeader/Filer/USAddress/City0KITTERY
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode003904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010522395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SMITH & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10500 US ROUTE 1 STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0YARMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0040966937
ReturnHeader/PreparerPersonGrp/PhoneNum02078468881
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA SCHULTZ BROWN CPA
ReturnHeader/ReturnTs02014-09-10T13:29:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,435,952
Liabilities
$0
Net assets
$4,435,952
Revenue
$118,965
Expenses
$99,407
Net income
$19,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.72$10.5$0.26$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.61$0.63$8.99$0.15$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.30$0.54$7.76$0.11$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.35$0.63$8.72$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.49$6.99$0.16$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.20$0.47$6.73$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.48$0.02$6.46$0.58$0.13$0.46
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.50$0.11$0.40
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.22$0.10$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.12$0.10$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$0.10$0.09$0.00