Civic Intelligence

Robert W Traip Trust

990 • Fiscal year 2016 • EIN 01-0242095

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 09, 2016

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

46th percentile

0.9%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,550,793

Down $97,239 (-2.1%) from 2015

Net Assets

Down

$4,550,793

Down $97,239 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin46th percentile

Revenue

Down

$113,590

Down $103,905 (-48%) from 2015

Expenses

Up

$112,563

Up $15,755 (+16%) from 2015

Net Income

Down

$1,027

Down $119,660 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$4,550,793
Liabilities$0
Net Assets$4,550,793
Open 2016 Filing

Operations Trend

Revenue Growth6th 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

2016

Revenue$113,590
Expenses$112,563
Net Income$1,027
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$113,590
Mission and Program Overview

Mission

To promote education in the town of kittery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,553,435$4,475,606▼ $77,829
Savings and Temporary Cash Investments$93,634$74,224▼ $19,410
Prepaid Expenses and Deferred Charges$963$963→ $0
Total Assets$4,648,032$4,550,793▼ $97,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,898,475$2,837,130▼ $61,345
Permanently Rstr Net Assets$1,673,406$1,632,574▼ $40,832
Temporarily Rstr Net Assets$76,151$81,089▲ $4,938
Total Net Assets Fund Balance$4,648,032$4,550,793▼ $97,239
Total Liabilities and Net Assets / Fund Balance$4,648,032$4,550,793▼ $97,239

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,648,034-▲ $15,324$11,030$4,550,798
2015$4,435,955$100,000▲ $188,027$18,516$4,648,034
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kenneth E LemontPresident
Bret TaylorTrustee
Jay DurginTrustee
Jeffrey PelkeyTrustee
Tammy Hoyt MelcherTrustee
Sherri Frisbee-marrSecretary
Daniel O Seaward JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$113,590
Other Revenue
$0
Change in Net Assets
$1,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$113,590
Revenue Not Reported on Form 990
$-98,266
Total Revenue per Audited Statements
$15,324
Total Revenue per Form 990
$113,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,132
Other Expenses$31,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$49,331--$49,331
Grants to Domestic Orgs$31,801--$31,801
Fees for Service Investment Mgmnt Fees$18,361$2,040-$20,401
Office Expenses$3,685$409-$4,094
Fees for Services Accounting-$3,815-$3,815
Insurance-$3,121-$3,121
Total Functional Expenses$103,178$9,385$0$112,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$112,563
Total Expenses per Audited Statements$112,563
Total Expenses per Form 990$112,563
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Kittery Maine School DeptKittery, ME6School Equipment$28,631
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

Filer Name
Robert W Traip Trust
EIN
01-0242095
Phone
2074393612
Address
PO BOX 18, KITTERY, ME 03904

Signing Officer

Name
Daniel O Seaward Jr
Title
Treasurer
Phone
2074393612
Signed
2016-12-09

Organization Details

Principal Officer
Daniel O Seaward Jr
Formed
1905
Legal Domicile
Me
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Smith & Associates Cpas
Address
500 US ROUTE 1 STE 102, YARMOUTH, ME 04096-6817
Preparer
Amanda Schultz Brown CPA
Phone
2078468881
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The trust's endowment fund is comprised of donor-designated funds to function as endowment funds. Net assets consisting of those funds are classified and reported on the existence or absence of donor-imposed restrictions. The income from the funds is used for donor specified purposes including kittery student scholarships and culture and education purposes within the kittery school system and library. Operating overhead of the fund is provided by unrestricted earnings.”

Schedule D, Page 3, Part X

“The trust adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. It is the opinion of management that the trust had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. The trust is subject to examinations by tax authoirites for three years following the filing of the return.”

Raw XML Appendix385 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ROBERT W. TRAIP TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE CITIZENS AND PUBLIC OFFICIALS OF THE TOWN OF KITTERY. AS A RESULT OF THIS RELATIONSHIP THE TOWN OF KITTERY, BOTH THROUGH ITS CITIZENS AND ITS PUBLIC OFFICIALS, ALWAYS HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE ORGANIZATION, IN THE TIMING OF GRANTS, THE MANNER OF MAKING THEM, THE SELECTION OF RECIPIENTS OR PROJECTS TO BE SUPPORTED, AND IN OTHERWISE DIRECTING THE USE OF THE INCOME AND ASSETS OF THE ROBERT W. TRAIP TRUST AS A SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS DESCRIBED IN LINE 2, THE TOWN OF KITTERY HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ROBERT W. TRAIP TRUST PERFORMS SIGNIFICANT FUNCTIONS IN THE AREA OF EDUCATION WHICH WOULD NORMALLY BE PERFORMED BY THE TOWN OF KITTERY, MAINE'S SCHOOL DEPARTMENT ITSELF. THESE PROJECTS INCLUDE THE FUNDING OF LIBRARY FACILITIES, MULTI-MEDIA CENTERS, ATHLETIC FACILITIES, COMPUTER SERVICES AND RELATED EQUIPMENT, MEDIA EQUIPMENT, FIELD TRIPS, CULTURAL ENRICHMENT ACTIVITIES, EXTRA-CURRICULAR ACTIVITIES AT THE SCHOOL, ETC. SINCE MOST OF THESE PAYMENTS ARE SPECIFICALLY EARMARKED FOR PARTICULAR PROJECTS, R.W. TRAIP TRUST MAINTAINS THAT IT CLEARLY MEETS THE INTEGRAL PART TEST. R.W. TRAIP TRUST ALSO FUNDS SECONDARY EDUCATION SCHOLARSHIPS SPECIFICALLY FOR THE TOWN OF KITTERY SCHOOL DEPARTMENT GRADUATES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1C
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010377943
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt077962
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF KITTERY MAINE SCHOOL DEPARTMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TOWN OF KITTERY MAINE SCHOOL DEPARTMENT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt077962
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.62360
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020401
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04648034
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04550798
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt081129
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015324
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt011030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04435955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04648034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt046993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt018516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03724996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04435955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt068708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0808990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt011535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016628
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03267451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03724996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0545129
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010140
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015465
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03131618
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03267451
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt064685
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226472
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010489
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0112563
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-98266
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.35870
IRS990ScheduleD/RevenueNotReportedAmt0-98266
IRS990ScheduleD/RevenueSubtotalAmt0113590
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S ENDOWMENT FUND IS COMPRISED OF DONOR-DESIGNATED FUNDS TO FUNCTION AS ENDOWMENT FUNDS. NET ASSETS CONSISTING OF THOSE FUNDS ARE CLASSIFIED AND REPORTED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE INCOME FROM THE FUNDS IS USED FOR DONOR SPECIFIED PURPOSES INCLUDING KITTERY STUDENT SCHOLARSHIPS AND CULTURE AND EDUCATION PURPOSES WITHIN THE KITTERY SCHOOL SYSTEM AND LIBRARY. OPERATING OVERHEAD OF THE FUND IS PROVIDED BY UNRESTRICTED EARNINGS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. IT IS THE OPINION OF MANAGEMENT THAT THE TRUST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO EXAMINATIONS BY TAX AUTHOIRITES FOR THREE YEARS FOLLOWING THE FILING OF THE RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01770
IRS990ScheduleD/TotalExpensesPerForm990Amt0112563
IRS990ScheduleD/TotalRevenuePerForm990Amt0113590
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015324
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0112563
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049331
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt01-4 YR. EDUC. SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt028631
IRS990ScheduleI/RecipientTable/IRCSectionDesc06
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF KITTERY MAINE SCHOOL DEPT
IRS990ScheduleI/RecipientTable/RecipientEIN0010377943
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 ROGERS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KITTERY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd003904
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/BOYAmt076151
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt081089
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04648032
IRS990/TotalAssetsEOYAmt04550793
IRS990/TotalAssetsGrp/BOYAmt04648032
IRS990/TotalAssetsGrp/EOYAmt04550793
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09385
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103178
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112563
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04648032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04550793
IRS990/TotalProgramServiceExpensesAmt0103178
IRS990/TotalRevenueGrp/ExclusionAmt0113590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113590
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04648032
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04550793
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02898475
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02837130
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL O SEAWARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074393612
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W TRAIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0010242095
ReturnHeader/Filer/PhoneNum02074393612
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18
ReturnHeader/Filer/USAddress/CityNm0KITTERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd003904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010522395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 US ROUTE 1 STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0040966817
ReturnHeader/PreparerPersonGrp/PhoneNum02078468881
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA SCHULTZ BROWN CPA
ReturnHeader/ReturnTs02016-12-15T13:02:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,550,793
Liabilities
$0
Net assets
$4,550,793
Revenue
$113,590
Expenses
$112,563
Net income
$1,027
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits