Civic Intelligence

Robert W Traip Trust

990 • Fiscal year 2020 • EIN 01-0242095

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

3.08x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

43rd percentile

3.9%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$7,477,609

Up $281,979 (+3.9%) from 2019

Net Assets

Up

$6,991,269

Up $261,276 (+3.9%) from 2019

Liabilities

Up

$486,340

Up $20,703 (+4.4%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin83rd percentile

Revenue

Down

$158,084

Down $113,035 (-42%) from 2019

Expenses

Down

$107,450

Down $2,758 (-2.5%) from 2019

Net Income

Down

$50,634

Down $110,277 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$7,477,609
Liabilities$486,340
Net Assets$6,991,269
Open 2020 Filing

Operations Trend

Revenue Growth9th 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

2020

Revenue$158,084
Expenses$107,450
Net Income$50,634
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$158,084
Mission and Program Overview

Mission

To promote education in the town of kittery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,007,930$7,420,227▲ $412,297
Pledges and Grants Receivable$101,224--
Savings and Temporary Cash Investments$85,512$56,419▼ $29,093
Prepaid Expenses and Deferred Charges$964$963▼ $1
Total Assets$7,195,630$7,477,609▲ $281,979
Liabilities
Other Liabilities$460,591$481,293▲ $20,702
Accounts Payable and Accrued Expenses$5,046$5,047▲ $1
Total Liabilities$465,637$486,340▲ $20,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,821,432$3,969,299▲ $147,867
Net Assets With Donor Restrictions$2,908,561$3,021,970▲ $113,409
Total Net Assets Fund Balance$6,729,993$6,991,269▲ $261,276
Total Liabilities and Net Assets / Fund Balance$7,195,630$7,477,609▲ $281,979

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,648,563$11,000▲ $357,726$37,897$6,909,956
2019$6,041,574$116,874▲ $706,300$93,515$6,648,563
2018$5,070,762$435,000▲ $656,951$9,302$6,041,574
2017$4,550,798$500▲ $625,136$10,047$5,070,762
2016$4,648,034-▲ $15,324$11,030$4,550,798
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Kenneth E LemontPresident
Benjamin BriggsTrustee
Bret TaylorTrustee
Jay DurginTrustee
Lora LenehanTrustee
Tammy Hoyt MelcherSecretary
Daniel O Seaward JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,000
Program Service Revenue
$0
Investment Income
$147,084
Other Revenue
$0
All Other Contributions
$11,000
Change in Net Assets
$50,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$158,084
Revenue Not Reported on Form 990
$210,642
Total Revenue per Audited Statements
$368,726
Total Revenue per Form 990
$158,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,596
Other Expenses$10,854
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,700--$58,700
Grants to Domestic Orgs$37,896--$37,896
Fees for Services Accounting-$4,735-$4,735
Office Expenses$335$3,015-$3,350
Insurance-$2,769-$2,769
Total Functional Expenses$96,931$10,519$0$107,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$107,450
Total Expenses per Audited Statements$107,450
Total Expenses per Form 990$107,450
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Kittery Maine School DeptKittery, ME6School Equipment$34,342
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$481,293
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2074394689
Signed
2021-05-17

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 and board- 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.”

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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
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt096596
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF KITTERY MAINE SCHOOL DEPARTMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TOWN OF KITTERY MAINE SCHOOL DEPARTMENT
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06648563
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06909956
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt058701
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0357726
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06041574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0116874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06648563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt096327
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0706300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt093515
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05070762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0435000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06041574
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt087309
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0656951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04550798
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05070762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt073875
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0625136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010047
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04648034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04550798
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt081129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt011030
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0107450
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0210642
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0481293
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10070
IRS990ScheduleD/RevenueNotReportedAmt0210642
IRS990ScheduleD/RevenueSubtotalAmt0158084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S ENDOWMENT FUND IS COMPRISED OF DONOR-DESIGNATED AND BOARD- 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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.33660
IRS990ScheduleD/TotalExpensesPerForm990Amt0107450
IRS990ScheduleD/TotalLiabilityAmt0481293
IRS990ScheduleD/TotalRevenuePerForm990Amt0158084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0368726
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0107450
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt058700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt01-4 YR. EDUC. SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/RecipientTable/CashGrantAmt034342
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07195630
IRS990/TotalAssetsEOYAmt07477609
IRS990/TotalAssetsGrp/BOYAmt07195630
IRS990/TotalAssetsGrp/EOYAmt07477609
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010519
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096931
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107450
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0465637
IRS990/TotalLiabilitiesEOYAmt0486340
IRS990/TotalLiabilitiesGrp/BOYAmt0465637
IRS990/TotalLiabilitiesGrp/EOYAmt0486340
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06729993
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06991269
IRS990/TotalProgramServiceExpensesAmt096931
IRS990/TotalRevenueGrp/ExclusionAmt0147084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158084
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07195630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07477609
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL O SEAWARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02074394689
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
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/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA SCHULTZ BROWN CPA
ReturnHeader/ReturnTs02021-05-17T14:19:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,477,609
Liabilities
$486,340
Net assets
$6,991,269
Revenue
$158,084
Expenses
$107,450
Net income
$50,634
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. 2020 filings • 501(c)3 • $5M-$10M nonprofits