Civic Intelligence

Lewis & Evelyn Rosenthal Char Trust

990PF • Fiscal year 2020 • EIN 01-0421792

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization Profile
30 Woodfield RdPortland, ME 04102

(207) 873-1603

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-19%

Higher net margin than 25% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

231%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$34,991

Down $4,317 (-11%) from 2019

Net Assets

Down

$34,991

Down $4,287 (-11%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin25th percentile

Revenue

Up

$10,187

Up $7,106 (+231%) from 2019

Expenses

Up

$12,149

Up $7,670 (+171%) from 2019

Net Income

Down

-$1,962

Down $564 (-40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60K$40K$20K$0Assets 2011: $49,342Liabilities 2011: $02011Assets 2012: $45,489Liabilities 2012: $02012Assets 2013: $43,539Liabilities 2013: $12013Assets 2014: $41,555Liabilities 2014: $1Net Assets 2014: $41,5552014Assets 2015: $40,510Liabilities 2015: $1Net Assets 2015: $40,5102015Assets 2016: $38,703Liabilities 2016: $0Net Assets 2016: $38,7032016Assets 2017: $37,368Liabilities 2017: $0Net Assets 2017: $37,3682017Assets 2018: $40,679Liabilities 2018: $0Net Assets 2018: $40,6792018Assets 2019: $39,308Liabilities 2019: $1Net Assets 2019: $39,2782019Assets 2020: $34,991Liabilities 2020: $0Net Assets 2020: $34,9912020Assets 2021: $5,543Liabilities 2021: $1Net Assets 2021: $5,5432021

Highlighted filing

2020

Assets$34,991
Liabilities$0
Net Assets$34,991
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $2,189Expenses 2011: $4,943Net Income 2011: -$2,7542011Revenue 2012: $210Expenses 2012: $4,448Net Income 2012: -$4,2382012Revenue 2013: $2,804Expenses 2013: $4,833Net Income 2013: -$2,0292013Revenue 2014: $2,374Expenses 2014: $4,264Net Income 2014: -$1,8902014Revenue 2015: $3,775Expenses 2015: $4,466Net Income 2015: -$6912015Revenue 2016: $2,729Expenses 2016: $4,766Net Income 2016: -$2,0372016Revenue 2017: $3,061Expenses 2017: $4,275Net Income 2017: -$1,2142017Revenue 2018: $7,524Expenses 2018: $4,196Net Income 2018: $3,3282018Revenue 2019: $3,081Expenses 2019: $4,479Net Income 2019: -$1,3982019Revenue 2020: $10,187Expenses 2020: $12,149Net Income 2020: -$1,9622020Revenue 2021: $53,845Expenses 2021: $83,293Net Income 2021: -$29,4482021

Highlighted filing

2020

Revenue$10,187
Expenses$12,149
Net Income-$1,962
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARLYNE SACKSTrustee-$0--
JAMES BOULETTETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTH POND ASSOCATIONCHARITABLE501 (C) (3)SMITHFIELD, ME, US$10,000
Filing and Contact Details

Filer

Filer Name
Lewis & Evelyn Rosenthal Charitable
EIN
01-0421792
Phone
2078731603
Address
30 WOODFIELD RD, PORTLAND, ME 04102

Signing Officer

Name
James Boulette
Title
Trustee
Phone
2078731603
Signed
2021-04-21

Preparer

Firm
One River Cpas
Address
46 FIRSTPARK DRIVE, OAKLAND, ME 04963-5362
Preparer
James P Boulette CPA
Phone
2078731603
Raw XML Appendix231 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/Amt01345
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PERSHING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010377
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RBC PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESTORS CAPITAL PORTFOLIO
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03080
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07102
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07102
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010187
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1962
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010382
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07107
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1962
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02325
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt034991
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04023
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04023
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04023
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04066
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043
IRS990PF/DistributableAmountGrp/TotalTaxAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt043
IRS990PF/FMVAssetsEOYAmt082772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt077308
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt039278
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt034991
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt034991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082772
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt034991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039278
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt034991
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt082552
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05454
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt077098
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04066
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081314
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt082552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARLYNE SACKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES BOULETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0108 ORCHARD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt146 FIRSTPARK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/IndividualWithBooksNm0ARLYNE SACKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0108 ORCHARD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUBURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02078731603
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTH POND ASSOCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 44
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SMITHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004978
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt04023
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04464
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01513
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01513
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt04556
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt04556
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01513
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01513
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04556
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04464
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02325
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt0769
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BOULETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078731603
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS & EVELYN ROSENTHAL CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0010421792
ReturnHeader/Filer/PhoneNum02078731603
ReturnHeader/Filer/USAddress/AddressLine1Txt030 WOODFIELD RD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010493997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONE RIVER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046 FIRSTPARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0049635362
ReturnHeader/PreparerPersonGrp/PhoneNum02078731603
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P BOULETTE CPA
ReturnHeader/ReturnTs02021-05-13T09:51:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOULETTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$34,991
Liabilities
$0
Net assets
$34,991
Revenue
$10,187
Expenses
$12,149
Net income
-$1,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$53.8$83.3$29.4
2020Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$10.2$12.1$1.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$0.00$39.3$3.08$4.48$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$0.00$40.7$7.52$4.20$3.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$3.06$4.28$1.21
2016Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$2.73$4.77$2.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.00$40.5$3.78$4.47$0.69
2014Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$2.37$4.26$1.89
2013Detailed filing. Detailed filing data is available for this year.$43.5$0.00$2.80$4.83$2.03
2012Summary only. Only limited summary data is available for this year.$45.5$0.00$0.21$4.45$4.24
2011Summary only. Only limited summary data is available for this year.$49.3$0.00$2.19$4.94$2.75
Peer Organizations

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