Civic Intelligence

Morton-Kelly Charitable Trust

EIN 01-0442078 • Portland, ME

PO Box 4510Portland, ME 04112
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

89th percentile

60%

Higher net margin than 89% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$5,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

199%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$20,243,296

Up $2,391,717 (+13%) from 2023

Liabilities

Down

$55,000

Down $70,000 (-56%) from 2023

Net Assets

Up

$20,188,296

Up $2,461,717 (+14%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$3,731,306

Up $2,484,220 (+199%) from 2023

Expenses

Up

$1,495,859

Up $73,217 (+5.1%) from 2023

Net Income

Up

$2,235,447

Up $2,411,003 (+1373%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $3,423,422Liabilities 2011: $02011Assets 2012: $3,656,393Liabilities 2012: $02012Assets 2013: $15,424,666Liabilities 2013: $02013Assets 2014: $16,175,366Liabilities 2014: $02014Assets 2015: $15,832,483Liabilities 2015: $02015Assets 2019: $15,527,479Liabilities 2019: $100,0002019Assets 2020: $15,797,482Liabilities 2020: $75,000Net Assets 2020: $15,722,4822020Assets 2021: $19,003,514Liabilities 2021: $150,000Net Assets 2021: $18,853,5142021Assets 2022: $18,136,423Liabilities 2022: $150,000Net Assets 2022: $17,986,4232022Assets 2023: $17,851,579Liabilities 2023: $125,000Net Assets 2023: $17,726,5792023Assets 2024: $20,243,296Liabilities 2024: $55,000Net Assets 2024: $20,188,2962024

Highlighted filing

2024

Assets$20,243,296
Liabilities$55,000
Net Assets$20,188,296
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $403,223Expenses 2011: $211,088Net Income 2011: $192,1352011Revenue 2012: $505,620Expenses 2012: $269,385Net Income 2012: $236,2352012Revenue 2013: $12,487,845Expenses 2013: $726,800Net Income 2013: $11,761,0452013Revenue 2014: $1,413,944Expenses 2014: $844,528Net Income 2014: $569,4162014Revenue 2015: $799,234Expenses 2015: $938,813Net Income 2015: -$139,5792015Revenue 2019: $1,227,632Expenses 2019: $1,131,900Net Income 2019: $95,7322019Revenue 2020: $1,343,123Expenses 2020: $1,100,263Net Income 2020: $242,8602020Revenue 2021: $4,559,589Expenses 2021: $1,355,748Net Income 2021: $3,203,8412021Revenue 2022: $414,275Expenses 2022: $1,320,142Net Income 2022: -$905,8672022Revenue 2023: $1,247,086Expenses 2023: $1,422,642Net Income 2023: -$175,5562023Revenue 2024: $3,731,306Expenses 2024: $1,495,859Net Income 2024: $2,235,4472024

Highlighted filing

2024

Revenue$3,731,306
Expenses$1,495,859
Net Income$2,235,447
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,243,296
Liabilities
$55,000
Net assets
$20,188,296
Revenue
$3,731,306
Expenses
$1,495,859
Net income
$2,235,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.06$20.2$3.73$1.50$2.24
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.13$17.7$1.25$1.42$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.15$18.0$0.41$1.32$0.91
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.15$18.9$4.56$1.36$3.20
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.08$15.7$1.34$1.10$0.24
2019Summary only. Only limited summary data is available for this year.$15.5$0.10$1.23$1.13$0.10
2015Summary only. Only limited summary data is available for this year.$15.8$0.00$0.80$0.94$0.14
2014Summary only. Only limited summary data is available for this year.$16.2$0.00$1.41$0.84$0.57
2013Summary only. Only limited summary data is available for this year.$15.4$0.00$12.5$0.73$11.8
2012Summary only. Only limited summary data is available for this year.$3.66$0.00$0.51$0.27$0.24
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.40$0.21$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET HENRYDirector-$5,000-$5,000
MARILYN A LALUMIEREPresident And Director-$5,000-$5,000
ERIK C JORGENSENDirector-$5,000-$5,000
DOUGLAS HENRYDirector-$5,000-$5,000
SHEILA JANSDirector-$5,000-$5,000
MICHAEL J QUINLANSecretary Treasurer And Director-$0--
Filing and Contact Details

Filer

Filer Name
Morton-kelly Charitable Trust
EIN
01-0442078
In Care Of
% MARILYN A LALUMIERE
Phone
2077757271
Address
PO BOX 4510, PORTLAND, ME 04112

Signing Officer

Name
Marilyn a Lalumiere
Title
President and Director
Phone
2077812476
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Jensen Baird Gardner & Henry
Address
Ten Free Street, Portland, ME 04101
Preparer
Michael J Quinlan
Phone
2077757271
Raw XML AppendixShowing 400 of 425 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd104112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd204112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd304112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd404112
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01388309
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01388309
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL J QUINLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 4510
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02077757271
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.MORTON-KELLY.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMISSION OF ON LINE APPLICATION. SEE WEBSITE, WWW.MORTON-KELLY.ORG, FOR ADDITIONAL INFORMATION AND REQUIREMENTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ON LINE CO LISSA WIDOFF PROG ADV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02077757271
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0JENSEN BAIRD 10 FREE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd004101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISCRETION OF BOARD OF DIRECTORS, BUT GENERALLY ENVIRONMENTAL,CULTURAL AND HISTORICAL ORGANIZATIONS AND ACTIVITIES IN MAINE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 1 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOAN M KELLY DECEASED 12-5-12
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Capital Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Preble Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1Maine Philanthropy Center
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt055 Portland Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt115 Casco Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd004101
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd104101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01305500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operating and project support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004101
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt055000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01305500
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/AppliedToCurrentYearAmt01304137
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01304137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0202031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016250
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355919
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0202031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01388309
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084172
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0372169
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0287997
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0JENSEN BAIRD
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07314
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014628
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07314
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPONENT PHIL MBRSHP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2D&O INS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FOUNDANT TECHNOLOGIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5STUDIO NACL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BOND PREMIUM INC NON-1099
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MAINE PHILANTHRPY CENTR MBRSHP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8VITAL IO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Deluxe Checks
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Trustee Expense Reimb
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0415
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt48250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt73065
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt872
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10747
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0415
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt312028
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt73065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt76130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10747
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1126270
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNCLEARED CHECKS AT YEAR END
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS AND OTHER MISC ADJSTMNT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062092
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt145496
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0HM PAYSON Investment Adviso
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Lissa Widoff Program Advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt140946
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062092
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14550
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt013000
TaxesSchedule/TaxesDetail/Amt11336
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/CategoryTxt0IRS ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2IRS BALANCE OWED FOR PRIOR YEA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11336
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN A LALUMIERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02077812476

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