Elizabeth Bishop Perkins Trust

990PF • Fiscal year 2020 • EIN 01-6008022

Aug 01, 2019 to Jul 31, 2020 • Filed on Jan 11, 2021

Organization Profile

PO Box 1106York, ME 03911

(207) 363-4974

Siviq Scores

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

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-93%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

-3.8%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

154%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,057,803

Down $41,745 (-3.8%) from 2019

Net Assets

Down

$1,057,803

Down $41,745 (-3.8%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin8th percentile

Revenue

$45,027

Up $27,301 (+154%) from 2019

Expenses

$86,772

Up $13,304 (+18%) from 2019

Net Income

-$41,745

Up $13,997 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2020

Assets$1,057,803

Liabilities$0

Net Assets$1,057,803

Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2020

Revenue$45,027

Expenses$86,772

Net Income-$41,745

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2019 to Jul 31, 2020
Signed: Jan 11, 2021
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSEPH DONNELLY	Chairperson	-	$0	-	-
CALVIN HOSMER	Treasurer	-	$0	-	-
PETER DRISCOLL	Trustee	-	$0	-	-
ELAINE MORGILLO	Trustee	-	$0	-	-
RUSSELL PETERSON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Elizabeth B Perkins Trust
EIN: 01-6008022
Phone: 2073634974
Address: PO BOX 1106, YORK, ME 03911

Signing Officer

Name: Joseph Donnelly
Title: Chair
Phone: 2073634974
Signed: 2021-01-11
Discuss with paid preparer: Yes

Preparer

Firm: Bollus Lynch Llp
Address: 89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer: Barbara E King
Phone: 5087557107

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PETER DRISCOLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	ELAINE MORGILLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	RUSSELL PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CHAIRPERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	1191834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1159319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	1122273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	1072197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	1088327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1133874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	71356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.277805
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	71027
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	71356
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	329
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	71356
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1106
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	03911
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	JOSEPH DONNELLY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2073634974
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	71356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO MAINTAIN & OPERATE THE OLD YORK MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	OLD YORK HISTORICAL SOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	039090312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	71356
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	59263
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	59263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	8291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	15966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	15966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	27498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	12093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1199
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	71356
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	12093
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	43464
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	31371
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	11154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	11154
TaxesSchedule/TaxesDetail/Amt	0	262
TaxesSchedule/TaxesDetail/Amt	1	0
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH DONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2073634974
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ELIZABETH B PERKINS TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ELIZ
ReturnHeader/Filer/EIN	0	016008022
ReturnHeader/Filer/PhoneNum	0	2073634974
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1106
ReturnHeader/Filer/USAddress/CityNm	0	YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	ME
ReturnHeader/Filer/USAddress/ZIPCd	0	03911
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	89 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5087557107
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA E KING
ReturnHeader/ReturnTs	0	2021-01-13T10:30:14-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-08-01
ReturnHeader/TaxPeriodEndDt	0	2020-07-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $1,057,803
Liabilities: $0
Net assets: $1,057,803
Revenue: $45,027
Expenses: $86,772
Net income: -$41,745

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.07	$0.11	$0.04
2024Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.09	$0.11	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.04	$0.13	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.08	$0.09	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.07	$0.08	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.05	$0.09	$0.04
2019Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.02	$0.07	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.06	$0.07	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.04	$0.07	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$0.04	$0.07	$0.11
2015Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.15	$0.08	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.06	$0.09	$0.03
2013Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.14	$0.08	$0.07
2012Summary only. Only limited summary data is available for this year.	$1.19	$0.00		$0.06	$0.09	$0.04