Civic Intelligence

W a Howell Trust Fund

990PF • Fiscal year 2015 • EIN 01-6032170

May 01, 2014 to Apr 30, 2015 • Filed on Jul 01, 2015

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-60%

Higher net margin than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,409

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-51%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$283,931

Down $3,388 (-1.2%) from 2014

Net Assets

$283,931

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$11,331

Down $11,966 (-51%) from 2014

Expenses

Down

$18,113

Down $323 (-1.8%) from 2014

Net Income

Down

-$6,782

Down $11,643 (-240%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2012: $276,334Liabilities 2012: $02012Assets 2013: $292,782Liabilities 2013: $02013Assets 2014: $287,319Liabilities 2014: $02014Assets 2015: $283,931Liabilities 2015: $0Net Assets 2015: $283,9312015Assets 2016: $266,995Liabilities 2016: $0Net Assets 2016: $266,9952016Assets 2017: $267,486Liabilities 2017: $0Net Assets 2017: $267,4862017Assets 2018: $277,559Liabilities 2018: $0Net Assets 2018: $277,5592018Assets 2019: $268,548Liabilities 2019: $0Net Assets 2019: $268,5482019Assets 2020: $265,779Liabilities 2020: $0Net Assets 2020: $265,7792020Assets 2021: $306,788Liabilities 2021: $0Net Assets 2021: $306,7882021Assets 2022: $315,813Liabilities 2022: $0Net Assets 2022: $315,8132022Assets 2023: $288,200Liabilities 2023: $0Net Assets 2023: $288,2002023Assets 2024: $284,788Liabilities 2024: $0Net Assets 2024: $284,7882024Assets 2025: $290,298Liabilities 2025: $0Net Assets 2025: $290,2982025

Highlighted filing

2015

Assets$283,931
Liabilities$0
Net Assets$283,931
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $22,712Expenses 2012: $17,134Net Income 2012: $5,5782012Revenue 2013: $35,275Expenses 2013: $15,844Net Income 2013: $19,4312013Revenue 2014: $23,297Expenses 2014: $18,436Net Income 2014: $4,8612014Revenue 2015: $11,331Expenses 2015: $18,113Net Income 2015: -$6,7822015Revenue 2016: $1,360Expenses 2016: $17,794Net Income 2016: -$16,4342016Revenue 2017: $11,896Expenses 2017: $15,697Net Income 2017: -$3,8012017Revenue 2018: $28,748Expenses 2018: $18,677Net Income 2018: $10,0712018Revenue 2019: $15,435Expenses 2019: $19,722Net Income 2019: -$4,2872019Revenue 2020: $21,635Expenses 2020: $18,385Net Income 2020: $3,2502020Revenue 2021: $23,535Expenses 2021: $18,193Net Income 2021: $5,3422021Revenue 2022: $64,642Expenses 2022: $24,738Net Income 2022: $39,9042022Revenue 2023: -$6,098Expenses 2023: $21,385Net Income 2023: -$27,4832023Revenue 2024: $12,185Expenses 2024: $18,455Net Income 2024: -$6,2702024Revenue 2025: $28,114Expenses 2025: $21,163Net Income 2025: $6,9512025

Highlighted filing

2015

Revenue$11,331
Expenses$18,113
Net Income-$6,782
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jul 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$4,409-$4,409
Filing and Contact Details

Filer

Filer Name
W a Howell Trust Fund
EIN
01-6032170
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2015-07-01
Raw XML AppendixShowing 400 of 558 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED FOOTNOTE
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc036.615 AGGREGATE BOND CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175.76 EMERGING MARKETS STOCK COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225.862 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc363.764 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc420.128 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc534.604 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc623.431 MID CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750.998 SMALL CAP VALUE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc878.912 MID CAP GROWTH CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc978.999 MID CAP GROWTH CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10383.373 GOLDMAN SACHS STRATEGIC INCOME FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1113.587 DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1275.115 DIVIDEND INCOME COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13453. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1457. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc155. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1616. VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1755. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1811. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1926. VANGUARD REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20171.614 HIGH QUALITY CORE COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2184.802 HIGH QUALITY CORE COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22254.009 INTERNATIONAL FOCUSED EQUITY COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23265.848 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24122.821 STRATEGIC GROWTH COMMON TRUST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05114
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6782
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03535
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06929
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0287466
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0287319
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0283931
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015272
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015272
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015272
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015353
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt081
IRS990PF/DistributableAmountGrp/TotalTaxAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt084
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0404
IRS990PF/FMVAssetsEOYAmt0308141
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0287319
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0283931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0277498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0274096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0298306
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09821
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09835
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0287319
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0283931
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0308141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0287319
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0283931
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0287319
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0283931
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0311731
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0303860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015353
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0307055
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0311731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 WESTMINSTER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PROVIDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03926

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,931
Liabilities
$0
Net assets
$283,931
Revenue
$11,331
Expenses
$18,113
Net income
-$6,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.28$0.21$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.12$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.06$0.21$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.65$0.25$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.24$0.18$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.22$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.15$0.20$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.29$0.19$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.12$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.01$0.18$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.11$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$0.23$0.18$0.05
2013Summary only. Only limited summary data is available for this year.$2.93$0.00$0.35$0.16$0.19
2012Summary only. Only limited summary data is available for this year.$2.76$0.00$0.23$0.17$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits