Civic Intelligence

Melvin H Simmons Testamentary Trust

990 • Fiscal year 2021 • EIN 01-6040875

May 01, 2020 to Apr 30, 2021 • Filed on Jul 28, 2021

Organization ProfileN/A
PO Box 50Augusta, ME 04332

(207) 622-4766

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$8,086

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.3%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

266%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,251,199

Up $3,431 (+0.3%) from 2020

Net Assets

Up

$1,251,199

Up $3,431 (+0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin46th percentile

Revenue

Up

$70,213

Up $51,013 (+266%) from 2020

Expenses

Down

$62,994

Down $2,648 (-4.0%) from 2020

Net Income

Up

$7,219

Up $53,661 (+116%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,119,901Liabilities 2011: $0Net Assets 2011: $1,119,9012011Assets 2012: $1,107,547Liabilities 2012: $0Net Assets 2012: $1,107,5472012Assets 2013: $1,104,939Liabilities 2013: $0Net Assets 2013: $1,104,9392013Assets 2014: $1,093,476Liabilities 2014: $0Net Assets 2014: $1,093,4762014Assets 2015: $1,165,738Liabilities 2015: $0Net Assets 2015: $1,165,7382015Assets 2016: $1,242,935Liabilities 2016: $0Net Assets 2016: $1,242,9352016Assets 2017: $1,257,346Liabilities 2017: $0Net Assets 2017: $1,257,3462017Assets 2018: $1,279,762Liabilities 2018: $0Net Assets 2018: $1,279,7622018Assets 2019: $1,290,520Liabilities 2019: $0Net Assets 2019: $1,290,5202019Assets 2020: $1,247,768Liabilities 2020: $0Net Assets 2020: $1,247,7682020Assets 2021: $1,251,199Liabilities 2021: $0Net Assets 2021: $1,251,1992021Assets 2022: $1,269,483Liabilities 2022: $0Net Assets 2022: $1,269,4832022Assets 2023: $1,265,994Liabilities 2023: $0Net Assets 2023: $1,265,9942023Assets 2024: $1,249,410Liabilities 2024: $0Net Assets 2024: $1,249,4102024Assets 2025: $1,269,451Liabilities 2025: $0Net Assets 2025: $1,269,4512025

Highlighted filing

2021

Assets$1,251,199
Liabilities$0
Net Assets$1,251,199
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $54,8402011Expenses 2012: $61,2412012Revenue 2013: $57,506Expenses 2013: $60,114Net Income 2013: -$2,6082013Revenue 2014: $50,402Expenses 2014: $61,865Net Income 2014: -$11,4632014Revenue 2015: $139,800Expenses 2015: $67,538Net Income 2015: $72,2622015Revenue 2016: $142,763Expenses 2016: $65,566Net Income 2016: $77,1972016Revenue 2017: $77,172Expenses 2017: $62,761Net Income 2017: $14,4112017Revenue 2018: $87,896Expenses 2018: $65,480Net Income 2018: $22,4162018Revenue 2019: $75,646Expenses 2019: $64,871Net Income 2019: $10,7752019Revenue 2020: $19,200Expenses 2020: $65,642Net Income 2020: -$46,4422020Revenue 2021: $70,213Expenses 2021: $62,994Net Income 2021: $7,2192021Revenue 2022: $95,739Expenses 2022: $75,484Net Income 2022: $20,2552022Revenue 2023: $64,330Expenses 2023: $65,866Net Income 2023: -$1,5362023Revenue 2024: $49,664Expenses 2024: $66,125Net Income 2024: -$16,4612024Revenue 2025: $89,173Expenses 2025: $68,932Net Income 2025: $20,2412025

Highlighted filing

2021

Revenue$70,213
Expenses$62,994
Net Income$7,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jul 28, 2021
Return Version
2020v4.1
Gross Receipts
$441,409
Mission and Program Overview

Mission

To assist the city of hallowell, maine with the support of athletics at halldale high schoool

To assist the city of hallowell maine with the support of athletics at halldale high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,172,752$1,191,715▲ $18,963
Cap Stk Tr Prin Current Funds$1,104,939$1,104,939→ $0
Rtn Earn Endowment Incm Other Fnds$142,829$146,260▲ $3,431
Savings and Temporary Cash Investments$74,771$59,351▼ $15,420
Cash and Non-Interest-Bearing Accounts$245$133▼ $112
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,247,768$1,251,199▲ $3,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,247,768$1,251,199▲ $3,431
Total Liabilities and Net Assets / Fund Balance$1,247,768$1,251,199▲ $3,431
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$8,086$8,086
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,213
Other Revenue
$0
Change in Net Assets
$7,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,339
Salaries, Compensation, and Employee Benefits$8,086
Other Expenses$569
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,339--$54,339
Current Officers, Directors, Trustees, and Key Employees-$8,086-$8,086
Other Expenses-$569-$569
Total Functional Expenses$54,339$8,655$0$62,994
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of HallowellHallowell, ME-Support of Physical Fitness$54,339
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section A, Line 8B

“There are no committees authorized to act on behalf of the organization.”

Form 990, Part VI, Section B, Line 11B

“Line 11a explanation - a copy of the form 990, applicable schedules, and informational data is given to kennebec savings bank, trustee yearly.”

Form 990, Part VI, Section B, Line 12C

“The bank's trust committee meets regularly during the year to review with the officers, directors ,etc.”

Form 990, Part VI, Section B, Line 15B

“Fees charged are in accordance with the bank's standard fee structure.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Melvin Simmons Trust
EIN
01-6040875
Phone
2076224766
Address
PO BOX 50, AUGUSTA, ME 04332

Signing Officer

Name
Amos Byron
Title
VP & Trust Officer
Phone
2076224766
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amos Byron
Formed
1976
Legal Domicile
Me
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106-2437
Preparer
Nick Crosman
Phone
2077745701
Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST THE CITY OF HALLOWELL MAINE WITH THE SUPPORT OF ATHLETICS AT HALLDALE HIGH SCHOOL.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENNEBEC SAVINGS BANK
IRS990/BooksInCareOfDetail/PhoneNum02076225801
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUGUSTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0043320150
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01104939
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01104939
IRS990/CashNonInterestBearingGrp/BOYAmt0245
IRS990/CashNonInterestBearingGrp/EOYAmt0133
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08086
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08086
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt054339
IRS990/CYInvestmentIncomeAmt070213
IRS990/CYOtherExpensesAmt0569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07219
IRS990/CYSalariesCompEmpBnftPaidAmt08086
IRS990/CYTotalExpensesAmt062994
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt070213
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TRUST DISTRIBUTES ITS INCOME AND PORTIONS OF PRINCIPAL TO THE CITY OF HALLOWELL PURSUANT TO PARAGRAPH 9 OF THE TRUST INSTRUMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt054339
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KENNEBEC SAVINGS BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt037199
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt054339
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt054339
IRS990/GrantsToDomesticOrgsGrp/TotalAmt054339
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0408395
IRS990/GrossReceiptsAmt0441409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt033014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033014
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01172752
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01191715
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0371196
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST THE CITY OF HALLOWELL, MAINE WITH THE SUPPORT OF ATHLETICS AT HALLDALE HIGH SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01247768
IRS990/NetAssetsOrFundBalancesEOYAmt01251199
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt037199
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt037199
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0569
IRS990/OtherExpensesGrp/TotalAmt0569
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AMOS BYRON
IRS990/PriorPeriodAdjustmentsAmt0-3788
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056342
IRS990/PYInvestmentIncomeAmt019200
IRS990/PYOtherExpensesAmt01362
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-46442
IRS990/PYSalariesCompEmpBnftPaidAmt07938
IRS990/PYTotalExpensesAmt065642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019200
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07219
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0142829
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0146260
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074771
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059351
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt044694
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt037026
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt011680
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0900
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt033014
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt037026
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt08655
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt08400
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt036039
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt027726
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt027726
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt046851
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt046851
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt023567
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt046851
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt027876
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt046851
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt018975
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt054339
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt026463
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt018975
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt026463
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt026463
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt018975
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt054339
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt046851
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt054339
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt054339
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PERFORMANCE, AVAILABILITY AND SELECTION OF INVESTMENTS ARE DISCUSSED AT LEAST ANNUALLY WITH THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MEET AT LEAST ANNUALLY WITH THE SUPPORTED ORGANIZATION TO DISCUSS INVESTMENT PERFORMANCE AND OPTIONS FOR THE FILING ORGANIZATION, AND TO DISCUSS FUNDING NEEDS OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01429114
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01358993
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt050330
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt054031
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01378784
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01304962
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt021437
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt020385
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01407677
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01338608
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt049269
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt046851
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01429114
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01358993
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt049269
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt046851
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0016000029
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt054339
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CITY OF HALLOWELL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt054339
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt054339
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF PHYSICAL FITNESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF HALLOWELL
IRS990ScheduleI/RecipientTable/RecipientEIN0016000029
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 WINTHROP ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HALLOWELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004347
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECORDS ARE KEPT OF WHAT IS DISTRIBUTED AND HOW THE FUNDS ARE USED. THE TRUST HAS ONLY A SINGLE NAMED BENEFICIARY WITH ALL FUNDS BEING DEDICATED TO SPECIFIED PURPOSES SET FORTH IN THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11A EXPLANATION - A COPY OF THE FORM 990, APPLICABLE SCHEDULES, AND INFORMATIONAL DATA IS GIVEN TO KENNEBEC SAVINGS BANK, TRUSTEE YEARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BANK'S TRUST COMMITTEE MEETS REGULARLY DURING THE YEAR TO REVIEW WITH THE OFFICERS, DIRECTORS ,ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEES CHARGED ARE IN ACCORDANCE WITH THE BANK'S STANDARD FEE STRUCTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01247768
IRS990/TotalAssetsEOYAmt01251199
IRS990/TotalAssetsGrp/BOYAmt01247768
IRS990/TotalAssetsGrp/EOYAmt01251199
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08655
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054339
IRS990/TotalFunctionalExpensesGrp/TotalAmt062994
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01247768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01251199
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054339
IRS990/TotalReportableCompFromOrgAmt08086
IRS990/TotalRevenueGrp/ExclusionAmt070213
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070213
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01247768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01251199
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 50
IRS990/USAddress/CityNm0AUGUSTA
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004332
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMOS BYRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076224766
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELVIN SIMMONS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KENNEBEC SAVINGS BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0016040875
ReturnHeader/Filer/PhoneNum02076224766
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004332
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 LONG CREEK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041062437
ReturnHeader/PreparerPersonGrp/PhoneNum02077745701
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK CROSMAN
ReturnHeader/ReturnTs02021-08-02T07:37:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRON
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,251,199
Liabilities
$0
Net assets
$1,251,199
Revenue
$70,213
Expenses
$62,994
Net income
$7,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.08$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.07$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.05