Civic Intelligence

Eleanor L Walker Revocable Trust

990PF • Fiscal year 2016 • EIN 01-6098308

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
P O Box 31Portland, ME 04112-0031

(207) 772-3761

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$8,843

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$487,778

Down $5,572 (-1.1%) from 2015

Net Assets

Down

$487,778

Down $5,572 (-1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin20th percentile

Revenue

Up

$33,280

Up $14,130 (+74%) from 2015

Expenses

Down

$38,855

Down $2,647 (-6.4%) from 2015

Net Income

Up

-$5,575

Up $16,777 (+75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $469,138Liabilities 2011: $02011Assets 2012: $485,491Liabilities 2012: $02012Assets 2013: $509,223Liabilities 2013: $02013Assets 2014: $515,703Liabilities 2014: $02014Assets 2015: $493,350Liabilities 2015: $0Net Assets 2015: $493,3502015Assets 2016: $487,778Liabilities 2016: $0Net Assets 2016: $487,7782016Assets 2017: $482,458Liabilities 2017: $0Net Assets 2017: $482,4582017Assets 2018: $612,125Liabilities 2018: $0Net Assets 2018: $612,1252018Assets 2019: $602,321Liabilities 2019: $0Net Assets 2019: $602,3212019Assets 2020: $590,337Liabilities 2020: $0Net Assets 2020: $590,3372020Assets 2021: $613,950Liabilities 2021: $0Net Assets 2021: $613,9502021Assets 2022: $571,942Liabilities 2022: $0Net Assets 2022: $571,9422022Assets 2023: $538,460Liabilities 2023: $0Net Assets 2023: $538,4602023Assets 2024: $551,688Liabilities 2024: $0Net Assets 2024: $551,6882024

Highlighted filing

2016

Assets$487,778
Liabilities$0
Net Assets$487,778
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100KRevenue 2011: $25,858Expenses 2011: $32,881Net Income 2011: -$7,0232011Revenue 2012: $50,722Expenses 2012: $34,365Net Income 2012: $16,3572012Revenue 2013: $59,019Expenses 2013: $35,288Net Income 2013: $23,7312013Revenue 2014: $46,114Expenses 2014: $39,637Net Income 2014: $6,4772014Revenue 2015: $19,150Expenses 2015: $41,502Net Income 2015: -$22,3522015Revenue 2016: $33,280Expenses 2016: $38,855Net Income 2016: -$5,5752016Revenue 2017: $34,307Expenses 2017: $39,626Net Income 2017: -$5,3192017Revenue 2018: $173,111Expenses 2018: $43,188Net Income 2018: $129,9232018Revenue 2019: $37,964Expenses 2019: $47,879Net Income 2019: -$9,9152019Revenue 2020: $35,109Expenses 2020: $47,235Net Income 2020: -$12,1262020Revenue 2021: $69,039Expenses 2021: $45,375Net Income 2021: $23,6642021Revenue 2022: $23,928Expenses 2022: $65,628Net Income 2022: -$41,7002022Revenue 2023: $26,921Expenses 2023: $61,912Net Income 2023: -$34,9912023Revenue 2024: $69,528Expenses 2024: $55,751Net Income 2024: $13,7772024

Highlighted filing

2016

Revenue$33,280
Expenses$38,855
Net Income-$5,575
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HM PAYSON COTrustee-$8,843-$8,843
Filing and Contact Details

Filer

Filer Name
Eleanor L Walker Trust
EIN
01-6098308
Phone
2077723761
Address
P O BOX 31, PORTLAND, ME 04112-0031

Signing Officer

Name
H M Payson Co
Title
Trustee
Phone
2077723761
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Doak Arthur Pfaff
Phone
8043444548
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-2143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-2143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1512873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt167434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0400. WILLIAMS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150. WAL-MART STORES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc244. PERRIGO CO SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4125. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc560. INTERNATIONAL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100. POLARIS INDUSTRIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750. AMERICAN INTERNATIONAL GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc880. FORTIVE CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9175. INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1068. JPMORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1130. JOHNSON AND JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240. PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1330. TJX COS INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1430. UNITED TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15125. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100. GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018154
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5575
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0487778
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0493350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0487778
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033326
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033326
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033326
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033605
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/DistributableAmountGrp/TotalTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0144
IRS990PF/FMVAssetsEOYAmt0691139
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0493350
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0487778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0314070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0314567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0515731
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026860
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019164
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0493350
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0487778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0691139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0493350
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0487778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0493350
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0487778
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0135046
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0134943
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0135350
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0682337
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0654890
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033605
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0672102
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0682337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HM PAYSON CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE PORTLAND SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt032150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt035178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt029847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0672102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0701721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0725898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0668001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0621951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0613635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt034071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.2371
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033792
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034071
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0279
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034071
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,778
Liabilities
$0
Net assets
$487,778
Revenue
$33,280
Expenses
$38,855
Net income
-$5,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.70$0.56$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.27$0.62$0.35
2022Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.24$0.66$0.42
2021Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.69$0.45$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.35$0.47$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.38$0.48$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$1.73$0.43$1.30
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.34$0.40$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.33$0.39$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.19$0.42$0.22
2014Summary only. Only limited summary data is available for this year.$5.16$0.00$0.46$0.40$0.06
2013Summary only. Only limited summary data is available for this year.$5.09$0.00$0.59$0.35$0.24
2012Summary only. Only limited summary data is available for this year.$4.85$0.00$0.51$0.34$0.16
2011Summary only. Only limited summary data is available for this year.$4.69$0.00$0.26$0.33$0.07