Civic Intelligence

Harold Dudley Charitable Foundation

990PF • Fiscal year 2021 • EIN 01-6166206

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 12, 2022

12 Garrison StreetPortland, ME 04102

(207) 767-4824

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

38%

Faster asset growth than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$48,995

Up $13,508 (+38%) from 2020

Net Assets

Up

$48,995

Up $13,508 (+38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$14,540

Up $14,540 from 2020

Expenses

Down

$1,032

Down $210 (-17%) from 2020

Net Income

Up

$13,508

Up $14,750 (+1188%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $105,090Liabilities 2010: $0Net Assets 2010: $105,0902010Assets 2011: $96,158Liabilities 2011: $0Net Assets 2011: $96,1582011Assets 2012: $86,766Liabilities 2012: $0Net Assets 2012: $86,7662012Assets 2013: $76,460Liabilities 2013: $0Net Assets 2013: $76,4602013Assets 2014: $63,048Liabilities 2014: $0Net Assets 2014: $63,0482014Assets 2015: $52,404Liabilities 2015: $0Net Assets 2015: $52,4042015Assets 2016: $46,094Liabilities 2016: $0Net Assets 2016: $46,0942016Assets 2017: $40,302Liabilities 2017: $0Net Assets 2017: $40,3022017Assets 2018: $38,248Liabilities 2018: $0Net Assets 2018: $38,2482018Assets 2019: $36,729Liabilities 2019: $0Net Assets 2019: $36,7292019Assets 2020: $35,487Liabilities 2020: $0Net Assets 2020: $35,4872020Assets 2021: $48,995Liabilities 2021: $0Net Assets 2021: $48,9952021Assets 2022: $76,955Liabilities 2022: $0Net Assets 2022: $76,9552022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$48,995
Liabilities$0
Net Assets$48,995

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $11,1602010Expenses 2011: $9,3552011Expenses 2012: $9,4072012Revenue 2013: $15Expenses 2013: $10,321Net Income 2013: -$10,3062013Revenue 2014: $15Expenses 2014: $13,427Net Income 2014: -$13,4122014Revenue 2015: $15Expenses 2015: $10,659Net Income 2015: -$10,6442015Revenue 2016: $15Expenses 2016: $6,325Net Income 2016: -$6,3102016Revenue 2017: $15Expenses 2017: $5,807Net Income 2017: -$5,7922017Revenue 2018: $0Expenses 2018: $2,054Net Income 2018: -$2,0542018Revenue 2019: $0Expenses 2019: $1,519Net Income 2019: -$1,5192019Revenue 2020: $0Expenses 2020: $1,242Net Income 2020: -$1,2422020Revenue 2021: $14,540Expenses 2021: $1,032Net Income 2021: $13,5082021Revenue 2022: $31,472Expenses 2022: $3,512Net Income 2022: $27,9602022Revenue 2023: $0Expenses 2023: $57,191Net Income 2023: -$57,1912023

Highlighted filing

2021

Revenue$14,540
Expenses$1,032
Net Income$13,508
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 12, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas G AinsworthTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold Dudley Charitable Foundation
EIN
01-6166206
Phone
2077674824
Address
12 Garrison Street, Portland, ME 04102

Signing Officer

Name
Thomas Ainswroth
Title
Trustee
Phone
2077674824
Signed
2022-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Countinghouse Associates
Address
234 Hodsdon Road, Pownal, ME 04069
Preparer
Warren S Bell
Phone
2076884056
Raw XML Appendix165 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0460
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Countinghouse Associates, P. A.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0460
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt014540
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt014540
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014540
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0572
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013508
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt048995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035487
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt048995
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0202
IRS990PF/FMVAssetsEOYAmt048995
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0723
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019231
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt035487
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt048995
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt034764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt035487
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt048995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt035487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt048995
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt035487
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt048995
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas G Ainsworth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Ocean Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0South Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004106
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01032
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01032
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt13
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The foundation is a testamentary trust established to administer certain bank accounts and related interest income
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1towards the grantors specified charitble purpose. This interest income is derived from these assets.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Seven Ocean Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0South Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0041162412
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/PhoneNum02077674824
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The foundation is a testamentary charitable trust established to administer the decedant property towards his specified charitable purposes. It has no operations other than overseeing the investments and other property, and considering and making grants to suitable charitable organizations in the Falmouth, Maine area
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01032
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0In letter form, from approved 501c3 organizations only.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Trustee of H Dudley Charit Fnd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02077674824
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2412
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0South Portland
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0041162412
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants are generally limited to 5,000 or less
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Professional liability insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0572
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Ainswroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02077674824
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold Dudley Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0016166206
ReturnHeader/Filer/PhoneNum02077674824
ReturnHeader/Filer/USAddress/AddressLine1Txt012 Garrison Street
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010440407
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Countinghouse Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 Hodsdon Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pownal
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004069
ReturnHeader/PreparerPersonGrp/PhoneNum02076884056
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Warren S Bell
ReturnHeader/ReturnTs02022-03-12T12:36:37-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thomas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ainswroth
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.57$0.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.31$0.04$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.15$0.01$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.00$0.02$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.00$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.00$0.06$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.00$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.00$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.00$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11