Civic Intelligence

Sara'S Fund

990PF • Fiscal year 2010 • EIN 02-0607464

Jan 01, 2010 to Dec 31, 2010 • Filed on May 04, 2011

Organization Profile

PO Box 7002303-0070

Siviq Scores

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

Higher debt load relative to assets than 53% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets53rd percentile

Assets

$129,532

No earlier filing loaded for comparison.

Net Assets

$129,451

No earlier filing loaded for comparison.

Liabilities

$81

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,031

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2010

Assets$129,532

Liabilities$81

Net Assets$129,451

Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2010

Revenue-

Expenses$9,031

Net Income-

Open 2010 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2010 to Dec 31, 2010
Signed: May 4, 2011
Return Version: 2010v3.2

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Stephen Reed Wainwright	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Tufts University School of Dental Medicine	Funds Exempt Purpose	Public University	Boston, MA, US	$6,000
Paid Grant	PTP Alliance Resource Partners LP (From K-1)	Funds Exempt Purpose	Not Provided	Tulsa, OK, US	$2

Filing and Contact Details

Filer

EIN: 02-0607464

Raw XML AppendixShowing 400 of 429 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
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AccountingFeesSchedule/AccountingFees/Category	0	Morgan Wilde, PC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	0
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	1425
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	25000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	1	20000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	0	25267
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	1	20383
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	MB Finl Bk-2.4%-11/14/14 (25K)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	1	Standard Bank CD-2.2%-11/20/02 (20000)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	4167
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	2417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	4737
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	4981
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	3096
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	2813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	4347
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	2773
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	2602
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	2896
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	3628
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	11	3288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	12	5458
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	13	2651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	14	4627
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	15	5452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	16	5265
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	6576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	2938
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	2420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	5296
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	5160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	2908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	5487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	2117
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	3151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	9	2276
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	10	3504
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	11	3604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	12	4104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	13	1751
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	14	4145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	15	6570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	16	3805
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	Alliance Resources Ptns LP (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	AT&T Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	Blackrock Credit Alloc Inc Tr IV (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	Bristol Myers Squibb (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	Enterprise Products Ptns LP (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	Gallagher (Arthur J) & Co (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	General Electric Co (500 & 300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	Healthcare Realty Trust Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	Kraft Foods Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	Leggett & Platt Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	Lilly (Eli) & Co (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	Merck & Co Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	Olin Corp (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	13	Pfizer Inc (200 & 100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	14	Pinnacle West Cap Corp (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	15	Spectra Energy Partners LP (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	16	Strats Tr Proctor & Gamble (200)
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/BusinessCode	0	212000
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/UnrelatedBusinessIncomeAmount	0	63
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	5200
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	1425
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	1068
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	6002
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	6002
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	2027
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	2027
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-3768
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	53858
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	2105
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	2105
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm	0	1448
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss	0	1448
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	1068
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	2280
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm	0	63
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	63
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	46
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	6002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	2983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	9031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	5263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	5263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	2983
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	3029
IRS990PF/BalanceSheets/CapitalStockBOY	0	163989
IRS990PF/BalanceSheets/CapitalStockEOY	0	163989
IRS990PF/BalanceSheets/CashBOY	0	1
IRS990PF/BalanceSheets/CashEOY	0	1
IRS990PF/BalanceSheets/CashEOYFMV	0	1
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	65812
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IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	81
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	1068
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	20000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	25000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	1385
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	1506
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	4	1400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	5	3499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2003-11-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2008-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2009-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2009-03-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2003-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2003-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2010-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2010-04-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2010-04-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	Merrill Lyncyh Nts-4.35%-11/24/10 (20K)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	Eurobank CD Hato PR-4.75%-11/14/11 (25K)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	Banco Santander (100)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	General Electric Co (200)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	Peoples United Finl Inc (200)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	Pfizer Inc (100)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	Capital Gains Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	0
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	0
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	2101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	1208
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	6	24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	0
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	0
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	6	P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	129451
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	129451
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	6467
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	6467
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	6467
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	6513
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	46
IRS990PF/DistributableAmount/TotalTax	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	46
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	46
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	130796
IRS990PF/MethodOfAccountingAccrual	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	132248
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	4320
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	127928
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	1984
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	6513
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	130264
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	132248
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Stephen Reed Wainwright
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	PO Box 70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Brockton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	023030070
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	6961
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	6938
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.053261
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.057994
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.053197
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.054216
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.048885
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.052014
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	130264
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	120410
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	140084
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	165172
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	162587
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	162476
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	23
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	6002
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	6983
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	7452
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	8955
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	7948
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	8451
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.266306
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	6002
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	6002
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	6002
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	Stephen Reed Wainwright
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	5082303030
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	PO Box 70
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Brockton
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	023030070
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	6000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	Funds Exempt Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	Funds Exempt Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	PTP Alliance Resource Partners LP (From K-1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	Tufts University School of Dental Medicine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	Not Provided
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	Public University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO Box 22027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	One Kneeland Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Tulsa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	74121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	02111
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	6002
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	369
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	5633
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	6467
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	6002
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	6098
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	5633
LegalFeesSchedule/LegalFees/Amount	0	1448
LegalFeesSchedule/LegalFees/Category	0	Wainwright, Wainwright
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	0
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	1448
OtherExpensesSchedule/OtherExpenses/Description	0	MA Filing Fees
OtherExpensesSchedule/OtherExpenses/Description	1	Bank Fees
OtherExpensesSchedule/OtherExpenses/Description	2	Public Notice
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	35
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	45
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	35
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	30
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	45
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	64
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	-1
OtherIncomeSchedule2/OtherIncome/Description	0	UBTI - Alliance Resource Partners LP
OtherIncomeSchedule2/OtherIncome/Description	1	PTP Alliance Resource Partners Sec 1231
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	64
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	-1
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	64
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	-1
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	0	17
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue	1	35
OtherLiabilitiesSchedule/OtherLiabilities/Description	0	Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilities/Description	1	MA Filing Fee
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	0	46
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	1	35
TaxesSchedule/Taxes/Amount	0	46

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $129,532
Liabilities: $81
Net assets: $129,451
Revenue: -
Expenses: $9,031
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.62	$0.01	$1.61	$0.64	$0.16	$0.48
2023Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00		$0.22	$0.15	$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06	$0.00	$1.06	$0.10	$0.13	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00		$0.37	$0.16	$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.88	$0.00	$0.88	$0.08	$0.10	$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.89	$0.00	$0.89	$0.07	$0.09	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.04	$0.10	$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.98	$0.00	$0.98	$0.06	$0.11	$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.04	$0.00	$1.04	$0.05	$0.10	$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.08	$0.00	$1.08	$0.01	$0.12	$0.10
2014Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.04	$0.08	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.22	$0.13	$0.10	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20		$0.10
2011Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25		$0.08
2010Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.29		$0.09