Civic Intelligence

Sara'S Fund

990PF • Fiscal year 2018 • EIN 02-0607464

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization Profile
593 Washington StreetSouth Easton, MA 02375

(508) 230-3030

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$91,766

Flat from 2018

Net Assets

Flat

$91,697

Flat from 2018

Liabilities

Flat

$69

Flat from 2018

Revenue And Expenses

Revenue

Flat

$3,660

Flat from 2018

Expenses

Flat

$10,301

Flat from 2018

Net Income

Flat

-$6,641

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $129,532Liabilities 2010: $81Net Assets 2010: $129,4512010Assets 2011: $124,777Liabilities 2011: $71Net Assets 2011: $124,7062011Assets 2012: $119,832Liabilities 2012: $66Net Assets 2012: $119,7662012Assets 2013: $122,543Liabilities 2013: $230Net Assets 2013: $122,3132013Assets 2014: $118,375Liabilities 2014: $90Net Assets 2014: $118,2852014Assets 2015: $107,879Liabilities 2015: $44Net Assets 2015: $107,8352015Assets 2016: $103,639Liabilities 2016: $66Net Assets 2016: $103,5732016Assets 2017: $98,412Liabilities 2017: $74Net Assets 2017: $98,3382017Assets 2018: $91,766Liabilities 2018: $69Net Assets 2018: $91,6972018Assets 2018: $91,766Liabilities 2018: $69Net Assets 2018: $91,6972018Assets 2019: $89,489Liabilities 2019: $89Net Assets 2019: $89,4002019Assets 2020: $88,452Liabilities 2020: $123Net Assets 2020: $88,3292020Assets 2021: $109,610Liabilities 2021: $4242021Assets 2022: $106,303Liabilities 2022: $225Net Assets 2022: $106,0782022Assets 2023: $113,397Liabilities 2023: $3072023Assets 2024: $161,505Liabilities 2024: $891Net Assets 2024: $160,6142024

Highlighted filing

2018

Assets$91,766
Liabilities$69
Net Assets$91,697
Open 2018 Filing

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $9,0312010Expenses 2011: $8,1132011Expenses 2012: $9,7482012Revenue 2013: $12,569Expenses 2013: $10,022Net Income 2013: $2,5472013Revenue 2014: $4,465Expenses 2014: $8,493Net Income 2014: -$4,0282014Revenue 2015: $1,122Expenses 2015: $11,563Net Income 2015: -$10,4412015Revenue 2016: $5,029Expenses 2016: $9,785Net Income 2016: -$4,7562016Revenue 2017: $5,716Expenses 2017: $10,756Net Income 2017: -$5,0402017Revenue 2018: $3,660Expenses 2018: $10,301Net Income 2018: -$6,6412018Revenue 2018: $3,660Expenses 2018: $10,301Net Income 2018: -$6,6412018Revenue 2019: $7,189Expenses 2019: $9,486Net Income 2019: -$2,2972019Revenue 2020: $8,460Expenses 2020: $9,531Net Income 2020: -$1,0712020Revenue 2021: $36,837Expenses 2021: $15,980Net Income 2021: $20,8572021Revenue 2022: $10,117Expenses 2022: $13,225Net Income 2022: -$3,1082022Revenue 2023: $22,199Expenses 2023: $15,187Net Income 2023: $7,0122023Revenue 2024: $63,927Expenses 2024: $16,403Net Income 2024: $47,5242024

Highlighted filing

2018

Revenue$3,660
Expenses$10,301
Net Income-$6,641
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY K LAGARDETrustee-$0--
Filing and Contact Details

Filer

Filer Name
SARA'S FUND
EIN
02-0607464
Phone
5082303030
Address
593 WASHINGTON STREET, SOUTH EASTON, MA 02375

Signing Officer

Name
Amy K Lagarde
Title
Trustee
Phone
5082303030
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Watson Wilde & Barrett
Address
25 GARDEN PARK STE 4, BRAINTREE, MA 02184
Preparer
Russell G Wilde CPA
Phone
7815356070
Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH EASTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002375
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05082303030
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FROM K-1 ALLIANCEBERNTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TUFTS UNIVERSITY SCHOOL OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DENTAL MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FROM K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC UNIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01345 AVENUE OF THE AMERIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ONE KNEELAND STREET 8TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07705
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/AppliedToCurrentYearAmt049
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07656
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08049
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07656
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WAINWRIGHT SR, PC
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0798
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0798
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE & COPIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PUBLIC NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt39
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt449
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt449
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCEBERNSTEIN HOLDING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0572
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1209
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt039
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1MA FILING FEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt034
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt135
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY K LAGARDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082303030
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA'S FUND
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0020607464
ReturnHeader/Filer/PhoneNum05082303030
ReturnHeader/Filer/USAddress/AddressLine1Txt0593 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002375
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B9729AFBD6A2206984235483F5E6BBDE04BF996
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B9729AFBD6A2206984235483F5E6BBDE04BF996
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.233.68.125
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm005:57:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263351640
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON WILDE & BARRETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 GARDEN PARK STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07815356070
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL G WILDE CPA
ReturnHeader/ReturnTs02019-05-09T05:57:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,766
Liabilities
$69
Net assets
$91,697
Revenue
$3,660
Expenses
$10,301
Net income
-$6,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
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