Civic Intelligence

Ruth E Proud Charitable Trust

990PF • Fiscal year 2015 • EIN 02-0691253

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
1330 Mass Moca WayNorth Adams, MA 01247

(413) 663-3200

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

13th percentile

-40%

Higher net margin than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,753,248

Down $44,936 (-2.5%) from 2014

Net Assets

$1,746,854

No earlier filing loaded for comparison.

Liabilities

Up

$6,394

Up $6,393 (+639300%) from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin13th percentile

Revenue

Down

$128,395

Down $25,647 (-17%) from 2014

Expenses

Down

$179,725

Down $92,046 (-34%) from 2014

Net Income

Up

-$51,330

Up $66,399 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,292,234Liabilities 2010: $0Net Assets 2010: $2,292,2342010Assets 2011: $1,942,343Liabilities 2011: $0Net Assets 2011: $1,942,3432011Assets 2012: $1,727,634Liabilities 2012: $0Net Assets 2012: $1,727,6342012Assets 2013: $1,915,913Liabilities 2013: $0Net Assets 2013: $1,915,9132013Assets 2014: $1,798,184Liabilities 2014: $12014Assets 2015: $1,753,248Liabilities 2015: $6,394Net Assets 2015: $1,746,8542015Assets 2016: $1,644,754Liabilities 2016: $0Net Assets 2016: $1,644,7542016Assets 2017: $1,984,309Liabilities 2017: $178Net Assets 2017: $1,984,1312017Assets 2018: $2,083,753Liabilities 2018: $60,020Net Assets 2018: $2,023,7332018Assets 2019: $2,041,712Liabilities 2019: $1,494Net Assets 2019: $2,040,2182019Assets 2020: $2,055,111Liabilities 2020: $1Net Assets 2020: $2,055,1112020Assets 2021: $2,259,524Liabilities 2021: $1Net Assets 2021: $2,259,5242021Assets 2022: $2,255,617Liabilities 2022: $7,347Net Assets 2022: $2,248,2702022Assets 2023: $2,171,406Liabilities 2023: $12023Assets 2024: $2,288,634Liabilities 2024: $2,420Net Assets 2024: $2,286,2142024

Highlighted filing

2015

Assets$1,753,248
Liabilities$6,394
Net Assets$1,746,854
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $221,4812010Expenses 2011: $438,5942011Expenses 2012: $261,9972012Revenue 2013: $426,153Expenses 2013: $237,874Net Income 2013: $188,2792013Revenue 2014: $154,042Expenses 2014: $271,771Net Income 2014: -$117,7292014Revenue 2015: $128,395Expenses 2015: $179,725Net Income 2015: -$51,3302015Revenue 2016: $86,236Expenses 2016: $188,336Net Income 2016: -$102,1002016Revenue 2017: $104,110Expenses 2017: $202,750Net Income 2017: -$98,6402017Revenue 2018: $306,393Expenses 2018: $266,791Net Income 2018: $39,6022018Revenue 2019: $235,987Expenses 2019: $219,502Net Income 2019: $16,4852019Revenue 2020: $251,763Expenses 2020: $236,870Net Income 2020: $14,8932020Revenue 2021: $434,406Expenses 2021: $229,993Net Income 2021: $204,4132021Revenue 2022: $218,553Expenses 2022: $229,807Net Income 2022: -$11,2542022Revenue 2023: $197,787Expenses 2023: $264,432Net Income 2023: -$66,6452023Revenue 2024: $383,131Expenses 2024: $268,323Net Income 2024: $114,8082024

Highlighted filing

2015

Revenue$128,395
Expenses$179,725
Net Income-$51,330
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ruth E Proud Charitable Trust
EIN
02-0691253
Phone
4136633200
Address
1330 MASS MOCA WAY, NORTH ADAMS, MA 01247

Signing Officer

Name
John Derosa
Title
Trustee
Phone
4136633200
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Co Llp
Address
85 MAIN ST STE 111, NORTH ADAMS, MA 01247-3429
Preparer
Bryon M Sherman
Phone
4136644650
Raw XML Appendix319 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/Amt05450
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05450
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CREDIT SUISSE 2N2-005286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CREDIT SUISSE 2N2-005286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CREDIT SUISSE 212-380539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CREDIT SUISSE 212-380539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4CREDIT SUISSE 212-380539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0323862
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1556527
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt294736
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3172720
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt465865
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0332096
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1628524
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt290678
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3133664
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt493019
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt08234
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171997
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4058
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-39056
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt427154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01685154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02201415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt057875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt057875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt064124
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064271
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0128395
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0128395
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108221
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108221
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064124
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064124
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-51330
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01277981
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064271
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt049164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065552
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0502
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0179725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt064124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0128395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt054614
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt071504
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-51330
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01746854
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01798184
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01746854
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0114355
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0114355
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0114355
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0115300
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0945
IRS990PF/DistributableAmountGrp/TotalTaxAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0958
IRS990PF/FMVAssetsEOYAmt02269509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01708991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01685154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02201415
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt010219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt010219
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt078974
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt057875
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt057875
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06394
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01798184
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01746854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01798184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01753248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02269509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01798184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01753248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01798184
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01746854
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02341125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068425
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02272700
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035117
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0115300
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02306008
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02341125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JOHN DEROSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01330 MASS MOCA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001247
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0228389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0228861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0242195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0212071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0236514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0414989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0200123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.099041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.096136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.084787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.093929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.150945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02306008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02519308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02501215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02518010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02749274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02883337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0162835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.495204
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0162835
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0162835
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0162835
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN DEROSA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01330 MA MOCA WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH ADAMS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001247
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04136633200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0YOUTH SUMMER CAMP PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL LECTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2YOUTH DEVELOPMENT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOOD PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HOOSAC VALLEY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5BAND PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN BERKSHIRE YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTHERN BERKSHIRE UNITED WAY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BERKSHIRE FOOD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BERKSHIRE SCENIC RAILWAY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DRURY HIGH SCHOOL BAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 BRICKYARD COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1CORINTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2771 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3134 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 2195
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51130 SOUTH CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LENOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0108221
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/AppliedToCurrentYearAmt0114355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0117164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt088168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0111075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0277885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056502
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0642772
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0117164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt088168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0111075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0277885
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048480
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0699274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0650794
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010219
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt06394
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt065552
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt049164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016388
TaxesSchedule/TaxesDetail/Amt0502
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0502
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEROSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04136633200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH E PROUD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0020691253
ReturnHeader/Filer/PhoneNum04136633200
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 MASS MOCA WAY
ReturnHeader/Filer/USAddress/CityNm0NORTH ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001247
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 MAIN ST STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ADAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0012473429
ReturnHeader/PreparerPersonGrp/PhoneNum04136644650
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T11:34:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,753,248
Liabilities
$6,394
Net assets
$1,746,854
Revenue
$128,395
Expenses
$179,725
Net income
-$51,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.38$0.27$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$0.20$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$0.22$0.23$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.43$0.23$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.25$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.24$0.22$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.06$2.02$0.31$0.27$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.10$0.20$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.09$0.19$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.75$0.13$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$0.15$0.27$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.43$0.24$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.26
2011Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.44
2010Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.22