Civic Intelligence

Ruth E Proud Charitable Trust

990PF • Fiscal year 2023 • EIN 02-0691253

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
120 Mass Moca WayNorth Adams, MA 01247

(413) 664-4400

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-9.5%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,171,406

Down $84,211 (-3.7%) from 2022

Net Assets

Down

$2,171,406

Down $76,864 (-3.4%) from 2022

Liabilities

Down

$0

Down $7,347 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin17th percentile

Revenue

Down

$197,787

Down $20,766 (-9.5%) from 2022

Expenses

Up

$264,432

Up $34,625 (+15%) from 2022

Net Income

Down

-$66,645

Down $55,391 (-492%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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: $0Net Assets 2023: $2,171,4062023Assets 2024: $2,288,634Liabilities 2024: $2,420Net Assets 2024: $2,286,2142024

Highlighted filing

2023

Assets$2,171,406
Liabilities$0
Net Assets$2,171,406
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$197,787
Expenses$264,432
Net Income-$66,645
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Ruth E Proud Charitable Trust
EIN
02-0691253
Phone
4136644400
Address
120 MASS MOCA WAY, NORTH ADAMS, MA 01247

Signing Officer

Name
John Derosa
Title
Trustee
Phone
4136644400
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Company Llp
Address
7 NORTH ST SUITE 205, PITTSFIELD, MA 01201
Preparer
Bryon M Sherman CPA
Phone
4134649940
Raw XML Appendix334 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/Amt06950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03475
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03475
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0JOHN B DEROSA
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0TRUST MANAGEMENT SERVICES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02125053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02793450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt062508
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0135250
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0197787
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0197787
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0135250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-66645
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0710757
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0135250
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0129885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt025500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt060017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt085517
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04364
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0196530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0264432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0197787
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067902
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1546187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1137175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1137175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1683362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS PW 6079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS PW 6079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0135250
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66645
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010219
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02181625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02248270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02171406
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134191
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134191
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134191
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0135996
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/DistributableAmountGrp/TotalTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02140
IRS990PF/FMVAssetsEOYAmt02839803
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02155236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02125053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02793450
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010219
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0254
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0254
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt090162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt046099
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt046099
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02248270
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02171406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02255617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02171406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02839803
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02255617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02171406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02248270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02171406
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02761336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02691673
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041420
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010219
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0135996
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02719916
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02761336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt051000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0JOHN B DEROSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TRUSTEE/MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt054 PINEHILL TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NORTH ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd001247
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/AddressLine1Txt0120 MASS MOCA WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001247
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0196530
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0196530
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0120 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/PhoneNum04136644400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt535000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt722500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0YOUTH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TECHNOLOGICAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL COURSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE SUPPORT TO KIDS & FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ART & CULTURE TO ELEMENTARY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL LECTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TEEN WALK IN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT MEMBER AGANCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BERKSHIRE FOOD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BERKSHIRE INNOVATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOULDER ARTS AND TECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHILD CARE OF THE BERKSHIRES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MASS MOCA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ROOTS TEEN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NORTHERN BERKSHIRE UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032 LINDLEY TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1134 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt245 WOODLAWN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36600 E ARAPAHOE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4210 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51040 MASS MOCA WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6CORINTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt743 EAGLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8771 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILLIAMSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSFILED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167500
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/AppliedToCurrentYearAmt0134191
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt078564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078564
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0191639
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029974
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0196530
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt062339
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0270203
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207864
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010219
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0254
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0254
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010219
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT TO NET ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt246
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt051000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt134517
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt134517
TaxesSchedule/TaxesDetail/Amt04364
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04364
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DEROSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04136644400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH E PROUD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0020691253
ReturnHeader/Filer/PhoneNum04136644400
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 MASS MOCA WAY
ReturnHeader/Filer/USAddress/CityNm0NORTH ADAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 NORTH ST SUITE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134649940
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYON M SHERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T13:09:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,171,406
Liabilities
$0
Net assets
$2,171,406
Revenue
$197,787
Expenses
$264,432
Net income
-$66,645
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$2.17$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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