Civic Intelligence

Trust UW Eliza Bixby

990PF • Fiscal year 2019 • EIN 02-6004319

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 24, 2020

Organization Profile
2 S State StreetConcord, NH 03301

(603) 224-5800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-144%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$1,979

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.4%

Faster asset growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$196,170

Down $15,720 (-7.4%) from 2018

Net Assets

Down

$196,170

Down $15,720 (-7.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$10,923

Up $1,663 (+18%) from 2018

Expenses

Up

$26,643

Up $12,857 (+93%) from 2018

Net Income

Down

-$15,720

Down $11,194 (-247%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2011: $264,306Liabilities 2011: $02011Assets 2012: $250,573Liabilities 2012: $0Net Assets 2012: $250,5732012Assets 2013: $253,790Liabilities 2013: $0Net Assets 2013: $253,7902013Assets 2014: $252,150Liabilities 2014: $0Net Assets 2014: $252,1502014Assets 2015: $237,041Liabilities 2015: $0Net Assets 2015: $237,0412015Assets 2016: $230,172Liabilities 2016: $0Net Assets 2016: $230,1722016Assets 2017: $216,416Liabilities 2017: $0Net Assets 2017: $216,4162017Assets 2018: $211,890Liabilities 2018: $0Net Assets 2018: $211,8902018Assets 2019: $196,170Liabilities 2019: $0Net Assets 2019: $196,1702019Assets 2020: $197,061Liabilities 2020: $0Net Assets 2020: $197,0612020Assets 2021: $205,581Liabilities 2021: $0Net Assets 2021: $205,5812021Assets 2022: $186,027Liabilities 2022: $0Net Assets 2022: $186,0272022Assets 2023: $173,092Liabilities 2023: $0Net Assets 2023: $173,0922023Assets 2024: $179,286Liabilities 2024: $0Net Assets 2024: $179,2862024

Highlighted filing

2019

Assets$196,170
Liabilities$0
Net Assets$196,170
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$40K$20K$0-$20KRevenue 2011: $10,159Expenses 2011: $19,014Net Income 2011: -$8,8552011Expenses 2012: $16,0172012Revenue 2013: $10,306Expenses 2013: $7,089Net Income 2013: $3,2172013Revenue 2014: $7,042Expenses 2014: $8,682Net Income 2014: -$1,6402014Revenue 2015: $7,979Expenses 2015: $23,088Net Income 2015: -$15,1092015Revenue 2016: $8,291Expenses 2016: $15,160Net Income 2016: -$6,8692016Revenue 2017: $8,260Expenses 2017: $22,016Net Income 2017: -$13,7562017Revenue 2018: $9,260Expenses 2018: $13,786Net Income 2018: -$4,5262018Revenue 2019: $10,923Expenses 2019: $26,643Net Income 2019: -$15,7202019Revenue 2020: $10,291Expenses 2020: $9,400Net Income 2020: $8912020Revenue 2021: $24,739Expenses 2021: $16,219Net Income 2021: $8,5202021Revenue 2022: $12,364Expenses 2022: $31,918Net Income 2022: -$19,5542022Revenue 2023: $21,865Expenses 2023: $34,800Net Income 2023: -$12,9352023Revenue 2024: $28,367Expenses 2024: $22,173Net Income 2024: $6,1942024

Highlighted filing

2019

Revenue$10,923
Expenses$26,643
Net Income-$15,720
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 24, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J ZELLERSTrustee-$1,979-$1,979
Filing and Contact Details

Filer

Filer Name
Trust Uw Eliza Bixby
EIN
02-6004319
Phone
6032245800
Address
2 S STATE STREET, CONCORD, NH 03301

Signing Officer

Name
Jeffrey J Zellers
Title
Trustee
Phone
6032280477
Signed
2020-03-24

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix308 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/Amt0450
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0450
AppliedToPriorYearElection/ElectionDesc02,901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt862460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt939612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm080 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 SHS BHP BILLITON LTD SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2280 SHS CDN NATL RAILWAY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400 SHS COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm480 SHS DIAGEO PLC NEW GB SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5200 SHS EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61 SHS FRONTIER COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7420 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9300 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10150 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11105 SHS NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1240 SHS SOUTH32 LTD SPOND ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1390 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142 SHS WABTEC INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt529915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0420 SHS ISHARES TRUST US ENERGY SECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1250 SHS ISHARES TRUST RUSSELL MIDCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2105 SHS ISHARES TRUST RUSSELL 2000 F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3400 SHS ISHARES DJ SELECT DIVID INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4280 SHS ISHARES SHORT TERM CORP BD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5562 SHS ISHARES SHORT TERM CORP BD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt650 SHS ISHARES IBOXX INVESTMENT GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt530224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt66385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010750
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0173
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010923
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01979
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01979
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022491
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15720
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.256 SHS WABTEC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12 SHS WABTEC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0173
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15720
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0196170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0211890
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0196170
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019922
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019922
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019922
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020135
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0213
IRS990PF/FMVAssetsEOYAmt0408391
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt023428
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07555
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt080230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt080382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0242983
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0108232
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0108233
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0157853
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0211890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0196170
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0408391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0211890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0196170
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0211890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0196170
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0211890
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0196170
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0408841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022362
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0386479
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06133
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020135
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0402708
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0408841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01979
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY J ZELLERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0033020600
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025305
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025305
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025305
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/IndividualWithBooksNm0JEFFREY J ZELLERS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CONCORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0033020600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06032245800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022491
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF POOR & WORTHY PERSONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEW HAMPSHIRE ODD FELLOWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FDTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0033012599
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022491
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/AppliedToCurrentYearAmt02814
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt02901
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019590
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019922
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025305
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02901
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017108
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019590
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRIMACK COUNTY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NH ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROBATE BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS ANNUAL SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
ReasonableCauseExplanation/ExplanationTxt0THIS WAS OVERSIGHT BY THE CPA. MATERIALS WERE PROVIDED TIMELY FOR FILING TO THE ACCOUNTANT.
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/Amt2181
TaxesSchedule/TaxesDetail/Amt3870
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ADR INVESTMENT FEE
TaxesSchedule/TaxesDetail/CategoryTxt22017 990 FEDERAL BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0109
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY J ZELLERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032280477
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW ELIZA BIXBY
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0026004319
ReturnHeader/Filer/PhoneNum06032245800
ReturnHeader/Filer/USAddress/AddressLine1Txt02 S STATE STREET
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 N STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02020-03-25T17:22:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,170
Liabilities
$0
Net assets
$196,170
Revenue
$10,923
Expenses
$26,643
Net income
-$15,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.22$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.22$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.27$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.22$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.10$0.19$0.09