Civic Intelligence

Dudley Leavitt Trustc

990EZ • Fiscal year 2022 • EIN 02-6005165

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization ProfileN/A
One Citizens Bank Way Jcb115Johnston, RI 02919

(603) 634-7772

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-327%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$2,145

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 83.8% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-11%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-59%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$61,895

Down $7,305 (-11%) from 2021

Net Assets

Down

$61,895

Down $7,305 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$2,560

Down $3,721 (-59%) from 2021

Expenses

Up

$10,940

Up $5,711 (+109%) from 2021

Net Income

Down

-$8,380

Down $9,432 (-897%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2011: $65,537Liabilities 2011: $02011Assets 2012: $65,241Liabilities 2012: $02012Assets 2013: $69,642Liabilities 2013: $02013Assets 2014: $76,059Liabilities 2014: $02014Assets 2015: $73,742Liabilities 2015: $02015Assets 2016: $71,689Liabilities 2016: $02016Assets 2017: $71,132Liabilities 2017: $02017Assets 2018: $71,715Liabilities 2018: $02018Assets 2019: $68,013Liabilities 2019: $02019Assets 2020: $69,238Liabilities 2020: $0Net Assets 2020: $69,2382020Assets 2021: $69,200Liabilities 2021: $0Net Assets 2021: $69,2002021Assets 2022: $61,895Liabilities 2022: $0Net Assets 2022: $61,8952022Assets 2023: $60,935Liabilities 2023: $0Net Assets 2023: $60,9352023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$61,895
Liabilities$0
Net Assets$61,895
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $7,048Expenses 2011: $6,027Net Income 2011: $1,0212011Revenue 2012: $5,499Expenses 2012: $5,795Net Income 2012: -$2962012Revenue 2013: $10,091Expenses 2013: $5,690Net Income 2013: $4,4012013Revenue 2014: $12,250Expenses 2014: $5,833Net Income 2014: $6,4172014Revenue 2015: $4,520Expenses 2015: $6,857Net Income 2015: -$2,3372015Revenue 2016: $4,191Expenses 2016: $6,249Net Income 2016: -$2,0582016Revenue 2017: $5,774Expenses 2017: $6,348Net Income 2017: -$5742017Revenue 2018: $6,855Expenses 2018: $6,296Net Income 2018: $5592018Revenue 2019: $2,541Expenses 2019: $6,243Net Income 2019: -$3,7022019Revenue 2020: $7,489Expenses 2020: $6,262Net Income 2020: $1,2272020Revenue 2021: $6,281Expenses 2021: $5,229Net Income 2021: $1,0522021Revenue 2022: $2,560Expenses 2022: $10,940Net Income 2022: -$8,3802022Revenue 2023: $2,895Expenses 2023: $3,855Net Income 2023: -$9602023Revenue 2024: $904Expenses 2024: $61,839Net Income 2024: -$60,9352024

Highlighted filing

2022

Revenue$2,560
Expenses$10,940
Net Income-$8,380
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$82,663
Mission and Program Overview

Mission

The trust principal shall be invested and the income shall be paid annually in equal shares to the first congregational church, the meredith public library association and the lakes region general hospital.

Program Services

DescriptionGrantsExpenses
CONCORD HOSPITAL - LACONIA 250 PLEASANT ST CONCORD, NH 03301$2,322$2,322
MEREDITH PUBLIC LIBRARY ASSOCIATION PO BOX 808 MEREDITH, NH 03253$1,234$1,234
FIRST CONGREGATIONAL CHURCH4 HIGHLAND AVENUEMEREDITH, NH 03253$1,234$1,234
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,145-$2,145
Governance and Compliance

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 is sent to the administrative officer for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Conflict of interest policy is required to be signed annually.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Dudley Leavitt Trust
EIN
02-6005165
Phone
6036347772
Address
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919

Signing Officer

Name
Donald Lustig
Title
Tax Officer
Phone
6036347772
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Bradley N Sprong
Phone
4012282600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“State filing fees 75 probate filing fees 85 bond renewal fee 30 legal expenses 3090”

Form 990-EZ, Part I, Line 20

“Distribution reversed in 2022 1087”

Form 990-EZ, Part I, Line 20

“ROC ADJUSTMENT 12”

Raw XML Appendix243 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum04012604198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002919
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061895
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt080103
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8380
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069200
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061895
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01181
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04790
IRS990EZ/GrossReceiptsAmt082663
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01379
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061895
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061895
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01075
IRS990EZ/OtherExpensesTotalAmt03280
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST PRINCIPAL SHALL BE INVESTED AND THE INCOME SHALL BE PAID ANNUALLY IN EQUAL SHARES TO THE FIRST CONGREGATIONAL CHURCH, THE MEREDITH PUBLIC LIBRARY ASSOCIATION AND THE LAKES REGION GENERAL HOSPITAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONCORD HOSPITAL - LACONIA 250 PLEASANT ST CONCORD, NH 03301
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEREDITH PUBLIC LIBRARY ASSOCIATION PO BOX 808 MEREDITH, NH 03253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FIRST CONGREGATIONAL CHURCH4 HIGHLAND AVENUEMEREDITH, NH 03253
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02322
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11234
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21234
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02322
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11234
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21234
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02145
IRS990EZ/SaleOfAssetsGrossAmt081284
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010940
IRS990EZ/TotalProgramServiceExpensesAmt04790
IRS990EZ/TotalRevenueAmt02560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01379
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01988
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01073
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01085
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01379
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01988
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0306
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0903
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0903
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02934
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02934
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0768
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt02934
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02934
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02934
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt09868
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt09868
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt015628
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt04144
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt05125
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt05137
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt04156
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt025496
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt09868
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt04144
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt05125
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt05137
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt01222
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt018562
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt01988
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt04790
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02934
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt03090
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt04790
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt09868
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CITIZENS BANK, AS TRUSTEE MAINTAINS A HISTORIC AND CONTINUING RELATION SHIP WITH THE THREE CHARITIES LISTED IN THE DOCUMENT, LAKES REGION GEN ERAL HOSPITAL, FIRST CONGREGATIONAL CHURCH AND MEREDITH PUBLIC LIBRARY ASSOCIATION. THE TRUST OFFICER IS IN COMMUNICATIONS WITH THE CORRESPO NDENT OF THE CHARITIES REGARDING THE EXPECTATION OF THE CURRENT YEAR C HARITABLE DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CITIZENS BANK, AS TRUSTEE IS RESPONSIVE AND ATTENTIVE TO THE THREE CHA RITIES LISTED IN THE DOCUMENT, LAKES REGION GENERAL HOSPITAL, FIRST CO NGREGATIONAL CHURCH AND MEREDITH PUBLIC LIBRARY ASSOCIATION. THE TRUST OFFICER COMMUNICATES WITH THE CORRESPONDENT OF THE THREE CHARITIES AS TO THE NEEDS AND PURPOSE OF THE FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt068618
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt085117
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt031306
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01636
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt037312
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt083481
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01029
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01277
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt067589
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt083840
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02366
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02934
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt068618
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt085117
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02366
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02934
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0800179285
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1020237751
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2851443782
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01234
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11234
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22322
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MEREDITH PUBLIC LIBRARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FIRST CONGREGATIONAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CONCORD HOSPITAL - LACONIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt04790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS SENT TO THE ADMINISTRATIVE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STATE FILING FEES 75 PROBATE FILING FEES 85 BOND RENEWAL FEE 30 LEGAL EXPENSES 3090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRIBUTION REVERSED IN 2022 1087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROC ADJUSTMENT 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036347772
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUDLEY LEAVITT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DLEA
ReturnHeader/Filer/EIN0026005165
ReturnHeader/Filer/PhoneNum06036347772
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CITIZENS BANK WAY JCB115
ReturnHeader/Filer/USAddress/CityNm0JOHNSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002919
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04012282600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02023-05-10T22:00:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,895
Liabilities
$0
Net assets
$61,895
Revenue
$2,560
Expenses
$10,940
Net income
-$8,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.90$61.8$60.9
2023Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$2.90$3.86$0.96
2022Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$2.56$10.9$8.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.00$69.2$6.28$5.23$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.00$69.2$7.49$6.26$1.23
2019Summary only. Only limited summary data is available for this year.$68.0$0.00$2.54$6.24$3.70
2018Summary only. Only limited summary data is available for this year.$71.7$0.00$6.86$6.30$0.56
2017Summary only. Only limited summary data is available for this year.$71.1$0.00$5.77$6.35$0.57
2016Summary only. Only limited summary data is available for this year.$71.7$0.00$4.19$6.25$2.06
2015Summary only. Only limited summary data is available for this year.$73.7$0.00$4.52$6.86$2.34
2014Summary only. Only limited summary data is available for this year.$76.1$0.00$12.3$5.83$6.42
2013Summary only. Only limited summary data is available for this year.$69.6$0.00$10.1$5.69$4.40
2012Summary only. Only limited summary data is available for this year.$65.2$0.00$5.50$5.80$0.30
2011Summary only. Only limited summary data is available for this year.$65.5$0.00$7.05$6.03$1.02