Civic Intelligence

Dudley Leavitt Trustc

990EZ • Fiscal year 2023 • EIN 02-6005165

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$2,121

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 73.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.6%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$60,935

Down $960 (-1.6%) from 2022

Net Assets

Down

$60,935

Down $960 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$2,895

Up $335 (+13%) from 2022

Expenses

Down

$3,855

Down $7,085 (-65%) from 2022

Net Income

Up

-$960

Up $7,420 (+89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2023

Assets$60,935
Liabilities$0
Net Assets$60,935
Open 2023 Filing

Operations Trend

Revenue Growth59th 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

2023

Revenue$2,895
Expenses$3,855
Net Income-$960
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$2,895
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
SEE FOOTNOTE--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,121-$2,121
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 Trustc
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
2024-05-10
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

“Bond renewal fees 60 probate filing fees 85 state filing fees 75 legal expenses 789”

Raw XML Appendix227 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002919
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061895
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-960
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt02895
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CITIZENS BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01009
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/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE FOOTNOTE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02121
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/TotalExpensesAmt03855
IRS990EZ/TotalRevenueAmt02895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt02895
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01379
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01060
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01073
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt02895
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01379
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt01835
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0306
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0306
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02366
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02366
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0260
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt02366
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02366
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02366
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02795
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02795
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt023130
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt09868
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt04144
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt05125
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt05137
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt025925
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02795
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt09868
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt04144
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt05125
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt03993
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt025496
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02795
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02366
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02795
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/CurrentYearAmt060946
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt068618
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt060946
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt031306
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt037312
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0914
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01029
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt060032
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt067589
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02101
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02366
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt060946
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt068618
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02101
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02366
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/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MEREDITH PUBLIC LIBRARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FIRST CONGREGATIONAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CONCORD HOSPITAL - LACONIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
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/ExplanationTxt3BOND RENEWAL FEES 60 PROBATE FILING FEES 85 STATE FILING FEES 75 LEGAL EXPENSES 789
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036347772
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUDLEY LEAVITT TRUSTC
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/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02024-05-10T16:01:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,935
Liabilities
$0
Net assets
$60,935
Revenue
$2,895
Expenses
$3,855
Net income
-$960
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