Civic Intelligence

Westford Charitable Foundation Inc.

990EZ • Fiscal year 2018 • EIN 03-0384665

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 20, 2019

PO Box 848Westford, MA 01886

(978) 692-1688

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$70,314

Flat from 2018

Net Assets

Flat

$70,314

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$54,965

Flat from 2018

Expenses

Flat

$57,053

Flat from 2018

Net Income

Flat

-$2,088

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $55,184Liabilities 2010: $0Net Assets 2010: $55,1842010Assets 2011: $21,955Liabilities 2011: $0Net Assets 2011: $21,9552011Assets 2012: $68,191Liabilities 2012: $0Net Assets 2012: $68,1912012Assets 2013: $67,725Liabilities 2013: $0Net Assets 2013: $67,7252013Assets 2014: $82,465Liabilities 2014: $0Net Assets 2014: $82,4652014Assets 2015: $88,275Liabilities 2015: $0Net Assets 2015: $88,2752015Assets 2016: $70,730Liabilities 2016: $0Net Assets 2016: $70,7302016Assets 2017: $72,402Liabilities 2017: $0Net Assets 2017: $72,4022017Assets 2018: $70,314Liabilities 2018: $0Net Assets 2018: $70,3142018Assets 2018: $70,314Liabilities 2018: $0Net Assets 2018: $70,3142018Assets 2019: $74,522Liabilities 2019: $0Net Assets 2019: $74,5222019Assets 2020: $67,544Liabilities 2020: $0Net Assets 2020: $67,5442020Assets 2021: $66,595Liabilities 2021: $0Net Assets 2021: $66,5952021Assets 2022: $60,826Liabilities 2022: $0Net Assets 2022: $60,8262022Assets 2023: $46,712Liabilities 2023: $0Net Assets 2023: $46,7122023Assets 2024: $41,127Net Assets 2024: $41,1272024

Highlighted filing

2018

Assets$70,314
Liabilities$0
Net Assets$70,314

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $75,835Expenses 2010: $29,201Net Income 2010: $46,6342010Revenue 2011: $28,766Expenses 2011: $61,995Net Income 2011: -$33,2292011Revenue 2012: $78,068Expenses 2012: $31,832Net Income 2012: $46,2362012Revenue 2013: $66,594Expenses 2013: $67,060Net Income 2013: -$4662013Revenue 2014: $56,030Expenses 2014: $41,290Net Income 2014: $14,7402014Revenue 2015: $91,310Expenses 2015: $85,500Net Income 2015: $5,8102015Revenue 2016: $54,329Expenses 2016: $71,874Net Income 2016: -$17,5452016Revenue 2017: $99,846Expenses 2017: $98,174Net Income 2017: $1,6722017Revenue 2018: $54,965Expenses 2018: $57,053Net Income 2018: -$2,0882018Revenue 2018: $54,965Expenses 2018: $57,053Net Income 2018: -$2,0882018Revenue 2019: $56,266Expenses 2019: $52,058Net Income 2019: $4,2082019Revenue 2020: $6,357Expenses 2020: $13,335Net Income 2020: -$6,9782020Revenue 2021: $1,435Expenses 2021: $2,384Net Income 2021: -$9492021Revenue 2022: $492Expenses 2022: $6,261Net Income 2022: -$5,7692022Revenue 2023: $464Expenses 2023: $14,578Net Income 2023: -$14,1142023Revenue 2024: $475Expenses 2024: $6,060Net Income 2024: -$5,5852024

Highlighted filing

2018

Revenue$54,965
Expenses$57,053
Net Income-$2,088
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 20, 2019
Return Version
2018v3.1
Gross Receipts
$54,965
Mission and Program Overview

Mission

To serve the charitable needs of the community of westford

To serve the charitable needs of the community of westford.

Program Services

DescriptionGrantsExpenses
FUNDS WERE USED TO SUPPORT EDUCATIONAL AND CHARITABLE ORGANIZATIONS AND GROUPS WITHIN THE TOWN OF WESTFORD, INCLUDING THE BOARD OF HEALTH, WA CROME BOOKS,ROUDENBUSH,WA TRUSTEES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI A COGLIANOPresident-$0--
Filing and Contact Details

Filer

Filer Name
Westford Charitable Foundation Inc
EIN
03-0384665
Phone
9786921688
Address
PO BOX 848, WESTFORD, MA 01886

Signing Officer

Name
Lori a Cogliano
Title
President
Phone
9786921688
Signed
2019-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Gray Gray & Gray Llp
Address
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Preparer
C Joseph Ciccarello
Phone
7814070300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest on savings. Amount: 505.

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI A COGLIANO
IRS990EZ/BooksInCareOfDetail/PhoneNum09786921688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012 ALCORN CROSSING
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070314
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039545
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2088
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072402
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070314
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037578
IRS990EZ/GrossReceiptsAmt054965
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070314
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070314
IRS990EZ/OccupancyRentUtltsAndMaintAmt018529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI A COGLIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt0505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE THE CHARITABLE NEEDS OF THE COMMUNITY OF WESTFORD.
IRS990EZ/PrintingPublicationsPostageAmt0946
IRS990EZ/ProgramServiceRevenueAmt014915
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS WERE USED TO SUPPORT EDUCATIONAL AND CHARITABLE ORGANIZATIONS AND GROUPS WITHIN THE TOWN OF WESTFORD, INCLUDING THE BOARD OF HEALTH, WA CROME BOOKS,ROUDENBUSH,WA TRUSTEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057053
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt054965
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227880
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0227880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227880
IRS990ScheduleA/TotalSupportAmt0227880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST ON SAVINGS. AMOUNT: 505.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI A COGLIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09786921688
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTFORD CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0030384665
ReturnHeader/Filer/PhoneNum09786921688
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 848
ReturnHeader/Filer/USAddress/CityNm0WESTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A8D7CB06E08CAD2ED71ECCF8CDBA40DF3966099
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FEE3A28F575DC9FB7EDF3A3C3E16587F94B7D1D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.234.152.46
ReturnHeader/FilingSecurityInformation/IPDt02019-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:38:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042088368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 ROYALL STREET SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07814070300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JOSEPH CICCARELLO
ReturnHeader/ReturnTs02019-04-02T12:44:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.1$41.1$0.48$6.06$5.59
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$0.46$14.6$14.1
2022Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$0.49$6.26$5.77
2021Detailed filing. Detailed filing data is available for this year.$66.6$0.00$66.6$1.44$2.38$0.95
2020Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$6.36$13.3$6.98
2019Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$56.3$52.1$4.21
2018Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$55.0$57.1$2.09
2018Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$55.0$57.1$2.09
2017Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$99.8$98.2$1.67
2016Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$54.3$71.9$17.5
2015Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$91.3$85.5$5.81
2014Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$56.0$41.3$14.7
2013Detailed filing. Detailed filing data is available for this year.$67.7$0.00$67.7$66.6$67.1$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.2$0.00$68.2$78.1$31.8$46.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$0.00$22.0$28.8$62.0$33.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.2$0.00$55.2$75.8$29.2$46.6