Civic Intelligence

George a Dascomb Charitable Exempt Trust

990PF • Fiscal year 2021 • EIN 03-6005799

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
P O Box 22Bellows Falls, VT 05101-0022

(802) 463-3742

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

80th percentile

44%

Higher net margin than 80% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$7,200

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

39th percentile

3.2%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

59%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,962,878

Up $122,091 (+3.2%) from 2020

Net Assets

Up

$3,959,923

Up $122,349 (+3.2%) from 2020

Liabilities

Down

$2,955

Down $258 (-8.0%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin80th percentile

Revenue

Up

$281,032

Up $104,192 (+59%) from 2020

Expenses

Up

$156,517

Up $63,421 (+68%) from 2020

Net Income

Up

$124,515

Up $40,771 (+49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,560,204Liabilities 2011: $02011Assets 2012: $2,695,513Liabilities 2012: $2,7062012Assets 2013: $2,809,381Liabilities 2013: $2,7012013Assets 2014: $3,012,373Liabilities 2014: $2,701Net Assets 2014: $3,009,6722014Assets 2015: $3,094,871Liabilities 2015: $2,701Net Assets 2015: $3,072,3692015Assets 2016: $3,235,725Liabilities 2016: $2,701Net Assets 2016: $3,210,6202016Assets 2017: $3,393,624Liabilities 2017: $422Net Assets 2017: $3,393,2022017Assets 2018: $3,656,519Liabilities 2018: $2,150Net Assets 2018: $3,654,3692018Assets 2019: $3,758,462Liabilities 2019: $2,632Net Assets 2019: $3,755,8302019Assets 2020: $3,840,787Liabilities 2020: $3,213Net Assets 2020: $3,837,5742020Assets 2021: $3,962,878Liabilities 2021: $2,955Net Assets 2021: $3,959,9232021Assets 2022: $4,070,218Liabilities 2022: $2,632Net Assets 2022: $4,067,5862022Assets 2023: $4,158,471Liabilities 2023: $9,832Net Assets 2023: $4,148,6392023Assets 2024: $4,275,924Liabilities 2024: $2,597Net Assets 2024: $4,273,3272024

Highlighted filing

2021

Assets$3,962,878
Liabilities$2,955
Net Assets$3,959,923
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$300K$200K$100K$0Revenue 2011: $194,672Expenses 2011: $72,377Net Income 2011: $122,2952011Revenue 2012: $210,076Expenses 2012: $86,851Net Income 2012: $123,2252012Revenue 2013: $208,529Expenses 2013: $94,656Net Income 2013: $113,8732013Revenue 2014: $306,241Expenses 2014: $103,249Net Income 2014: $202,9922014Revenue 2015: $170,507Expenses 2015: $107,810Net Income 2015: $62,6972015Revenue 2016: $210,827Expenses 2016: $72,576Net Income 2016: $138,2512016Revenue 2017: $230,585Expenses 2017: $72,227Net Income 2017: $158,3582017Revenue 2018: $347,664Expenses 2018: $81,477Net Income 2018: $266,1872018Revenue 2019: $204,546Expenses 2019: $97,317Net Income 2019: $107,2292019Revenue 2020: $176,840Expenses 2020: $93,096Net Income 2020: $83,7442020Revenue 2021: $281,032Expenses 2021: $156,517Net Income 2021: $124,5152021Revenue 2022: $188,944Expenses 2022: $81,281Net Income 2022: $107,6632022Revenue 2023: $171,426Expenses 2023: $90,355Net Income 2023: $81,0712023Revenue 2024: $201,930Expenses 2024: $77,667Net Income 2024: $124,2632024

Highlighted filing

2021

Revenue$281,032
Expenses$156,517
Net Income$124,515
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG A DASCOMBDirector-TruPT$7,200-$7,200
MICHAEL A LISAIDirector-TruPT$7,200-$7,200
KATHLEEN LISAIDirector-TruPT$7,200-$7,200
Filing and Contact Details

Filer

Filer Name
George a Dascomb Charitable Exempt
EIN
03-6005799
Phone
8024633742
Address
P O BOX 22, BELLOWS FALLS, VT 05101-0022

Signing Officer

Name
Kathleen Lisai
Title
Director-trustee
Phone
8024633742
Signed
2022-11-11

Preparer

Firm
Robert Kimball Pc
Address
311 MAIN STEET PO BOX 70, WALPOLE, NH 03608-0070
Preparer
Robert Kimball
Phone
6037563155
Raw XML AppendixShowing 400 of 637 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142021-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272021-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-507
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-668
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3386
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt49163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt57819
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6641
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7699
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt96829
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1041
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11675
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt126278
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13469
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1411788
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt156070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17807
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1930
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20136
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21589
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-184
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-138
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24641
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt251730
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt271093
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2866
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30796
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt021835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01721464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1669531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt290612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3605900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4799570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04401318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1770890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt290612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3639523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4894366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUND II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INVESTMENT CASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MUTUAL FUND III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MUTUAL FUNDS-INV FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0139151
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085560
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt056321
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0224711
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt056321
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0281032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05222
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07222
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt085560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0109000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0109000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0124515
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0375028
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0141881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0186620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012177
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05692
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0139151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0156517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0224711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0281032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt085560
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0124515
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02166
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03962089
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03837574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03959923
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01999-02-19
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt06875495
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03213
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02955
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02567
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02567
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02567
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt091688
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039956
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt047342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt021835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt024820
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03691458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03887077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06796709
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03837574
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03959923
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010299
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt010668
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt010668
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0775
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03840787
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03962878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06875495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03840787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03962878
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03837574
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03959923
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GREG A DASCOMB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL A LISAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN LISAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR-TRU

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,962,878
Liabilities
$2,955
Net assets
$3,959,923
Revenue
$281,032
Expenses
$156,517
Net income
$124,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.27$0.20$0.08$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.15$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.19$0.08$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.18$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.20$0.10$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.65$0.35$0.08$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.23$0.07$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.21$0.21$0.07$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.07$0.17$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.31$0.10$0.20
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.21$0.09$0.11
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.21$0.09$0.12
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.19$0.07$0.12