Civic Intelligence

Elizabeth M Campbell Library Trust Fund

990PF • Fiscal year 2014 • EIN 03-6043541

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
PO Box 473Barre, VT 05641

(802) 479-2552

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$2,463

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$530,536

Down $5,112 (-1.0%) from 2013

Net Assets

$530,536

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin17th percentile

Revenue

Down

$24,589

Down $4,991 (-17%) from 2013

Expenses

Up

$29,701

Up $449 (+1.5%) from 2013

Net Income

Down

-$5,112

Down $5,440 (-1659%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $541,466Liabilities 2011: $02011Assets 2012: $535,320Liabilities 2012: $02012Assets 2013: $535,648Liabilities 2013: $02013Assets 2014: $530,536Liabilities 2014: $0Net Assets 2014: $530,5362014Assets 2015: $528,617Liabilities 2015: $0Net Assets 2015: $528,6172015Assets 2016: $516,502Liabilities 2016: $0Net Assets 2016: $516,5022016Assets 2017: $519,231Liabilities 2017: $0Net Assets 2017: $519,2312017Assets 2018: $539,114Liabilities 2018: $0Net Assets 2018: $539,1142018Assets 2019: $531,641Liabilities 2019: $0Net Assets 2019: $531,6412019Assets 2020: $496,144Liabilities 2020: $0Net Assets 2020: $496,1442020Assets 2021: $523,258Liabilities 2021: $0Net Assets 2021: $523,2582021Assets 2022: $496,847Liabilities 2022: $0Net Assets 2022: $496,8472022Assets 2023: $499,681Liabilities 2023: $0Net Assets 2023: $499,6812023Assets 2024: $519,371Liabilities 2024: $0Net Assets 2024: $519,3712024Assets 2025: $535,189Liabilities 2025: $0Net Assets 2025: $535,1892025

Highlighted filing

2014

Assets$530,536
Liabilities$0
Net Assets$530,536
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2011: $18,218Expenses 2011: $28,149Net Income 2011: -$9,9312011Revenue 2012: $21,214Expenses 2012: $27,360Net Income 2012: -$6,1462012Revenue 2013: $29,580Expenses 2013: $29,252Net Income 2013: $3282013Revenue 2014: $24,589Expenses 2014: $29,701Net Income 2014: -$5,1122014Revenue 2015: $28,549Expenses 2015: $30,468Net Income 2015: -$1,9192015Revenue 2016: $19,275Expenses 2016: $31,390Net Income 2016: -$12,1152016Revenue 2017: $31,997Expenses 2017: $29,268Net Income 2017: $2,7292017Revenue 2018: $54,304Expenses 2018: $34,437Net Income 2018: $19,8672018Revenue 2019: $26,282Expenses 2019: $33,776Net Income 2019: -$7,4942019Revenue 2020: $25,773Expenses 2020: $61,280Net Income 2020: -$35,5072020Revenue 2021: $62,971Expenses 2021: $35,857Net Income 2021: $27,1142021Revenue 2022: $11,365Expenses 2022: $37,776Net Income 2022: -$26,4112022Revenue 2023: $39,723Expenses 2023: $36,889Net Income 2023: $2,8342023Revenue 2024: $60,548Expenses 2024: $40,858Net Income 2024: $19,6902024Revenue 2025: $55,023Expenses 2025: $39,205Net Income 2025: $15,8182025

Highlighted filing

2014

Revenue$24,589
Expenses$29,701
Net Income-$5,112
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A OTTERMANTrustee-$2,463-$2,463
Filing and Contact Details

Filer

Filer Name
Elizabeth M Campbell Library Trust
EIN
03-6043541
Phone
8024792552
Address
PO BOX 473, BARRE, VT 05641

Signing Officer

Name
David a Otterman
Title
Trustee
Phone
8024792552
Signed
2015-04-28

Preparer

Firm
Salvador and Babic PC
Address
PO Box 593, Barre, VT 05641
Preparer
Dennis N Perrault CPA
Phone
8024768673
Raw XML Appendix331 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/Amt01638
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SALVADOR AND BABIC TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0410
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MARKETABLE SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt071841
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt073562
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01721
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED SCHEDULE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt045415
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt048121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0156281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0281895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED SCHEDULE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0101684
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0103939
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt020505
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt021111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0202561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE SCHEDULE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0208992
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt022868
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01721
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024589
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024589
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01228
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01638
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0616
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02463
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt024246
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt024246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022868
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5112
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073562
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021577
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0619
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0673
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024589
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL WORLD BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL WORLD GROWTH & INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FHLMC MEDIUM TERM NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3U.S. TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01721
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5112
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0530536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0535648
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0530536
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032328
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032328
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032328
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032760
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0432
IRS990PF/DistributableAmountGrp/TotalTaxAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0668148
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0335
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt047
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0335
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt028369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt045415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt048121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0156281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0156281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0281895
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0198990
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0202561
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0208992
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0535648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0530536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0668148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0535648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0530536
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0535648
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0530536
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0535648
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0530536
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0143942
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0122189
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0125050
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0665181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0653883
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09978
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032760
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0655203
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0665181
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02463
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID A OTTERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BARRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005641
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.056605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0655203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0620367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0580270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0567653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0570520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0528045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230971
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026689
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026689
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026689
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0DAVID A OTTERMAN ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 473
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BARRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005641
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08024792552
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TRUST PROVIDES FINANCIAL SUPPORT TO THE ALDRICH PUBLICLIBRARY, LOCATED IN BARRE, VT. THE FUNDS ARE TO BE USEDFOR MAINTENANCE, IMPROVEMENTS AND OPERATIONAL EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt024246
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONALEXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALDRICH PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BARRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005641
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024246
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/AppliedToCurrentYearAmt017604
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09085
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032328
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026689
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09085
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTTERMAN & ALLEN CLERICAL SUPPORT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0464
TaxesSchedule/TaxesDetail/Amt0528
TaxesSchedule/TaxesDetail/Amt1145
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0528
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1145
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A OTTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08024792552
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH M CAMPBELL LIBRARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0036043541
ReturnHeader/Filer/PhoneNum08024792552
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 473
ReturnHeader/Filer/USAddress/CityNm0BARRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Salvador and Babic PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 593
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005641
ReturnHeader/PreparerPersonGrp/PhoneNum08024768673
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS N PERRAULT CPA
ReturnHeader/ReturnTs02015-05-04T10:18:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,536
Liabilities
$0
Net assets
$530,536
Revenue
$24,589
Expenses
$29,701
Net income
-$5,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.55$0.39$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.61$0.41$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.40$0.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.11$0.38$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.63$0.36$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.26$0.61$0.36
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.26$0.34$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.54$0.34$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.19$0.31$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.29$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.25$0.30$0.05
2013Summary only. Only limited summary data is available for this year.$5.36$0.00$0.30$0.29$0.00
2012Summary only. Only limited summary data is available for this year.$5.35$0.00$0.21$0.27$0.06
2011Summary only. Only limited summary data is available for this year.$5.41$0.00$0.18$0.28$0.10