Civic Intelligence

Ella Lyman Cabot Trust Inc C/O Gma Foundations

990PF • Fiscal year 2016 • EIN 04-2111393

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 07, 2017

Organization Profile
111 Huntington AvenueBoston, MA 02199

(617) 239-0100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-109%

Higher net margin than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,993,181

Down $134,543 (-4.3%) from 2015

Net Assets

Down

$2,993,181

Down $134,543 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Down

$124,800

Down $169,380 (-58%) from 2015

Expenses

Up

$260,587

Up $88,177 (+51%) from 2015

Net Income

Down

-$135,787

Down $257,557 (-212%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,977,346Liabilities 2011: $0Net Assets 2011: $2,977,3462011Assets 2012: $2,979,833Liabilities 2012: $02012Assets 2013: $2,881,479Liabilities 2013: $0Net Assets 2013: $2,881,4792013Assets 2014: $2,986,672Liabilities 2014: $02014Assets 2015: $3,127,724Liabilities 2015: $0Net Assets 2015: $3,127,7242015Assets 2016: $2,993,181Liabilities 2016: $0Net Assets 2016: $2,993,1812016Assets 2017: $3,196,086Liabilities 2017: $0Net Assets 2017: $3,196,0862017Assets 2018: $3,232,558Liabilities 2018: $0Net Assets 2018: $3,232,5582018Assets 2019: $3,192,008Liabilities 2019: $0Net Assets 2019: $3,192,0082019Assets 2020: $3,151,700Liabilities 2020: $0Net Assets 2020: $3,151,7002020Assets 2021: $4,022,197Liabilities 2021: $0Net Assets 2021: $4,022,1972021Assets 2022: $3,878,493Liabilities 2022: $0Net Assets 2022: $3,878,4932022Assets 2023: $3,764,505Liabilities 2023: $0Net Assets 2023: $3,764,5052023Assets 2024: $3,655,980Liabilities 2024: $0Net Assets 2024: $3,655,9802024

Highlighted filing

2016

Assets$2,993,181
Liabilities$0
Net Assets$2,993,181
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $165,5032011Revenue 2012: $195,007Expenses 2012: $190,403Net Income 2012: $4,6042012Revenue 2013: $91,686Expenses 2013: $189,887Net Income 2013: -$98,2012013Revenue 2014: $289,529Expenses 2014: $188,739Net Income 2014: $100,7902014Revenue 2015: $294,180Expenses 2015: $172,410Net Income 2015: $121,7702015Revenue 2016: $124,800Expenses 2016: $260,587Net Income 2016: -$135,7872016Revenue 2017: $354,487Expenses 2017: $151,582Net Income 2017: $202,9052017Revenue 2018: $189,961Expenses 2018: $153,489Net Income 2018: $36,4722018Revenue 2019: $134,890Expenses 2019: $175,440Net Income 2019: -$40,5502019Revenue 2020: $141,979Expenses 2020: $182,287Net Income 2020: -$40,3082020Revenue 2021: $1,066,183Expenses 2021: $195,686Net Income 2021: $870,4972021Revenue 2022: $51,022Expenses 2022: $194,726Net Income 2022: -$143,7042022Revenue 2023: $53,474Expenses 2023: $167,462Net Income 2023: -$113,9882023Revenue 2024: $73,840Expenses 2024: $182,365Net Income 2024: -$108,5252024

Highlighted filing

2016

Revenue$124,800
Expenses$260,587
Net Income-$135,787
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW G BODNAR MDPresident & Trustee-$0--
JEFFREY SWOPE ESQTreasurer & Trustee-$0--
GENE A CORBINTrustee-$0--
PROF HELEN GLIKMANTrustee-$0--
PROF ELLEN T HARRISTrustee-$0--
DR ROBERT M RANDOLPHTrustee-$0--
HONORABLE MICHAEL BARRETTTrustee-$0--
PROF CONSTANCE W WILLIAMSTrustee-$0--
MICHELLE LAMARRE-JENNEYClerk-$0--
Filing and Contact Details

Filer

Filer Name
Ella Lyman Cabot Trust Inc
EIN
04-2111393
Phone
6172390100
Address
111 HUNTINGTON AVENUE, BOSTON, MA 02199

Signing Officer

Name
Jeffrey Swope Esq
Title
Treasurer
Phone
6172390181
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt12340
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0122245
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02555
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0124800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0203347
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0203347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064273
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-135787
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01032891
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0104462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt028171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015405
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt043576
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0628
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0232981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0260587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0122245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0124800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt057240
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0909
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0292325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1374769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2307825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt256156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt321813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt256156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt321813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0279760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1367337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2363981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt057972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-135787
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01244
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02993181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03127724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02993181
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0164185
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0161845
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0164185
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162890
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/DistributableAmountGrp/TotalTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05537
IRS990PF/FMVAssetsEOYAmt03213046
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt068772
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0103549
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0103549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01318216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01152990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01164497
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01534943
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01168497
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01366010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0142953
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0394606
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0409300
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03127724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02993181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03127724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02993181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03213046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03127724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02993181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03127724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02993181
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt062840
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0173539
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0169690
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03307402
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0109726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03197676
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049611
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0162890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03257791
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03307402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW G BODNAR MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY SWOPE ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GENE A CORBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PROF HELEN GLIKMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PROF ELLEN T HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DR ROBERT M RANDOLPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6HONORABLE MICHAEL BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7PROF CONSTANCE W WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MICHELLE LAMARRE-JENNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TRUSTEE

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,993,181
Liabilities
$0
Net assets
$2,993,181
Revenue
$124,800
Expenses
$260,587
Net income
-$135,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.07$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.05$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.05$0.19$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.07$0.20$0.87
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.14$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.13$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.19$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.35$0.15$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.12$0.26$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.29$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$2.99$0.00$0.29$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.19$0.10
2012Summary only. Only limited summary data is available for this year.$2.98$0.00$0.20$0.19$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.17