Civic Intelligence

Nathaniel & Elizabeth P Stevens Fdn

990PF • Fiscal year 2021 • EIN 04-2236996

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 15, 2022

Organization Profile
PO Box 111North Andover, MA 01845

(978) 688-7211

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

71st percentile

32%

Higher net margin than 71% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$80,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

27th percentile

1.3%

Faster asset growth than 27% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

44%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$17,611,246

Up $218,122 (+1.3%) from 2020

Net Assets

Up

$17,591,553

Up $698,429 (+4.1%) from 2020

Liabilities

Down

$19,693

Down $480,307 (-96%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

Up

$2,274,718

Up $697,936 (+44%) from 2020

Expenses

Up

$1,552,779

Up $69,298 (+4.7%) from 2020

Net Income

Up

$721,939

Up $628,638 (+674%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,924,316Liabilities 2011: $02011Assets 2012: $15,566,452Liabilities 2012: $02012Assets 2013: $15,741,291Liabilities 2013: $02013Assets 2014: $15,931,828Liabilities 2014: $02014Assets 2015: $16,562,176Liabilities 2015: $02015Assets 2019: $16,800,258Liabilities 2019: $02019Assets 2020: $17,393,124Liabilities 2020: $500,000Net Assets 2020: $16,893,1242020Assets 2021: $17,611,246Liabilities 2021: $19,693Net Assets 2021: $17,591,5532021Assets 2022: $16,594,424Liabilities 2022: $20,942Net Assets 2022: $16,573,4822022Assets 2023: $15,525,579Liabilities 2023: $22,823Net Assets 2023: $15,502,7562023Assets 2024: $16,744,521Liabilities 2024: $0Net Assets 2024: $16,744,5212024

Highlighted filing

2021

Assets$17,611,246
Liabilities$19,693
Net Assets$17,591,553
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,457,192Expenses 2011: $1,080,886Net Income 2011: $376,3062011Revenue 2012: $1,641,154Expenses 2012: $999,018Net Income 2012: $642,1362012Revenue 2013: $1,489,701Expenses 2013: $1,314,862Net Income 2013: $174,8392013Revenue 2014: $1,228,690Expenses 2014: $1,038,153Net Income 2014: $190,5372014Revenue 2015: $1,831,952Expenses 2015: $1,201,579Net Income 2015: $630,3732015Revenue 2019: $1,724,250Expenses 2019: $1,443,633Net Income 2019: $280,6172019Revenue 2020: $1,576,782Expenses 2020: $1,483,481Net Income 2020: $93,3012020Revenue 2021: $2,274,718Expenses 2021: $1,552,779Net Income 2021: $721,9392021Revenue 2022: $585,021Expenses 2022: $1,570,459Net Income 2022: -$985,4382022Revenue 2023: $634,661Expenses 2023: $1,705,387Net Income 2023: -$1,070,7262023Revenue 2024: $1,461,310Expenses 2024: $1,635,803Net Income 2024: -$174,4932024

Highlighted filing

2021

Revenue$2,274,718
Expenses$1,552,779
Net Income$721,939
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA L MINERTrustee-$80,000-$80,000
CHRISTOPHER W ROGERSTrustee-$0--
EMILY A DONNANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nathaniel & Elizabeth P Stevens
EIN
04-2236996
Address
PO BOX 111, NORTH ANDOVER, MA 01845

Signing Officer

Name
Joshua L Miner
Title
Trustee
Phone
9786887211
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Abel Rogers & Sullivan
Address
40 SHATTUCK RD SUITE 112, ANDOVER, MA 01810
Preparer
Kevin a Sullivan
Phone
9789753919
Raw XML AppendixShowing 400 of 402 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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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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/IndividualWithBooksNm0JOSHUA L MINER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 111
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001845
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786887211
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOSHUA L MINER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786887211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORTH ANDOVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001845
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CAPITAL TOWARDS THE CREATION OF THE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1CAPITAL FOR THE CONSTRUCTION OF A YO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0OUR NEIGHBOR'S TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1SQUASHBUSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0194 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1795 COLUMBUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0AMESBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd001913
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd102120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01148150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001840
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0137500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01148150
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/AppliedToCurrentYearAmt01087083
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01087083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0261129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0329986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0273416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045813
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045813
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01699707
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0372727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0261129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0329986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0273416
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01459810
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0372727
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01745520
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01372793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02689
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02689
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt067338
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BOND COST BASIS ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0646
OtherDecreasesSchedule/OtherDecreasesDetail/Amt123000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2864
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12020 FEDERAL EXTENSION PAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TAX PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MAINTENANCE AGREEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BBH K-1S 2% FLOOR DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02255
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12791
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22508
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12791
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22508
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt395387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BBH K-1 ST CAPITAL GAIN(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BBH K-1 LT CAPITAL GAIN(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BBH K-1 OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OFFICE SUPPORT
OtherIncomeSchedule2/OtherIncomeDetail/Desc4SHARED OFFICE EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/Desc5COMMONWEALTH OF MA 2020 CITC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0129689
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1787171
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt22798
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0129689
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1787171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22798
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt39900
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4108000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt565794
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FEDERAL TAX REFUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0500000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BROKERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1BOND COST BASIS ADJUSTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt019693
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt086763
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt086763
TaxesSchedule/TaxesDetail/Amt09968
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt216365
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt116365
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09968
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA L MINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786887211
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATHANIEL & ELIZABETH P STEVENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NATH
ReturnHeader/Filer/EIN0042236996
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 111
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043073222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEL ROGERS & SULLIVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 SHATTUCK RD SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09789753919
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A SULLIVAN
ReturnHeader/ReturnTs02022-09-27T09:55:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSHUA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MINER
ReturnHeader/TaxPeriodBeginDt02021-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,611,246
Liabilities
$19,693
Net assets
$17,591,553
Revenue
$2,274,718
Expenses
$1,552,779
Net income
$721,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.46$1.64$0.17
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.5$0.63$1.71$1.07
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.6$0.59$1.57$0.99
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$2.27$1.55$0.72
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.50$16.9$1.58$1.48$0.09
2019Summary only. Only limited summary data is available for this year.$16.8$0.00$1.72$1.44$0.28
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$1.83$1.20$0.63
2014Summary only. Only limited summary data is available for this year.$15.9$0.00$1.23$1.04$0.19
2013Summary only. Only limited summary data is available for this year.$15.7$0.00$1.49$1.31$0.17
2012Summary only. Only limited summary data is available for this year.$15.6$0.00$1.64$1.00$0.64
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$1.46$1.08$0.38