Lotta M Crabtree Trust UW Lotta Fund for Discharged Convicts

990PF • Fiscal year 2012 • EIN 04-2607208

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization Profile

Kl Gates One Lincoln St02111-2950

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$576,103

Flat from 2012

Net Assets

$576,103

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$32,788

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2012

Assets$576,103

Liabilities$0

Net Assets$576,103

Open 2012 Filing

Operations Trend

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

Highlighted filing

2012

Revenue-

Expenses$32,788

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 18, 2013
Return Version: 2012v2.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
ELIZABETH F POTTER	Trustee	-	$4,829	-	$4,829
NANCY T HARMON	Trustee	-	$1,207	-	$1,207

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	MASS SOC FOR AIDING DISCHARGED PRISONERS	TO AID DISCHARGED CONVICTS	GENERAL	SALEM, MA, US	$2,985
Paid Grant	CORRECTIONAL ASSN OF NEW YORK	TO AID DISCHARGED CONVICTS	GENERAL	NEW YORK, NY, US	$2,650
Paid Grant	CRIMINAL JUSTICE MINISTRY OF SOC OF ST PAUL	TO AID DISCHARGED CONVICTS	GENERAL	ST LOUIS, MO, US	$2,650
Paid Grant	JOHN HOWARD ASSN OF ILLINOIS	TO AID DISCHARGED CONVICTS	GNEERAL	CHICAGO, IL, US	$2,650
Paid Grant	NORTHERN CALIFORNIA SERVICE LEAGUE	TO AID DISCHARGED CONVICTS	GENERAL	SAN FRANCISCO, CA, US	$2,650
Paid Grant	PRODIGAL MINISTRIES	TO AID DISCHARGED CONVICTS	GENERAL	CRESTWOOD, KY, US	$2,650
Paid Grant	SALVATION ARMY OF ST LOUIS	TO AID DISCHARGED CONVICTS	GENERAL	BATON ROUGE, LA, US	$2,650
Paid Grant	SALVATION ARMY OF WASHINGTON DC	TO AID DISCHARGED CONVICTS	GENERAL	WASHINGTON, DC, US	$2,650

Filing and Contact Details

Filer

EIN: 04-2607208

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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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	000.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	000.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	4829
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	1207
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ELIZABETH F POTTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	NANCY T HARMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	KL GATES ONE LINCOLN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	PO BOX N184
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	WESTPORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	02111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	02790
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	39968
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	39713
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	000.052196
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	000.058621
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	000.042601
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	000.029496
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	000.029183
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	000.101079
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	760844
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	588441
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	697079
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	613062
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	744365
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	848706
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	255
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	29355
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	34495
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	29696
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	18083
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	21723
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	85786
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	000.260980
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	29355
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	29355
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	29355
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber	0	1
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	0	N/A
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	ELIZABETH F POTTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	6172613100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	KL GATES ONE LINCOLN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	021112950
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MA
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	SEE ATTACHED SCHEDULE OF DISTRIBUTIONS
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	21535
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	ELIZABETH F POTTER TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	6172613100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	KL GATES ONE LINCOLN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	BOSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	021112950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	GEOGRAPHICAL RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/ContributingManager	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	2985
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	2650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	TO AID DISCHARGED CONVICTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CORRECTIONAL ASSN OF NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	CRIMINAL JUSTICE MINISTRY OF SOC OF ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	JOHN HOWARD ASSN OF ILLINOIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	MASS SOC FOR AIDING DISCHARGED PRISONERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	NORTHERN CALIFORNIA SERVICE LEAGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	PRODIGAL MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	SALVATION ARMY OF ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	SALVATION ARMY OF WASHINGTON DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	GNEERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $576,103
Liabilities: $0
Net assets: $576,103
Revenue: -
Expenses: $32,788
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.29	$0.00	$7.29	$0.63	$0.68	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$7.33	$0.00		$1.47	$0.77	$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.64	$0.00	$6.64	$2.00	$0.78	$1.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.42	$0.00	$5.42	$1.08	$0.67	$0.41
2020Detailed filing. Detailed filing data is available for this year.	$4.98	$0.00		$1.00	$0.57	$0.44
2019Summary only. Only limited summary data is available for this year.	$4.54	$0.00		$0.30	$0.55	$0.26
2015Summary only. Only limited summary data is available for this year.	$5.25	$0.00		$0.27	$0.49	$0.22
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$5.46	$0.00	$5.46	$0.14	$0.47	$0.34
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$5.81	$0.00	$5.81	$0.46	$0.41	$0.05
2012Detailed filing. Detailed filing data is available for this year.	$5.76	$0.00	$5.76		$0.33
2012Summary only. Only limited summary data is available for this year.	$5.76	$0.00		$0.29	$0.33	$0.04
2011Detailed filing. Detailed filing data is available for this year.	$5.80	$0.00	$5.80		$0.38
2010Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05		$0.33