Civic Intelligence

Lotta M Crabtree Trust UW Lotta Theatrical Fund

990PF • Fiscal year 2012 • EIN 04-2607210

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

Organization Profile
Kl Gates One Lincoln St02111-2950
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$3,595

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

47th percentile

-0.6%

Faster asset growth than 47% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$405,564

Down $2,482 (-0.6%) from 2011

Net Assets

Down

$405,564

Down $2,482 (-0.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$24,231

Down $3,108 (-11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2010: $430,799Liabilities 2010: $0Net Assets 2010: $430,7992010Assets 2011: $408,046Liabilities 2011: $0Net Assets 2011: $408,0462011Assets 2012: $405,564Liabilities 2012: $0Net Assets 2012: $405,5642012Assets 2013: $412,232Liabilities 2013: $0Net Assets 2013: $412,2322013Assets 2014: $386,965Liabilities 2014: $1Net Assets 2014: $386,9652014Assets 2015: $372,146Liabilities 2015: $02015Assets 2019: $321,897Liabilities 2019: $02019Assets 2020: $385,695Liabilities 2020: $1Net Assets 2020: $385,6952020Assets 2021: $495,167Liabilities 2021: $0Net Assets 2021: $495,1672021Assets 2022: $575,482Liabilities 2022: $1Net Assets 2022: $575,4822022Assets 2023: $616,169Liabilities 2023: $12023Assets 2024: $569,904Liabilities 2024: $0Net Assets 2024: $569,9042024

Highlighted filing

2012

Assets$405,564
Liabilities$0
Net Assets$405,564
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $29,2942010Expenses 2011: $27,3392011Expenses 2012: $24,2312012Revenue 2013: $33,214Expenses 2013: $26,158Net Income 2013: $7,0562013Revenue 2014: $14,509Expenses 2014: $38,974Net Income 2014: -$24,4652014Revenue 2015: $22,534Expenses 2015: $37,005Net Income 2015: -$14,4712015Revenue 2019: $22,140Expenses 2019: $39,984Net Income 2019: -$17,8442019Revenue 2020: $108,638Expenses 2020: $44,840Net Income 2020: $63,7982020Revenue 2021: $160,347Expenses 2021: $50,878Net Income 2021: $109,4692021Revenue 2022: $141,284Expenses 2022: $60,969Net Income 2022: $80,3152022Revenue 2023: $101,549Expenses 2023: $60,862Net Income 2023: $40,6872023Revenue 2024: $41,311Expenses 2024: $87,714Net Income 2024: -$46,4032024

Highlighted filing

2012

Revenue-
Expenses$24,231
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
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH F POTTERTrustee-$3,595-$3,595
NANCY T HARMONTrustee-$899-$899
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY REPERTORY COMPANYTHEATRICAL CAREERGENERALNEW YORK, NY, US$5,000
Paid GrantTHE ACTORS FUNDTHEATRICAL CAREERGENERALPROVIDENCE, RI, US$3,480
Paid GrantTRUSTEES OF COLUMBIA UNIVERSITYTHEATRICAL CAREERGENERALNEW YORK, NY, US$2,000
Filing and Contact Details

Filer

EIN
04-2607210
Raw XML AppendixShowing 400 of 443 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/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40561541
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50630601
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0194
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions021606
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1024672
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2026928
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3020936
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4016891
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5050048
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.264268
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions021606
IRS990PF/QualifyingDistributions/ExpensesAndContributions021606
IRS990PF/QualifyingDistributions/QualifyingDistributions021606
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ELIZABETH F POTTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06172613100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0021112950
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10SEE ATTACHED LIST OF DISTRIBUTIONS
IRS990PF/SummaryOfDirectCharitableActy/Expenses1010480
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ELIZBETHE F POTTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06172613100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0021112950
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THEATRICAL PROFESSION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03480
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2THEATRICAL CAREER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE ACTORS FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11TRINITY REPERTORY COMPANY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TRUSTEES OF COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10201 WASHINGTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11729 SEVENTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12127 WEST 127 ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PROVIDENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002903
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210027
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010480
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011126
IRS990PF/UndistributedIncome/AppliedToYear1010480
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027927
IRS990PF/UndistributedIncome/QualifyingDistributions021606
IRS990PF/UndistributedIncome/UndistributedIncomeCY016801
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear010480
LegalFeesSchedule/LegalFees/Amount06731
LegalFeesSchedule/LegalFees/Amount174
LegalFeesSchedule/LegalFees/Amount2625
LegalFeesSchedule/LegalFees/Amount350
LegalFeesSchedule/LegalFees/Category0KL GATES- GRANTMAKING
LegalFeesSchedule/LegalFees/Category1KL GATES- LEGAL FEES
LegalFeesSchedule/LegalFees/Category2HARMON ROBERSTON- GRANTMAKING
LegalFeesSchedule/LegalFees/Category3HARMON ROBERTSON-LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps06731
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps137
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps2625
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps325
LegalFeesSchedule/LegalFees/NetInvestmentIncome037
LegalFeesSchedule/LegalFees/NetInvestmentIncome125
OtherDecreasesSchedule/OtherDecreases/Amount0259
OtherDecreasesSchedule/OtherDecreases/Description02011 FEDERAL TAX LIABILITY
OtherExpensesSchedule/OtherExpenses/Description0SURETY BOND PREMIUMS
OtherExpensesSchedule/OtherExpenses/Description1DEPOSITORY FEES
OtherExpensesSchedule/OtherExpenses/Description2MISC ADMINISTRATION EXPENSES

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$405,564
Liabilities
$0
Net assets
$405,564
Revenue
-
Expenses
$24,231
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.41$0.88$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.16$0.00$1.02$0.61$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$1.41$0.61$0.80
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.60$0.51$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$1.09$0.45$0.64
2019Summary only. Only limited summary data is available for this year.$3.22$0.00$0.22$0.40$0.18
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$0.23$0.37$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.15$0.39$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.33$0.26$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29