Civic Intelligence

Lotta M Crabtree Trust U/W FBO Mary a Crabtree Fund

990PF • Fiscal year 2011 • EIN 04-2607227

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 01, 2012

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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

93rd percentile

$3,862

Higher top officer pay than 93% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

40th percentile

-3.9%

Faster asset growth than 40% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$458,413

Down $18,478 (-3.9%) from 2010

Net Assets

Down

$458,413

Down $18,478 (-3.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$28,707

Down $1,941 (-6.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2010: $476,891Liabilities 2010: $0Net Assets 2010: $476,8912010Assets 2011: $458,413Liabilities 2011: $0Net Assets 2011: $458,4132011Assets 2012: $462,677Liabilities 2012: $0Net Assets 2012: $462,6772012Assets 2013: $459,175Liabilities 2013: $0Net Assets 2013: $459,1752013Assets 2014: $435,622Liabilities 2014: $0Net Assets 2014: $435,6222014Assets 2015: $421,639Liabilities 2015: $02015Assets 2019: $359,140Liabilities 2019: $02019Assets 2020: $419,443Liabilities 2020: $0Net Assets 2020: $419,4432020Assets 2021: $505,406Liabilities 2021: $0Net Assets 2021: $505,4062021Assets 2022: $606,857Liabilities 2022: $0Net Assets 2022: $606,8572022Assets 2023: $688,830Liabilities 2023: $0Net Assets 2023: $688,8302023Assets 2024: $705,794Liabilities 2024: $0Net Assets 2024: $705,7942024

Highlighted filing

2011

Assets$458,413
Liabilities$0
Net Assets$458,413
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $30,6482010Expenses 2011: $28,7072011Expenses 2012: $28,2672012Revenue 2013: $30,951Expenses 2013: $33,842Net Income 2013: -$2,8912013Revenue 2014: $12,620Expenses 2014: $35,894Net Income 2014: -$23,2742014Revenue 2015: $25,060Expenses 2015: $39,043Net Income 2015: -$13,9832015Revenue 2019: $24,827Expenses 2019: $45,467Net Income 2019: -$20,6402019Revenue 2020: $113,626Expenses 2020: $53,323Net Income 2020: $60,3032020Revenue 2021: $140,724Expenses 2021: $54,759Net Income 2021: $85,9652021Revenue 2022: $176,741Expenses 2022: $75,293Net Income 2022: $101,4482022Revenue 2023: $154,219Expenses 2023: $72,245Net Income 2023: $81,9742023Revenue 2024: $75,589Expenses 2024: $58,625Net Income 2024: $16,9642024

Highlighted filing

2011

Revenue-
Expenses$28,707
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH F POTTERTrustee-$3,862-$3,862
NANCY T HARMONTrustee-$934-$934
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRISTMAS IN THE CITYCHARITABLE GIFT AT CHRISTMASGENERALHINGHAM, MA, US$1,710
Paid GrantJUDGE IRELAND FUNDCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,710
Paid GrantLITTLE HOME FOR WANDERERSCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,710
Paid GrantCHILDRENS HOLIDAY GIFT FUNDCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Paid GrantCITIZENS PROGRAMS CORPCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Paid GrantCRADLES TO DRAYONSCHARITABLE GIFT AT CHRISTMASGENERALBROOKLINE, MA, US$1,709
Paid GrantPAJAMA PROGRAMCHARITABLE GIFT AT CHRISTMASGENERALW NEWTON, MA, US$1,709
Paid GrantSOMERVILLE-CAMBRIDGE ELDER SERVICESCHARITABLE GIFT AT CHRISTMASGENERALSOMERVILLE, MA, US$1,709
Paid GrantSOUTH BOSTON BOYS GIRLS CLUBCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Paid GrantTRAVELERS AID FAMILY SERVICESCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Paid GrantUSO OF NEW ENGLANDCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Paid GrantYAWKEE CLUB OF ROXBURYCHARITABLE GIFT AT CHRISTMASGENERALBOSTON, MA, US$1,709
Filing and Contact Details

Filer

EIN
04-2607227
Raw XML AppendixShowing 400 of 553 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/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0476891
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0458413
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted023117
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj023117
IRS990PF/DistributableAmount/DistributableAmountBeforeDed023117
IRS990PF/DistributableAmount/MinimumInvestmentReturn023460
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0343
IRS990PF/DistributableAmount/TotalTax0343
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0343
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0343
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0343
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0343
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances038127
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07145
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1000.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03862
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation1934
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELIZABETH F POTTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY T HARMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10KL GATES ONE LINCOLN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX N184
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WESTPORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0021112950
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102790
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct023942
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets023770
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.050662
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.053848
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.045283
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.028141
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.076296
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.049740
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0469191
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10479627
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20526287
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30619051
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40675033
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50607101
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0172
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions023424
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1025827
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2023832
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3017421
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4051502
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5030197
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.253308
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions023424
IRS990PF/QualifyingDistributions/ExpensesAndContributions023424
IRS990PF/QualifyingDistributions/QualifyingDistributions023424
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ELIZBETH 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/TerminationEtc0false
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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10SEE PAGE 11
IRS990PF/SummaryOfDirectCharitableActy/Expenses1020511
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ELIZABETH 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/RestrictionsOnAwards0TIME: DECEMBER (CHRISTMAS ONLY)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111709
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11CHARITABLE GIFT AT CHRISTMAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDRENS HOLIDAY GIFT FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CHRISTMAS IN THE CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CITIZENS PROGRAMS CORP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CRADLES TO DRAYONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JUDGE IRELAND FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PAJAMA PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16SOMERVILLE-CAMBRIDGE ELDER SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17SOUTH BOSTON BOYS GIRLS CLUB

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,413
Liabilities
$0
Net assets
$458,413
Revenue
-
Expenses
$28,707
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.76$0.59$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.54$0.72$0.82
2022Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$1.77$0.75$1.01
2021Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$1.41$0.55$0.86
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.14$0.53$0.60
2019Summary only. Only limited summary data is available for this year.$3.59$0.00$0.25$0.45$0.21
2015Summary only. Only limited summary data is available for this year.$4.22$0.00$0.25$0.39$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.13$0.36$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.31$0.34$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.28
2011Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.31