Civic Intelligence

Luke F Kelly Charitable Trust FBO

990PF • Fiscal year 2011 • EIN 04-2764707

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
2036 Washington Street02339
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

91st percentile

$2,947

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

48th percentile

-1.0%

Faster asset growth than 48% 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

$321,793

Down $3,103 (-1.0%) from 2010

Net Assets

Down

$321,793

Down $3,103 (-1.0%) 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

$18,206

Down $1,272 (-6.5%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2010: $324,896Liabilities 2010: $0Net Assets 2010: $324,8962010Assets 2011: $321,793Liabilities 2011: $0Net Assets 2011: $321,7932011Assets 2012: $319,568Liabilities 2012: $0Net Assets 2012: $319,5682012Assets 2013: $325,902Liabilities 2013: $0Net Assets 2013: $325,9022013Assets 2014: $335,917Liabilities 2014: $0Net Assets 2014: $335,9172014Assets 2015: $328,347Liabilities 2015: $0Net Assets 2015: $328,3472015Assets 2016: $320,565Liabilities 2016: $0Net Assets 2016: $320,5652016Assets 2017: $312,873Liabilities 2017: $0Net Assets 2017: $312,8732017Assets 2018: $311,196Liabilities 2018: $0Net Assets 2018: $311,1962018Assets 2019: $321,511Liabilities 2019: $0Net Assets 2019: $321,5112019Assets 2020: $323,622Liabilities 2020: $0Net Assets 2020: $323,6222020Assets 2021: $340,694Liabilities 2021: $0Net Assets 2021: $340,6942021Assets 2022: $357,589Liabilities 2022: $0Net Assets 2022: $357,5892022Assets 2023: $348,739Liabilities 2023: $0Net Assets 2023: $348,7392023Assets 2024: $358,772Liabilities 2024: $0Net Assets 2024: $358,7722024

Highlighted filing

2011

Assets$321,793
Liabilities$0
Net Assets$321,793
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $19,4782010Expenses 2011: $18,2062011Expenses 2012: $19,1392012Revenue 2013: $23,664Expenses 2013: $17,356Net Income 2013: $6,3082013Revenue 2014: $40,682Expenses 2014: $30,690Net Income 2014: $9,9922014Revenue 2015: $17,902Expenses 2015: $24,875Net Income 2015: -$6,9732015Revenue 2016: $14,666Expenses 2016: $22,620Net Income 2016: -$7,9542016Revenue 2017: $15,598Expenses 2017: $21,842Net Income 2017: -$6,2442017Revenue 2018: $23,813Expenses 2018: $23,436Net Income 2018: $3772018Revenue 2019: $30,351Expenses 2019: $21,489Net Income 2019: $8,8622019Revenue 2020: $25,289Expenses 2020: $23,284Net Income 2020: $2,0052020Revenue 2021: $39,682Expenses 2021: $22,737Net Income 2021: $16,9452021Revenue 2022: $29,918Expenses 2022: $13,163Net Income 2022: $16,7552022Revenue 2023: $10,813Expenses 2023: $19,767Net Income 2023: -$8,9542023Revenue 2024: $31,893Expenses 2024: $21,714Net Income 2024: $10,1792024

Highlighted filing

2011

Revenue-
Expenses$18,206
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rockland Trust CompanyTrustee-$2,947-$2,947
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSACRED HEART CHURCHGENERAL PURPOSESNAMIDDLEBOROUGH, MA, US$8,370
Paid GrantBOSTON UNIVERSITY SCHOOL OF LAWGENERAL PURPOSESNABOSTON, MA, US$4,185
Paid GrantCARITAS GOOD SAMARITAN MEDICAL CTRGENERAL PURPOSESNABROCKTON, MA, US$2,093
Filing and Contact Details

Filer

EIN
04-2764707
Raw XML Appendix342 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0109.036 CENTURY SMALL CAP SELECT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset165. COLUMBIA REAL ESTATE EQTY Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset240. GOLDMAN SACHS M/C VALUE INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3487.731 BRIGHT ROCK QUALITY LARGE CAP FUND
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008266101
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOSTON UNIVERSITY SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SACRED HEART CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CARITAS GOOD SAMARITAN MEDICAL CTR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PLANNED GIVING - MOLLY MCCARTHY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11340 CENTRE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12235 NO PEARL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MIDDLEBOROUGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BROCKTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear014648
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/AppliedToCurrentYear011972
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear104335
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017726
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions016307
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY05754
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04335
OtherDecreasesSchedule/OtherDecreases/Amount0114
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST BOOK VALUE
OtherExpensesSchedule/OtherExpenses/Description0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpenses/Description1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0150
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps135
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
TaxesSchedule/Taxes/Amount057
TaxesSchedule/Taxes/Amount1369
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OTHER TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0042764707
ReturnHeader/Filer/Name/BusinessNameLine10LUKE F KELLEY TRUST UWILL
ReturnHeader/Filer/NameControl0LUKE
ReturnHeader/Filer/Phone08008266101
ReturnHeader/Filer/USAddress/AddressLine102036 WASHINGTON STREET
ReturnHeader/Filer/USAddress/City0HANOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002339
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0MARCIA J CLARK
ReturnHeader/Officer/Phone08008266101
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T10:02:41-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$321,793
Liabilities
$0
Net assets
$321,793
Revenue
-
Expenses
$18,206
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.32$0.22$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.11$0.20$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.30$0.13$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.40$0.23$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.25$0.23$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.30$0.21$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.24$0.23$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.16$0.22$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.15$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.18$0.25$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.41$0.31$0.10
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.26$0.00$3.26$0.24$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.18
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.19