Civic Intelligence

Trust UW William E Whitney

990 • Fiscal year 2011 • EIN 04-2795485

Apr 01, 2010 to Mar 31, 2011 • Filed on Jul 07, 2011

Organization ProfileN/A
1 Lincoln Street Ssfc 2402111-2900
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$273,686

No earlier filing loaded for comparison.

Net Assets

$273,686

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,794

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $273,686Liabilities 2011: $0Net Assets 2011: $273,6862011Assets 2012: $273,080Liabilities 2012: $0Net Assets 2012: $273,0802012Assets 2013: $274,635Liabilities 2013: $0Net Assets 2013: $274,6352013Assets 2014: $280,370Liabilities 2014: $0Net Assets 2014: $280,3702014Assets 2015: $279,648Liabilities 2015: $0Net Assets 2015: $279,6482015Assets 2016: $284,179Liabilities 2016: $0Net Assets 2016: $284,1792016Assets 2017: $298,263Liabilities 2017: $0Net Assets 2017: $298,2632017Assets 2018: $315,073Liabilities 2018: $0Net Assets 2018: $315,0732018Assets 2019: $328,609Liabilities 2019: $0Net Assets 2019: $328,6092019Assets 2020: $334,836Liabilities 2020: $0Net Assets 2020: $334,8362020Assets 2021: $352,698Liabilities 2021: $0Net Assets 2021: $352,6982021Assets 2022: $369,132Liabilities 2022: $0Net Assets 2022: $369,1322022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$273,686
Liabilities$0
Net Assets$273,686
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 2011: $9,7942011Revenue 2012: $10,878Expenses 2012: $11,484Net Income 2012: -$6062012Revenue 2013: $12,988Expenses 2013: $11,433Net Income 2013: $1,5552013Revenue 2014: $17,102Expenses 2014: $11,367Net Income 2014: $5,7352014Revenue 2015: $16,795Expenses 2015: $17,517Net Income 2015: -$7222015Revenue 2016: $18,625Expenses 2016: $14,094Net Income 2016: $4,5312016Revenue 2017: $29,760Expenses 2017: $15,676Net Income 2017: $14,0842017Revenue 2018: $33,769Expenses 2018: $16,959Net Income 2018: $16,8102018Revenue 2019: $31,586Expenses 2019: $18,050Net Income 2019: $13,5362019Revenue 2020: $24,245Expenses 2020: $18,018Net Income 2020: $6,2272020Revenue 2021: $50,679Expenses 2021: $32,817Net Income 2021: $17,8622021Revenue 2022: $44,918Expenses 2022: $28,484Net Income 2022: $16,4342022Revenue 2023: $46,088Expenses 2023: $19,353Net Income 2023: $26,7352023

Highlighted filing

2011

Revenue-
Expenses$9,794
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Jul 7, 2011
Return Version
2010v3.2
Gross Receipts
$141,956
Mission and Program Overview

Mission

To provide financial support to harvard college

Filing and Contact Details

Filer

EIN
04-2795485
Raw XML Appendix302 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.

Path#Value
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE FINANCIAL SUPPORT TO HARVARD COLLEGE
IRS990/AddressPrincipalOfficerUS/AddressLine101 LINCOLN STREET
IRS990/AddressPrincipalOfficerUS/City0BOSTON
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode0021112900
IRS990/BenefitsPaidToMembersCY00
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IRS990/CapStckTrstPrinCurrentFunds/BOY0257993
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IRS990/InvestmentsPubTradedSecurities/BOY0257323
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IRS990/MissionDescription0TO PROVIDE FINANCIAL SUPPORT TO HARVARD COLLEGE
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0CAROLYN STILES
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY0257993
IRS990/NetAssetsOrFundBalancesEOY0273686
IRS990/NetGainOrLossInvestments/ExclusionAmount017892
IRS990/NetGainOrLossInvestments/TotalRevenueColumn017892
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0284
IRS990/OtherExpensesCurrentYear0285
IRS990/OtherExpenses/Description0FOREIGN TAX ON DIVIDENDS
IRS990/OtherExpenses/Description1MASSACHUSETTS FORM PC FILING FEE
IRS990/OtherExpenses/Description2PROBATE COURT FILING FEE
IRS990/OtherExpenses/Description3COMMON TRUST FUND FEES
IRS990/OtherExpenses/ManagementAndGeneral080
IRS990/OtherExpenses/ManagementAndGeneral135
IRS990/OtherExpenses/ManagementAndGeneral2150
IRS990/OtherExpenses/ManagementAndGeneral320
IRS990/OtherExpenses/Total080
IRS990/OtherExpenses/Total135
IRS990/OtherExpenses/Total2150
IRS990/OtherExpenses/Total320
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses015693
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY015693
IRS990/RevenuesLessExpensesPriorYear0-2231
IRS990/SalariesEtcCurrentYear02707
IRS990/SalariesEtcPriorYear02367
IRS990/SavingsAndTempCashInvestments/BOY0670
IRS990/SavingsAndTempCashInvestments/EOY02002
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts06802
IRS990ScheduleA/SupportedOrgInformation/Amount06802
IRS990ScheduleA/SupportedOrgInformation/EIN0042103580
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0SCHOOL
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL SUPPORT EXCLUSIVELY TO HARVARD COLLEGE.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10124 MT AUBURN STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0CAMBRIDGE
IRS990ScheduleI/RecipientTable/AddressUS/State0MA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode002138
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06802
IRS990ScheduleI/RecipientTable/EINOfRecipient0042103580
IRS990ScheduleI/RecipientTable/IRCSection0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FOR THE BENEFIT OF THE MEDICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0NONE
IRS990ScheduleO/GeneralExplanation/Explanation1CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE IS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUST U/W WILLIAM E WHITNEY IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FORM 990 IS PREPARED AND REVIEWED BY THE CHARITABLE TAX GROUP OF STATE STREET BANK AND TRUST CO. IT IS SIGNED BY THE MANAGER OF THE CHARITABLE TAX GROUP BEFORE FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE GOVERNING DOCUMENT AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS AT THE OFFICES OF STATE STREET BANK AND TRUST CO. STATE STREET BANK AND TRUST CO. IS LOCATED AT ONE LINCOLN STREET, BOSTON, MA 02111-2900. TELEPHONE 617-664-3888.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990 PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/ReturnReference1COLUMN D REPORTABLE COMPENSATION FROM THE ORGANIZATITION
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0PUBLIC CHARITY
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
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IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
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IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
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IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved06802
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10HARVARD COLLEGE
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IRS990/TheBooksAreInCareOf/TelephoneNumber06176643888
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IRS990/TotalAssetsBOY0257993
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0257993
IRS990/TotalNetAssetsFundBalances/EOY0273686
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenuePriorYear07013
IRS990/TotalRevenue/TotalRevenueColumn025487
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01977
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0042795485
ReturnHeader/Filer/Name/BusinessNameLine10TRUST UW WILLIAM E WHITNEY
ReturnHeader/Filer/NameControl0WHIT
ReturnHeader/Filer/Phone06176643888
ReturnHeader/Filer/USAddress/AddressLine101 LINCOLN STREET SSFC 24
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021112900
ReturnHeader/Officer/DateSigned02011-07-07
ReturnHeader/Officer/Name0STATE STREET BANK AND TRUST COMPANY
ReturnHeader/Officer/Phone06176643888
ReturnHeader/Officer/Title0PRINCIPAL
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-04-01
ReturnHeader/TaxPeriodEndDate02011-03-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02009-10-15T15:15:33+05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$273,686
Liabilities
$0
Net assets
$273,686
Revenue
-
Expenses
$9,794
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.46$0.19$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.45$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.51$0.33$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.24$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.32$0.18$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.34$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.30$0.16$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.11$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.13$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$0.11$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.10