Civic Intelligence

Trust UW William E Whitney

990 • Fiscal year 2016 • EIN 04-2795485

Apr 01, 2015 to Mar 31, 2016 • Filed on Sep 08, 2016

Organization ProfileN/A
1 Lincoln Street Ssfc 24Boston, MA 02111-2900

(617) 664-3888

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$284,179

Up $4,531 (+1.6%) from 2015

Net Assets

Up

$284,179

Up $4,531 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin81st percentile

Revenue

Up

$18,625

Up $1,830 (+11%) from 2015

Expenses

Down

$14,094

Down $3,423 (-20%) from 2015

Net Income

Up

$4,531

Up $5,253 (+728%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2016

Assets$284,179
Liabilities$0
Net Assets$284,179
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

2016

Revenue$18,625
Expenses$14,094
Net Income$4,531
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Sep 8, 2016
Return Version
2015v2.0
Gross Receipts
$38,350
Mission and Program Overview

Mission

To provide financial support to harvard college

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$279,648$284,179▲ $4,531
Investments in Publicly Traded Securities$285,532$283,711▼ $1,821
Savings and Temporary Cash Investments-$2,988-
Cash and Non-Interest-Bearing Accounts$-5,884$-2,520▲ $3,364
Total Assets$279,648$284,179▲ $4,531
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$279,648$284,179▲ $4,531
Total Liabilities and Net Assets / Fund Balance$279,648$284,179▲ $4,531
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
State Street Bank Trust CompanyTrustee$3,362$3,362
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,625
Other Revenue
$0
Change in Net Assets
$4,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,447
Salaries, Compensation, and Employee Benefits$3,362
Other Expenses$285
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,447--$10,447
Current Officers, Directors, Trustees, and Key Employees$672$2,690-$3,362
Other Expenses$150$42-$42
Total Functional Expenses$11,304$2,790$0$14,094
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard CollegeCambridge, MA501(c)(3)For the Benefit of the Medical School$10,447
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VII Compensation of Officers, Directors, Trustees

“Consistent 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.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The trust u/w william e whitney is governed in accordance with its trust document. There is no governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Because there is no governing body there are no committees with authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 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.”

Filing and Contact Details

Filer

Filer Name
Trust Uw William E Whitney
EIN
04-2795485
Phone
6176643888
Address
1 LINCOLN STREET SSFC 24, BOSTON, MA 02111-2900

Signing Officer

Name
State Street Bank and Trust Company
Title
Principal
Phone
6176643888
Signed
2016-09-08

Organization Details

Principal Officer
Carolyn Stiles
Formed
1977
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“The 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.”

Estimate of Average Hours Per Week Devoted to Related Organizations

“There are no individual trustees or key employees and thus no time is devoted to related organizations.”

Raw XML Appendix382 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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IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0124 MT AUBURN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002138
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL SUPPORT EXCLUSIVELY TO HARVARD COLLEGE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONSISTENT 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/SupplementalInformationDetail/ExplanationTxt1THE TRUST U/W WILLIAM E WHITNEY IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/ExplanationTxt4THE 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/SupplementalInformationDetail/ExplanationTxt5THERE ARE NO INDIVIDUAL TRUSTEES OR KEY EMPLOYEES AND THUS NO TIME IS DEVOTED TO RELATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HARVARD COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042103580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0124 MT AUBURN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010447
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HARVARD COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0279648
IRS990/TotalAssetsEOYAmt0284179
IRS990/TotalAssetsGrp/BOYAmt0279648
IRS990/TotalAssetsGrp/EOYAmt0284179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011304
IRS990/TotalFunctionalExpensesGrp/TotalAmt014094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0284179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011304
IRS990/TotalReportableCompFromOrgAmt03362
IRS990/TotalRevenueGrp/ExclusionAmt018625
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018625
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0279648
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 LINCOLN STREET
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021112900
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum06176643888
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW WILLIAM E WHITNEY
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0042795485
ReturnHeader/Filer/PhoneNum06176643888
ReturnHeader/Filer/USAddress/AddressLine1Txt01 LINCOLN STREET SSFC 24
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021112900
ReturnHeader/ReturnTs02016-09-13T13:00:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,179
Liabilities
$0
Net assets
$284,179
Revenue
$18,625
Expenses
$14,094
Net income
$4,531
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