Earle P Charlton Trust

990PF • Fiscal year 2021 • EIN 04-6012091

Oct 01, 2020 to Sep 30, 2021 • Filed on Dec 08, 2021

Organization Profile

P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

39%

Higher net margin than 77% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

$39,633

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

4.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

43%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

$2,479,445

Up $106,794 (+4.5%) from 2020

Net Assets

$2,479,445

Up $106,794 (+4.5%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin77th percentile

Revenue

$292,154

Up $88,509 (+43%) from 2020

Expenses

$177,954

Up $13,253 (+8.0%) from 2020

Net Income

$114,200

Up $75,256 (+193%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2021

Assets$2,479,445

Liabilities$0

Net Assets$2,479,445

Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

Highlighted filing

2021

Revenue$292,154

Expenses$177,954

Net Income$114,200

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2020 to Sep 30, 2021
Signed: Dec 8, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA	Trustee	-	$39,633	-	$39,633

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SOUTHCOAST HEALTH SYSTEM INC ACCOUNTING DEPARTMENT	UNRESTRICTED GENERAL	PC	NEW BEDFORD, MA, US	$129,780

Filing and Contact Details

Filer

Filer Name: Earle P Charlton Trust
EIN: 04-6012091
Phone: 8888663275
Address: P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name: Bank of America N a
Title: Managing Director
Phone: 8888663275
Signed: 2021-12-08

Raw XML Appendix349 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
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	750
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	BANK OF AMERICA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	SEE FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	280130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	757355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	53142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	246953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	318407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	56100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	130586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	183000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	200000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	493613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	747579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	102994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	566864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	563754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	56443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	243785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	253209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	238545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	74253Q747 PRINCIPAL MIDCAP BLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	1261291M7 INTERMEDIATE AGGREGA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	78462F103 SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	19766M709 COLUMBIA CONTRARIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	19766M840 COLUMBIA DIVIDEND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	19763T806 COLUMBIA INCOME OPPO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	24610B826 DELAWARE SMALL CAP C
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1802
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PROVIDENCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	029011802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	129780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SOUTHCOAST HEALTH SYSTEM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ACCOUNTING DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	101 PAGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	129780
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	123418
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	23500
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	165431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	146918
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	42013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	23500
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	750
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	7409
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CTF ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	229
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	229
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	35
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	2241
TaxesSchedule/TaxesDetail/Amt	1	3572
TaxesSchedule/TaxesDetail/Amt	2	190
TaxesSchedule/TaxesDetail/Amt	3	45
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	45
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EARLE P CHARLTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAR
ReturnHeader/Filer/EIN	0	046012091
ReturnHeader/Filer/PhoneNum	0	8888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 1802
ReturnHeader/Filer/USAddress/CityNm	0	PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	RI
ReturnHeader/Filer/USAddress/ZIPCd	0	029011802
ReturnHeader/ReturnTs	0	2021-12-08T10:00:14-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2020-10-01
ReturnHeader/TaxPeriodEndDt	0	2021-09-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,479,445
Liabilities: $0
Net assets: $2,479,445
Revenue: $292,154
Expenses: $177,954
Net income: $114,200

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.61	$0.00	$2.61	$0.16	$0.21	$0.05
2024Detailed filing. Detailed filing data is available for this year.	$2.65	$0.00	$2.65	$0.08	$0.19	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$2.73	$0.00	$2.73	$0.44	$0.16	$0.28
2022Detailed filing. Detailed filing data is available for this year.	$2.45	$0.00	$2.45	$0.20	$0.21	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.29	$0.18	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$2.37	$0.00	$2.37	$0.20	$0.16	$0.04
2019Detailed filing. Detailed filing data is available for this year.	$2.33	$0.00	$2.33	$0.15	$0.17	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$2.35	$0.00	$2.35	$0.10	$0.17	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$2.43	$0.00	$2.43	$0.18	$0.16	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$2.40	$0.00	$2.40	$0.30	$0.18	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$2.27	$0.00	$2.27	$0.16	$0.15	$0.00
2013Summary only. Only limited summary data is available for this year.	$2.26	$0.00		$0.11	$0.14	$0.03
2012Summary only. Only limited summary data is available for this year.	$2.29	$0.00		$0.09	$0.12	$0.03