Civic Intelligence

Tr UW of Marshall Simonds

EIN 04-6032675 • 501(c)3 • Dallas, TX

Profile

To fund a public park for the town of burlington, massachusetts

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-80%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,349,537

Up $108,143 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,349,537

Up $108,143 (+4.8%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Up

$226,530

Up $166,031 (+274%) from 2023

Expenses

Up

$115,935

Up $7,105 (+6.5%) from 2023

Net Income

Up

$110,595

Up $158,926 (+329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,311,480Liabilities 2011: $0Net Assets 2011: $1,311,4802011Assets 2012: $1,279,809Liabilities 2012: $0Net Assets 2012: $1,279,8092012Assets 2013: $1,274,650Liabilities 2013: $0Net Assets 2013: $1,274,6502013Assets 2014: $2,001,433Liabilities 2014: $0Net Assets 2014: $2,001,4332014Assets 2015: $1,954,325Liabilities 2015: $0Net Assets 2015: $1,954,3252015Assets 2016: $1,904,457Liabilities 2016: $0Net Assets 2016: $1,904,4572016Assets 2017: $1,973,992Liabilities 2017: $0Net Assets 2017: $1,973,9922017Assets 2018: $2,048,208Liabilities 2018: $0Net Assets 2018: $2,048,2082018Assets 2019: $2,022,628Liabilities 2019: $0Net Assets 2019: $2,022,6282019Assets 2020: $2,074,248Liabilities 2020: $0Net Assets 2020: $2,074,2482020Assets 2021: $2,452,146Liabilities 2021: $0Net Assets 2021: $2,452,1462021Assets 2022: $2,297,127Liabilities 2022: $0Net Assets 2022: $2,297,1272022Assets 2023: $2,241,394Liabilities 2023: $0Net Assets 2023: $2,241,3942023Assets 2024: $2,349,537Liabilities 2024: $0Net Assets 2024: $2,349,5372024

Highlighted filing

2024

Assets$2,349,537
Liabilities$0
Net Assets$2,349,537
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $76,048Expenses 2011: $126,725Net Income 2011: -$50,6772011Revenue 2012: $66,682Expenses 2012: $98,540Net Income 2012: -$31,8582012Revenue 2013: $96,352Expenses 2013: $101,752Net Income 2013: -$5,4002013Revenue 2014: $838,343Expenses 2014: $109,982Net Income 2014: $728,3612014Revenue 2015: $68,065Expenses 2015: $115,690Net Income 2015: -$47,6252015Revenue 2016: $60,467Expenses 2016: $109,523Net Income 2016: -$49,0562016Revenue 2017: $181,905Expenses 2017: $107,975Net Income 2017: $73,9302017Revenue 2018: $178,992Expenses 2018: $104,610Net Income 2018: $74,3822018Revenue 2019: $78,162Expenses 2019: $99,740Net Income 2019: -$21,5782019Revenue 2020: $149,730Expenses 2020: $98,003Net Income 2020: $51,7272020Revenue 2021: $477,888Expenses 2021: $102,398Net Income 2021: $375,4902021Revenue 2022: -$56,928Expenses 2022: $104,502Net Income 2022: -$161,4302022Revenue 2023: $60,499Expenses 2023: $108,830Net Income 2023: -$48,3312023Revenue 2024: $226,530Expenses 2024: $115,935Net Income 2024: $110,5952024

Highlighted filing

2024

Revenue$226,530
Expenses$115,935
Net Income$110,595
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,349,537
Liabilities
$0
Net assets
$2,349,537
Revenue
$226,530
Expenses
$115,935
Net income
$110,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.23$0.12$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.06$0.11$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.06$0.10$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.48$0.10$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.15$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.08$0.10$0.02
2018Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.18$0.10$0.07
2017Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.18$0.11$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$0.07$0.12$0.05
2014Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.84$0.11$0.73
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.10$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.08$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$494,809
Mission and Program Overview

Mission

To fund a public park for the town of burlington, massachusetts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,241,394$2,349,537▲ $108,143
Investments in Publicly Traded Securities$2,143,293$2,245,932▲ $102,639
Savings and Temporary Cash Investments$98,101$103,605▲ $5,504
Total Assets$2,241,394$2,349,537▲ $108,143
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,241,394$2,349,537▲ $108,143
Total Liabilities and Net Assets / Fund Balance$2,241,394$2,349,537▲ $108,143
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Bank of America N aTrustee$32,547$32,547
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$226,530
Other Revenue
$0
Change in Net Assets
$110,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,644
Salaries, Compensation, and Employee Benefits$32,547
Other Expenses$5,744
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,644--$77,644
Current Officers, Directors, Trustees, and Key Employees$13,019$19,528-$32,547
All Other Expenses-$3,744-$3,744
Fees for Services Accounting-$1,250-$1,250
Fees for Services Legal-$750-$750
Total Functional Expenses$90,663$25,272$0$115,935
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of BurlingtonBurlington, MA-Maintain Town Park$77,644
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PAGE 6, PART VI, LINE 15B

“Not applicable trust has corporate trustee”

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

“When decisions are made, they are documented in permanent record.”

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

“N/A”

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

“Tax department prepares, reviews, and files form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL STATEMENT”

FORM 990, PAGE 6, PART VI, LINE 15A

“Not applicable trust has corporate trustee”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Tr Uw of Marshall Simonds
EIN
04-6032675
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-04-24

Organization Details

Principal Officer
Same as Above
Formed
1974
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Tye income adjustment $(102), ctf adjustment $(2,347), rounding $(3)”

Raw XML Appendix389 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND A PUBLIC PARK FOR THE TOWN OF BURLINGTON, MASSACHUSETTS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03744
IRS990/AllOtherExpensesGrp/TotalAmt03744
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0BANK OF AMERICA N A
IRS990/BooksInCareOfDetail/PhoneNum08888663275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752653067
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019528
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013019
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt032547
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt077644
IRS990/CYInvestmentIncomeAmt0226530
IRS990/CYOtherExpensesAmt05744
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0110595
IRS990/CYSalariesCompEmpBnftPaidAmt032547
IRS990/CYTotalExpensesAmt0115935
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0226530
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TOWN OF BURLINGTON, MASSACHUSETTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt077644
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesLegalGrp/TotalAmt0750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BANK OF AMERICA N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt032547
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0158918
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt077644
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt077644
IRS990/GrantsToDomesticOrgsGrp/TotalAmt077644
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0427197
IRS990/GrossReceiptsAmt0494809
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067612
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02143293
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02245932
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0268279
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND A PUBLIC PARK FOR THE TOWN OF BURLINGTON, MASSACHUSETTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02241394
IRS990/NetAssetsOrFundBalancesEOYAmt02349537
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0158918
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2452
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAME AS ABOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0BANK OF AMERICA TRUSTEE FEES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt032547
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt074907
IRS990/PYInvestmentIncomeAmt060499
IRS990/PYOtherExpensesAmt05068
IRS990/PYRevenuesLessExpensesAmt0-48331
IRS990/PYSalariesCompEmpBnftPaidAmt028855
IRS990/PYTotalExpensesAmt0108830
IRS990/PYTotalRevenueAmt060499
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0110595
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02241394
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02349537
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103605
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt067612
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt059415
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt067612
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt059415
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt014304
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt012827
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt053308
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt046588
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt046588
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt083815
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt083815
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt039600
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt083815
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt083815
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt083815
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt091948
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt091948
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0119863
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt087734
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt083287
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt032657
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0211811
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt091948
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt087734
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt032129
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0203678
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt014304
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
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IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt077644
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt091948
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEES HAVE ANNUAL CONTACT WITH THE SUPPORTED ORGANIZATION (BENEFICIARY) THAT GOES BEYOND PROVIDING STATEMENTS AND OCCASIONAL CORRESPONDENCE, INCLUDING ANNUAL MEETINGS TO DISCUSS THE PROPOSED USE OF FUNDS DISTRIBUTED TO THE TOWN OF BURLINGTON FOR THE UPKEEP OF SIMONDS PARK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION/BENEFICIARY HAS A VOICE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME BY MAKING ANNUAL REQUESTS FOR FUNDING FOR SELECTED PROJECTS FOR THE UPKEEP OF SIMONDS PARK. THE CO-TRUSTEES EVALUATE AND WORK WITH THE TOWN TO ALLOCATE FUNDS TO THE SPECIFIED PROJECTS REQUESTED BY BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, QUESTION 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02730234
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02431191
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0110819
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt094391
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02619415
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02336800
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt040954
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt036468
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02689280
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02394723
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt094125
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt083815
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02730234
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02431191
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt094125
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt083815
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001104
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt077644
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF BURLINGTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt077644
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt077644
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTAIN TOWN PARK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF BURLINGTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN DIRECTOR OF RECREATION
IRS990ScheduleI/RecipientTable/RecipientEIN0046001104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt061 CENTER ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001803
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PER BANK POLICY THIS IS MONITORED BY THE TRUST OFFICER
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX DEPARTMENT PREPARES, REVIEWS, AND FILES FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TYE INCOME ADJUSTMENT $(102), CTF ADJUSTMENT $(2,347), ROUNDING $(3)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 15b
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/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0true
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TOWN OF BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0BURLINGTON RECREATION DEPARTMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0046001104
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND A PUBLIC PARK FOR THE TOWN OF BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt061 CENTER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BURLINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001803
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0226530
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TOWN OF BURLINGTON MA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02241394
IRS990/TotalAssetsEOYAmt02349537
IRS990/TotalAssetsGrp/BOYAmt02241394
IRS990/TotalAssetsGrp/EOYAmt02349537
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090663
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115935
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02241394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02349537
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0110191
IRS990/TotalReportableCompFromOrgAmt032547
IRS990/TotalRevenueGrp/ExclusionAmt067612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226530
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02241394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02349537
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UW OF MARSHALL SIMONDS
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0046032675
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-24T13:01:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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