Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
M Florence Small Trust C/O Ley & Young PC
990EZ • Fiscal year 2021 • EIN 04-6034609
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$278,770
Up $19,627 (+7.6%) from 2013
Net Assets
Up$267,742
Up $16,355 (+6.5%) from 2013
Liabilities
Up$11,028
Up $3,272 (+42%) from 2013
Revenue And Expenses
Revenue
Up$22,195
Up $11,352 (+105%) from 2013
Expenses
Up$18,899
Up $4,546 (+32%) from 2013
Net Income
Up$3,296
Up $6,806 (+194%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Nov 8, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $22,195
Mission and Program Overview
Mission
To provide grants to support harvard university
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF HARVARD UNIVERSITY | $11,028 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SARAH CHASE LEY YOUNG PC | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- M Florence Small Trust
- EIN
- 04-6034609
- Phone
- 6172045650
- Address
- 101 FEDERAL STREET 1900, BOSTON, MA 02110
Signing Officer
- Name
- Sarah Chase
- Title
- Trustee
- Phone
- 6172049600
- Signed
- 2022-11-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Livingston & Haynes Pc
- Address
- 40 GROVE STREET, WELLESLEY, MA 02482-7711
- Preparer
- Wendi Haynes
- Phone
- 7812373339
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment interest. Amount: 4,082. Description: dividends. Amount: 12,306. Description: dividends lt cap gain dist. Amount: 5,807. Total included on form 990-ez, line 4: 22,195.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: university. Grantee name: harvard university. Grantee address: university hall cambridge, ma 02138. Grantee relationship: none. Property description: cash. Date of gift: 02/22/21. Amount given: 11,028.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: state filing fee. Amount: 35.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: grant payable. Beg. Of year amount: 10,283. End of year amount: 11,028.”
Raw XML Appendix150 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SARAH CHASE LEY & YOUNG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6172045650 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 101 FEDERAL ST STE 1900 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOSTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02110 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 274729 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 278770 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3296 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7836 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 274729 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 278770 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 11028 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22195 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 22195 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 264446 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 267742 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 264446 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 267742 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SARAH CHASE LEY YOUNG PC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE GRANTS TO SUPPORT HARVARD UNIVERSITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT OF HARVARD UNIVERSITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 11028 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 10283 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 11028 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 18899 |
| IRS990EZ/TotalRevenueAmt | 0 | 22195 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE TRUST WAS ESTABLISHED PRIOR TO NOVEMBER 20, 1970 AND HAS HAD A HISTORIC AND CONTINUED RELATIONSHIP WITH ITS SUPPORTED ORGANIZATION. THE RELATIONSHIP IS MAINTAINED BY THE TRUST SENDING MONTHLY FINANCIAL STATEMENTS TO THE SUPPORTED ORGANIZATION. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE TRUST MEETS THE REQUIREMENTS SET FORTH IN REGULATIONS SECTION 1.509 9A-4(I)(9): - THE TRUSTEE MAKES AN ANNUAL WRITTEN REPORT TO ITS SUPPORTIVE ORGANIZATION - ALL OF THE INTERESTS IN THE TRUST ARE DEVOTED TO AN ORGANIZATION DESCRIBED IN SECTION 170(C)1 - THE TRUST WAS CREATED ON 3/29/1962 AND HAS NOT RECEIVED ANY GRANTS, CONTRIBUTIONS, BEQUESTS OR OTHER TRANSFERS SINCE THAT DATE - THE TRUST IS REQUIRED TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO ITS SUPPORTED ORGANIZATION - THE TRUSTEE DOES NOT HAVE THE DISCRETION TO VARY THE BENEFICIARY - THE TRUSTEE IS NOT A QUALIFIED PERSON WITHIN THE MEANING OF THE PRIVATE FOUNDATION RULES (OTHER THAN AS A FOUNDATION MANAGER) |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A, SECTION D LINE 2 AND 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SCHEDULE A, PART V, LINE 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 042103580 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 11028 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | HARVARD UNIVERSITY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 11028 |
| IRS990ScheduleA/TrustIntegralPartTestInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INTEREST. AMOUNT: 4,082. DESCRIPTION: DIVIDENDS. AMOUNT: 12,306. DESCRIPTION: DIVIDENDS LT CAP GAIN DIST. AMOUNT: 5,807. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 22,195. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: UNIVERSITY. GRANTEE NAME: HARVARD UNIVERSITY. GRANTEE ADDRESS: UNIVERSITY HALL CAMBRIDGE, MA 02138. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/22/21. AMOUNT GIVEN: 11,028. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: STATE FILING FEE. AMOUNT: 35. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 10,283. END OF YEAR AMOUNT: 11,028. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SARAH CHASE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6172049600 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | M FLORENCE SMALL TRUST |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O LEY & YOUNG PC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MFLO |
| ReturnHeader/Filer/EIN | 0 | 046034609 |
| ReturnHeader/Filer/PhoneNum | 0 | 6172045650 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 101 FEDERAL STREET 1900 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042536173 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LIVINGSTON & HAYNES PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 40 GROVE STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WELLESLEY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 024827711 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7812373339 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WENDI HAYNES |
| ReturnHeader/ReturnTs | 0 | 2022-11-10T09:15:03-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SARAH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CHASE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $278,770
- Liabilities
- $11,028
- Net assets
- $267,742
- Revenue
- $22,195
- Expenses
- $18,899
- Net income
- $3,296