Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
M Florence Small Trust C/O Ley & Young PC
990EZ • Fiscal year 2022 • 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
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Balance Sheet
Assets
Up$284,259
Up $5,489 (+2.0%) from 2021
Net Assets
Up$273,306
Up $5,564 (+2.1%) from 2021
Liabilities
Down$10,953
Down $75 (-0.7%) from 2021
Revenue And Expenses
Revenue
Up$24,189
Up $1,994 (+9.0%) from 2021
Expenses
Down$18,625
Down $274 (-1.4%) from 2021
Net Income
Up$5,564
Up $2,268 (+69%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- May 8, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $25,846
Mission and Program Overview
Mission
To provide grants to support harvard university
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF HARVARD UNIVERSITY | $10,953 | $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
- 2023-05-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Livingston & Haynes Pc
- Address
- 40 GROVE STREET, WELLESLEY, MA 02482-7711
- Preparer
- Steven J Haynes
- Phone
- 7812373339
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment interest. Amount: 5,275. Description: dividends. Amount: 10,614. Description: dividends lt cap gain dist. Amount: 5,053. Total included on form 990-ez, line 4: 20,942.”
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. 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: 11,028. End of year amount: 10,953.”
Raw XML Appendix154 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 | 278770 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 284259 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 1657 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5564 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7562 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 278770 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 284259 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 3247 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 11028 |
| IRS990EZ/GrossReceiptsAmt | 0 | 25846 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 20942 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 267742 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 273306 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 267742 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 273306 |
| 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 | 10953 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 4904 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 11028 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10953 |
| 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 | 18625 |
| IRS990EZ/TotalRevenueAmt | 0 | 24189 |
| 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 | 10952 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | HARVARD UNIVERSITY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 10952 |
| IRS990ScheduleA/TrustIntegralPartTestInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INTEREST. AMOUNT: 5,275. DESCRIPTION: DIVIDENDS. AMOUNT: 10,614. DESCRIPTION: DIVIDENDS LT CAP GAIN DIST. AMOUNT: 5,053. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 20,942. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: UNIVERSITY. GRANTEE NAME: HARVARD UNIVERSITY. GRANTEE ADDRESS: UNIVERSITY HALL CAMBRIDGE, MA 02138. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. 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: 11,028. END OF YEAR AMOUNT: 10,953. |
| 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 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| 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 | 2023-05-08 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| 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 | 2023-05-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEVEN J HAYNES |
| ReturnHeader/ReturnTs | 0 | 2023-05-15T09:07:50-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SARAH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CHASE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $284,259
- Liabilities
- $10,953
- Net assets
- $273,306
- Revenue
- $24,189
- Expenses
- $18,625
- Net income
- $5,564