Boston Rotary Trust

990EZ • Fiscal year 2013 • EIN 04-6035387

Jul 01, 2012 to Jun 30, 2013 • Filed on Jun 04, 2014

Organization Profile WWW.BOSTONROTARY.ORG

64 ARLINGTON STREET Room 536Framingham, MA 02116

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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

100%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-5.6%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

No value available

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

Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$310,703

Down $18,472 (-5.6%) from 2012

Net Assets

$310,703

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin100th percentile

Revenue

Up $2 from 2012

Expenses

Down

Down $150 (-100%) from 2012

Net Income

Up $152 (+101%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2013

Assets$310,703

Liabilities$0

Net Assets$310,703

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$2

Expenses$0

Net Income$2

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Jun 4, 2014
Return Version: 2012v2.2

Filing and Contact Details

Filer

EIN: 04-6035387

Raw XML Appendix112 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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IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	21415
IRS990EZ/CashSavingsAndInvestments/EOY	0	21417
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	2
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	2
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InvestmentIncome	0	2
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	329175
IRS990EZ/NetAssetsOrFundBalancesBOY	0	329175
IRS990EZ/NetAssetsOrFundBalances/EOY	0	310703
IRS990EZ/NetAssetsOrFundBalancesEOY	0	310703
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	LUCIA MILLAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	GLEN ROSENGARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JOHN K FERGUSON TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TRUSTEE
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	307760
IRS990EZ/OtherAssetsTotal/EOY	0	289286
IRS990EZ/OtherChangesInNetAssets	0	-18474
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	SEE SCHEDULE O
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TRUST ISSUES STUDENT LOANS TO ELIGIBLE STUDENTS AT BELOW MARKET INTEREST RATES
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	MA
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	800 WEST CUMMINGS PARK STE 2000
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	WOBURN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	01801
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	ANALYTIX SOLUTIONS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7815039000
IRS990EZ/TotalAssets/BOY	0	329175
IRS990EZ/TotalAssets/EOY	0	310703
IRS990EZ/TotalRevenue	0	2
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	WWW.BOSTONROTARY.ORG
IRS990ScheduleA/ContribBy35ControlledEntity	0	false
IRS990ScheduleA/ContribByControllingIndividual	0	false
IRS990ScheduleA/ContributionByRelatedParty	0	false
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/PublicSupportPercentage509	0	0.00000
IRS990ScheduleA/PublicSupportPertcentage170	0	0.00000
IRS990ScheduleA/SupportedOrgInformation/Amount	0	0
IRS990ScheduleA/SupportedOrgInformation/EIN	0	041790210
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc	0	true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1	0	ROTARY CLUB OF BOSTON
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS	0	true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified	0	false
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization	0	3
IRS990ScheduleA/SupportingOrg509a3Type2	0	X
IRS990ScheduleA/SupportingOrganization509a3	0	X
IRS990ScheduleA/TotalNumberOfSupportedOrgs	0	1
IRS990ScheduleO/GeneralExplanation/Explanation	0	Form 990-EZ, Part I, Line 20, Net Assets APPRECIATION DEPRECIATION IN NET ASSETS AT MARKET AS OF 6/30/13 -18,474
IRS990ScheduleO/GeneralExplanation/Explanation	1	Form 990-EZ, Part II, Line 24, Other Assets US TREASURIES Beginning of year 306,310, End of year 287,836
IRS990ScheduleO/GeneralExplanation/Explanation	2	Form 990-EZ, Part II, Line 24, Other Assets DUE FROM BOSTON ROTARY CLUB Beginning of year 1,450, End of year 1,450
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	046035387
ReturnHeader/Filer/Name/BusinessNameLine1	0	BOSTON ROTARY TRUST
ReturnHeader/Filer/NameControl	0	BOST
ReturnHeader/Filer/Phone	0	6174267133
ReturnHeader/Filer/USAddress/AddressLine1	0	64 ARLINGTON STREET Room 536
ReturnHeader/Filer/USAddress/City	0	BOSTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02116
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2014-06-04
ReturnHeader/Officer/Name	0	LUCIA MILLAN
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2014-06-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	JOBEA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 851
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	STOUGHTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	02072
ReturnHeader/Preparer/Name	0	Alan Lury
ReturnHeader/Preparer/Phone	0	7813413929
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-06-04T10:14:12-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $310,703
Liabilities: $0
Net assets: $310,703
Revenue: $2
Expenses: $0
Net income: $2

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$3.60	$0.00	$3.60	$0.00	$0.00	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$3.66	$0.00	$3.66	$0.00	$0.00	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$3.82	$0.00	$3.82	$0.00	$0.00	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$3.44	$0.00	$3.44	$0.00	$0.00	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$3.24	$0.00	$3.24	$0.00	$0.00	$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.11	$0.00	$3.11	$0.00	$0.00	$0.00
2012Summary only. Only limited summary data is available for this year.	$3.29	$0.00		$0.00	$0.00	$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.51		$2.51	$0.10	$0.00	$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.52		$2.52	$0.11	$0.02	$0.09