Liabilities / Assets
24th percentile
Tied with the lowest-debt nonprofits in its peer group.
Trust Uart 5 Uwo Mary a Falvey F/B/O American Lung Association
990 • Fiscal year 2014 • EIN 04-6036228
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
24th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 1.8% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$790,054
Up $41,825 (+5.6%) from 2013
Net Assets
Up$790,054
Up $41,825 (+5.6%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$109,914
Up $7,013 (+6.8%) from 2013
Expenses
Up$32,851
Up $3,637 (+12%) from 2013
Net Income
Up$77,063
Up $3,376 (+4.6%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Jul 6, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $252,667
Mission and Program Overview
Mission
Grants to American Lung Association of the Northeast, Inc. in accordance with the terms of the trust.
Grants to American Lung Association of Massachusetts, Inc. in accordance with the terms of the trust.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $748,229 | $790,054 | ▲ $41,825 |
| Investments in Publicly Traded Securities | $539,155 | $567,701 | ▲ $28,546 |
| Savings and Temporary Cash Investments | $53,066 | $127,337 | ▲ $74,271 |
| Investments Other Securities | $156,008 | $95,016 | ▼ $60,992 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $748,229 | $790,054 | ▲ $41,825 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $748,229 | $790,054 | ▲ $41,825 |
| Total Liabilities and Net Assets / Fund Balance | $748,229 | $790,054 | ▲ $41,825 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $42,426 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| Linda D Scotland | Trustee | $700 | $1,245 | $1,945 |
| Susan H Rice | Trustee | $700 | $1,245 | $1,945 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $109,914
- Other Revenue
- $0
- Change in Net Assets
- $77,063
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $18,417 |
| Other Expenses | $13,034 |
| Salaries, Compensation, and Employee Benefits | $1,400 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $18,417 | - | - | $18,417 |
| Fees for Services Other | - | $6,232 | - | $6,232 |
| Fees for Service Investment Mgmnt Fees | - | $4,781 | - | $4,781 |
| Current Officers, Directors, Trustees, and Key Employees | $700 | $700 | - | $1,400 |
| Other Expenses | - | $22 | - | $22 |
| Total Functional Expenses | $19,117 | $13,734 | $0 | $32,851 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| American Lung Association of Massachusetts Inc | Waltham, MA | 501(c)(3) | To save lives by improving lung health and preventing lung disease | $18,417 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- 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, Part VI, Section A, line 2
“The Trustees, Susan H. Rice and Linda D. Scotland, are also Trustees of two other tax-exempt organizations: Trust U/Art 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/Art 7 U/W/O Mary A. Falvey for Guild of St. Elizabeth (EIN 04-6036230).”
Form 990, Part VI, Section B, line 11
“The original annual Form 990 (along with a copy for her to retain for her records), as prepared by the accounting firm Baker, Newman, Noyes, is submitted to the Managing Trustee, Susan H. Rice, for her review and signature prior to filing with the IRS. At that same time, a copy of Form 990 is also provided to the other Trustee, Linda D. Scotland, for her review so any comments, questions, or concerns she may have can be raised before the original signed form is filed.”
Form 990, Part VI, Section B, line 12C
“The Trustees are subject to the Conflict of Interest policy established by the Trustees. The Trustees resolve that no Trustee shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the Trustee must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until the discussion is over on the matter involved. The Trustees are obligated to make inquiry if such conflict appears to exist.”
Form 990, Part VI, Section B, line 15
“Compensation to the Trustees is based on the advisory fee schedule established by H.M. Payson & Co, the independent entity that provides custody and investment management to the Trust. The Trustees share 25% of that calculated fee, the percentage that H.M. Payson & Co regularly splits with outside co-fiduciaries.”
Form 990, Part VI, Section C, line 19
“Upon request.”
Form 990, Part VII
“Susan H. Rice - 12 Raymond Avenue, Somerville, MA 02144. Linda D. Scotland - Box 248, Route 1A, Cape Neddick, ME 03902.”
Filing and Contact Details
Filer
- Filer Name
- Trust UArt 5 UWO Mary A Falvey
- EIN
- 04-6036228
- Phone
- 6172484760
- Address
- Choate LLP PO Box 961019, Boston, MA 02196
Signing Officer
- Name
- Susan H Rice
- Title
- Trustee
- Phone
- 6172484760
- Signed
- 2015-07-06
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Susan H Rice
- Formed
- 1957
- Legal Domicile
- Ma
- Voting Board Members
- 2
- Independent Board Members
- 2
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Baker Newman & Noyes
- Address
- 175 FEDERAL STREET SUITE 970, BOSTON, MA 02110
- Preparer
- E Drew Cheney
- Phone
- 8002447444
Supplemental Narrative
Additional Explanations
Form 990, Part IX, line 11G
“Various professional services: Program service expenses 0. Management and general expenses 6,232. Fundraising expenses 0. Total expenses 6,232.”
Form 990, Part XI, line 9:
“Unrealized Loss on Investments -35,238.”
Raw XML Appendix371 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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| IRS990/GrossReceiptsAmt | 0 | 252667 |
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| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
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| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
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| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | The Trust met and continues to meet the requirements set forth in Regulations section 1.509(a)-4(i)(3). The Trust maintains a historic and continuing relationship with the supported organization, American Lung Association of Massachusetts. Quarterly investment reports are provided to American Lung Association of Massachusetts, which set forth a description of the trust's assets including a detailed list of the assets and the income produced by such assets. The Trust encourages the supported organization to make suggestions regarding how the funds should be invested, and regularly advises the supported organization regarding the Trust's plans to make distributions to it. |
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| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | To save lives by improving lung health and preventing lung disease |
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| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 042104717 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 460 Totten Pond Road |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Waltham |
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| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 02451 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The Trust provides grants on an annual basis to the American Lung Assn of Massachusetts, Inc. in accordance with the terms of the trust instrument. The Trustees do not monitor the use of grant funds. The Trustees do, on an annual basis, confirm that the American Lung Assn of Massachusetts, Inc. continues to be a 501(c)(3) organization. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule I, Part I: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Trustees, Susan H. Rice and Linda D. Scotland, are also Trustees of two other tax-exempt organizations: Trust U/Art 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/Art 7 U/W/O Mary A. Falvey for Guild of St. Elizabeth (EIN 04-6036230). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The original annual Form 990 (along with a copy for her to retain for her records), as prepared by the accounting firm Baker, Newman, Noyes, is submitted to the Managing Trustee, Susan H. Rice, for her review and signature prior to filing with the IRS. At that same time, a copy of Form 990 is also provided to the other Trustee, Linda D. Scotland, for her review so any comments, questions, or concerns she may have can be raised before the original signed form is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Trustees are subject to the Conflict of Interest policy established by the Trustees. The Trustees resolve that no Trustee shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the Trustee must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until the discussion is over on the matter involved. The Trustees are obligated to make inquiry if such conflict appears to exist. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Compensation to the Trustees is based on the advisory fee schedule established by H.M. Payson & Co, the independent entity that provides custody and investment management to the Trust. The Trustees share 25% of that calculated fee, the percentage that H.M. Payson & Co regularly splits with outside co-fiduciaries. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Susan H. Rice - 12 Raymond Avenue, Somerville, MA 02144. Linda D. Scotland - Box 248, Route 1A, Cape Neddick, ME 03902. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Various professional services: Program service expenses 0. Management and general expenses 6,232. Fundraising expenses 0. Total expenses 6,232. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Unrealized Loss on Investments -35,238. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VII |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part IX, line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part XI, line 9: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Trust U6 UWO Mary A Falvey |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | Trust U7 UWO Mary A Falvey |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 046036229 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 046036230 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Provide grants to Visiting Nurse Assn of Boston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | Provide grants to Hattie B. Cooper Community Center, Inc. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | Line 11d, III-O |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | Line 11d, III-O |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | Choate LLP PO Box 961019 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | Choate LLP PO Box 961019 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Boston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | Boston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 02196 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 02196 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 748229 |
| IRS990/TotalAssetsEOYAmt | 0 | 790054 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 748229 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 790054 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 13734 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 19117 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 32851 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 748229 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 790054 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 19117 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 1400 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 109914 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 109914 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 748229 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 790054 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 2490 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | Choate LLP PO Box 961019 |
| IRS990/USAddress/CityNm | 0 | Boston |
| IRS990/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/USAddress/ZIPCd | 0 | 02196 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 2 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Susan H Rice |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6172484760 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Trust UArt 5 UWO Mary A Falvey |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | F/B/O American Lung Association |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FAL5 |
| ReturnHeader/Filer/EIN | 0 | 046036228 |
| ReturnHeader/Filer/PhoneNum | 0 | 6172484760 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | Choate LLP PO Box 961019 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Boston |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02196 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010494526 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER NEWMAN & NOYES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 175 FEDERAL STREET SUITE 970 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8002447444 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | E Drew Cheney |
| ReturnHeader/ReturnTs | 0 | 2015-07-15T09:56:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $790,054
- Liabilities
- $0
- Net assets
- $790,054
- Revenue
- $109,914
- Expenses
- $32,851
- Net income
- $77,063