Civic Intelligence

Willard C Tilson Foundation

990PF • Fiscal year 2017 • EIN 04-6036556

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
3916 W San Luis StreetTampa, FL 33629

(617) 422-6947

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$10,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,631,897

Up $28,051 (+0.8%) from 2016

Net Assets

Up

$3,631,897

Up $28,051 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

Up

$181,373

Up $40,309 (+29%) from 2016

Expenses

Down

$153,322

Down $3,887 (-2.5%) from 2016

Net Income

Up

$28,051

Up $44,196 (+274%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,697,711Liabilities 2011: $0Net Assets 2011: $3,697,7112011Assets 2012: $3,894,109Liabilities 2012: $02012Assets 2013: $3,604,846Liabilities 2013: $02013Assets 2014: $3,792,319Liabilities 2014: $02014Assets 2015: $3,619,991Liabilities 2015: $0Net Assets 2015: $3,619,9912015Assets 2016: $3,603,846Liabilities 2016: $0Net Assets 2016: $3,603,8462016Assets 2017: $3,631,897Liabilities 2017: $0Net Assets 2017: $3,631,8972017Assets 2018: $5,406,700Liabilities 2018: $0Net Assets 2018: $5,406,7002018Assets 2019: $5,624,342Liabilities 2019: $0Net Assets 2019: $5,624,3422019Assets 2020: $5,174,877Liabilities 2020: $0Net Assets 2020: $5,174,8772020Assets 2021: $5,008,250Liabilities 2021: $0Net Assets 2021: $5,008,2502021Assets 2022: $4,841,146Liabilities 2022: $0Net Assets 2022: $4,841,1462022Assets 2023: $4,810,037Liabilities 2023: $0Net Assets 2023: $4,810,0372023Assets 2024: $4,933,048Liabilities 2024: $0Net Assets 2024: $4,933,0482024

Highlighted filing

2017

Assets$3,631,897
Liabilities$0
Net Assets$3,631,897
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $356,7902011Revenue 2012: $606,045Expenses 2012: $414,477Net Income 2012: $191,5682012Revenue 2013: $174,194Expenses 2013: $457,548Net Income 2013: -$283,3542013Revenue 2014: $539,716Expenses 2014: $349,323Net Income 2014: $190,3932014Revenue 2015: $141,496Expenses 2015: $313,824Net Income 2015: -$172,3282015Revenue 2016: $141,064Expenses 2016: $157,209Net Income 2016: -$16,1452016Revenue 2017: $181,373Expenses 2017: $153,322Net Income 2017: $28,0512017Revenue 2018: $1,907,597Expenses 2018: $132,794Net Income 2018: $1,774,8032018Revenue 2019: $397,955Expenses 2019: $180,313Net Income 2019: $217,6422019Revenue 2020: $227,850Expenses 2020: $433,708Net Income 2020: -$205,8582020Revenue 2021: $306,134Expenses 2021: $472,761Net Income 2021: -$166,6272021Revenue 2022: $100,562Expenses 2022: $267,666Net Income 2022: -$167,1042022Revenue 2023: $277,062Expenses 2023: $308,171Net Income 2023: -$31,1092023Revenue 2024: $491,547Expenses 2024: $368,536Net Income 2024: $123,0112024

Highlighted filing

2017

Revenue$181,373
Expenses$153,322
Net Income$28,051
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAYARD WARINGTrustee-$10,000-$10,000
PHILIP WARINGTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Willard C Tilson Foundation
EIN
04-6036556
Address
3916 W San Luis Street, Tampa, FL 33629

Signing Officer

Name
Philip Waring
Title
Co-trustee
Phone
8132058433
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Allan Smith & Company CPAs PC
Address
Two Cabot Place Suite 8, Stoughton, MA 02072
Preparer
Allan Smith CPA
Phone
7742065553
Raw XML Appendix339 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt07600
AccountingFeesSchedule/AccountingFeesDetail/Amt08444
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING COMPLIANCE REPORT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0844
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03491406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05156436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0136503
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04051
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01210
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0LIMITED PARTNERSHIPS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt039606
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0181370
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0181370
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0844
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08444
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0150545
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0113000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0113000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0136503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0136503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028051
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0160399
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04051
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0150548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt039606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt039609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt05827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06475
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0177319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt026774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0126548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0153322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0177322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0181373
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt026774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040322
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028051
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03631897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03603846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03631897
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0241047
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0241047
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0241047
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0244058
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03011
IRS990PF/DistributableAmountGrp/TotalTaxAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036729
IRS990PF/FMVAssetsEOYAmt05296927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03507111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03491406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05156436
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt096735
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140491
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140491
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03603846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03631897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05296927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03603846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03631897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03603846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03631897
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03603846
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03631897
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04955497
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04827240
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt074332
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0244058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04881165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04955497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BAYARD WARING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PHILIP WARING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03 SANDABA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13916 W SAN LUIS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rockport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Tampa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001966
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0327141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0328646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0131456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0286423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0321396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0417668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0385519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.029655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.091231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.087409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04881165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04432842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04748244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04833772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04578120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04410520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0126548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.335107
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0126548
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0126548
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0126548
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011b
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ON GOING OPERATIONS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIDUCIARY TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 55806
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0022055806
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174226947
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA-NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA-NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA-NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BAYARD WARING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09785467166
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03 SANDABA ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rockport
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001966
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0QUALIFYING NOT-FOR-PROFIT ORGANIZATIONS THAT OPERATE IN MASSACHUSETTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA-NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA-NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Ongoing Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Ongoing Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Ongoing Operational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Waring School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Gloucester Stage Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Cuvilly Arts and Earth Centery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 Standley Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1267 East Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 Jeffreys Neck Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Beverly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gloucester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ipswich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201938
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA-NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0126548
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0114499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0192182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0176651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0114499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt062152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0334435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0192182
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126548
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0396587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0511086
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1441
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PC FORM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX LETTER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt149
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1490
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt039606
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIMITED PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039609
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06475
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05827
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04843
TaxesSchedule/TaxesDetail/Amt04843
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04843
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Waring
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132058433
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD C TILSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046036556
ReturnHeader/Filer/USAddress/AddressLine1Txt03916 W San Luis Street
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC5B4AF5B9CC95551CA9B1B54C862161CB551034
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC5B4AF5B9CC95551CA9B1B54C862161CB551034
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00466492018162hacdboo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.227.69.216
ReturnHeader/FilingSecurityInformation/IPDt02018-06-11
ReturnHeader/FilingSecurityInformation/IPTm017:46:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810974967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allan Smith & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Two Cabot Place Suite 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stoughton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002072
ReturnHeader/PreparerPersonGrp/PhoneNum07742065553
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allan Smith CPA
ReturnHeader/ReturnTs02018-06-11T17:43:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,631,897
Liabilities
$0
Net assets
$3,631,897
Revenue
$181,373
Expenses
$153,322
Net income
$28,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.49$0.37$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.28$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.10$0.27$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.31$0.47$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.23$0.43$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.40$0.18$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.91$0.13$1.77
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.14$0.31$0.17
2014Summary only. Only limited summary data is available for this year.$3.79$0.00$0.54$0.35$0.19
2013Summary only. Only limited summary data is available for this year.$3.60$0.00$0.17$0.46$0.28
2012Summary only. Only limited summary data is available for this year.$3.89$0.00$0.61$0.41$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.36