Civic Intelligence

Reed & Barton Foundation Inc Aka Taunton-South Shore Foundation

990PF • Fiscal year 2017 • EIN 04-6040591

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
100 Boston Turnpike Road - J9bShrewsbury, MA 01545

(617) 852-6336

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.15x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

4th percentile

-136%

Higher net margin than 4% 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 22.5% of source-year revenue.

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

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,508,048

Up $72,483 (+5.0%) from 2015

Net Assets

Up

$1,501,393

Up $75,486 (+5.3%) from 2015

Liabilities

Down

$6,655

Down $3,003 (-31%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin4th percentile

Revenue

Down

$44,407

Down $14,435 (-25%) from 2015

Expenses

Up

$104,898

Up $18,302 (+21%) from 2015

Net Income

Down

-$60,491

Down $32,737 (-118%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,350,079Liabilities 2010: $4,341Net Assets 2010: $1,345,7382010Assets 2011: $1,264,400Liabilities 2011: $2,619Net Assets 2011: $1,261,7812011Assets 2012: $1,323,123Liabilities 2012: $2,321Net Assets 2012: $1,320,8022012Assets 2013: $1,529,912Liabilities 2013: $5,639Net Assets 2013: $1,524,2732013Assets 2014: $1,550,795Liabilities 2014: $7,255Net Assets 2014: $1,543,5402014Assets 2015: $1,435,565Liabilities 2015: $9,658Net Assets 2015: $1,425,9072015Assets 2017: $1,508,048Liabilities 2017: $6,655Net Assets 2017: $1,501,3932017Assets 2018: $1,327,818Liabilities 2018: $5,485Net Assets 2018: $1,322,3332018Assets 2019: $1,617,267Liabilities 2019: $8,860Net Assets 2019: $1,608,4072019Assets 2020: $1,747,938Liabilities 2020: $10,643Net Assets 2020: $1,737,2952020Assets 2021: $1,951,371Liabilities 2021: $15,862Net Assets 2021: $1,935,5092021Assets 2022: $1,543,629Liabilities 2022: $12,572Net Assets 2022: $1,531,0572022Assets 2023: $1,730,062Liabilities 2023: $15,810Net Assets 2023: $1,714,2522023Assets 2024: $1,837,013Liabilities 2024: $14,471Net Assets 2024: $1,822,5422024

Highlighted filing

2017

Assets$1,508,048
Liabilities$6,655
Net Assets$1,501,393
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$100K$0-$100KExpenses 2010: $60,4302010Expenses 2011: $61,6012011Expenses 2012: $70,4552012Revenue 2013: $95,718Expenses 2013: $88,172Net Income 2013: $7,5462013Revenue 2014: $85,237Expenses 2014: $83,829Net Income 2014: $1,4082014Revenue 2015: $58,842Expenses 2015: $86,596Net Income 2015: -$27,7542015Revenue 2017: $44,407Expenses 2017: $104,898Net Income 2017: -$60,4912017Revenue 2018: $39,413Expenses 2018: $101,077Net Income 2018: -$61,6642018Revenue 2019: $59,360Expenses 2019: $110,787Net Income 2019: -$51,4272019Revenue 2020: $110,834Expenses 2020: $103,084Net Income 2020: $7,7502020Revenue 2021: $100,291Expenses 2021: $123,019Net Income 2021: -$22,7282021Revenue 2022: $77,975Expenses 2022: $118,331Net Income 2022: -$40,3562022Revenue 2023: $178,833Expenses 2023: $121,207Net Income 2023: $57,6262023Revenue 2024: $105,367Expenses 2024: $114,020Net Income 2024: -$8,6532024

Highlighted filing

2017

Revenue$44,407
Expenses$104,898
Net Income-$60,491
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DALYTreasurer-$10,000-$10,000
SINCLAIR WEEKS JRPresident-$0--
WILLIAM WEEKSTrustee-$0--
CHARLES WEEKSTrustee-$0--
MARK B STEINClerk-$0--
Filing and Contact Details

Filer

Filer Name
Taunton-south Shore Foundation Inc
EIN
04-6040591
Phone
6178526336
Address
100 BOSTON TURNPIKE ROAD - J9B, SHREWSBURY, MA 01545

Signing Officer

Name
Charles Daly
Title
Treasurer
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Leahy Cody & Odonnell LLC
Address
63 Winthrop Street, Taunton, MA 02780
Preparer
Michael J Leahy CPA
Phone
5088246622
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012802
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt012802
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-60491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0171851
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01501393
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01390033
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01501393
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071437
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071437
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071437
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071527
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt090
IRS990PF/DistributableAmountGrp/TotalTaxAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01508048
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04585
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02535
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0178395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0175370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0175370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01064634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01165848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01165848
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0127320
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0144100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0144100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02910
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04120
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0910
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020175
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017834
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01397528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01508048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01508048
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06655
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01397528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01508048
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01390033
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01501393
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01390033
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01501393
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01452333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01427834
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021785
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071527
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01430548
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01452333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SINCLAIR WEEKS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES DALY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM WEEKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES WEEKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARK B STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401545
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt062235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt072340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt062598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt062306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt062306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt052202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01430548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01395299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01470583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01517249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01517249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01273880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt069500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.217522
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt069410
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt069500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt090
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt069500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 BOSTON TURNPIKE RD SUITE J9B 29
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHREWSBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001545
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES DALY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178526336
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,508,048
Liabilities
$6,655
Net assets
$1,501,393
Revenue
$44,407
Expenses
$104,898
Net income
-$60,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.82$0.11$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.02$1.71$0.18$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.08$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.94$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.04$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.09$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$0.10$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06