Civic Intelligence

Reed & Barton Foundation Inc Aka Taunton-South Shore Foundation

990PF • Fiscal year 2020 • EIN 04-6040591

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
100 Boston Turnpike Road - J9b 292Shrewsbury, MA 01545

(617) 852-6336

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

54th percentile

7.0%

Higher net margin than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$10,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

62nd percentile

8.1%

Faster asset growth than 62% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

87%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,747,938

Up $130,671 (+8.1%) from 2019

Net Assets

Up

$1,737,295

Up $128,888 (+8.0%) from 2019

Liabilities

Up

$10,643

Up $1,783 (+20%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin54th percentile

Revenue

Up

$110,834

Up $51,474 (+87%) from 2019

Expenses

Down

$103,084

Down $7,703 (-7.0%) from 2019

Net Income

Up

$7,750

Up $59,177 (+115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2020

Assets$1,747,938
Liabilities$10,643
Net Assets$1,737,295
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$110,834
Expenses$103,084
Net Income$7,750
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DALYTreasurer-$10,000-$10,000
REBECCA MORETrustee-$0--
ROSA HALLOWELLTrustee-$0--
CHARLES WEEKSPresident-$0--
MARK B STEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Taunton-south Shore Foundation Inc
EIN
04-6040591
Phone
6178526336
Address
100 BOSTON TURNPIKE ROAD - J9B 292, SHREWSBURY, MA 01545

Signing Officer

Name
Charles Daly
Title
Treasurer
Signed
2021-11-09
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/GrossSalesPriceAmt730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt835487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1050626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1123340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050 SHS MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1600 SHS NATIONAL OILWELL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250 SHS ANSYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450 SHS ROPER TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550 SHS VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500 SHS GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7.44 SHS RAYTHEON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825 SHS BOOKING HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9300 SHS CARRIER GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050000 HEWLITT PACKARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt084961
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07750
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0121138
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01737295
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01608407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01737295
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081819
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081819
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081819
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt082868
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01049
IRS990PF/DistributableAmountGrp/TotalTaxAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0549
IRS990PF/FMVAssetsEOYAmt01747938
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02535
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03107
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08479
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06566
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt052360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt052360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01251452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01342073
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01342073
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01608407
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0256100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0210372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0210372
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06325
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07536
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049629
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0136567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0136567
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01747938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01747938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01747938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01608407
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01737295
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01682603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100620
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01581709
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025239
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0274
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt082868
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01657364
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01682603
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/PersonNm0REBECCA MORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES DALY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROSA HALLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES WEEKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARK B STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt067750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt067750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt067750
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/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

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,747,938
Liabilities
$10,643
Net assets
$1,737,295
Revenue
$110,834
Expenses
$103,084
Net income
$7,750
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