Civic Intelligence

Douglas & Isabelle Crocker Foundation

990PF • Fiscal year 2016 • EIN 04-6044767

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 20, 2017

Organization Profile
C/O Mconnors Jr 24 Monument SqLeominster, MA 01453

(978) 537-5316

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

44%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,762,677

Down $28,908 (-1.6%) from 2015

Net Assets

Down

$1,762,677

Down $28,908 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Up

$123,096

Up $37,454 (+44%) from 2015

Expenses

Down

$152,004

Down $428 (-0.3%) from 2015

Net Income

Up

-$28,908

Up $37,882 (+57%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,599,428Liabilities 2011: $02011Assets 2012: $1,569,571Liabilities 2012: $02012Assets 2013: $1,823,850Liabilities 2013: $0Net Assets 2013: $1,823,8502013Assets 2014: $1,858,375Liabilities 2014: $0Net Assets 2014: $1,858,3752014Assets 2015: $1,791,585Liabilities 2015: $0Net Assets 2015: $1,791,5852015Assets 2016: $1,762,677Liabilities 2016: $0Net Assets 2016: $1,762,6772016Assets 2017: $1,705,982Liabilities 2017: $0Net Assets 2017: $1,705,9822017Assets 2018: $1,671,900Liabilities 2018: $0Net Assets 2018: $1,671,9002018Assets 2019: $1,586,838Liabilities 2019: $0Net Assets 2019: $1,586,8382019Assets 2020: $1,617,001Liabilities 2020: $0Net Assets 2020: $1,617,0012020Assets 2021: $1,898,847Liabilities 2021: $0Net Assets 2021: $1,898,8472021Assets 2022: $2,078,713Liabilities 2022: $0Net Assets 2022: $2,078,7132022Assets 2023: $1,868,761Liabilities 2023: $0Net Assets 2023: $1,868,7612023Assets 2024: $1,879,221Liabilities 2024: $0Net Assets 2024: $1,879,2212024

Highlighted filing

2016

Assets$1,762,677
Liabilities$0
Net Assets$1,762,677
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $115,648Expenses 2011: $132,776Net Income 2011: -$17,1282011Revenue 2012: $86,671Expenses 2012: $116,528Net Income 2012: -$29,8572012Revenue 2013: $382,409Expenses 2013: $128,130Net Income 2013: $254,2792013Revenue 2014: $162,944Expenses 2014: $128,419Net Income 2014: $34,5252014Revenue 2015: $85,642Expenses 2015: $152,432Net Income 2015: -$66,7902015Revenue 2016: $123,096Expenses 2016: $152,004Net Income 2016: -$28,9082016Revenue 2017: $86,635Expenses 2017: $143,330Net Income 2017: -$56,6952017Revenue 2018: $129,870Expenses 2018: $163,952Net Income 2018: -$34,0822018Revenue 2019: $100,470Expenses 2019: $185,532Net Income 2019: -$85,0622019Revenue 2020: $226,183Expenses 2020: $196,020Net Income 2020: $30,1632020Revenue 2021: $483,803Expenses 2021: $201,957Net Income 2021: $281,8462021Revenue 2022: $405,129Expenses 2022: $225,263Net Income 2022: $179,8662022Revenue 2023: $48,631Expenses 2023: $258,583Net Income 2023: -$209,9522023Revenue 2024: $273,589Expenses 2024: $263,129Net Income 2024: $10,4602024

Highlighted filing

2016

Revenue$123,096
Expenses$152,004
Net Income-$28,908
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDRE A GELINASPres/Trustee-$0--
MARTIN F CONNORS JRTreas/Trustee-$0--
JOHN TODD CROCKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Douglas & Isabelle Crocker Foundation
EIN
04-6044767
Phone
9785375316
Address
C/O MCONNORS JR 24 MONUMENT SQ, LEOMINSTER, MA 01453

Signing Officer

Name
Martin F Connors Jr
Title
Treasurer
Signed
2017-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Reagan & Co Pc
Address
98 Adams ST, Leominster, MA 01453
Preparer
Kenneth P Basque CPA
Phone
9785344095
Raw XML AppendixShowing 400 of 687 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt623207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt727960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1427730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1621945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1726174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1918217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2033582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2126581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2217831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2352094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2451002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2510322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2640279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2750201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2811267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2920130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3024069
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050 SHRS. CASEY'S GENERAL STORES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SHRS. FAIR ISAAC & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SHRS. STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3275 SHRS. CATERPILLAR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 SHRS. POLARIS INDUSTRIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5325 SHRS. QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250 SHRS. UNITED TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7550 SHRS. CERNER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850,000 U.S. TREAS NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100 SHRS. VF CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200 SHRS. FIRST BK SAN FRANCISCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1190 SHRS. MASTERCARD INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1230 SHRS. SHERMAN WILLIAMS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13100 SHRS. FAIR ISAAC & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14200 SHRS. BUFFALO WILD WINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1575 SHRS. ALLIANCE DATA SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16725 SHRS. MACY'S INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17350 SHRS. AMERISOURCE BERGEN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1850,000 OCCIDENTAL PETROLEUM NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19350 SHRS. MICROSOFT CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20590 SHRS. AMERICAN INT'L GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21350 SHRS. CHECKPOINT SOFTWARE TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22500 SHRS. HAIN CELESTIAL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2350,000 U.S. TREAS NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450,000 U.S. TREAS NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2510,000 U.S. TREAS NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2640,000 JOHN DEERE CORP NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2750,000 UNITED TECH NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28150 SHRS. STERICYCLE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29635 SHRS. NOVO NORDISK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30600 SHRS. VISTA OUTDOOR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252016-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt079069
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-13825
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28908
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01762677
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01791585
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01762677
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108190
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01097
IRS990PF/DistributableAmountGrp/TotalTaxAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02278
IRS990PF/FMVAssetsEOYAmt02115435
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01789512
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01602759
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt060743
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05918
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0465481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0374140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0381226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0955051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01032476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01376008
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02073
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0159918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0159918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0159918
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01791585
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01762677
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02115435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01791585
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01762677
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01791585
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01762677
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0308237
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0190225
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0192365
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02196757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0114326
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02082431
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032951
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108190
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02163806
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02196757
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDRE A GELINAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN F CONNORS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN TODD CROCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREAS/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0365 TONSET ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1170 JAMESTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt245 HUBBARD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEOMINSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201742
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0125566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0126663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0134290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0109860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0113411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0104315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0121005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.058030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02163806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02279089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02304013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02047993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01772068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01746091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0138644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.290149
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0137547
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0138644
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01097
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0138644

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,762,677
Liabilities
$0
Net assets
$1,762,677
Revenue
$123,096
Expenses
$152,004
Net income
-$28,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.27$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.05$0.26$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.41$0.23$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.48$0.20$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.23$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.09$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.12$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.38$0.13$0.25
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.09$0.12$0.03
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.12$0.13$0.02