Civic Intelligence

Ruth H Holmes Trust Uwill

990PF • Fiscal year 2012 • EIN 04-6044854

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
2036 Washington Street02339
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$5,948

Higher top officer pay than 79% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$549,778

Down $1,829 (-0.3%) from 2011

Net Assets

Down

$549,778

Down $1,829 (-0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,104

Up $6,964 (+31%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2010: $525,190Liabilities 2010: $0Net Assets 2010: $525,1902010Assets 2011: $551,607Liabilities 2011: $0Net Assets 2011: $551,6072011Assets 2012: $549,778Liabilities 2012: $0Net Assets 2012: $549,7782012Assets 2013: $553,005Liabilities 2013: $0Net Assets 2013: $553,0052013Assets 2014: $580,212Liabilities 2014: $0Net Assets 2014: $580,2122014Assets 2015: $570,103Liabilities 2015: $0Net Assets 2015: $570,1032015Assets 2016: $556,991Liabilities 2016: $0Net Assets 2016: $556,9912016Assets 2017: $551,901Liabilities 2017: $0Net Assets 2017: $551,9012017Assets 2018: $556,142Liabilities 2018: $0Net Assets 2018: $556,1422018Assets 2019: $569,242Liabilities 2019: $0Net Assets 2019: $569,2422019Assets 2020: $575,064Liabilities 2020: $0Net Assets 2020: $575,0642020Assets 2021: $606,093Liabilities 2021: $0Net Assets 2021: $606,0932021Assets 2022: $622,154Liabilities 2022: $0Net Assets 2022: $622,1542022Assets 2023: $594,875Liabilities 2023: $0Net Assets 2023: $594,8752023Assets 2024: $615,608Liabilities 2024: $0Net Assets 2024: $615,6082024

Highlighted filing

2012

Assets$549,778
Liabilities$0
Net Assets$549,778
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $22,0012010Expenses 2011: $22,1402011Expenses 2012: $29,1042012Revenue 2013: $40,957Expenses 2013: $38,028Net Income 2013: $2,9292013Revenue 2014: $70,506Expenses 2014: $43,053Net Income 2014: $27,4532014Revenue 2015: $28,594Expenses 2015: $37,760Net Income 2015: -$9,1662015Revenue 2016: $23,476Expenses 2016: $36,033Net Income 2016: -$12,5572016Revenue 2017: $31,298Expenses 2017: $36,104Net Income 2017: -$4,8062017Revenue 2018: $32,799Expenses 2018: $27,025Net Income 2018: $5,7742018Revenue 2019: $45,556Expenses 2019: $33,028Net Income 2019: $12,5282019Revenue 2020: $37,082Expenses 2020: $31,438Net Income 2020: $5,6442020Revenue 2021: $71,346Expenses 2021: $40,514Net Income 2021: $30,8322021Revenue 2022: $64,514Expenses 2022: $48,700Net Income 2022: $15,8142022Revenue 2023: -$3,834Expenses 2023: $23,624Net Income 2023: -$27,4582023Revenue 2024: $54,992Expenses 2024: $34,419Net Income 2024: $20,5732024

Highlighted filing

2012

Revenue-
Expenses$29,104
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rockland Trust CompanyTrustee-$5,948-$5,948
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIDDLEBORO HIGH SCHOOL2012 SCHOLARSHIP AWARDSNAMiddleboro, MA, US$10,500
Paid GrantFREETOWN LAKEVILLE REGIONAL HIGH2012 SCHOLARSHIP AWARDSNALAKEVILLE, MA, US$5,000
Paid GrantCARVER HIGH SCHOOL2012 SCHOLARSHIP AWARDSNACARVER, MA, US$5,000
Filing and Contact Details

Filer

EIN
04-6044854
Raw XML Appendix337 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/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear018177
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear105547
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029414
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions023724
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY011237
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05547
LegalFeesSchedule/LegalFees/Amount01422
LegalFeesSchedule/LegalFees/Category0LEGAL FEES - PRINCIPAL (ALLOCA
OtherExpensesSchedule/OtherExpenses/Description0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpenses/Description1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0215
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps135
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0215
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
OtherIncreasesSchedule/OtherIncreases/Amount0522
OtherIncreasesSchedule/OtherIncreases/Description0ADJUST BOOK VALUE RETURN OF CAPITAL
TaxesSchedule/Taxes/Amount034
TaxesSchedule/Taxes/Amount1903
TaxesSchedule/Taxes/Amount242
TaxesSchedule/Taxes/Amount35
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OTHER TAXES
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
TaxesSchedule/Taxes/NetInvestmentIncome30
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046044854
ReturnHeader/Filer/Name/BusinessNameLine10RUTH H HOLMES TRUST UWILL
ReturnHeader/Filer/NameControl0HOLM
ReturnHeader/Filer/Phone08008266101
ReturnHeader/Filer/USAddress/AddressLine102036 WASHINGTON STREET
ReturnHeader/Filer/USAddress/City0HANOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002339
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0MARCIA J CLARK
ReturnHeader/Officer/Phone08008266101
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T13:11:01-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$549,778
Liabilities
$0
Net assets
$549,778
Revenue
-
Expenses
$29,104
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.55$0.34$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.04$0.24$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.65$0.49$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.71$0.41$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.37$0.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.46$0.33$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.31$0.36$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.23$0.36$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.29$0.38$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.71$0.43$0.27
2013Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.41$0.38$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.29
2011Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.22
2010Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.22