Civic Intelligence

George a Ramlose Foundation Inc.

990PF • Fiscal year 2012 • EIN 04-6048231

May 01, 2011 to Apr 30, 2012 • Filed on Sep 10, 2012

Organization Profile
PO Box 55001564
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2012 filings • $1M-$5M 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

73rd percentile

$5,128

Higher top officer pay than 73% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

66th percentile

4.9%

Faster asset growth than 66% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets33rd percentile

Assets

Up

$1,569,408

Up $73,979 (+4.9%) from 2011

Net Assets

Up

$1,564,942

Up $74,418 (+5.0%) from 2011

Liabilities

Down

$4,466

Down $439 (-9.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$196,731

Up $13,820 (+7.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,505,736Liabilities 2010: $3,363Net Assets 2010: $1,502,3732010Assets 2011: $1,495,429Liabilities 2011: $4,905Net Assets 2011: $1,490,5242011Assets 2012: $1,569,408Liabilities 2012: $4,466Net Assets 2012: $1,564,9422012Assets 2013: $1,842,849Liabilities 2013: $6,777Net Assets 2013: $1,836,0722013Assets 2014: $1,781,504Liabilities 2014: $2,800Net Assets 2014: $1,778,7042014Assets 2015: $1,784,997Liabilities 2015: $4,444Net Assets 2015: $1,780,5532015Assets 2016: $1,952,890Liabilities 2016: $5,917Net Assets 2016: $1,946,9732016Assets 2017: $2,033,818Liabilities 2017: $3,962Net Assets 2017: $2,029,8562017Assets 2018: $2,078,412Liabilities 2018: $3,043Net Assets 2018: $2,075,3692018Assets 2019: $2,002,491Liabilities 2019: $2,681Net Assets 2019: $1,999,8102019Assets 2020: $2,042,390Liabilities 2020: $5,449Net Assets 2020: $2,036,9412020Assets 2021: $2,712,241Liabilities 2021: $13,635Net Assets 2021: $2,698,6062021Assets 2022: $3,002,676Liabilities 2022: $3,000Net Assets 2022: $2,999,6762022Assets 2023: $2,692,053Liabilities 2023: $3,000Net Assets 2023: $2,689,0532023Assets 2024: $2,327,260Liabilities 2024: $21,945Net Assets 2024: $2,305,3152024Assets 2025: $2,153,188Liabilities 2025: $28,494Net Assets 2025: $2,124,6942025

Highlighted filing

2012

Assets$1,569,408
Liabilities$4,466
Net Assets$1,564,942
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $165,4912010Expenses 2011: $182,9112011Expenses 2012: $196,7312012Revenue 2013: $75,141Expenses 2013: $197,720Net Income 2013: -$122,5792013Revenue 2014: $75,348Expenses 2014: $190,439Net Income 2014: -$115,0912014Revenue 2015: $84,525Expenses 2015: $197,482Net Income 2015: -$112,9572015Revenue 2016: $361,386Expenses 2016: $194,966Net Income 2016: $166,4202016Revenue 2017: $282,714Expenses 2017: $199,831Net Income 2017: $82,8832017Revenue 2018: $257,787Expenses 2018: $212,274Net Income 2018: $45,5132018Revenue 2019: $154,229Expenses 2019: $229,788Net Income 2019: -$75,5592019Revenue 2020: $264,933Expenses 2020: $228,163Net Income 2020: $36,7702020Revenue 2021: $877,624Expenses 2021: $215,959Net Income 2021: $661,6652021Revenue 2022: $560,329Expenses 2022: $259,259Net Income 2022: $301,0702022Revenue 2023: -$74,266Expenses 2023: $236,357Net Income 2023: -$310,6232023Revenue 2024: -$100,104Expenses 2024: $278,843Net Income 2024: -$378,9472024Revenue 2025: $61,602Expenses 2025: $242,223Net Income 2025: -$180,6212025

Highlighted filing

2012

Revenue-
Expenses$196,731
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Sep 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID TAYLORTreasurer-$4,000$1,128$5,128
LINDA TAYLORVP-$3,000$1,128$4,128
PETER BOYCEPresident-$0$821$821
CAROLE C BOYCEVP-$0$820$820
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED LISTGENERAL OPERATIONS501(C)(3)SEE ATTACHED, MA, US$155,240
Filing and Contact Details

Filer

EIN
04-6048231
Raw XML AppendixShowing 400 of 429 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/AccountingFees/Amount02800
AccountingFeesSchedule/AccountingFees/Category0Thomas Arrison, PC Acct & Tax
CashDeemedCharitableExplnStmt/Explanation0THE FOUNDATION APPROVES GRANTS IN THE FIRST HALF OF ITS FISCAL YEAR AND MUST HAVE CASH AVAILABLE TO PAY THE GRANTS. THE AMOUNT OF $155,000 REPRESENTS THE GRANTS WHICH MUST BE MADE IN THE FISCAL YEAR ENDING APRIL 30, 2012 TO AVOID THE IMPOSITION OF SECTION 4942 TAXES. OTHER OPERATING EXPENSES CAN BE PAID FROM NORMAL CASH FLOW.
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount088556
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0182593
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0271149
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0271149
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0182593
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0155240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0155240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm088557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss088556
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-108175
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm03500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss07000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0239529
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm021186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss021186
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm04470
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss04810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0155240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm031621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0196731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0271150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses088556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm031621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss041491
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss03897
IRS990PF/BalanceSheets/AccountsPayableBOY04905
IRS990PF/BalanceSheets/AccountsPayableEOY04466
IRS990PF/BalanceSheets/CashBOY08231
IRS990PF/BalanceSheets/CashEOY0854
IRS990PF/BalanceSheets/CashEOYFMV0854
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0112187
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY049682
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV053028
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01294127
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01372196
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02678716
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY080884
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0146676
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0146677
IRS990PF/BalanceSheets/TotalAssetsBOY01495429
IRS990PF/BalanceSheets/TotalAssetsEOY01569408
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02879275
IRS990PF/BalanceSheets/TotalLiabilitiesBOY04905
IRS990PF/BalanceSheets/TotalLiabilitiesEOY04466
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01495429
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01569408
IRS990PF/BalanceSheets/TotalNetAssetsBOY01490524
IRS990PF/BalanceSheets/TotalNetAssetsEOY01564942
IRS990PF/BalanceSheets/UnrestrictedBOY01490524
IRS990PF/BalanceSheets/UnrestrictedEOY01564942
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0182593
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis012721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis115813
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis313697
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis424745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7929
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis818070
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis950000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1012505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72005-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102004-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-04-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01000 sh Beam Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11000 Sh Exxon Mobil
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2100 Sh First Energy
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3500 Sh Home Depot
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4500 Sh Raytheon
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51200 Sh Beam, Inc.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61000Sh Exxon Mobil
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7138 Sh Frontier Communications
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8500 Sh JP Morgan Chase
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset950000 Citgroup Capital Z Bonbds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1012500 RBS Cap Fdg TR VII
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss170887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss37973
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-2747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss539378
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss677865
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-1893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-5901
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-7095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses170887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses37973
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-2747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses539378
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses677865
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-1893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-5901
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-7095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice016660
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice186700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice24174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice321670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice421998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice542522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice678433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice816177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice944099
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice105410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-108175
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0182593
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01564942
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01490524
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01564942
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0128352
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0128352
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0128352
IRS990PF/DistributableAmount/MinimumInvestmentReturn0133143
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04791
IRS990PF/DistributableAmount/TotalTax04791
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03750
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04791
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04791
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04791
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn03750
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03750
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02879275
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02812856
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances087302
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02725554
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0150000
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0133143
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02662856
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02812856
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation23000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation34000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances0821
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances1820
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances21128
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances31128
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER BOYCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CAROLE C BOYCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LINDA TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DAVID TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103287 BAILEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113287 BAILEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12141 KENDALL HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13141 KENDALL HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DACULA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DACULA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2STERLING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3STERLING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1GA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode030019
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode130019
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode201564
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode301564
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0155240
IRS990PF/QualifyingDistributions/ExpensesAndContributions0155240
IRS990PF/QualifyingDistributions/QualifyingDistributions0155240
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ADAMS & BLINN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09783688264
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 550
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0STERLING
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002141
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/StatesFiledWith1NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATIONS NONE OFWHOM ARE RELATED TO THE DIRECTORS OF THE FOUNDATIONSEE ATTACHED LIST
IRS990PF/SummaryOfDirectCharitableActy/Expenses10155240
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0REQUEST A COPY OF PROPOSAL FOR FUNDING, INCLUDE COPY OF IRS EXEMPTION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DAVID TAYLOR ADAMS BLINN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05083688264
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 550
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0STERLING
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001564
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0SEPTEMBER 15
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0155240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED LIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE ATTACHED LIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001000
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0155240
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0128352
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10134125
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40129327
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50126908
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50126908
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0418692
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0155240
IRS990PF/UndistributedIncome/ExcessFromYear10134125
IRS990PF/UndistributedIncome/ExcessFromYear40129327
IRS990PF/UndistributedIncome/QualifyingDistributions0155240
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0155240
IRS990PF/UndistributedIncome/TaxableAmount20120965
IRS990PF/UndistributedIncome/TotalCorpus0545600
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0390360
IRS990PF/UndistributedIncome/UndistributedIncomeCY0128352
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0120965
LegalFeesSchedule/LegalFees/Amount04000
LegalFeesSchedule/LegalFees/Amount13000
LegalFeesSchedule/LegalFees/Category0David Taylor, Esq Legal Fees
LegalFeesSchedule/LegalFees/Category1Linda Taylor Bookkeeping
OtherExpensesSchedule/OtherExpenses/Description0Bank Service Charges
OtherExpensesSchedule/OtherExpenses/Description1Dues & Subscriptions
OtherExpensesSchedule/OtherExpenses/Description2Insurance
OtherExpensesSchedule/OtherExpenses/Description3Postage
OtherExpensesSchedule/OtherExpenses/Description4Website
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0350
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1715
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks016
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1695
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2725
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4227
OtherIncreasesSchedule/OtherIncreases/Amount0182593
OtherIncreasesSchedule/OtherIncreases/Description0Realized Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount021186
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CAMBRIDGE TRUST ADVISORS INVESTMENT MGMT FEES
TaxesSchedule/Taxes/Amount0250
TaxesSchedule/Taxes/Amount190
TaxesSchedule/Taxes/Amount24048
TaxesSchedule/Taxes/Amount3422
TaxesSchedule/Taxes/Category0New York State Taxes
TaxesSchedule/Taxes/Category1Mass Annual Report
TaxesSchedule/Taxes/Category2Federal Excise Tax
TaxesSchedule/Taxes/Category3Foreign Tax

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
$1,569,408
Liabilities
$4,466
Net assets
$1,564,942
Revenue
-
Expenses
$196,731
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.03$2.12$0.06$0.24$0.18
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.02$2.31$0.10$0.28$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.07$0.24$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.56$0.26$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.70$0.88$0.22$0.66
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.04$0.26$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.15$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.26$0.21$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.28$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.95$0.36$0.19$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.08$0.20$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.08$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.08$0.20$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.56$0.20
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.49$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.50$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits