Civic Intelligence

George a Ramlose Foundation Inc.

990PF • Fiscal year 2014 • EIN 04-6048231

May 01, 2013 to Apr 30, 2014 • Filed on Jun 30, 2014

PO Box 550Shrewsbury, MA 01564

(978) 368-1200

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.04x

Higher debt load relative to revenue than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$7,061

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

0.3%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,781,504

Down $61,345 (-3.3%) from 2013

Net Assets

Down

$1,778,704

Down $57,368 (-3.1%) from 2013

Liabilities

Down

$2,800

Down $3,977 (-59%) from 2013

Revenue

Up

$75,348

Up $207 (+0.3%) from 2013

Expenses

Down

$190,439

Down $7,281 (-3.7%) from 2013

Net Income

Up

-$115,091

Up $7,488 (+6.1%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$1,781,504
Liabilities$2,800
Net Assets$1,778,704

Operations Trend

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

2014

Revenue$75,348
Expenses$190,439
Net Income-$115,091
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Jun 30, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID TAYLORTreasurerPT$4,000$3,061$7,061
LINDA TAYLORVP-$3,000-$3,000
PETER BOYCEPresident-$0$1,388$1,388
CAROLE C BOYCEVP-$0--
Filing and Contact Details

Filer

EIN
04-6048231
Phone
9783681200

Signing Officer

Name
David Taylor
Title
Treasurer
Phone
9783681200
Signed
2014-06-30

Preparer

Preparer
Thomas Arrison CPA
Phone
9784869855
Raw XML AppendixShowing 400 of 423 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE FOUNDATION APPROVES GRANTS IN THE FIRST HALF OF ITS FISCAL YEAR AND MUST HAVE CASH AVAILABLE TO PAY THE GRANTS. THE AMOUNT OF $150,000 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.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03000 Sh Intel Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11000 Sh Mead Johnson Nutrition
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21800 Sh Microsoft
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32500 Sh Sony
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 Sh Barrick Gold
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000 Sh Beam Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61000 SH EMC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000 Sh First Energy
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01778704
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01836072
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01778704
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03008545
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02995734
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045128
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0148171
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02963417
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03008545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt01388
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt33061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER BOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE C BOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103287 Bailey Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113287 Bailey Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12141 Kendall Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13141 Kendall Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Dacula
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Dacula
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Sterling
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Sterling
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode030019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode130019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode201564
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode301564
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0167620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0168650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0149697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0155240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0134125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0128450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0115563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02963417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02840221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02662856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02474696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02249121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01910105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0147971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.282815
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0147971
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0147971
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0147971
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO Box 550
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Sterling
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002141
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Adams & Blinn
IRS990PF/StatementsRegardingActyGrp/PhoneNum09783688264
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions to qualified 501(c)(3) organizations none ofwhome are related to the directors of the foundationSee attached list.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0147971
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ALL APPLICATIONS AND SUPPORTING MATERIAL SHOULD BE SUBMITTED ONLINE AT OUR WEBSITE WWW.RAMLOSE.ORG. FURTHER INSTRUCTIONS ARE ON THE WEBSITE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID TAYLOR ADAMS BLINN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05083688264
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO Box 550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Sterling
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode001564
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE IS GIVEN TO ORGANIZATIONS IN NEW ENGLAND OR IN THE SOUTHEASTERN US
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0147971
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode001000
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147971
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0149697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0155240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0587033
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0147971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0149697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0155240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134125
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147971
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0147971
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0133499
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0587033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0439062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0146112
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0133499
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0David Taylor, Esq Legal Fees
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Linda Taylor Bookkeeping
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt13000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues & Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2725
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53099
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0975
OtherIncreasesSchedule/OtherIncreasesDetail/Amount057723
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Realized Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022772
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CAMBRIDGE TRUST ADVISORS INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022772
TaxesSchedule/TaxesDetail/Amt0285
TaxesSchedule/TaxesDetail/Amt1407
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0407
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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