Civic Intelligence

Joseph Hewitt Testamentary Trust

990PF • Fiscal year 2018 • EIN 04-6054301

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
54 Old Foundry StreetSouth Easton, MA 02375

(508) 238-7293

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$90,628

Flat from 2018

Net Assets

Flat

$90,628

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$4,650

Flat from 2018

Expenses

Flat

$7,265

Flat from 2018

Net Income

Flat

-$2,615

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $16,451Liabilities 2011: $02011Assets 2012: $17,305Liabilities 2012: $0Net Assets 2012: $17,3052012Assets 2013: $26,035Liabilities 2013: $02013Assets 2014: $31,354Liabilities 2014: $0Net Assets 2014: $31,3542014Assets 2015: $34,864Liabilities 2015: $02015Assets 2016: $64,875Liabilities 2016: $0Net Assets 2016: $64,8752016Assets 2017: $93,243Liabilities 2017: $0Net Assets 2017: $93,2432017Assets 2018: $90,628Liabilities 2018: $0Net Assets 2018: $90,6282018Assets 2018: $90,628Liabilities 2018: $0Net Assets 2018: $90,6282018Assets 2019: $94,631Liabilities 2019: $02019Assets 2020: $92,756Liabilities 2020: $0Net Assets 2020: $92,7562020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$90,628
Liabilities$0
Net Assets$90,628
Open 2018 Filing

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $8,700Expenses 2011: $5,965Net Income 2011: $2,7352011Expenses 2012: $4,5322012Revenue 2013: $9,562Expenses 2013: $5,029Net Income 2013: $4,5332013Revenue 2014: $11,997Expenses 2014: $6,678Net Income 2014: $5,3192014Revenue 2015: $10,236Expenses 2015: $6,726Net Income 2015: $3,5102015Revenue 2016: $37,246Expenses 2016: $7,235Net Income 2016: $30,0112016Revenue 2017: $34,723Expenses 2017: $6,355Net Income 2017: $28,3682017Revenue 2018: $4,650Expenses 2018: $7,265Net Income 2018: -$2,6152018Revenue 2018: $4,650Expenses 2018: $7,265Net Income 2018: -$2,6152018Revenue 2019: $11,268Expenses 2019: $7,265Net Income 2019: $4,0032019Revenue 2020: $2,965Expenses 2020: $4,840Net Income 2020: -$1,8752020Revenue 2021: $4,666Expenses 2021: $4,666Net Income 2021: $02021Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2018

Revenue$4,650
Expenses$7,265
Net Income-$2,615
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH CARDONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Hewitt Testamentary Trust
EIN
04-6054301
Phone
5082387293
Address
54 OLD FOUNDRY STREET, SOUTH EASTON, MA 02375

Signing Officer

Name
Kenneth Cardone
Title
Trustee
Phone
5082387293
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Roger P Wedge CPA
Address
7 CHRISTY DRIVESUITE 3, BROCKTON, MA 02301-1843
Preparer
Roger P Wedge
Phone
5085833221
Raw XML Appendix340 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PS BUS PARKS 5.25%
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt046 ASPEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1238 ALGER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 WEST LEA TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04500
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/AppliedToCurrentYearAmt05020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015307
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0268
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07265
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02245
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015307
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-158
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt129
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ICAHN ENTERPRISES K-1 ORD INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ICAHN ENTERPRISES NET RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-158
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt129
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1139
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt235
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARDONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082387293
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH HEWITT TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0046054301
ReturnHeader/Filer/PhoneNum05082387293
ReturnHeader/Filer/USAddress/AddressLine1Txt054 OLD FOUNDRY STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTH EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002375
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B78407E6823484242067356FCFC59DE55296978D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02DF816627F0B8194343738BB320EDE007F6EFC37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.186.98
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:06:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043422271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGER P WEDGE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 CHRISTY DRIVESUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0023011843
ReturnHeader/PreparerPersonGrp/PhoneNum05085833221
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER P WEDGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-09T08:06:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,628
Liabilities
$0
Net assets
$90,628
Revenue
$4,650
Expenses
$7,265
Net income
-$2,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.67$4.67$0.00
2020Detailed filing. Detailed filing data is available for this year.$92.8$0.00$92.8$2.97$4.84$1.88
2019Summary only. Only limited summary data is available for this year.$94.6$0.00$11.3$7.27$4.00
2018Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$4.65$7.27$2.62
2018Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$4.65$7.27$2.62
2017Detailed filing. Detailed filing data is available for this year.$93.2$0.00$93.2$34.7$6.36$28.4
2016Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$37.2$7.24$30.0
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$10.2$6.73$3.51
2014Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$12.0$6.68$5.32
2013Summary only. Only limited summary data is available for this year.$26.0$0.00$9.56$5.03$4.53
2012Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$4.53
2011Summary only. Only limited summary data is available for this year.$16.5$0.00$8.70$5.97$2.74