Civic Intelligence

Groton Historical Society

EIN 04-6054714 • 501(c)3 • Groton, MA

Profile

Collecting and preserving the history of the town of groton.

172 Main St PO Box 202Groton, MA 01450

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.29x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

56th percentile

7.4%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.3%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$859,458

Up $35,227 (+4.3%) from 2024

Liabilities

Down

$21,751

Down $2,849 (-12%) from 2024

Net Assets

Up

$837,707

Up $38,076 (+4.8%) from 2024

Revenue

Down

$76,250

Down $49,861 (-40%) from 2024

Expenses

Down

$70,592

Down $15,526 (-18%) from 2024

Net Income

Down

$5,658

Down $34,335 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $164,986Liabilities 2011: $1,0502011Assets 2012: $174,329Liabilities 2012: $1,0502012Assets 2013: $185,880Liabilities 2013: $1,0502013Assets 2014: $489,619Liabilities 2014: $59,101Net Assets 2014: $430,5182014Assets 2015: $470,948Liabilities 2015: $59,101Net Assets 2015: $411,8472015Assets 2016: $546,117Liabilities 2016: $975Net Assets 2016: $545,1422016Assets 2017: $527,975Liabilities 2017: $975Net Assets 2017: $527,0002017Assets 2018: $522,764Liabilities 2018: $0Net Assets 2018: $522,7642018Assets 2019: $605,635Liabilities 2019: $0Net Assets 2019: $605,6352019Assets 2020: $622,076Liabilities 2020: $29,900Net Assets 2020: $592,1762020Assets 2021: $609,011Liabilities 2021: $29,900Net Assets 2021: $579,1112021Assets 2022: $618,193Liabilities 2022: $28,940Net Assets 2022: $589,2532022Assets 2023: $733,404Liabilities 2023: $26,890Net Assets 2023: $706,5142023Assets 2024: $824,231Liabilities 2024: $24,600Net Assets 2024: $799,6312024Assets 2025: $859,458Liabilities 2025: $21,751Net Assets 2025: $837,7072025

Highlighted filing

2025

Assets$859,458
Liabilities$21,751
Net Assets$837,707

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $43,209Expenses 2011: $50,499Net Income 2011: -$7,2902011Revenue 2012: $41,974Expenses 2012: $32,631Net Income 2012: $9,3432012Revenue 2013: $41,673Expenses 2013: $30,122Net Income 2013: $11,5512013Revenue 2014: $40,505Expenses 2014: $47,174Net Income 2014: -$6,6692014Revenue 2015: $33,999Expenses 2015: $52,670Net Income 2015: -$18,6712015Revenue 2016: $176,601Expenses 2016: $43,306Net Income 2016: $133,2952016Revenue 2017: $52,162Expenses 2017: $70,304Net Income 2017: -$18,1422017Revenue 2018: $43,777Expenses 2018: $48,013Net Income 2018: -$4,2362018Revenue 2019: $142,901Expenses 2019: $60,030Net Income 2019: $82,8712019Revenue 2020: $33,837Expenses 2020: $47,296Net Income 2020: -$13,4592020Revenue 2021: $38,427Expenses 2021: $51,492Net Income 2021: -$13,0652021Revenue 2022: $62,122Expenses 2022: $51,980Net Income 2022: $10,1422022Revenue 2023: $177,679Expenses 2023: $60,418Net Income 2023: $117,2612023Revenue 2024: $126,111Expenses 2024: $86,118Net Income 2024: $39,9932024Revenue 2025: $76,250Expenses 2025: $70,592Net Income 2025: $5,6582025

Highlighted filing

2025

Revenue$76,250
Expenses$70,592
Net Income$5,658

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$0.22$8.38$0.76$0.71$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.25$8.00$1.26$0.86$0.40
2023Detailed filing. Detailed filing data is available for this year.$7.33$0.27$7.07$1.78$0.60$1.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.29$5.89$0.62$0.52$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.30$5.79$0.38$0.51$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.30$5.92$0.34$0.47$0.13
2019Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$1.43$0.60$0.83
2018Summary only. Only limited summary data is available for this year.$5.23$0.00$5.23$0.44$0.48$0.04
2017Summary only. Only limited summary data is available for this year.$5.28$0.01$5.27$0.52$0.70$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.45$1.77$0.43$1.33
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.59$4.12$0.34$0.53$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.59$4.31$0.41$0.47$0.07
2013Summary only. Only limited summary data is available for this year.$1.86$0.01$0.42$0.30$0.12
2012Summary only. Only limited summary data is available for this year.$1.74$0.01$0.42$0.33$0.09
2011Summary only. Only limited summary data is available for this year.$1.65$0.01$0.43$0.50$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 16, 2026
Return Version
2024v5.5
Gross Receipts
$93,744
Mission and Program Overview

Mission

Collecting and preserving the history of the town of groton

Collecting and preserving the town of groton history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$464,260$490,949▲ $26,689
Land, Buildings, and Equipment, Net$348,145$336,538▼ $11,607
Cash and Non-Interest-Bearing Accounts$11,826$31,971▲ $20,145
Total Assets$824,231$859,458▲ $35,227
Liabilities
Mortgage Notes Payable Secured by Investment Property$24,600$21,751▼ $2,849
Total Liabilities$24,600$21,751▼ $2,849
Net Assets / Fund Balance
Net Assets With Donor Restrictions$799,631$837,707▲ $38,076
Total Net Assets Fund Balance$799,631$837,707▲ $38,076
Total Liabilities and Net Assets / Fund Balance$824,231$859,458▲ $35,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$331,538$189,752$490,547
Equipment$0$2,085$2,085
Land$5,000-$1,900
Other Securities$490,949--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard ChilcoatPresident
Stephen KingVice President
Bonnie CarterDirector
Deirdre Slavin-mitchellDirector
Karen BrackettDirector
Kathryn LiebowitzDirector
Sanford JohnsonDirector
Beverly SmithAssistant Treasurer
Carolyn PerkinsClerk
Michelle ColletteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$61,658
Program Service Revenue
$1,650
Investment Income
$17,236
Other Revenue
$-4,294
All Other Contributions
$56,858
Change in Net Assets
$5,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,076
Salaries, Compensation, and Employee Benefits$31,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,963$2,885-$28,848
Depreciation Depletion$10,132$1,126-$11,258
Insurance$5,564$618-$6,182
Fees for Service Investment Mgmnt Fees-$5,566-$5,566
Payroll Taxes$2,401$267-$2,668
Office Expenses-$2,484-$2,484
Fees for Services Accounting$1,845$205-$2,050
Fees for Services Other$1,241$137-$1,378
Interest-$707-$707
Other Expenses$675$589-$589
All Other Expenses-$77-$77
Total Functional Expenses$55,856$14,736$0$70,592
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is formed as a not-for-profit corporation with members.

Form 990, Part VI, Section A, Line 7A

The members have the right to elect the members of the governing body.

Form 990, Part VI, Section A, Line 7B

The members have the right to approve significant decisions of the governing body.

Form 990, Part VI, Section B, Line 11B

Form 990 is made available to all board members for their review prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes form 990 and other organizational documents available for public inspection at it's office and provides copies to the public upon request.

Filing and Contact Details

Filer

Filer Name
Groton Historical Society
EIN
04-6054714
Phone
9784486606
Address
172 MAIN ST PO BOX 202, GROTON, MA 01450

Signing Officer

Name
Michelle Collette
Title
Treasurer
Phone
9787711736
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Chilcoat
Formed
1894
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
0

Preparer

Firm
Spinelli CPA Pc
Address
146 WEST BOYLSTON DRIVE SUITE 302, WORCESTER, MA 01606
Preparer
Karen Spinelli
Phone
5083656522
Raw XML AppendixShowing 400 of 417 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
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD CHILCOAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CARRIAGE HOUSE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01650
IRS990/ProgSrvcAccomActy2Grp/Desc0MUSEUM COSTS FOR COLLECTION, EXHIBITS AND PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037424
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0104504
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016981
IRS990/PYOtherExpensesAmt032927
IRS990/PYOtherRevenueAmt04626
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039993
IRS990/PYSalariesCompEmpBnftPaidAmt053191
IRS990/PYTotalExpensesAmt086118
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0126111
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05658
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-4294
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0411345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05708
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053099
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01650
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88250
IRS990ScheduleA/PublicSupportPY170Pct00.88930
IRS990ScheduleA/PublicSupportTotal170Amt0411345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0104504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031338
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0411345
IRS990ScheduleA/TotalSupportAmt0466094
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0331538
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0189752
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt030743
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0490547
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02085
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02085
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01900
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0490949
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0336538
IRS990ScheduleD/TotalBookValueSecuritiesAmt0490949
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS FORMED AS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS HAVE THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES FORM 990 AND OTHER ORGANIZATIONAL DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT IT'S OFFICE AND PROVIDES COPIES TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0824231
IRS990/TotalAssetsEOYAmt0859458
IRS990/TotalAssetsGrp/BOYAmt0824231
IRS990/TotalAssetsGrp/EOYAmt0859458
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt061658
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014736
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055856
IRS990/TotalFunctionalExpensesGrp/TotalAmt070592
IRS990/TotalGrossUBIAmt04287
IRS990/TotalLiabilitiesBOYAmt024600
IRS990/TotalLiabilitiesEOYAmt021751
IRS990/TotalLiabilitiesGrp/BOYAmt024600
IRS990/TotalLiabilitiesGrp/EOYAmt021751
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0799631
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0837707
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055856
IRS990/TotalProgramServiceRevenueAmt01650
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04287
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0824231
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0859458
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0210 CHICOPEE ROW
IRS990/USAddress/CityNm0GROTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001450
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0GROTONHISTORY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE COLLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09787711736
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GROTON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0GROT
ReturnHeader/Filer/EIN0046054714
ReturnHeader/Filer/PhoneNum09784486606
ReturnHeader/Filer/USAddress/AddressLine1Txt0172 MAIN ST PO BOX 202
ReturnHeader/Filer/USAddress/CityNm0GROTON

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