Civic Intelligence

John D Bryant Tr UW Nec Winifred I LI John Wallace & W

990PF • Fiscal year 2012 • EIN 04-6067847

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 13, 2013

Organization Profile
C/O Ropes Gray Llp 800 Boylston StNo 360002199-3600
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,123,586

Flat from 2012

Net Assets

$1,123,586

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$76,176

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,074,919Liabilities 2010: $0Net Assets 2010: $1,074,9192010Assets 2011: $1,172,276Liabilities 2011: $0Net Assets 2011: $1,172,2762011Assets 2012: $1,123,586Liabilities 2012: $0Net Assets 2012: $1,123,5862012Assets 2012: $1,123,586Liabilities 2012: $12012Assets 2013: $1,086,160Liabilities 2013: $0Net Assets 2013: $1,086,1602013Assets 2014: $1,079,226Liabilities 2014: $0Net Assets 2014: $1,079,2262014Assets 2015: $1,043,217Liabilities 2015: $0Net Assets 2015: $1,043,2172015Assets 2016: $1,014,639Liabilities 2016: $0Net Assets 2016: $1,014,6392016Assets 2017: $1,001,090Liabilities 2017: $0Net Assets 2017: $1,001,0902017Assets 2018: $1,001,878Liabilities 2018: $0Net Assets 2018: $1,001,8782018Assets 2019: $971,614Liabilities 2019: $0Net Assets 2019: $971,6142019Assets 2020: $971,216Liabilities 2020: $0Net Assets 2020: $971,2162020Assets 2021: $1,022,376Liabilities 2021: $0Net Assets 2021: $1,022,3762021Assets 2022: $1,078,647Liabilities 2022: $0Net Assets 2022: $1,078,6472022Assets 2023: $1,150,538Liabilities 2023: $0Net Assets 2023: $1,150,5382023Assets 2024: $1,199,227Liabilities 2024: $0Net Assets 2024: $1,199,2272024

Highlighted filing

2012

Assets$1,123,586
Liabilities$0
Net Assets$1,123,586
Open 2012 Filing

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $77,5372010Expenses 2011: $79,4992011Expenses 2012: $76,1762012Revenue 2012: $27,486Expenses 2012: $76,176Net Income 2012: -$48,6902012Revenue 2013: $38,760Expenses 2013: $76,186Net Income 2013: -$37,4262013Revenue 2014: $69,737Expenses 2014: $76,671Net Income 2014: -$6,9342014Revenue 2015: $47,803Expenses 2015: $84,245Net Income 2015: -$36,4422015Revenue 2016: $47,080Expenses 2016: $75,758Net Income 2016: -$28,6782016Revenue 2017: $63,913Expenses 2017: $77,293Net Income 2017: -$13,3802017Revenue 2018: $81,055Expenses 2018: $81,427Net Income 2018: -$3722018Revenue 2019: $47,559Expenses 2019: $77,953Net Income 2019: -$30,3942019Revenue 2020: $76,212Expenses 2020: $76,425Net Income 2020: -$2132020Revenue 2021: $130,131Expenses 2021: $79,060Net Income 2021: $51,0712021Revenue 2022: $42,508Expenses 2022: $80,819Net Income 2022: -$38,3112022Revenue 2023: $40,331Expenses 2023: $77,136Net Income 2023: -$36,8052023Revenue 2024: $111,590Expenses 2024: $75,101Net Income 2024: $36,4892024

Highlighted filing

2012

Revenue-
Expenses$76,176
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINIFRED I LITrustee-$13,761-$13,761
MARTIN HALLTrustee-$0--
MARC J BLOOSTEINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERIDEN CONGREGATIONAL CHURCHRELIGIOUSCHURCHMERIDEN, NH, US$40,248
Paid GrantKIMBALL UNION ACADEMYBRYANT HALL DORMITORY REPAIR FUNDSCHOOLMERIDEN, NH, US$12,859
Paid GrantTOWN OF PLAINFIELDGUIDEBOARDS - PUBLIC SAFETYLOCAL GOV'TMERIDEN, NH, US$3,893
Filing and Contact Details

Filer

EIN
04-6067847
Raw XML Appendix364 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02025
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE TRUSTEES, WINIFRED I. LI, MARTIN HALL AND MARC J BLOOSTEIN ARE ALL PARTNERS IN THE FIRM OF ROPES & GRAY LLP AND ARE REQUIRED, BY AGREEMENT BETWEEN THE PARTNERS AND THE FIRM, TO TURN OVER ALL COMPENSATION PAID TO THEM TO ROPES & GRAY LLP.
GeneralExplanationAttachment/GeneralExplanation/Identifier0DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF,PART VII-B,LINE 1(A)(4) & PART VIII,LINE 1,COLUMN C
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WINIFRED I LI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARTIN HALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARC J BLOOSTEIN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0BRYANT HALL DORMITORY REPAIR FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GUIDEBOARDS - PUBLIC SAFETY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MERIDEN CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TOWN OF PLAINFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2LOCAL GOV'T
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1057 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11ATTN TREASURER PO BOX 187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12ATTN TREASURER PO BOX 187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MERIDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MERIDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MERIDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode003770
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode103770
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode203770
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear057000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear055636
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted055636
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1012383
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010812
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30857
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear034579
IRS990PF/UndistributedIncome/ExcessFromCurrentYear010527
IRS990PF/UndistributedIncome/ExcessFromYear1012383
IRS990PF/UndistributedIncome/ExcessFromYear2010812
IRS990PF/UndistributedIncome/ExcessFromYear30857
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions066163
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus010527
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus034579
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover024052
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount0293
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0147
LegalFeesSchedule/LegalFees/NetInvestmentIncome0146
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0110
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0110
TaxesSchedule/Taxes/Amount0962
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046067847
ReturnHeader/Filer/Name/BusinessNameLine10JOHN D BRYANT TRUST UW WINIFRED I LI TRUSTEE
ReturnHeader/Filer/NameControl0BRYA
ReturnHeader/Filer/Phone06179517000
ReturnHeader/Filer/USAddress/AddressLine10C/O ROPES GRAY LLP 800 BOYLSTON ST
ReturnHeader/Filer/USAddress/AddressLine20NO 3600
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021993600
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-13
ReturnHeader/Officer/Name0WINIFRED I LI
ReturnHeader/Officer/Phone06179517000
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-03-13
ReturnHeader/PreparerFirm/EIN0042442519
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021101772
ReturnHeader/Preparer/Name0ALFONSO PERILLO
ReturnHeader/Preparer/Phone06172276161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-05T13:51:43-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,123,586
Liabilities
$0
Net assets
$1,123,586
Revenue
-
Expenses
$76,176
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.13$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.03$0.08$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08