Civic Intelligence

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

990PF • Fiscal year 2016 • EIN 04-6067847

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 09, 2017

Organization Profile
800 Boylston StBoston, MA 02199-3600

(617) 951-7000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-61%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$13,131

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-1.5%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,014,639

Down $28,578 (-2.7%) from 2015

Net Assets

Down

$1,014,639

Down $28,578 (-2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$47,080

Down $723 (-1.5%) from 2015

Expenses

Down

$75,758

Down $8,487 (-10%) from 2015

Net Income

Up

-$28,678

Up $7,764 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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: $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

2016

Assets$1,014,639
Liabilities$0
Net Assets$1,014,639
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $77,5372010Expenses 2011: $79,4992011Revenue 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

2016

Revenue$47,080
Expenses$75,758
Net Income-$28,678
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINIFRED I LITrustee-$13,131-$13,131
MARTIN HALLTrustee-$0--
MARC J BLOOSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John D Bryant Trust Uw Winifred I Li
EIN
04-6067847
Phone
6179517000
Address
800 BOYLSTON ST, BOSTON, MA 02199-3600

Signing Officer

Name
Winifred I Li
Title
Trustee
Phone
6179517000
Signed
2017-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Alfonso Perillo
Phone
6172276161
Raw XML AppendixShowing 400 of 426 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/AccountingFeesDetail/Amt04350
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02175
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02175
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF,PART VII-B,LINE 1(A)(4) & PART VIII, LINE 1, COLUMN C
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TRUSTEES, MARTIN HALL AND MARC J BLOOSTEIN, ARE ACTIVE PARTNERS AND TRUSTEE WINIFRED I. LI, IS A RETIRED PARTNER 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.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123,496.003 SHS BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131,853.136 SHS MILLER CONVERTIBLE BOND FUND-I
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WINIFRED I LI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARC J BLOOSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ROPES GRAY LLP 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ROPES GRAY LLP 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ROPES GRAY LLP 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROPES GRAY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 BOYLSTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021993600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179517000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012859
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23893
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BRYANT HALL DORMITORY REPAIR FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GUIDEBOARDS - PUBLIC SAFETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KIMBALL UNION ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERIDEN CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TOWN OF PLAINFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt057 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ATTN TREASURER PO BOX 187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ATTN TREASURER PO BOX 187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MERIDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MERIDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MERIDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd103770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203770
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054406
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012383
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012383
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053616
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010527
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066649
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012243
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053756
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0259
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0259
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROBATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0YEAR OVER YEAR TIMING DIFFERENCES OF INVESTMENT INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0278
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX ADMIN & FILING SVCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0139
TaxesSchedule/TaxesDetail/Amt0230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0230
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WINIFRED I LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179517000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN D BRYANT TRUST UW WINIFRED I LI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUSTEE C/O ROPES & GRAY LLP
ReturnHeader/Filer/BusinessNameControlTxt0BRYA
ReturnHeader/Filer/EIN0046067847

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,014,639
Liabilities
$0
Net assets
$1,014,639
Revenue
$47,080
Expenses
$75,758
Net income
-$28,678
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
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