Civic Intelligence

Ina & Haskell Gordon Charitable Trust

990PF • Fiscal year 2021 • EIN 04-6145810

Oct 01, 2020 to Apr 30, 2021 • Filed on Oct 25, 2021

Organization Profile
CO Grkb 306 Main Street No 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-5075%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $284,967 (-100%) from 2020

Net Assets

Down

$0

Down $284,967 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Up

$5,615

Up $6,162 (+1127%) from 2020

Expenses

Up

$290,582

Up $266,248 (+1094%) from 2020

Net Income

Down

-$284,967

Down $260,086 (-1045%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $305,935Liabilities 2011: $02011Assets 2012: $321,459Liabilities 2012: $0Net Assets 2012: $321,4592012Assets 2013: $327,892Liabilities 2013: $1Net Assets 2013: $327,8922013Assets 2014: $326,417Liabilities 2014: $0Net Assets 2014: $326,4172014Assets 2015: $321,823Liabilities 2015: $1Net Assets 2015: $321,8232015Assets 2017: $313,065Liabilities 2017: $0Net Assets 2017: $313,0652017Assets 2018: $314,104Liabilities 2018: $0Net Assets 2018: $314,1042018Assets 2019: $309,848Liabilities 2019: $1Net Assets 2019: $309,8482019Assets 2020: $284,967Liabilities 2020: $0Net Assets 2020: $284,9672020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $12,868Expenses 2011: $1,115Net Income 2011: $11,7532011Expenses 2012: $1,4012012Revenue 2013: $25,203Expenses 2013: $18,770Net Income 2013: $6,4332013Revenue 2014: $24,668Expenses 2014: $26,143Net Income 2014: -$1,4752014Revenue 2015: $17,837Expenses 2015: $22,431Net Income 2015: -$4,5942015Revenue 2017: $18,333Expenses 2017: $21,635Net Income 2017: -$3,3022017Revenue 2018: $22,862Expenses 2018: $21,823Net Income 2018: $1,0392018Revenue 2019: $17,682Expenses 2019: $21,938Net Income 2019: -$4,2562019Revenue 2020: -$547Expenses 2020: $24,334Net Income 2020: -$24,8812020Revenue 2021: $5,615Expenses 2021: $290,582Net Income 2021: -$284,9672021

Highlighted filing

2021

Revenue$5,615
Expenses$290,582
Net Income-$284,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Apr 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN R GORDONTrustee-$0--
DR GARY V GORDONTrustee-$0--
LAWRENCE A GORDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ina & Haskell Gordon Charitable Trust
EIN
04-6145810
Phone
5087910901
Address
CO GRKB 306 MAIN STREET NO 400, WORCESTER, MA 01615-0034

Signing Officer

Name
Larry a Gordon
Title
Trustee
Phone
5087910901
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Michael J Hayes CPA
Phone
5087910901
Raw XML Appendix327 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt177 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0288702
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/AppliedToCurrentYearAmt013939
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022716
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252047
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0252047
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0288702
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0252047
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0252047
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022716
LiquidationExplanationStmt/ExplanationTxt0ALL OF THE FOUNDATION'S ASSETS WERE DISTRIBUTED TO FIDELITY CHARITABLE DONOR ADVISED FUND AS OF APRIL 30,2021. DATE, DESCRIPTION AND FMV OF THE ASSETS DISTRIBUTED ARE AS FOLLOWS: 3/30/2021 - CASH - $ 52,998 3/29/2021 - SECURITIES - $514,824 4/13/2021 - SECURITIES - $ 27,854 4/20/2021 - CASH - $ 306 4/30/2021 - CASH - $ 10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt133
TaxesSchedule/TaxesDetail/Amt0256
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY A GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INA & HASKELL GORDON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0INAH
ReturnHeader/Filer/EIN0046145810
ReturnHeader/Filer/PhoneNum05087910901
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO GRKB 306 MAIN STREET NO 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042687094
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENBERG ROSENBLATT KULL & BITSOLIPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 MAIN STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087910901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J HAYES CPA
ReturnHeader/ReturnTs02021-10-25T09:41:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GORDON
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$5,615
Expenses
$290,582
Net income
-$284,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$2.91$2.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.01$0.24$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.18$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.23$0.22$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.18$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.18$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.25$0.26$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.25$0.19$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.01
2011Summary only. Only limited summary data is available for this year.$3.06$0.00$0.13$0.01$0.12
Peer Organizations

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