Civic Intelligence

Dirlam Charitable Trust

990PF • Fiscal year 2011 • EIN 04-6169683

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

C/O Bollus Lynch Llp 89 ShrewsburySt01604
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$293,778

Flat from 2011

Net Assets

$293,778

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$35,235

Flat from 2011

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.

$400K$300K$200K$100K$0Assets 2010: $311,764Liabilities 2010: $0Net Assets 2010: $311,7642010Assets 2011: $293,778Liabilities 2011: $0Net Assets 2011: $293,7782011Assets 2011: $293,778Liabilities 2011: $12011Assets 2012: $267,039Liabilities 2012: $0Net Assets 2012: $267,0392012Assets 2013: $242,856Liabilities 2013: $0Net Assets 2013: $242,8562013Assets 2014: $232,030Liabilities 2014: $0Net Assets 2014: $232,0302014Assets 2015: $213,805Liabilities 2015: $0Net Assets 2015: $213,8052015Assets 2016: $197,344Liabilities 2016: $0Net Assets 2016: $197,3442016Assets 2017: $180,841Liabilities 2017: $0Net Assets 2017: $180,8412017Assets 2018: $159,110Liabilities 2018: $0Net Assets 2018: $159,1102018Assets 2019: $147,548Liabilities 2019: $0Net Assets 2019: $147,5482019Assets 2020: $129,068Liabilities 2020: $0Net Assets 2020: $129,0682020Assets 2021: $115,406Liabilities 2021: $0Net Assets 2021: $115,4062021Assets 2022: $101,903Liabilities 2022: $0Net Assets 2022: $101,9032022Assets 2023: $88,399Liabilities 2023: $0Net Assets 2023: $88,3992023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$293,778
Liabilities$0
Net Assets$293,778

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $22,1402010Expenses 2011: $35,2352011Revenue 2011: $17,249Expenses 2011: $35,235Net Income 2011: -$17,9862011Expenses 2012: $31,4852012Revenue 2013: $9,167Expenses 2013: $33,350Net Income 2013: -$24,1832013Revenue 2014: $11,024Expenses 2014: $21,850Net Income 2014: -$10,8262014Revenue 2015: $125Expenses 2015: $18,350Net Income 2015: -$18,2252015Revenue 2016: $914Expenses 2016: $17,375Net Income 2016: -$16,4612016Revenue 2017: $372Expenses 2017: $16,875Net Income 2017: -$16,5032017Revenue 2018: $143Expenses 2018: $21,874Net Income 2018: -$21,7312018Revenue 2019: $2,313Expenses 2019: $13,875Net Income 2019: -$11,5622019Revenue 2020: $20Expenses 2020: $18,500Net Income 2020: -$18,4802020Revenue 2021: $13Expenses 2021: $13,675Net Income 2021: -$13,6622021Revenue 2022: $32Expenses 2022: $13,535Net Income 2022: -$13,5032022Revenue 2023: $31Expenses 2023: $13,535Net Income 2023: -$13,5042023Revenue 2024: $9Expenses 2024: $88,408Net Income 2024: -$88,3992024

Highlighted filing

2011

Revenue-
Expenses$35,235
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B DIRLAMTrustee-$0--
PETER B DIRLAMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNICHOLS COLLEGEEDUCATIONALPUBLIC CHARITYDUDLEY, MA, US$12,000
Paid GrantWORCESTER ART MUSEUMCOMMUNITYPUBLIC CHARITYWORCESTER, MA, US$10,000
Paid GrantMOHEGAN COUNCIL INC BOY SCOUTS OF AMERICACOMMUNITYPUBLIC CHARITYWORCESTER, MA, US$3,500
Paid GrantFIRST CONGREGATIONAL CHURCHRELIGIOUSCHURCHW BROOKFIELD, MA, US$2,000
Paid GrantUNITED WAY OF SOUTHBRIDGECOMMUNITYPUBLIC CHARITYSOUTHBRIDGE, MA, US$1,700
Paid GrantMUSIC WORCESTERCOMMUNITYPUBLIC CHARITYWORCESTER, MA, US$1,000
Paid GrantOLD STRUBRIDGE VILLAGECOMMUNITYPUBLIC CHARITYSTURBRIDGE, MA, US$1,000
Paid GrantOPERA NEW ENGLAND OF NORTHEAST CONNECTICUTCOMMUNITYPUBLIC CHARITYPOMFRET, CT, US$1,000
Paid GrantTHEATER OF NE CT INCCOMMUNITYPUBLIC CHARITYPUTNAM, CT, US$1,000
Paid GrantWORCESTER COUNTY HORTICULTURALCOMMUNITYPUBLIC CHARITYBOYLSTON, MA, US$1,000
Paid GrantOPACUM LAND TRUSTCOMMUNITYPUBLIC CHARITYSTURBRIDGE, MA, US$1,000
Filing and Contact Details

Filer

EIN
04-6169683
Raw XML Appendix397 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
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0226421
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CITIGROUP GLOBAL MARKETS, INC.
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0224231
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-2760
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07974
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05214
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05214
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps035200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss035200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss012035
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-17986
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0285000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07974
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07974
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-2760
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07974
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps035200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss035235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome07974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss035
IRS990PF/BalanceSheets/CapitalStockBOY0410595
IRS990PF/BalanceSheets/CapitalStockEOY0410595
IRS990PF/BalanceSheets/InvestmentsOtherBOY0284849
IRS990PF/BalanceSheets/InvestmentsOtherEOY0226421
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0224231
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-98831
IRS990PF/BalanceSheets/RetainedEarningsEOY0-116817
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY026915
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY067357
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV067357
IRS990PF/BalanceSheets/TotalAssetsBOY0311764
IRS990PF/BalanceSheets/TotalAssetsEOY0293778
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0291588
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0311764
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0293778
IRS990PF/BalanceSheets/TotalNetAssetsBOY0311764
IRS990PF/BalanceSheets/TotalNetAssetsEOY0293778
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-2760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis097760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1190000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MORGAN STANLEY -SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1MORGAN STANLEY - CD'S
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-2760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-2760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice095000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1190000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-17986
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0293778
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0311764
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0293778
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014756
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014756
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014756
IRS990PF/DistributableAmount/MinimumInvestmentReturn014836
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome080
IRS990PF/DistributableAmount/TotalTax080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0112
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0192
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0112
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0192
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0291588
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0301232
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances047136
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0254096
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04518
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014836
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0296714
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0301232
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN B DIRLAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PETER B DIRLAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O BOLLUS LYNCH LLP 89 SHREWSBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O BOLLUS LYNCH LLP 89 SHREWSBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WORCESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WORCESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode101604
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct015306
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets015226
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051316
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.069756
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.042481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042637
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051599
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050108
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0296714
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10308004
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20390761
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30661392
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40644122
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50628641
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome080
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1021485
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2016600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3028200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4033236
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5031500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.256581
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions035120
IRS990PF/QualifyingDistributions/ExpensesAndContributions035200
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm080
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions035200
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BOLLUS LYNCH LLP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05087557107
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1089 SHREWSBURY STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WORCESTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001604
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MR PETER B DIRLAM CO JI MORRIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05087644394
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10394 ELM STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SOUTHBRIDGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001550
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHARITABLE ORGANIZATION MUST DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount812000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MOHEGAN COUNCIL INC BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MUSIC WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13OLD STRUBRIDGE VILLAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14OPERA NEW ENGLAND OF NORTHEAST CONNECTICUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15THEATER OF NE CT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WORCESTER ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WORCESTER COUNTY HORTICULTURAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18NICHOLS COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19OPACUM LAND TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110UNITED WAY OF SOUTHBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 371
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1119 HARVARD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12323 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131 OLD STURBRIDGE VILLAGE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 75
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1530 FRONT STRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1655 SALISBURY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1711 FRENCH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18129 CENTER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19PO BOX 233
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110155 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0W BROOKFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3STURBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4POMFRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PUTNAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7BOYLSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8DUDLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9STURBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10SOUTHBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001585
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201608
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode301566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506260
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode601609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode701505
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode801571
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode901566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1001550
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035200
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/AppliedToCurrentYear014756
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014756
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear104629
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear025073
IRS990PF/UndistributedIncome/ExcessFromCurrentYear020444
IRS990PF/UndistributedIncome/ExcessFromYear104629
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions035200
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus020444
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus025073
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04629
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions012035
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10394 ELM STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0SOUTHBRIDGE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode001550
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JI MORRIS COMPANY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
TaxesSchedule/Taxes/Amount035
TaxesSchedule/Taxes/Category0MASS ANNUAL REPORT
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046169683
ReturnHeader/Filer/Name/BusinessNameLine10DIRLAM CHARITABLE TRUST
ReturnHeader/Filer/NameControl0DIRL
ReturnHeader/Filer/Phone05087647394
ReturnHeader/Filer/USAddress/AddressLine10C/O BOLLUS LYNCH LLP 89 SHREWSBURY
ReturnHeader/Filer/USAddress/AddressLine20ST
ReturnHeader/Filer/USAddress/City0WORCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001604
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-30
ReturnHeader/Officer/Name0JOHN DIRLAM
ReturnHeader/Officer/Phone05087647394
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-26
ReturnHeader/PreparerFirm/EIN0043037870
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOLLUS LYNCH LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1089 SHREWSBURY STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WORCESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001604
ReturnHeader/Preparer/Name0BARBARA E KING
ReturnHeader/Preparer/Phone05087557107
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-07T15:12:12-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.88$0.88
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.00$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.19$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.02$0.14$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.00$0.22$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.00$0.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.01$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.00$0.18$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.11$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.09$0.33$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.31
2011Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.35
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.17$0.35$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.22