Civic Intelligence

Dirlam Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6169683

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 16, 2013

C/O Bollus Lynch Llp 89 ShrewsburySt01604
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

29th percentile

-9.1%

Faster asset growth than 29% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$267,039

Down $26,739 (-9.1%) from 2011

Net Assets

$267,039

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$31,485

Down $3,750 (-11%) 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: $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

2012

Assets$267,039
Liabilities$0
Net Assets$267,039

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $22,1402010Revenue 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

2012

Revenue-
Expenses$31,485
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 16, 2013
Return Version
2012v2.1
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 GrantWORCESTER ART MUSEUMCOMMUNITYPUBLIC CHARITYWORCESTER, MA, US$10,000
Paid GrantNICHOLS COLLEGEEDUCATIONALPUBLIC CHARITYDUDLEY, MA, US$5,000
Paid GrantOLD STRUBRIDGE VILLAGECOMMUNITYPUBLIC CHARITYSTURBRIDGE, MA, US$5,000
Paid GrantOPACUM LAND TRUSTCOMMUNITYPUBLIC CHARITYSTURBRIDGE, MA, US$2,250
Paid GrantFIRST CONGREGATIONAL CHURCHRELIGIOUSCHURCHW BROOKFIELD, MA, US$2,000
Paid GrantUNITED WAY OF SOUTHBRIDGECOMMUNITYPUBLIC CHARITYSOUTHBRIDGE, MA, US$1,700
Paid GrantMOHEGAN COUNCIL INC BOY SCOUTS OF AMERICACOMMUNITYPUBLIC CHARITYWORCESTER, MA, US$1,500
Paid GrantMUSIC WORCESTERCOMMUNITYPUBLIC CHARITYWORCESTER, 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
Filing and Contact Details

Filer

EIN
04-6169683
Raw XML Appendix393 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/BookValue0175709
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0172487
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-3602
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount08313
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount04711
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04711
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps031450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss031450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss035
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-26739
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice062000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm08313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss08313
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-3602
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08313
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps031450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss031485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss035
IRS990PF/BalanceSheets/CapitalStockBOY0410595
IRS990PF/BalanceSheets/CapitalStockEOY0410595
IRS990PF/BalanceSheets/InvestmentsOtherBOY0226421
IRS990PF/BalanceSheets/InvestmentsOtherEOY0175709
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0172487
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-116817
IRS990PF/BalanceSheets/RetainedEarningsEOY0-143556
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY067357
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY091330
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV091330
IRS990PF/BalanceSheets/TotalAssetsBOY0293778
IRS990PF/BalanceSheets/TotalAssetsEOY0267039
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0263817
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0293778
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0267039
IRS990PF/BalanceSheets/TotalNetAssetsBOY0293778
IRS990PF/BalanceSheets/TotalNetAssetsEOY0267039
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-3602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis065602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CERTIFICATES OF DEPOSITS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice062000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-26739
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0267039
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0293778
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0267039
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013727
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013727
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013727
IRS990PF/DistributableAmount/MinimumInvestmentReturn013810
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome083
IRS990PF/DistributableAmount/TotalTax083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0112
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment029
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0112
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0263817
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0280409
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances079344
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0201065
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04206
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn013810
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0276203
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0280409
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/AdjNonchrtblAssetsAndOnePct018027
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets017944
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.064967
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.118363
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.069756
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042481
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.042637
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051599
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0276203
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10296714
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20308004
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30390761
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40661392
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50644122
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome083
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions031450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1035120
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2021485
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4028200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5033236
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.324836
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions031367
IRS990PF/QualifyingDistributions/ExpensesAndContributions031450
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm083
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions031450
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/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount910000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8COMMUNITY
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/BusinessNameLine13NICHOLS COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14OLD STRUBRIDGE VILLAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15OPACUM LAND TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16OPERA NEW ENGLAND OF NORTHEAST CONNECTICUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17THEATER OF NE CT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18UNITED WAY OF SOUTHBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19WORCESTER ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110WORCESTER COUNTY HORTICULTURAL
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/AddressLine13129 CENTER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141 OLD STURBRIDGE VILLAGE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 233
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 75
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1730 FRONT STRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18155 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1955 SALISBURY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11011 FRENCH DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0W BROOKFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DUDLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4STURBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5STURBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6POMFRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7PUTNAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SOUTHBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10BOYLSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CT
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/ZIPCode301571
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode401566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode501566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode706260
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode801550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode901609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1001505
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031450
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/AppliedToCurrentYear013727
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted013727
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1020444
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204629
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear042796
IRS990PF/UndistributedIncome/ExcessFromCurrentYear017723
IRS990PF/UndistributedIncome/ExcessFromYear1020444
IRS990PF/UndistributedIncome/ExcessFromYear204629
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions031450
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus017723
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus042796
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover025073
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions035
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/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/DateSigned02013-04-16
ReturnHeader/Officer/Name0JOHN DIRLAM
ReturnHeader/Officer/Phone05087647394
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-16
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-26T07:11:43-05:00

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
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