Civic Intelligence

Trustees Under the Will of Herman Dana

990T • Fiscal year 2021 • EIN 04-6209497

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 27, 2022

Organization Profile
1340 Centre Street 101Newton, MA 02459-2453

(617) 928-1700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

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.

$20M$15M$10M$5.0M$0Assets 2011: $6,396,581Liabilities 2011: $993,7192011Assets 2012: $6,621,924Liabilities 2012: $939,8112012Assets 2013: $6,994,900Liabilities 2013: $938,9652013Assets 2014: $8,044,405Liabilities 2014: $1,430,758Net Assets 2014: $6,613,6472014Assets 2015: $8,543,302Liabilities 2015: $1,723,962Net Assets 2015: $6,819,3402015Assets 2016: $8,949,008Liabilities 2016: $1,941,728Net Assets 2016: $7,007,2802016Assets 2017: $8,783,670Liabilities 2017: $162,340Net Assets 2017: $8,621,3302017Assets 2018: $9,121,929Liabilities 2018: $125,000Net Assets 2018: $8,996,9292018Assets 2019: $12,303,767Liabilities 2019: $125,0002019Assets 2020: $12,541,364Liabilities 2020: $125,000Net Assets 2020: $12,416,3642020Assets 2021: $13,945,917Liabilities 2021: $12021Assets 2022: $15,689,997Liabilities 2022: $0Net Assets 2022: $15,689,9972022Assets 2023: $17,501,825Liabilities 2023: $12023Assets 2024: $18,900,836Liabilities 2024: $0Net Assets 2024: $18,900,8362024

Latest loaded filing

2024

Assets$18,900,836
Liabilities$0
Net Assets$18,900,836
Open 2024 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,433,076Expenses 2011: $2,423,600Net Income 2011: $9,4762011Revenue 2012: $2,585,489Expenses 2012: $2,375,462Net Income 2012: $210,0272012Revenue 2013: $2,776,763Expenses 2013: $2,389,527Net Income 2013: $387,2362013Revenue 2014: $3,367,843Expenses 2014: $2,323,033Net Income 2014: $1,044,8102014Revenue 2015: $2,941,033Expenses 2015: $2,471,935Net Income 2015: $469,0982015Revenue 2016: $3,023,426Expenses 2016: $2,582,170Net Income 2016: $441,2562016Revenue 2017: $3,237,672Expenses 2017: $3,440,350Net Income 2017: -$202,6782017Revenue 2018: $3,259,903Expenses 2018: $2,884,304Net Income 2018: $375,5992018Revenue 2019: $6,292,595Expenses 2019: $3,110,757Net Income 2019: $3,181,8382019Revenue 2020: $3,151,156Expenses 2020: $2,986,059Net Income 2020: $165,0972020Revenue 2021: $4,326,787Expenses 2021: $2,883,169Net Income 2021: $1,443,6182021Revenue 2022: $5,014,689Expenses 2022: $3,270,609Net Income 2022: $1,744,0802022Revenue 2023: $5,454,612Expenses 2023: $3,642,784Net Income 2023: $1,811,8282023Revenue 2024: $4,687,566Expenses 2024: $3,288,555Net Income 2024: $1,399,0112024

Latest loaded filing

2024

Revenue$4,687,566
Expenses$3,288,555
Net Income$1,399,011
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 27, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Trust Uwo Herman Dana
EIN
04-6209497
Phone
6179281700
Address
1340 CENTRE STREET 101, NEWTON, MA 02459-2453

Signing Officer

Name
Myer Dana
Title
Trustee
Phone
6179281700
Signed
2022-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
David a Marcus CPA
Phone
6173570100
Raw XML Appendix90 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
IRS990T/BooksInCareOfDetail/PersonNm0MYER R DANA TRUSTEE
IRS990T/BooksInCareOfDetail/PhoneNum06179281700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01340 CENTRE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0024592453
IRS990T/BookValueAssetsEOYAmt013945917
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0123848
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt021882
IRS990T/OverpaymentSection/OverpaymentAmt021882
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt021882
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt0124840
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0124840
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0124840
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OWNER OF S-CORPORATION WITH REAL ESTATE RENTAL ACTIVITI
IRS990TScheduleA/UBIBeforeNOLDedAmt0124840
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0124840
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt021882
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0992
IRS990T/TotalUBTIBeforeSection199AAmt0992
IRS990T/TotalUBTIComputedAmt0124840
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MYER DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179281700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UWO HERMAN DANA
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0046209497
ReturnHeader/Filer/PhoneNum06179281700
ReturnHeader/Filer/USAddress/AddressLine1Txt01340 CENTRE STREET 101
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024592453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043027605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024672111
ReturnHeader/PreparerPersonGrp/PhoneNum06173570100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A MARCUS CPA
ReturnHeader/ReturnTs02022-09-14T17:08:12-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MYER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$4.69$3.29$1.40
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.00$5.45$3.64$1.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$5.01$3.27$1.74
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.00$4.33$2.88$1.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.13$12.4$3.15$2.99$0.17
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.13$6.29$3.11$3.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$0.13$9.00$3.26$2.88$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.78$0.16$8.62$3.24$3.44$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.95$1.94$7.01$3.02$2.58$0.44
2015Detailed filing. Detailed filing data is available for this year.$8.54$1.72$6.82$2.94$2.47$0.47
2014Detailed filing. Detailed filing data is available for this year.$8.04$1.43$6.61$3.37$2.32$1.04
2013Summary only. Only limited summary data is available for this year.$6.99$0.94$2.78$2.39$0.39
2012Summary only. Only limited summary data is available for this year.$6.62$0.94$2.59$2.38$0.21
2011Summary only. Only limited summary data is available for this year.$6.40$0.99$2.43$2.42$0.01