Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Penelope Coates Pattillo Trust
EIN 04-6327415 • 4947(a)1 • Boston, MA
Profile
Church
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
92nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
42nd percentile
Higher top officer pay than 42% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$0
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$0
No earlier filing loaded for comparison.
Revenue
$16,936
No earlier filing loaded for comparison.
Expenses
$12,169
No earlier filing loaded for comparison.
Net Income
$4,767
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $16,936
- Expenses
- $12,169
- Net income
- $4,767
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Sep 6, 2022
- Return Version
- 2021v4.1
- Gross Receipts
- $32,003
Mission and Program Overview
Mission
Church
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Congregational support and addtl. improvements to church property. The First Church of Christ, Scientist Atlanta, GA | $4,776 | $4,776 |
| Congregational support and addtl. improvements to church property. The First Church of Christ, Scientist Boston, MA | $4,776 | $4,776 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Henry Osborn | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Penelope Coates Pattillo Trust
- EIN
- 04-6327415
- Phone
- 8004503288
- Address
- 210 MASSACHUSETTS AVE P02-02, BOSTON, MA 02115-3195
Signing Officer
- Name
- Henry Osborn
- Title
- Auth. Trustee
- Phone
- 8004503288
- Signed
- 2022-09-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Tiaa Kaspick LLC
- Address
- 203 REDWOOD SHORES PKWY 420, Redwood Shores, CA 94065
- Preparer
- Kimberly G Palmer
- Phone
- 6505854100
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part II Line 27B
“The balance sheet detail is attached reflecting the asset balance of $229,136.03. The tax preparation software defaulted to none based on the generation of Schedule N.”
Form 990-EZ, Part V
“(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. No”
Form 990-EZ, Part V
“(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. No”
Form 990-EZ, Part I, Line 16
“Trustee/Executor Fees-Principal (al 1732 Other Non-Allocable Expense - Incom 177 Investmnt Mngmnt Fees (non-deductib 596 Foreign Taxes on Qualified Foreign 79 Foreign Taxes on Nonqualified Forei 33”
Form 990-EZ, Part I, Line 20
“To First Church of Christ Scientist 229136”
Raw XML Appendix144 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TIAA Kaspick LLC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6505854100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 203 Redwood Shores Parkway 420 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Redwood Shores |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94065 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 224369 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 15067 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4767 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 224369 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 10507 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9552 |
| IRS990EZ/GrossReceiptsAmt | 0 | 32003 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6429 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 224369 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 224369 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Henry Osborn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization4947a1NotPFInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -229136 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2617 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Church |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Congregational support and addtl. improvements to church property. The First Church of Christ, Scientist Atlanta, GA |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Congregational support and addtl. improvements to church property. The First Church of Christ, Scientist Boston, MA |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 4776 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 4776 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 4776 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 4776 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 25574 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 12169 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 9552 |
| IRS990EZ/TotalRevenueAmt | 0 | 16936 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | giving.christianscience.com |
| IRS990ScheduleA/ChurchInd | 0 | X |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 0 |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | false |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | false |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | See Attached End of Year Book Value |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt | 0 | Penelope Coates Pattillo Trust |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2021-12-31 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 046327415 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 229136 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | Book Value held by Church |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 210 Massachusetts Ave |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | Boston |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 021153195 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | false |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | Filing final return. All assets are owned by this church-affiliated organization to exclusively manage funds for The First Church of Christ, Scientist Atlanta, GA and The First Church of Christ, Scientist Boston, MA. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The balance sheet detail is attached reflecting the asset balance of $229,136.03. The tax preparation software defaulted to none based on the generation of Schedule N. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. No |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | (b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. No |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Trustee/Executor Fees-Principal (al 1732 Other Non-Allocable Expense - Incom 177 Investmnt Mngmnt Fees (non-deductib 596 Foreign Taxes on Qualified Foreign 79 Foreign Taxes on Nonqualified Forei 33 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | To First Church of Christ Scientist 229136 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part II Line 27B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part V |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part V |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 20 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HENRY OSBORN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | AUTH. TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8004503288 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-09-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PENELOPE COATES PATTILLO TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PATT |
| ReturnHeader/Filer/EIN | 0 | 046327415 |
| ReturnHeader/Filer/PhoneNum | 0 | 8004503288 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 210 MASSACHUSETTS AVE P02-02 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 021153195 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205631854 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | TIAA KASPICK LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 203 REDWOOD SHORES PKWY 420 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Redwood Shores |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94065 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6505854100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-09-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KIMBERLY G PALMER |
| ReturnHeader/ReturnTs | 0 | 2022-09-06T13:00:20-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
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