Civic Intelligence

Helen E Elliot Tr FBO First Baptst Church & Centerville Chris Endvr

990 • Fiscal year 2020 • EIN 04-6403958

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 872-6852

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

4.2%

Higher net margin than 45% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$2,492

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$256,119

Up $830 (+0.3%) from 2019

Net Assets

Up

$256,119

Up $830 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$19,146

Up $6,419 (+50%) from 2019

Expenses

Up

$18,349

Up $65 (+0.4%) from 2019

Net Income

Up

$797

Up $6,354 (+114%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $218,736Liabilities 2011: $02011Assets 2012: $217,913Liabilities 2012: $02012Assets 2013: $283,656Liabilities 2013: $0Net Assets 2013: $283,6562013Assets 2014: $283,846Liabilities 2014: $02014Assets 2015: $267,909Liabilities 2015: $02015Assets 2016: $259,668Liabilities 2016: $02016Assets 2017: $263,236Liabilities 2017: $02017Assets 2018: $260,846Liabilities 2018: $0Net Assets 2018: $260,8462018Assets 2019: $255,289Liabilities 2019: $0Net Assets 2019: $255,2892019Assets 2020: $256,119Liabilities 2020: $0Net Assets 2020: $256,1192020Assets 2021: $331,157Liabilities 2021: $0Net Assets 2021: $331,1572021Assets 2022: $316,193Liabilities 2022: $0Net Assets 2022: $316,1932022Assets 2023: $278,700Liabilities 2023: $0Net Assets 2023: $278,7002023Assets 2024: $280,266Liabilities 2024: $0Net Assets 2024: $280,2662024

Highlighted filing

2020

Assets$256,119
Liabilities$0
Net Assets$256,119

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $2,769Expenses 2011: $14,446Net Income 2011: -$11,6772011Revenue 2012: $14,479Expenses 2012: $14,929Net Income 2012: -$4502012Revenue 2013: $82,348Expenses 2013: $16,764Net Income 2013: $65,5842013Revenue 2014: $18,662Expenses 2014: $17,994Net Income 2014: $6682014Revenue 2015: $3,842Expenses 2015: $19,836Net Income 2015: -$15,9942015Revenue 2016: $8,755Expenses 2016: $17,684Net Income 2016: -$8,9292016Revenue 2017: $20,720Expenses 2017: $17,538Net Income 2017: $3,1822017Revenue 2018: $15,181Expenses 2018: $17,607Net Income 2018: -$2,4262018Revenue 2019: $12,727Expenses 2019: $18,284Net Income 2019: -$5,5572019Revenue 2020: $19,146Expenses 2020: $18,349Net Income 2020: $7972020Revenue 2021: $93,732Expenses 2021: $18,651Net Income 2021: $75,0812021Revenue 2022: $4,873Expenses 2022: $19,649Net Income 2022: -$14,7762022Revenue 2023: -$20,503Expenses 2023: $16,929Net Income 2023: -$37,4322023Revenue 2024: $18,704Expenses 2024: $17,151Net Income 2024: $1,5532024

Highlighted filing

2020

Revenue$19,146
Expenses$18,349
Net Income$797
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$114,126
Mission and Program Overview

Mission

Support religious organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$255,289$256,119▲ $830
Investments in Publicly Traded Securities$250,062$247,919▼ $2,143
Savings and Temporary Cash Investments$5,227$8,200▲ $2,973
Total Assets$255,289$256,119▲ $830
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$255,289$256,119▲ $830
Total Liabilities and Net Assets / Fund Balance$255,289$256,119▲ $830
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$2,492$2,492
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,146
Other Revenue
$0
Change in Net Assets
$797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,604
Salaries, Compensation, and Employee Benefits$2,492
Other Expenses$1,253
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,604--$14,604
Current Officers, Directors, Trustees, and Key Employees-$2,492-$2,492
Fees for Services Accounting-$900-$900
Fees for Service Investment Mgmnt Fees-$285-$285
All Other Expenses-$68-$68
Total Functional Expenses$14,604$3,745$0$18,349
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Centerville Christian Endeavor ChurchBeverly, MA-General Support$7,302
First Baptist Church of BeverlyBeverly, MA-General Support of Charitable Entity$7,302
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

N/A

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

N/A

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Trust committee reviews and approves form before filing.

Form 990, Page 6, Part VI, Line 18

Available upon request

Form 990, Page 6, Part VI, Line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Helen E Elliott Tr Uw 31d003013
EIN
04-6403958
Phone
8028726852
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8028726852
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Part IV, Section D 2

The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.

Part IV, Section D 3

The supported organization's funding needs helped the supporting organization make investment decisions through the year.

PART IV, SECTION E 2A

Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.

PART IV, SECTION E 2B

The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.

Explanation for Form 990, Part XI, Line 9

POSTING ADJUSTMENT

Raw XML Appendix317 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT RELIGIOUS ORGANIZATIONS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt068
IRS990/AllOtherExpensesGrp/TotalAmt068
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PEOPLES UNITED BANK NA
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ATTN DOREEN DIBARI
IRS990/BooksInCareOfDetail/PhoneNum09787201211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 CABOT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEVERLY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001915
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02492
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt019146
IRS990/CYOtherExpensesAmt01253
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0797
IRS990/CYSalariesCompEmpBnftPaidAmt02492
IRS990/CYTotalExpensesAmt018349
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0CENTERVILLE CHRISTIAN ENDEAVOR CHURCH 135 STANDLEY STREET BEVERLY, MA 01915
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt09175
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0900
IRS990/FeesForServicesAccountingGrp/TotalAmt0900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0285
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0285
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013038
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt07302
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt014604
IRS990/GrantsToDomesticOrgsGrp/TotalAmt014604
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0108018
IRS990/GrossReceiptsAmt0114126
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06108
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06108
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0250062
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0247919
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt094980
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0SUPPORT RELIGIOUS ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0255289
IRS990/NetAssetsOrFundBalancesEOYAmt0256119
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013038
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt033
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0PEOPLES UNITED BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FIRST BAPTIST CHURCH IN BEVERLY 221 CABOT STREET BEVERLY, MA 01915
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09174
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07302
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014286
IRS990/PYInvestmentIncomeAmt012727
IRS990/PYOtherExpensesAmt01239
IRS990/PYRevenuesLessExpensesAmt0-5557
IRS990/PYSalariesCompEmpBnftPaidAmt02759
IRS990/PYTotalExpensesAmt018284
IRS990/PYTotalRevenueAmt012727
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0797
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08200
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222581508
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT OF CHARITABLE ENTITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt119 1/2 MICHAEL ROAD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Correspondence between the organization and the recipients.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The supported organization's funding needs helped the supporting organization make investment decisions through the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUST COMMITTEE REVIEWS AND APPROVES FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POSTING ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, SECTION D 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV, SECTION D 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV, SECTION E 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART IV, SECTION E 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsEOYAmt0256119
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014604
IRS990/TotalFunctionalExpensesGrp/TotalAmt018349
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0255289
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt02492
IRS990/TotalRevenueGrp/ExclusionAmt06108
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0255289
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256119
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/CityNm0BEVERLY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001915
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08028726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN E ELLIOTT TR UW 31D003013
ReturnHeader/Filer/BusinessNameControlTxt0ELLI
ReturnHeader/Filer/EIN0046403958
ReturnHeader/Filer/PhoneNum08028726852
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 MAIN STREET RC 1215
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0066044913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06142327013
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.00$2.80$0.19$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.21$0.17$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.05$0.20$0.15
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.31$0.00$3.31$0.94$0.19$0.75
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.19$0.18$0.01
2019Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$0.13$0.18$0.06
2018Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.15$0.18$0.02
2017Summary only. Only limited summary data is available for this year.$2.63$0.00$0.21$0.18$0.03
2016Summary only. Only limited summary data is available for this year.$2.60$0.00$0.09$0.18$0.09
2015Summary only. Only limited summary data is available for this year.$2.68$0.00$0.04$0.20$0.16
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$0.19$0.18$0.01
2013Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.82$0.17$0.66
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.14$0.15$0.00
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$0.03$0.14$0.12