Civic Intelligence

Fred W Wells Tr Fund

990PF • Fiscal year 2021 • EIN 04-6412350

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 18, 2022

Organization Profile
Greenfield Savings Bank 400 Main StGreenfield, MA 01301

(413) 774-3191

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-164%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$30,177

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

14th percentile

-4.2%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

141%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,450,780

Down $193,324 (-4.2%) from 2020

Net Assets

$4,450,780

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Up

$117,989

Up $69,042 (+141%) from 2020

Expenses

Up

$311,197

Up $7,848 (+2.6%) from 2020

Net Income

Up

-$193,208

Up $61,194 (+24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,380,165Liabilities 2011: $02011Assets 2012: $4,327,738Liabilities 2012: $02012Assets 2013: $4,235,748Liabilities 2013: $02013Assets 2014: $4,596,559Liabilities 2014: $02014Assets 2015: $4,760,983Liabilities 2015: $02015Assets 2016: $4,733,982Liabilities 2016: $02016Assets 2020: $4,644,104Liabilities 2020: $02020Assets 2021: $4,450,780Liabilities 2021: $0Net Assets 2021: $4,450,7802021Assets 2022: $4,165,503Liabilities 2022: $0Net Assets 2022: $4,165,5032022Assets 2023: $4,667,670Liabilities 2023: $0Net Assets 2023: $4,667,6702023Assets 2024: $4,413,273Liabilities 2024: $0Net Assets 2024: $4,413,2732024Assets 2025: $4,658,370Liabilities 2025: $0Net Assets 2025: $4,658,3702025

Highlighted filing

2021

Assets$4,450,780
Liabilities$0
Net Assets$4,450,780
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $476,198Expenses 2011: $203,900Net Income 2011: $272,2982011Revenue 2012: $161,688Expenses 2012: $217,805Net Income 2012: -$56,1172012Revenue 2013: $120,202Expenses 2013: $211,444Net Income 2013: -$91,2422013Revenue 2014: $582,665Expenses 2014: $224,304Net Income 2014: $358,3612014Revenue 2015: $401,926Expenses 2015: $265,530Net Income 2015: $136,3962015Revenue 2016: $225,546Expenses 2016: $251,610Net Income 2016: -$26,0642016Revenue 2020: $48,947Expenses 2020: $303,349Net Income 2020: -$254,4022020Revenue 2021: $117,989Expenses 2021: $311,197Net Income 2021: -$193,2082021Revenue 2022: $39,240Expenses 2022: $317,123Net Income 2022: -$277,8832022Revenue 2023: $774,948Expenses 2023: $275,967Net Income 2023: $498,9812023Revenue 2024: $86,299Expenses 2024: $336,648Net Income 2024: -$250,3492024Revenue 2025: $638,985Expenses 2025: $399,268Net Income 2025: $239,7172025

Highlighted filing

2021

Revenue$117,989
Expenses$311,197
Net Income-$193,208
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 18, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREENFIELD SAVINGS BANKAgent For Fiduciary-$30,177-$30,177
Filing and Contact Details

Filer

Filer Name
Fred W Wells Trust
EIN
04-6412350
Phone
4137743191
Address
GREENFIELD SAVINGS BANK 400 MAIN ST, GREENFIELD, MA 01301

Signing Officer

Name
Greenfield Savings Bank
Title
Trustee
Phone
4137743191
Signed
2022-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Robert C Alario CPA Pc
Address
75 NORTH MAIN STREET, LEOMINSTER, MA 01453
Preparer
Robert C Alario CPA
Phone
9785341999
Raw XML Appendix314 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25,100 SH ISHARES BOND DEC 2021
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INDIVDUAL EDUCATION SCHOLARSHIPS AND GRANTS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GREENFIELD SAVINGS BANK- GRANTS AND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0VARIOUS INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0277216
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0159154
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0148328
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0268433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0307482
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109279
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148328
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01858
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES- CHARITABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREENFIELD SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04137743191
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED W WELLS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0046412350
ReturnHeader/Filer/PhoneNum04137743191
ReturnHeader/Filer/USAddress/AddressLine1Txt0GREENFIELD SAVINGS BANK 400 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043344305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT C ALARIO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001453
ReturnHeader/PreparerPersonGrp/PhoneNum09785341999
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C ALARIO CPA
ReturnHeader/ReturnTs02022-02-18T14:39:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREENFIELD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVINGS BANK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,450,780
Liabilities
$0
Net assets
$4,450,780
Revenue
$117,989
Expenses
$311,197
Net income
-$193,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.64$0.40$0.24
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.09$0.34$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$0.77$0.28$0.50
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.04$0.32$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.12$0.31$0.19
2020Summary only. Only limited summary data is available for this year.$4.64$0.00$0.05$0.30$0.25
2016Summary only. Only limited summary data is available for this year.$4.73$0.00$0.23$0.25$0.03
2015Summary only. Only limited summary data is available for this year.$4.76$0.00$0.40$0.27$0.14
2014Summary only. Only limited summary data is available for this year.$4.60$0.00$0.58$0.22$0.36
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$0.12$0.21$0.09
2012Summary only. Only limited summary data is available for this year.$4.33$0.00$0.16$0.22$0.06
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.48$0.20$0.27