Civic Intelligence

Ca Chap Daughters American Revolution Tr

EIN 04-6541215 • 501(c)3 • Gloucester, MA

Profile

The trust was created and is operated exclusively for the benefit of and in connection with the cape ann chapter of the daughters of the american revolution. The trustees pay the net income quarterly to cape ann chapter for its charitable and educational purposes.

109 Main StreetGloucester, MA 01930

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

4.1%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$4,379

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$675,762

Up $1,838 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$675,762

Up $1,838 (+0.3%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin50th percentile

Revenue

Up

$32,098

Up $7,273 (+29%) from 2023

Expenses

Down

$30,774

Down $83 (-0.3%) from 2023

Net Income

Up

$1,324

Up $7,356 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $667,040Liabilities 2011: $0Net Assets 2011: $667,0402011Assets 2012: $682,543Liabilities 2012: $0Net Assets 2012: $682,5432012Assets 2013: $782,404Liabilities 2013: $0Net Assets 2013: $782,4042013Assets 2014: $671,201Liabilities 2014: $0Net Assets 2014: $671,2012014Assets 2015: $640,206Liabilities 2015: $0Net Assets 2015: $640,2062015Assets 2016: $676,195Liabilities 2016: $0Net Assets 2016: $676,1952016Assets 2017: $742,735Liabilities 2017: $0Net Assets 2017: $742,7352017Assets 2018: $636,494Liabilities 2018: $0Net Assets 2018: $636,4942018Assets 2019: $633,969Liabilities 2019: $0Net Assets 2019: $633,9692019Assets 2020: $657,644Liabilities 2020: $0Net Assets 2020: $657,6442020Assets 2021: $678,775Liabilities 2021: $0Net Assets 2021: $678,7752021Assets 2022: $680,112Liabilities 2022: $0Net Assets 2022: $680,1122022Assets 2023: $673,924Liabilities 2023: $0Net Assets 2023: $673,9242023Assets 2024: $675,762Liabilities 2024: $0Net Assets 2024: $675,7622024

Highlighted filing

2024

Assets$675,762
Liabilities$0
Net Assets$675,762
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $124,146Expenses 2011: $7,415Net Income 2011: $116,7312011Revenue 2012: $6,595Expenses 2012: $14,111Net Income 2012: -$7,5162012Revenue 2013: $11,791Expenses 2013: $12,414Net Income 2013: -$6232013Revenue 2014: $71,514Expenses 2014: $14,945Net Income 2014: $56,5692014Revenue 2015: $18,965Expenses 2015: $25,687Net Income 2015: -$6,7222015Revenue 2016: $14,762Expenses 2016: $21,533Net Income 2016: -$6,7712016Revenue 2017: $17,124Expenses 2017: $19,831Net Income 2017: -$2,7072017Revenue 2018: $27,031Expenses 2018: $24,247Net Income 2018: $2,7842018Revenue 2019: $21,893Expenses 2019: $24,074Net Income 2019: -$2,1812019Revenue 2020: $49,286Expenses 2020: $25,336Net Income 2020: $23,9502020Revenue 2021: $59,821Expenses 2021: $38,486Net Income 2021: $21,3352021Revenue 2022: $33,558Expenses 2022: $32,073Net Income 2022: $1,4852022Revenue 2023: $24,825Expenses 2023: $30,857Net Income 2023: -$6,0322023Revenue 2024: $32,098Expenses 2024: $30,774Net Income 2024: $1,3242024

Highlighted filing

2024

Revenue$32,098
Expenses$30,774
Net Income$1,324
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$675,762
Liabilities
$0
Net assets
$675,762
Revenue
$32,098
Expenses
$30,774
Net income
$1,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.32$0.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.25$0.31$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.34$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.60$0.38$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.49$0.25$0.24
2019Summary only. Only limited summary data is available for this year.$6.34$0.00$6.34$0.22$0.24$0.02
2018Summary only. Only limited summary data is available for this year.$6.36$0.00$6.36$0.27$0.24$0.03
2017Summary only. Only limited summary data is available for this year.$7.43$0.00$7.43$0.17$0.20$0.03
2016Summary only. Only limited summary data is available for this year.$6.76$0.00$6.76$0.15$0.22$0.07
2015Summary only. Only limited summary data is available for this year.$6.40$0.00$6.40$0.19$0.26$0.07
2014Summary only. Only limited summary data is available for this year.$6.71$0.00$6.71$0.72$0.15$0.57
2013Summary only. Only limited summary data is available for this year.$7.82$0.00$7.82$0.12$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$6.83$0.00$6.83$0.07$0.14$0.08
2011Summary only. Only limited summary data is available for this year.$6.67$0.00$6.67$1.24$0.07$1.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Gross Receipts
$105,534
Mission and Program Overview

Mission

The trust was created and is operated exclusively for the benefit of and in connection with the cape ann chapter of the daughters of the american revolution. The trustees pay the net income quarterly to cape ann chapter for its charitable and educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$673,924$675,762▲ $1,838
Investments in Publicly Traded Securities$581,394$619,740▲ $38,346
Savings and Temporary Cash Investments$92,433$55,826▼ $36,607
Cash and Non-Interest-Bearing Accounts$97$196▲ $99
Total Assets$673,924$675,762▲ $1,838
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$673,924$675,762▲ $1,838
Total Liabilities and Net Assets / Fund Balance$673,924$675,762▲ $1,838
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$4,379$4,379

Board Members and Trustees

NameTitle
Anne E ParsonTrustee
Cynthia MalletteTrustee
Sandra J BarryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$32,098
Other Revenue
$0
Change in Net Assets
$1,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,109
Salaries, Compensation, and Employee Benefits$4,379
Other Expenses$1,286
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,109--$25,109
Current Officers, Directors, Trustees, and Key Employees-$4,379-$4,379
Fees for Services Accounting-$900-$900
Fees for Services Other-$355-$355
Fees for Service Investment Mgmnt Fees-$31-$31
Total Functional Expenses$25,109$5,665$0$30,774
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cape Ann Chptr of D a R TRockport, MA--$25,109
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
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

Part VI, Line 11

“Form 990 is reviewed by the trustee and filed accordingly”

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

“Form 990, part vi, section b, item 11a: the form 990 is reviewed by the trustees and filed accordingly”

Form 990, Page 6, Part VI, Line 19

“Form 990, part vi, section c, line 19: all documents are open to public inspection.”

Filing and Contact Details

Filer

Filer Name
CA Chap Daughters American Revolution Tr
EIN
04-6541215
Phone
9782837079
Address
109 MAIN STREET, GLOUCESTER, MA 01930

Signing Officer

Name
Cape Ann Savings Bank
Title
Trustee
Phone
9782837079
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M Herron Mary a Wilhelm
Formed
2009
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Part I, Line 1

“The trust was created and is operated exclusively for the benefit of and in connection with the Cape Ann Chapter of the Daughters of the American Revolution. The trustees pay the net income quarterly to the Cape Ann Chapter for its charitable and educational purposes”

Explanation for Form 990, Part XI, Line 9

“MUTUAL FUND TIMING”

Raw XML Appendix381 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CASB TRUSTEES SUSAN HERRON
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0& MARY A WILHELM
IRS990/BooksInCareOfDetail/PhoneNum09782837079
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0019305799
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt097
IRS990/CashNonInterestBearingGrp/EOYAmt0196
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04379
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04379
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt025109
IRS990/CYInvestmentIncomeAmt032098
IRS990/CYOtherExpensesAmt01286
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01324
IRS990/CYSalariesCompEmpBnftPaidAmt04379
IRS990/CYTotalExpensesAmt030774
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt032098
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0900
IRS990/FeesForServicesAccountingGrp/TotalAmt0900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0355
IRS990/FeesForServicesOtherGrp/TotalAmt0355
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt031
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CAPE ANN SAVINGS BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA MALLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE E PARSON
IRS990/Form990PartVIISectionAGrp/PersonNm2SANDRA J BARRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34379
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt05325
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt025109
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025109
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025109
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt078761
IRS990/GrossReceiptsAmt0105534
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026773
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026773
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0581394
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0619740
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt073436
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0673924
IRS990/NetAssetsOrFundBalancesEOYAmt0675762
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05325
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05325
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0514
IRS990/OtherRevenueMiscGrp/Desc0CAPITAL GAIN DIVIDENDS
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSAN M HERRON MARY A WILHELM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025555
IRS990/PYInvestmentIncomeAmt024825
IRS990/PYOtherExpensesAmt01413
IRS990/PYRevenuesLessExpensesAmt0-6032
IRS990/PYSalariesCompEmpBnftPaidAmt03889
IRS990/PYTotalExpensesAmt030857
IRS990/PYTotalRevenueAmt024825
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01324
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0673924
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0675762
IRS990/SavingsAndTempCashInvstGrp/BOYAmt092433
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055826
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt027429
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt025496
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0656
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt026773
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt025496
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt03518
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt03352
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt023911
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt022144
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt022144
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt027059
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt027059
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt018822
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt027059
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt025107
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt027059
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt01952
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt027256
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02149
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt01952
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02149
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02149
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01952
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02147
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt027059
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt025109
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt027256
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee was appointed in the trust document. Information is provided to the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0837907
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0784885
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt074610
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt092814
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0763297
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0692071
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt012569
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt011773
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0825338
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0773112
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt028887
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt027059
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0837907
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0784885
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt028887
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt027059
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046111774
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025109
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATL SOC OF THE DAUGHTERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt025109
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025109
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAPE ANN CHPTR OF D A R T
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0C/O CYNTHIA MALLETTE TR
IRS990ScheduleI/RecipientTable/RecipientEIN0046541215
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0133RR GRANITE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCKPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001966
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INCOME IS PAID TO THE CHARITY QUARTERLY
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by the trustee and filed accordingly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust was created and is operated exclusively for the benefit of and in connection with the Cape Ann Chapter of the Daughters of the American Revolution. The trustees pay the net income quarterly to the Cape Ann Chapter for its charitable and educational purposes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION B, ITEM 11A: THE FORM 990 IS REVIEWED BY THE TRUSTEES AND FILED ACCORDINGLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION C, LINE 19: ALL DOCUMENTS ARE OPEN TO PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0673924
IRS990/TotalAssetsEOYAmt0675762
IRS990/TotalAssetsGrp/BOYAmt0673924
IRS990/TotalAssetsGrp/EOYAmt0675762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05665
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025109
IRS990/TotalFunctionalExpensesGrp/TotalAmt030774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0673924
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0675762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt04379
IRS990/TotalRevenueGrp/ExclusionAmt032098
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032098
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0673924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0675762
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0109 MAIN STREET
IRS990/USAddress/CityNm0GLOUCESTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001930
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAPE ANN SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09782837079
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CA CHAP DAUGHTERS AMERICAN REVOLUTION TR
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0046541215
ReturnHeader/Filer/PhoneNum09782837079
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-04-01T15:01:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.