Civic Intelligence

William J Mckee Jr Charitable Foundation

990PF • Fiscal year 2017 • EIN 04-6640238

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
370 Main Street 12th FloorWorcester, MA 01608

(508) 459-8000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-375%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

13th percentile

-7.6%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,332,522

Down $573,004 (-15%) from 2015

Net Assets

$3,332,522

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Up

$37,593

Up $107,941 (+153%) from 2015

Expenses

Down

$178,475

Down $65,641 (-27%) from 2015

Net Income

Up

-$140,882

Up $173,582 (+55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2009: $3,878,708Liabilities 2009: $02009Assets 2011: $4,249,551Liabilities 2011: $02011Assets 2012: $4,340,471Liabilities 2012: $150,8382012Assets 2013: $4,381,404Liabilities 2013: $8,6952013Assets 2014: $4,293,871Liabilities 2014: $60,042Net Assets 2014: $4,233,8292014Assets 2015: $3,905,526Liabilities 2015: $02015Assets 2017: $3,332,522Liabilities 2017: $0Net Assets 2017: $3,332,5222017Assets 2018: $3,159,763Liabilities 2018: $0Net Assets 2018: $3,159,7632018Assets 2019: $2,883,282Liabilities 2019: $0Net Assets 2019: $2,883,2822019Assets 2020: $2,706,485Liabilities 2020: $0Net Assets 2020: $2,706,4852020Assets 2021: $2,438,061Liabilities 2021: $0Net Assets 2021: $2,438,0612021Assets 2022: $2,151,447Liabilities 2022: $0Net Assets 2022: $2,151,4472022Assets 2023: $1,971,025Liabilities 2023: $0Net Assets 2023: $1,971,0252023Assets 2024: $2,003,775Liabilities 2024: $0Net Assets 2024: $2,003,7752024

Highlighted filing

2017

Assets$3,332,522
Liabilities$0
Net Assets$3,332,522
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2009: -$309,794Expenses 2009: $108,748Net Income 2009: -$418,5422009Revenue 2011: $382,869Expenses 2011: $310,441Net Income 2011: $72,4282011Revenue 2012: $444,391Expenses 2012: $424,274Net Income 2012: $20,1172012Revenue 2013: $413,075Expenses 2013: $229,999Net Income 2013: $183,0762013Revenue 2014: $271,816Expenses 2014: $410,696Net Income 2014: -$138,8802014Revenue 2015: -$70,348Expenses 2015: $244,116Net Income 2015: -$314,4642015Revenue 2017: $37,593Expenses 2017: $178,475Net Income 2017: -$140,8822017Revenue 2018: $93,626Expenses 2018: $266,385Net Income 2018: -$172,7592018Revenue 2019: $3,580Expenses 2019: $280,061Net Income 2019: -$276,4812019Revenue 2020: $97,878Expenses 2020: $274,675Net Income 2020: -$176,7972020Revenue 2021: $85,062Expenses 2021: $353,486Net Income 2021: -$268,4242021Revenue 2022: $103,024Expenses 2022: $389,638Net Income 2022: -$286,6142022Revenue 2023: $177,602Expenses 2023: $358,024Net Income 2023: -$180,4222023Revenue 2024: $462,986Expenses 2024: $429,179Net Income 2024: $33,8072024

Highlighted filing

2017

Revenue$37,593
Expenses$178,475
Net Income-$140,882
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMNER B TILTON JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William J Mckee
EIN
04-6640238
Phone
5084598000
Address
370 MAIN STREET 12TH FLOOR, WORCESTER, MA 01608

Signing Officer

Name
Sumner B Tilton Jr
Title
Trustee
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Fletcher Tilton Pc
Address
370 MAIN ST 11TH FLOOR, WORCESTER, MA 01608-1779
Preparer
Robert H Thompson CPA
Phone
5084598000
Raw XML Appendix274 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TRUST & ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt020796
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt020797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02557005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1256327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03448651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037593
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037593
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020796
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt041593
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0133500
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-140882
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0456100
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-59466
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt072117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03347
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0178475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020831
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-26
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0170089
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2172233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-25365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-49225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-25365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-49225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0144724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1124019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2187357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01806 SHS. CVS CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115,900 SHS. SPIRIT REALTY CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23462 SHS. WELLS FARGO & CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-59466
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-140882
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03332522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03473404
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03332522
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0200415
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0200415
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0200415
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0201857
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01442
IRS990PF/DistributableAmountGrp/TotalTaxAmt01442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06836
IRS990PF/FMVAssetsEOYAmt04219236
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03676308
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03676308
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03330759
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02813332
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03700046
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-202904
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-343786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0142645
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0519190
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03473404
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03332522
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03473404
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04098609
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0328258
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03770351
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0201857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04037130
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04098609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUMNER B TILTON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0370 MAIN STREET 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0178557
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0154331
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05084598000
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt012TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001608
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0133500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0154331
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0200415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt046084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt046084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02857
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154331
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016873
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062957
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA PC FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03347
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUMNER B TILTON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J MCKEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046640238
ReturnHeader/Filer/PhoneNum05084598000
ReturnHeader/Filer/USAddress/AddressLine1Txt0370 MAIN STREET 12TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05AFC690F395F0A734E0825ADC4DC24929672A085
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0602955D7919B63BB9FAC985AAC2BD55356110632
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0131.239.15.98
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:11:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042628601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLETCHER TILTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0370 MAIN ST 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016081779
ReturnHeader/PreparerPersonGrp/PhoneNum05084598000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H THOMPSON CPA
ReturnHeader/ReturnTs02018-10-05T14:11:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,332,522
Liabilities
$0
Net assets
$3,332,522
Revenue
$37,593
Expenses
$178,475
Net income
-$140,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.46$0.43$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.18$0.36$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.10$0.39$0.29
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.44$0.00$2.44$0.09$0.35$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.10$0.27$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.00$0.28$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.27$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.04$0.18$0.14
2015Summary only. Only limited summary data is available for this year.$3.91$0.00$0.07$0.24$0.31
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.29$0.06$4.23$0.27$0.41$0.14
2013Summary only. Only limited summary data is available for this year.$4.38$0.01$0.41$0.23$0.18
2012Summary only. Only limited summary data is available for this year.$4.34$0.15$0.44$0.42$0.02
2011Summary only. Only limited summary data is available for this year.$4.25$0.00$0.38$0.31$0.07
2009Summary only. Only limited summary data is available for this year.$3.88$0.00$0.31$0.11$0.42