Civic Intelligence

Elizabeth Deblois Charitable Trust Dtd 113068

990 • Fiscal year 2023 • EIN 04-6642891

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 09, 2024

Organization ProfileN/A
Rhb Inc 1 Federal St FL 25Boston, MA 02110

(617) 227-1782

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$131,887

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

22nd percentile

-1.7%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$42,925,574

Down $757,549 (-1.7%) from 2022

Net Assets

Down

$42,925,574

Down $757,549 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin9th percentile

Revenue

Down

$2,077,637

Down $1,683,856 (-45%) from 2022

Expenses

Down

$2,753,469

Down $3,481 (-0.1%) from 2022

Net Income

Down

-$675,832

Down $1,680,375 (-167%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60M$40M$20M$0Assets 2011: $38,226,889Liabilities 2011: $0Net Assets 2011: $38,226,8892011Assets 2012: $37,280,945Liabilities 2012: $0Net Assets 2012: $37,280,9452012Assets 2013: $37,836,098Liabilities 2013: $0Net Assets 2013: $37,836,0982013Assets 2014: $37,880,840Liabilities 2014: $0Net Assets 2014: $37,880,8402014Assets 2015: $38,278,504Liabilities 2015: $0Net Assets 2015: $38,278,5042015Assets 2016: $38,373,060Liabilities 2016: $0Net Assets 2016: $38,373,0602016Assets 2017: $38,081,813Liabilities 2017: $0Net Assets 2017: $38,081,8132017Assets 2018: $39,424,989Liabilities 2018: $0Net Assets 2018: $39,424,9892018Assets 2019: $40,137,749Liabilities 2019: $0Net Assets 2019: $40,137,7492019Assets 2020: $40,471,439Liabilities 2020: $0Net Assets 2020: $40,471,4392020Assets 2021: $42,663,522Liabilities 2021: $0Net Assets 2021: $42,663,5222021Assets 2022: $43,683,123Liabilities 2022: $0Net Assets 2022: $43,683,1232022Assets 2023: $42,925,574Liabilities 2023: $0Net Assets 2023: $42,925,5742023Assets 2024: $42,578,678Liabilities 2024: $0Net Assets 2024: $42,578,6782024

Highlighted filing

2023

Assets$42,925,574
Liabilities$0
Net Assets$42,925,574
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,031,495Expenses 2011: $2,360,546Net Income 2011: -$329,0512011Revenue 2012: $1,356,231Expenses 2012: $2,302,175Net Income 2012: -$945,9442012Revenue 2013: $2,784,181Expenses 2013: $2,229,367Net Income 2013: $554,8142013Revenue 2014: $2,275,282Expenses 2014: $2,228,725Net Income 2014: $46,5572014Revenue 2015: $2,646,897Expenses 2015: $2,249,233Net Income 2015: $397,6642015Revenue 2016: $2,355,906Expenses 2016: $2,261,350Net Income 2016: $94,5562016Revenue 2017: $2,152,667Expenses 2017: $2,336,478Net Income 2017: -$183,8112017Revenue 2018: $3,778,679Expenses 2018: $2,434,277Net Income 2018: $1,344,4022018Revenue 2019: $3,273,600Expenses 2019: $2,540,951Net Income 2019: $732,6492019Revenue 2020: $2,865,669Expenses 2020: $2,524,377Net Income 2020: $341,2922020Revenue 2021: $5,064,165Expenses 2021: $2,695,395Net Income 2021: $2,368,7702021Revenue 2022: $3,761,493Expenses 2022: $2,756,950Net Income 2022: $1,004,5432022Revenue 2023: $2,077,637Expenses 2023: $2,753,469Net Income 2023: -$675,8322023Revenue 2024: $2,516,095Expenses 2024: $2,806,222Net Income 2024: -$290,1272024

Highlighted filing

2023

Revenue$2,077,637
Expenses$2,753,469
Net Income-$675,832
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 9, 2024
Return Version
2022v5.0
Gross Receipts
$9,581,086
Mission and Program Overview

Mission

To provide monetary support to named beneficiaries in the trust indenture

To provide monetary support for specifically named charities in the trust indenture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$42,663,522$42,663,522→ $0
Investments in Publicly Traded Securities$42,124,753$40,485,788▼ $1,638,965
Savings and Temporary Cash Investments$748,391$1,629,840▲ $881,449
Investments Other Securities$809,978$809,945▼ $33
Rtn Earn Endowment Incm Other Fnds$1,019,601$262,052▼ $757,549
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$43,683,123$42,925,574▼ $757,549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,683,123$42,925,574▼ $757,549
Total Liabilities and Net Assets / Fund Balance$43,683,123$42,925,574▼ $757,549
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert G BannishTRUSTEE ** SEE NOTEPT$131,887$131,887
Gregory L GullicksonTRUSTEE ** SEE NOTEPT$131,886$131,886
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,070,460
Other Revenue
$7,177
Change in Net Assets
$-675,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,070,460
Revenue Not Reported on Financial Statements
$7,177
Revenue Not Reported on Form 990
$2,856,416
Other Revenue Adjustments
$7,177
Total Revenue per Audited Statements
$4,926,876
Total Revenue per Form 990
$2,077,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,448,000
Other Expenses$305,469
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,448,000--$2,448,000
Fees for Services Management-$263,773-$263,773
Fees for Services Accounting-$18,814-$18,814
Other Expenses-$1,197-$1,197
All Other Expenses-$800-$800
Total Functional Expenses$2,448,000$305,469$0$2,753,469

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,753,469
Expenses per Audited Statements$2,746,292
Total Expenses per Audited Statements$2,746,292
Expenses Not Reported on Financial Statements$7,177
Other Expense Adjustments$7,177
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mass Eye & Ear InfirmaryBoston, MA501(c)(3)As Specifically Required by Trust Indenture.$612,000
The Church of the AdventBoston, MA501(c)(3)As Specifically Required by Trust Indenture.$612,000
The Sisters of St MargaretDuxbury, MA501(c)(3)As Specifically Required by Trust Indenture.$612,000
Tufts UniversitySomerville, MA501(c)(3)As Specifically Required by Trust Indenture.-as Specifically Required by Trust Indenture$612,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Robert G BannishTrusteeFiduciary Fees Paid to Rice, Heard & Bigelow, Inc, of Which Mr. Bannish Is a Shareholder.No$131,887
Gregory L GullicksonTrusteeFiduciary Fees Paid to Rice, Heard & Bigelow, Inc, of Which Mr. Gullickson Is a Shareholder.No$131,886
-Firm Part-owned by TrusteesTax Preparation Fees Paid to Rice, Heard & Bigelow, Inc, of Which Messrs. Bannish and Gullickson Are Shareholders.No$5,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

Form 990, Part VI, Section A, Line 2

“Messrs. Gullickson and bannish are shareholders and directors of the firm of rice, heard & bigelow, inc.”

Form 990, Part VI, Section B, Line 11B

“The return is prepared by a tax accountant at rice, heard & bigelow, inc, and then submitted to the tax director of rice, heard & bigelow, inc for a detailed review and preparer signature. Once reviewed and signed by the preparer, the return is then presented to the trustees for further review, approval, and trustee signature.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements were not made available to the public, as the trust is for the benefit of four supported organizations - the massachusetts eye & ear infirmary, the sisters of st margaret, the church of the advent, and tufts university school of medicine. The documents are made available upon written request. The organization does not have a conflict of interest policy.”

Form 990, Part VII, Trustee Compensation

“Trustee compensation of $263,773 was paid directly to rice, heard & bigelow, inc of which messrs. Bannish and gullickson are directors, shareholders, and full-time employees.”

Filing and Contact Details

Filer

Filer Name
Elizabeth Deblois Charitable Trust
EIN
04-6642891
Phone
6172271782
Address
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110

Signing Officer

Name
Robert G Bannish
Title
Trustee
Phone
6172271782
Signed
2024-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert G Bannish
Formed
1968
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rice Heard & Bigelow Inc
Address
1 FEDERAL ST FL 25, BOSTON, MA 02110
Preparer
Gregory J Murphy
Phone
6172271782
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Return of capital adj - templeton global bond fund -81,160. Return of capital adj - blackstone inc -525. Adjustment - nyes ledge capital offshore fund -33. Rounding 1.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in interest and dividends receivable per financial statements 17,736. Rounding 2.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes reclaimed 7,105. Class action settlements 72.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes reclaimed 7,105. Class action settlements 72.”

Raw XML AppendixShowing 400 of 593 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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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02462205
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0943683
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt03807531
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02472814
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt01334717
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03405888
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt024814
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt02448000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02071171
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt02448000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02472814
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEES MAINTAIN A CLOSE AND CONTINUING RELATIONSHIP WITH EACH OF THE SUPPORTED ORGANIZATIONS, THROUGH TELEPHONE AND E-MAIL CORRESPONDENCE DURING THE YEAR. THEY ALSO SUBMIT QUARTERLY AND ANNUAL ACCOUNTINGS OF THEIR ADMINISTRATION TO THE SUPPORTED ORGANIZATIONS. THESE REPORTS INCLUDE NOT ONLY THE TOTAL SUPPORT PROVIDED FOR THE YEAR, BUT ALSO AN ANALYSIS OF THE CASH FLOWS AND A SUMMARY OF THE PRIOR YEAR INVESTMENT PERFORMANCE. THE TRUSTEES ALSO PROVIDE THE SUPPORTED ORGANIZATIONS WITH A COPY OF THE ANNUALLY FILED FORM 990.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1REPRESENTATIVES FROM EACH OF THE SUPPORTED ORGANIZATIONS ARE INVITED TO THE TRUST'S ANNUAL INVESTMENT COMMITTEE MEETING, WHEREIN THEY ARE PROVIDED THE OPPORTUNITY TO PROVIDE FEEDBACK ON INVESTMENT PERFORMANCE, AND PARTICIPATE IN THE TRUST'S INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEES HAVE A CLOSE AND CONTINUING RELATIONSHIP, AND HAVE BEEN WORKING TOGETHER, WITH THE FOUR SUPPORTED ORGANIZATIONS SINCE 1968. THE TRUSTEES ARE IN CONTACT WITH THE SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. THE SUPPORTED ORGANIZATIONS DISCUSS THEIR CURRENT AND FUTURE NEEDS, AND CAN PROVIDE INPUT REGARDING INVESTMENTS, WHICH INFORMS THE TRUST'S INVESTMENT POLICY. THE AMOUNT DISTRIBUTED TO EACH SUPPORTED ORGANIZATION IS DETERMINED AFTER CONSIDERATION OF HISTORICAL DISTRIBUTIONS AND THESE NEEDS. DUE TO THESE LONGSTANDING RELATIONSHIPS AND THE ONGOING COMMUNICATION, THE TRUSTEES ARE ATTENTIVE AND RESPONSIVE TO THE NEEDS OF THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, QUESTION 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, QUESTION 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt055466749
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt060077479
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01236188
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01183768
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt054230561
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt058893711
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0832001
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0901162
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt054634748
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt059176317
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01912216
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt02071171
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt055466749
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt060077479
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01912216
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02071171
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103851
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1042135770
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2042103634
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3042103591
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0612000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1612000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2612000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3612000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SISTERS OF ST MARGARET
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHURCH OF THE ADVENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2TUFTS UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MASS EYE & EAR INFIRMARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02448000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07177
IRS990ScheduleD/ExpensesSubtotalAmt02746292
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02838678
IRS990ScheduleD/OtherExpensesNotIncludedAmt07177
IRS990ScheduleD/OtherRevenueAmt017738
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07177
IRS990ScheduleD/RevenueNotReportedAmt02856416
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07177
IRS990ScheduleD/RevenueSubtotalAmt02070460
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN INTEREST AND DIVIDENDS RECEIVABLE PER FINANCIAL STATEMENTS 17,736. ROUNDING 2.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAXES RECLAIMED 7,105. CLASS ACTION SETTLEMENTS 72.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAXES RECLAIMED 7,105. CLASS ACTION SETTLEMENTS 72.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02753469
IRS990ScheduleD/TotalRevenuePerForm990Amt02077637
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04926876
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02746292
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0612000
IRS990ScheduleI/RecipientTable/CashGrantAmt1612000
IRS990ScheduleI/RecipientTable/CashGrantAmt2612000
IRS990ScheduleI/RecipientTable/CashGrantAmt3612000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.-AS SPECIFICALLY REQUIRED BY TRUST INDENTURE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3AS SPECIFICALLY REQUIRED BY TRUST INDENTURE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE SISTERS OF ST MARGARET
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TUFTS UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MASS EYE & EAR INFIRMARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE CHURCH OF THE ADVENT
IRS990ScheduleI/RecipientTable/RecipientEIN0042103851
IRS990ScheduleI/RecipientTable/RecipientEIN1042103634
IRS990ScheduleI/RecipientTable/RecipientEIN2042103591
IRS990ScheduleI/RecipientTable/RecipientEIN3043135770
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1637
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1TAB 316 169 HOLLAND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2243 CHARLES STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt330 BRIMMER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DUXBURY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SOMERVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002331
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302108
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE ELIZABETH DEBLOIS CHARITABLE TRUST ARE NOT REQUIRED TO MONITOR THE USE OF GRANT FUNDS, HOWEVER, THE SUPPORTED ORGANIZATIONS DISCUSS THE USE OF FUNDS WITH THE TRUSTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0RICE HEARD & BIGELOW INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT G BANNISH
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1GREGORY L GULLICKSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2FIRM PART-OWNED BY TRUSTEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,925,574
Liabilities
$0
Net assets
$42,925,574
Revenue
$2,077,637
Expenses
$2,753,469
Net income
-$675,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$2.52$2.81$0.29
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$2.08$2.75$0.68
2022Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$3.76$2.76$1.00
2021Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$5.06$2.70$2.37
2020Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$2.87$2.52$0.34
2019Summary only. Only limited summary data is available for this year.$40.1$0.00$40.1$3.27$2.54$0.73
2018Summary only. Only limited summary data is available for this year.$39.4$0.00$39.4$3.78$2.43$1.34
2017Summary only. Only limited summary data is available for this year.$38.1$0.00$38.1$2.15$2.34$0.18
2016Summary only. Only limited summary data is available for this year.$38.4$0.00$38.4$2.36$2.26$0.09
2015Summary only. Only limited summary data is available for this year.$38.3$0.00$38.3$2.65$2.25$0.40
2014Summary only. Only limited summary data is available for this year.$37.9$0.00$37.9$2.28$2.23$0.05
2013Summary only. Only limited summary data is available for this year.$37.8$0.00$37.8$2.78$2.23$0.55
2012Summary only. Only limited summary data is available for this year.$37.3$0.00$37.3$1.36$2.30$0.95
2011Summary only. Only limited summary data is available for this year.$38.2$0.00$38.2$2.03$2.36$0.33