Francis H Leblanc Charitable Trust

990PF • Fiscal year 2014 • EIN 04-6660300

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 16, 2015

Organization Profile

213 School Street Room 201Gardner, MA 01440

(978) 632-0011

Siviq Scores

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

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

68%

Higher net margin than 94% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

12%

Faster asset growth than 76% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

282%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets36th percentile

Assets

$605,340

Up $65,624 (+12%) from 2013

Net Assets

$605,340

Up $65,624 (+12%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue36th percentile Net Margin94th percentile

Revenue

$96,043

Up $70,891 (+282%) from 2013

Expenses

$30,420

Up $2,650 (+9.5%) from 2013

Net Income

$65,623

Up $68,241 (+2607%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

Highlighted filing

2014

Assets$605,340

Liabilities$0

Net Assets$605,340

Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2014

Revenue$96,043

Expenses$30,420

Net Income$65,623

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 16, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Thomas F LeBlanc	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Francis H LeBlanc Charitable Trust
EIN: 04-6660300
Phone: 9786320011
Address: 213 School Street Room 201, Gardner, MA 01440

Signing Officer

Name: Thomas F LeBlanc
Title: Trustee
Signed: 2015-04-16
Discuss with paid preparer: Yes

Preparer

Firm: LeBlanc and Sans
Address: 213 School Street, Gardner, MA 01440
Preparer: Henri L Sans Jr
Phone: 9786320011

Raw XML Appendix351 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	3	2003-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	4	2010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	1,981.1450 shs. Capital World Growth Income Fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	1,383.1320 shs. Growth Fund of America
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	1,411.6960 shs. Income Fund of America
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	609.7250 shs. Franklin Mutual Shares
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	492.2280 shs. New Perspective Fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	65930
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	41091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	24341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	12184
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	4	12868
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	91450
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	62348
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	30000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	18572
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	19000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	4	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	3	2014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	4	2014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	25520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	21257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	5659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	6388
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	6132
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	18163
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	77878
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	2
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	96043
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	96043
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	77878
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	29235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	29235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	18163
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	18163
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	65623
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	234292
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	38
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	77878
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	96043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	35
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	35
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	1112
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	30382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	30420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	96043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	96043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2003-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	65930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	41091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	24341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	12184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	12868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	25520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	21257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	5659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	6388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	6132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	25520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	21257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	5659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	6388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	6132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	91450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	62348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	30000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	18572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	19000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	1,981.1450 shs. Capital World Growth Income Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	1,383.1320 shs. Growth Fund of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	1,411.6960 shs. Income Fund of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	609.7250 shs. Franklin Mutual Shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	492.2280 shs. New Perspective Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2014-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2014-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2014-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2014-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	77878
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	285
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	65623
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	605340
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	539716
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	605340
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	29013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	29013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	29013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	30934
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1921
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt	0	600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	600
IRS990PF/FMVAssetsEOYAmt	0	676777
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	398257
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	398257
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	277
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	528217
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	592864
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	664301
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	141459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	207083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	11222
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	12199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	12199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	539716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	605340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	676777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	539716
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	605340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	539716
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	605340
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	628100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	14185
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	613915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	9422
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	30934
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	618678
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	628100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Thomas F LeBlanc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	213 School Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Gardner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	01440
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	30410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	31370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	27770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	26520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	27082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	24081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	28316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	000.049154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	000.044957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	000.047181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	000.050280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	000.044928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	000.058426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	618678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	617707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	562093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	538628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	535994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	484647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	30382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	000.245772
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	30382
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	30382
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	30382
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	3, 4,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	The purpose of the trust is to support education for the benefit of residents of Gardner, Massachusetts and the area.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Thomas F LeBlanc Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	213 School Street Suite 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Gardner
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9786302308
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Holy Family Academy, Gardner, MA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	29235
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Letter of application with copies of financial statements and IRS exemption letter.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Thomas F LeBlanc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9786320011
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	213 School Street Suite 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Gardner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	01440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Geographic Greater Gardner, Massachusetts - Primary Focus Education
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	29235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Endowment for math and science programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Holy Family Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	85 Nichols Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Gardner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	01440
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	29235
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	30382
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	29013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	29013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	30382
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	528217
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Edward Jones, Mutual Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	2,629.319 shs. Capital Income Builder Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	1,038.161 shs. Growth Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	3	9,433.848 shs. Income Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	4	1,643.889 shs. New Perspective Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	5	765.768 shs. SmallCap World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	6	2,954.861 shs. American High Income Trust Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	7	557.067 New World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	8	3,073.563 shs. Capital World Bond Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	9	10,000 U.S. Treasury Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	10	10,000 HSBC Finance Corp. Internotes
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	11	10,000 Merrill Lynch Co. Notes
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	12	10,000 Bank of America Corp. Note
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	137809
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	33703
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	162662
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	3	45010
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	4	38744
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	5	34000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	6	33398
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	7	63849
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	8	10020
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	9	11356
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	10	11755
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	11	10558
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	156655
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	44309
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	2	203582
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	3	59640
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	4	34697
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	5	31765
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	6	29803
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	7	61010
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	8	10000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	9	11078
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	10	11404
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	11	10358
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Commonwealth of Mass., filing fee Form PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Rounding
TaxesSchedule/TaxesDetail/Amt	0	512
TaxesSchedule/TaxesDetail/Amt	1	600
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax due on 2013 Form 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt	1	U.S. Treasury, 2014 estimated tax payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	512
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	600
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Thomas F LeBlanc
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Francis H LeBlanc Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	FRAN
ReturnHeader/Filer/EIN	0	046660300
ReturnHeader/Filer/PhoneNum	0	9786320011
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	213 School Street Room 201
ReturnHeader/Filer/USAddress/CityNm	0	Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LeBlanc and Sans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	213 School Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01440
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9786320011
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-04-16T12:10:46-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $605,340
Liabilities: $0
Net assets: $605,340
Revenue: $96,043
Expenses: $30,420
Net income: $65,623

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.79	$0.00	$5.79	$0.39	$0.37	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$5.77	$0.00	$5.77	$0.29	$0.38	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$5.86	$0.00	$5.86	$0.23	$0.41	$0.17
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.42	$0.00	$0.42
2020Detailed filing. Detailed filing data is available for this year.	$5.92	$0.00	$5.92	$0.22	$0.37	$0.15
2019Detailed filing. Detailed filing data is available for this year.	$6.07	$0.00	$6.07	$0.29	$0.35	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$6.13	$0.00	$6.13	$0.45	$0.73	$0.27
2016Detailed filing. Detailed filing data is available for this year.	$5.92	$0.00	$5.92	$0.23	$0.32	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$6.02	$0.00	$6.02	$0.28	$0.32	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05	$0.96	$0.30	$0.66
2013Detailed filing. Detailed filing data is available for this year.	$5.40	$0.00	$5.40	$0.25	$0.28	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$5.42	$0.00	$5.42		$0.27
2011Detailed filing. Detailed filing data is available for this year.	$5.52	$0.00	$5.52		$0.27