Civic Intelligence

Francis H Leblanc Charitable Trust

990PF • Fiscal year 2018 • EIN 04-6660300

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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.

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

8th percentile

-60%

Higher net margin than 8% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

53rd percentile

1.7%

Faster asset growth than 53% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2016 to 2018

Assets

Up

$613,045

Up $20,893 (+3.5%) from 2016

Net Assets

Up

$613,045

Up $20,893 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$45,454

Up $22,778 (+100%) from 2016

Expenses

Up

$72,637

Up $40,491 (+126%) from 2016

Net Income

Down

-$27,183

Down $17,713 (-187%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $551,943Liabilities 2011: $0Net Assets 2011: $551,9432011Assets 2012: $542,335Liabilities 2012: $0Net Assets 2012: $542,3352012Assets 2013: $539,716Liabilities 2013: $0Net Assets 2013: $539,7162013Assets 2014: $605,340Liabilities 2014: $0Net Assets 2014: $605,3402014Assets 2015: $601,622Liabilities 2015: $0Net Assets 2015: $601,6222015Assets 2016: $592,152Liabilities 2016: $0Net Assets 2016: $592,1522016Assets 2018: $613,045Liabilities 2018: $0Net Assets 2018: $613,0452018Assets 2019: $606,790Liabilities 2019: $0Net Assets 2019: $606,7902019Assets 2020: $591,769Liabilities 2020: $0Net Assets 2020: $591,7692020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $585,916Liabilities 2022: $0Net Assets 2022: $585,9162022Assets 2023: $577,032Liabilities 2023: $0Net Assets 2023: $577,0322023Assets 2024: $579,008Liabilities 2024: $0Net Assets 2024: $579,0082024

Highlighted filing

2018

Assets$613,045
Liabilities$0
Net Assets$613,045

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $27,0822011Expenses 2012: $26,5202012Revenue 2013: $25,152Expenses 2013: $27,770Net Income 2013: -$2,6182013Revenue 2014: $96,043Expenses 2014: $30,420Net Income 2014: $65,6232014Revenue 2015: $27,785Expenses 2015: $31,503Net Income 2015: -$3,7182015Revenue 2016: $22,676Expenses 2016: $32,146Net Income 2016: -$9,4702016Revenue 2018: $45,454Expenses 2018: $72,637Net Income 2018: -$27,1832018Revenue 2019: $29,030Expenses 2019: $35,285Net Income 2019: -$6,2552019Revenue 2020: $22,015Expenses 2020: $37,035Net Income 2020: -$15,0202020Revenue 2021: $42,325Expenses 2021: $113Net Income 2021: $42,2122021Revenue 2022: $23,399Expenses 2022: $40,735Net Income 2022: -$17,3362022Revenue 2023: $28,839Expenses 2023: $38,385Net Income 2023: -$9,5462023Revenue 2024: $38,748Expenses 2024: $36,772Net Income 2024: $1,9762024

Highlighted filing

2018

Revenue$45,454
Expenses$72,637
Net Income-$27,183
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas F LeBlancTrustee-$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
2019-05-10
Discuss with paid preparer
No

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Raw XML Appendix363 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
AppliedToPriorYearElection/ElectionDesc0The private foundation has undistributed income for prior years which remains after reducing the 2017 undistributed income to zero. The private foundation hereby makes an election under the Regulations Section 53.4942 a - 3 d to apply the remaining qualifying distributions to the undistributed income for years before 2017, namely to 2016, and any remaining balance to undistributed income for 2018.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt015548
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt020921
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0424
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0U.S. Treasury, refund of penalty
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1U.S. Treasury, refund of penalty
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt08516
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt145
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt045454
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt045454
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020921
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062296
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062296
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015548
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015548
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27183
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt095679
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020921
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08561
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt045454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt045454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt538045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt542200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,000 Morgan Stanley Bank C/D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15,000 S T Bank C/D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215,000 Goldman Sachs Bank C/D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310,000 Merrill Lynch Co. Note
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44,000 Discover Bank C/D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5725.8790 shs. Capital Income Builder Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020921
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27183
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0613045
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0640228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0613045
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035490
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035490
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035490
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035945
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0455
IRS990PF/DistributableAmountGrp/TotalTaxAmt0455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0455
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt0652030
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0398257
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0398257
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0288
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0288
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0471749
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0456949
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0497374
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0241971
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0214788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168202
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0155808
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0154368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0640228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0613045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0652030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0640228
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0613045
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0640228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0613045
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0729843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042048
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0687795
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010948
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035945
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0718895
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0729843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas F LeBlanc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0213 School Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Gardner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001440
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt031919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt027770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.038760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.003528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.049120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.047089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.049108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.044957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0718895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0698135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0649822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0669003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0618678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0617707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt062331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.193802
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt061876
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt062331
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0455
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt062331
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03, 4,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The purpose of the trust is to support education for the benefit of residents of Gardner, Massachusetts and the area.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Thomas F LeBlanc Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0213 School Street Suite 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Gardner
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786302308
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Holy Family Academy, Gardner, MA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Heywood Hospital, Gardner, MA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt047432
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt014864
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of application with copies of financial statements and IRS exemption letter.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Thomas F LeBlanc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786320011
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0213 School Street Suite 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Geographic Greater Gardner, Massachusetts - Primary Focus Education
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt047432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Endowment for math science programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Backpack program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Holy Family Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Heywood Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt085 Nichols Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 Green Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gardner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101440
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062296
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/AppliedToCurrentYearAmt0376
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt028059
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033896
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035490
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062331
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt028059
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035114
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033896
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0122497
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt133703
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2109849
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt345010
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt455879
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt527607
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt628069
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt737380
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt811755
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc01,580.41 shs. Capital Income Builder Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11,038.161 shs. Growth Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc26,370.835 shs. Income Fund of America
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc31,643.889 shs. New Perspective Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc41,073.439 shs. SmallCap World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc52,399.305 shs. American High Income Trust Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6468.178 New World Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc71,797.347 shs. Capital World Bond Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc82,649.508 shs. American U.S. Government Securities
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc910,000 Merrill Lynch Co. Notes
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt084452
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt133703
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2109849
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt345010
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt455879
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt527607
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt628069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt737380
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt835000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt089025
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt144392
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2131430
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt361925
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt450344
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt523009
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt626855
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt734599
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt835795
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of Mass., filing fee Form PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0United States Treasury, interest
OtherIncomeSchedule2/OtherIncomeDetail/Desc1United States Treasury, reimbursement of tax paid on Form 4720
OtherIncomeSchedule2/OtherIncomeDetail/Desc2United States Treasury, reimbursement of late filing
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt099
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18418
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt244
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt099
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18418
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt244
TaxesSchedule/TaxesDetail/Amt01844
TaxesSchedule/TaxesDetail/Amt18418
TaxesSchedule/TaxesDetail/Amt244
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. Treasury, 2018 estimated tax payment
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. Treasury, tax due on Form 4720
TaxesSchedule/TaxesDetail/CategoryTxt2U.S. Treasury, penalty and interest on 990-PF
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas F LeBlanc
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Francis H LeBlanc Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0046660300
ReturnHeader/Filer/PhoneNum09786320011
ReturnHeader/Filer/USAddress/AddressLine1Txt0213 School Street Room 201
ReturnHeader/Filer/USAddress/CityNm0Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025AF74F5B2166159F0685455BDD18B0B6D06039A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025AF74F5B2166159F0685455BDD18B0B6D06039A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.216.200.249
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:47:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-10T07:55:07-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $500k-$1M nonprofits