Civic Intelligence

Robert P Giddines Trust Bradley R Cook & James D Colt Ttee

990 • Fiscal year 2013 • EIN 04-6660588

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization ProfileN/A
160 Federal Street 20th FloorBoston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.9%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$477,637

Up $4,316 (+0.9%) from 2012

Net Assets

Up

$477,637

Up $4,316 (+0.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

$33,434

No earlier filing loaded for comparison.

Expenses

Down

$29,118

Down $14,560 (-33%) from 2012

Net Income

$4,316

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2010: $489,898Liabilities 2010: $0Net Assets 2010: $489,8982010Assets 2011: $494,136Liabilities 2011: $15,834Net Assets 2011: $478,3022011Assets 2012: $473,321Liabilities 2012: $0Net Assets 2012: $473,3212012Assets 2013: $477,637Liabilities 2013: $0Net Assets 2013: $477,6372013Assets 2014: $457,665Liabilities 2014: $0Net Assets 2014: $457,6652014Assets 2015: $545,888Liabilities 2015: $0Net Assets 2015: $545,8882015Assets 2016: $542,023Liabilities 2016: $0Net Assets 2016: $542,0232016Assets 2017: $526,102Liabilities 2017: $0Net Assets 2017: $526,1022017Assets 2018: $504,473Liabilities 2018: $0Net Assets 2018: $504,4732018Assets 2019: $477,913Liabilities 2019: $0Net Assets 2019: $477,9132019Assets 2020: $453,993Liabilities 2020: $0Net Assets 2020: $453,9932020Assets 2021: $478,642Liabilities 2021: $0Net Assets 2021: $478,6422021Assets 2022: $473,874Liabilities 2022: $0Net Assets 2022: $473,8742022Assets 2023: $457,474Liabilities 2023: $0Net Assets 2023: $457,4742023Assets 2024: $466,764Liabilities 2024: $0Net Assets 2024: $466,7642024

Highlighted filing

2013

Assets$477,637
Liabilities$0
Net Assets$477,637
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $22,6542010Expenses 2011: $25,5772011Expenses 2012: $43,6782012Revenue 2013: $33,434Expenses 2013: $29,118Net Income 2013: $4,3162013Revenue 2014: $27,107Expenses 2014: $47,079Net Income 2014: -$19,9722014Revenue 2015: $135,241Expenses 2015: $47,018Net Income 2015: $88,2232015Revenue 2016: $41,785Expenses 2016: $45,650Net Income 2016: -$3,8652016Revenue 2017: $32,581Expenses 2017: $48,502Net Income 2017: -$15,9212017Revenue 2018: $28,331Expenses 2018: $49,960Net Income 2018: -$21,6292018Revenue 2019: $26,832Expenses 2019: $53,321Net Income 2019: -$26,4892019Revenue 2020: $34,573Expenses 2020: $57,261Net Income 2020: -$22,6882020Revenue 2021: $91,867Expenses 2021: $59,533Net Income 2021: $32,3342021Revenue 2022: $62,371Expenses 2022: $66,737Net Income 2022: -$4,3662022Revenue 2023: $52,039Expenses 2023: $65,722Net Income 2023: -$13,6832023Revenue 2024: $80,222Expenses 2024: $71,874Net Income 2024: $8,3482024

Highlighted filing

2013

Revenue$33,434
Expenses$29,118
Net Income$4,316
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$90,487
Mission and Program Overview

Mission

TO MAKE DISTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170 (b), 170 (c), AND 2055(a). THE CURRENT RECIPIENTS ARE THE FOLLOWING NAMED ORGANIZATIONS: EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3: SCHOLARSHIPS FOR MUSIC STUDENTS), BOSTON SYMPHONY ORCHESTRA (1/3: SUPPORT)

TO DISTRIBUTE INCOME TO ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170 (b), 170 (c), AND 2055(a). THE CURRENT RECIPIENTS ARE THE FOLLOWING NAMED ORGANIZATIONS: EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3: SCHOLARSHIPS FOR MUSIC STUDENTS), BOSTON SYMPHONY ORCHESTRA (1/3: SUPPORT)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$473,321$477,637▲ $4,316
Investments in Publicly Traded Securities$468,877$471,216▲ $2,339
Savings and Temporary Cash Investments$4,444$6,421▲ $1,977
Total Assets$473,321$477,637▲ $4,316
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$473,321$477,637▲ $4,316
Total Liabilities and Net Assets / Fund Balance$473,321$477,637▲ $4,316
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Bradley R CookTrustee
Edward R MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,434
Other Revenue
$0
Change in Net Assets
$4,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,228
Other Expenses$10,890
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,228--$18,228
Fees for Services Management-$7,545-$7,545
Fees for Services Legal-$1,943-$1,943
All Other Expenses-$702-$702
Fees for Services Accounting-$700-$700
Total Functional Expenses$18,228$10,890$0$29,118
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
16-0743209-501(c)(3)Scholarships for Music Students$12,152
04-2103550-501(c)(3)Unrestricted Gift$6,076
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“There is no governing body. Bradley r cook and edward r martin are the trustees who preside over the administration of the trust which directs that the trust income be paid each year to the eastman school of music at the university of rochester (2/3 share) and to the boston symphony orchestra (1/3 share).”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no committees associated with this trust.”

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

“The trustees reviewed and discussed the tax return”

Filing and Contact Details

Filer

EIN
04-6660588
Phone
6179512777

Signing Officer

Name
Bradley R Cook
Title
Trustee
Phone
6179512777
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bradley R Cook
Formed
1990
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Phone
6176643888
Supplemental Narrative

Additional Explanations

Giddings Robert P Trust

“TO DISTRIBUTE INCOME TO ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170 (b), 170 (c), AND 2055 (a). THE CURRENT RECIPIENTS ARE THE FOLLOWING NAMED CHARITIES: EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3: SCHOLARSHIPS FOR MUSIC STUDENTS), BOSTON SYMPHONY ORCHESTRA (1/3: SUPPORT)”

Description for Making Documents Public

“Public inspections are provided upon request”

Description for Making Documents Public

“The organization makes governing documents and financial statements available to the public at taylor, ganson & perrin llp, 160 federal street, boston, ma during regular business hours.”

Estimate of Average Hours Per Week Devoted to Related Organizations

“None”

Raw XML Appendix336 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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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt068344
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IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS FOR MUSIC STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED GIFT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine11301 MASSACHUSETTS AVENUE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH YEAR, THE TRUSTEES MONITOR THAT THE GRANTEES CONTINUE TO QUALIFY AS EXEMPT ORGANIZATIONS AS REQUIRED UNDER SECTION 501 (c) (3) OF THE INTERNAL REVENUE CODE AND THAT TRANSFERS TO WHICH ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER THE PROVISIONS OF SEC 170 (b), 170 (c), AND 2055 (a) OF THE CODE.
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IRS990ScheduleI/Total501c3OrgCnt02
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO DISTRIBUTE INCOME TO ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170 (b), 170 (c), AND 2055 (a). THE CURRENT RECIPIENTS ARE THE FOLLOWING NAMED CHARITIES: EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3: SCHOLARSHIPS FOR MUSIC STUDENTS), BOSTON SYMPHONY ORCHESTRA (1/3: SUPPORT)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO GOVERNING BODY. BRADLEY R COOK AND EDWARD R MARTIN ARE THE TRUSTEES WHO PRESIDE OVER THE ADMINISTRATION OF THE TRUST WHICH DIRECTS THAT THE TRUST INCOME BE PAID EACH YEAR TO THE EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER (2/3 SHARE) AND TO THE BOSTON SYMPHONY ORCHESTRA (1/3 SHARE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES ASSOCIATED WITH THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEWED AND DISCUSSED THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC INSPECTIONS ARE PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT TAYLOR, GANSON & PERRIN LLP, 160 FEDERAL STREET, BOSTON, MA DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6None
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0GIDDINGS ROBERT P TRUST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10OFFICE OF DEVELOPMENT 26 GIBBS ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11301 MASSACHUSETTS AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1BOSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0146042599
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode102115
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0473321
IRS990/TotalAssetsEOYAmt0477637
IRS990/TotalAssetsGrp/BOYAmt0473321
IRS990/TotalAssetsGrp/EOYAmt0477637
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010890
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018228
IRS990/TotalFunctionalExpensesGrp/TotalAmt029118
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0473321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0477637
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018228
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt033434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033434
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0473321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0477637
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10160 FEDERAL STREET 20TH FLOOR
IRS990/USAddress/City0BOSTON
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002110
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY R COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179512777
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERT P GIDDINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GIDD
ReturnHeader/Filer/EIN0046660588
ReturnHeader/Filer/PhoneNum06179512777
ReturnHeader/Filer/USAddress/AddressLine10160 FEDERAL STREET 20TH FLOOR
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STATE STREET GLOBAL ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 LINCOLN STREET SSFC 24
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021112900
ReturnHeader/PreparerPersonGrp/PhoneNum06176643888
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-01
ReturnHeader/ReturnTs02014-05-08T10:12:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,637
Liabilities
$0
Net assets
$477,637
Revenue
$33,434
Expenses
$29,118
Net income
$4,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.80$0.72$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.52$0.66$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.62$0.67$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.92$0.60$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.35$0.57$0.23
2019Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$0.27$0.53$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.28$0.50$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.33$0.49$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.42$0.46$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$1.35$0.47$0.88
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.27$0.47$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.33$0.29$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.16$4.78$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.23