Civic Intelligence

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

990 • Fiscal year 2020 • EIN 04-6660588

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 29, 2021

Organization ProfileN/A
160 Federal Street No 20thBoston, 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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-66%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$5,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-5.0%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$453,993

Down $23,920 (-5.0%) from 2019

Net Assets

Down

$453,993

Down $23,920 (-5.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Up

$34,573

Up $7,741 (+29%) from 2019

Expenses

Up

$57,261

Up $3,940 (+7.4%) from 2019

Net Income

Up

-$22,688

Up $3,801 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$453,993
Liabilities$0
Net Assets$453,993
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

2020

Revenue$34,573
Expenses$57,261
Net Income-$22,688
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$122,486
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)

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$477,913$453,993▼ $23,920
Investments in Publicly Traded Securities$442,554$445,098▲ $2,544
Savings and Temporary Cash Investments$35,359$8,895▼ $26,464
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$477,913$453,993▼ $23,920
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,913$453,993▼ $23,920
Total Liabilities and Net Assets / Fund Balance$477,913$453,993▼ $23,920
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
Bradley R CookTrustee$5,750$5,750
Edward R MartinTrustee$5,750$5,750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,505
Other Revenue
$68
Change in Net Assets
$-22,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,300
Salaries, Compensation, and Employee Benefits$11,499
Other Expenses$6,462
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,300--$39,300
Current Officers, Directors, Trustees, and Key Employees-$11,499-$11,499
Fees for Services Accounting-$4,016-$4,016
Fees for Services Legal-$2,008-$2,008
Fees for Services Other-$438-$438
Total Functional Expenses$39,300$17,961$0$57,261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eastman School of Music at University of RochesterRochester, NY-Provide School With Funding$26,200
Boston Symphony OrchestraBoston, MA-Provide Orchestra With Funding$13,100
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
Business relationship with 35% controlled entity
No
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

Form 990, Part VI, Section A, Line 8A

“Schedule a, part vi, line 8a the trustees maintain open communication with the underlying supported organizations. The trustees do not seek the organizations' input with regard to investments but they welcome their suggestions. To date, neither of the supported organizations have ever voiced any concerns with the trust investments.”

Form 990, Part VI, Section A, Line 8B

“Form 990, page 6, part vi, line 8b thre are no committes associated with this trust.”

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

“Form 990, page 6, part vi, line 11 the trustees reviewed and discussed the tax return”

Form 990, Part VI, Section C, Line 19

“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.”

Filing and Contact Details

Filer

Filer Name
Robert P Giddings Trust
EIN
04-6660588
Phone
6179512777
Address
160 FEDERAL STREET NO 20TH, BOSTON, MA 02110

Signing Officer

Name
Taylor Ganson Perrin Llp
Title
Trustee
Phone
6179512777
Signed
2021-10-29

Organization Details

Principal Officer
Taylor Ganson Perrin
Formed
1990
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Taylor Ganson & Perrin Llp
Address
160 FEDERAL STREET 20TH FLOOR, BOSTON, MA 02110
Preparer
Edward R Martin
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to book values -1,232.”

Raw XML AppendixShowing 400 of 444 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAYLOR GANSON & PERRIN LLP
IRS990/BooksInCareOfDetail/PhoneNum06179512777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 FEDERAL STREET 20TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0477913
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0453993
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011499
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011499
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt039300
IRS990/CYInvestmentIncomeAmt034505
IRS990/CYOtherExpensesAmt06462
IRS990/CYOtherRevenueAmt068
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22688
IRS990/CYSalariesCompEmpBnftPaidAmt011499
IRS990/CYTotalExpensesAmt057261
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034573
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BOSTON SYMPHONY ORCHESTRA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt013100
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04016
IRS990/FeesForServicesAccountingGrp/TotalAmt04016
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02008
IRS990/FeesForServicesLegalGrp/TotalAmt02008
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0438
IRS990/FeesForServicesOtherGrp/TotalAmt0438
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BRADLEY R COOK
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARD R MARTIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08418
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt013100
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039300
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt096331
IRS990/GrossReceiptsAmt0122486
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026087
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0442554
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0445098
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087913
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0477913
IRS990/NetAssetsOrFundBalancesEOYAmt0453993
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08418
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08418
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1232
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NONDIVIDEND DISTRIBUTI
IRS990/OtherRevenueMiscGrp/ExclusionAmt068
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068
IRS990/OtherRevenueTotalAmt068
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TAYLOR GANSON PERRIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt026200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt040200
IRS990/PYInvestmentIncomeAmt026807
IRS990/PYOtherExpensesAmt013121
IRS990/PYOtherRevenueAmt025
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-26489
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt053321
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026832
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-22688
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08895
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt026087
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt025715
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt026087
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt025715
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt011902
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt012591
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt014185
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt013124
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt013124
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt039709
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt039709
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt011155
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt039709
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt025912
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt039709
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt013797
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt039300
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt013388
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt013797
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt013388
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt013388
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt013797
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt039300
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt039709
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt098.970000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt039300
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt039300
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/ListedByNameGoverningDocInd00
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/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART IV, SEC. D (ITEM 2) THE TRUSTEES MAINTAIN OPEN COMMUNICATION WITH THE UNDERLYING SUPPORTED ORGANIZAITONS. THE TRUSTEES DO NOT SEEK THE ORGANIZATIONS' INPUT WITH REGARD TO INVESTMENTS BUT THEY WELCOME THEIR SUGGESTIONS. TO DATE, NEITHER OF THE SUPPORTED ORGANIZATIONS HAVE EVER VOICED ANY CONCERNS WITH THE TRUST INVESTMENTS. SCHEDULE A, PART V, SECTION D (ITEM 8) THE DISTRIBUTIONS TO THE SUPPROTED ORGANIZATIONS ARE SUFFICIENT PART OF THEIR TOTAL SUPPORT. THE GRANTS ENSURE ATTENTIVENESS, BASED ON THE LENGHT OF THE RELATIONSHIP BEETWEEN THE SUPPORTING AND SUPPORTED ORGANIZATIONS AND THE PURPOSE TO WHICH THE FUNDS ARE USED. SCHEDULE A, PARTI I (G) - INFORMATION ABOUT SUPPORTED ORGANIZATIONS NAME OF SUPPORTED ORGANIZATION: EASTMAN SCHOOL OF MUSIC; EIN: 16-073209 TYPE OF ORGANIZATION FROM PART I: 5 IS THIS ORGANIZATION LISTED IN THE GOVERNING DOCUMENT: YES AMOUNT OF SUPPORT: $26,200 NAME OF SUPPORTED ORGANIZATION: BOSTON SYMPHONY ORCHESTRA; EIN: 04-2103550 TYPE OF ORGANIZATION FROM PART I: 7 IS THIS ORGANIZATION LISTED IN THE GOVERNING DOCUMENT: YES AMOUNT OF SUPPORT: $13,100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D (ITEM 2)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01132724
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01151814
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt028784
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt091937
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01103940
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01059877
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt016991
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt017277
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01115733
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01134537
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt039051
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt039709
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01132724
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01151814
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt039051
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt039709
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0160743209
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1042103550
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt113100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT UNIVERSITY OF ROCHESTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt039300
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt026200
IRS990ScheduleI/RecipientTable/CashGrantAmt113100
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOOL WITH FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE ORCHESTRA WITH FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT UNIVERSITY OF ROCHESTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0160743209
IRS990ScheduleI/RecipientTable/RecipientEIN1042103550
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026 GIBBS STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1301 MASSACHUSETTS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014604
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102115
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHEDULE A, PART VI, LINE 8A THE TRUSTEES MAINTAIN OPEN COMMUNICATION WITH THE UNDERLYING SUPPORTED ORGANIZATIONS. THE TRUSTEES DO NOT SEEK THE ORGANIZATIONS' INPUT WITH REGARD TO INVESTMENTS BUT THEY WELCOME THEIR SUGGESTIONS. TO DATE, NEITHER OF THE SUPPORTED ORGANIZATIONS HAVE EVER VOICED ANY CONCERNS WITH THE TRUST INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PAGE 6, PART VI, LINE 8B THRE ARE NO COMMITTES ASSOCIATED WITH THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PAGE 6, PART VI, LINE 11 THE TRUSTEES REVIEWED AND DISCUSSED THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4ADJUSTMENT TO BOOK VALUES -1,232.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160743209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1042103550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1PUBLIC CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt026 GIBBS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1301 MASSACHUSETTS AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BOSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102115
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0477913
IRS990/TotalAssetsEOYAmt0453993
IRS990/TotalAssetsGrp/BOYAmt0477913
IRS990/TotalAssetsGrp/EOYAmt0453993
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039300
IRS990/TotalFunctionalExpensesGrp/TotalAmt057261
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0477913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0453993
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039300
IRS990/TotalReportableCompFromOrgAmt011500
IRS990/TotalRevenueGrp/ExclusionAmt026155
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08418
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034573
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0477913
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0453993

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,993
Liabilities
$0
Net assets
$453,993
Revenue
$34,573
Expenses
$57,261
Net income
-$22,688
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