Civic Intelligence

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

990 • Fiscal year 2022 • EIN 04-6660588

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 25, 2023

Organization ProfileN/A
160 Federal Street 20thBoston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-7.0%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$6,868

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$473,874

Down $4,768 (-1.0%) from 2021

Net Assets

Down

$473,874

Down $4,768 (-1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin29th percentile

Revenue

Down

$62,371

Down $29,496 (-32%) from 2021

Expenses

Up

$66,737

Up $7,204 (+12%) from 2021

Net Income

Down

-$4,366

Down $36,700 (-114%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$473,874
Liabilities$0
Net Assets$473,874
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$62,371
Expenses$66,737
Net Income-$4,366
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 25, 2023
Return Version
2022v5.0
Gross Receipts
$220,600
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$478,642$473,874▼ $4,768
Investments in Publicly Traded Securities$442,180$466,860▲ $24,680
Savings and Temporary Cash Investments$36,462$7,016▼ $29,446
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$478,642$473,874▼ $4,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$478,642$473,874▼ $4,768
Total Liabilities and Net Assets / Fund Balance$478,642$473,874▼ $4,768
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Edward R MartinTrustee$6,868$6,868
John P FulginitiTrustee$6,868$6,868
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,063
Other Revenue
$308
Change in Net Assets
$-4,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,500
Salaries, Compensation, and Employee Benefits$13,736
Other Expenses$6,501
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,500--$46,500
Current Officers, Directors, Trustees, and Key Employees-$13,736-$13,736
Fees for Services Accounting-$4,042-$4,042
Fees for Services Legal-$2,021-$2,021
Fees for Services Other-$438-$438
Total Functional Expenses$46,500$20,237$0$66,737
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eastman School of Music at University of RochesterRochester, NY-Provide School With Funding$31,000
Boston Symphony OrchestraBoston, MA-Provide Orchestra With Funding$15,500
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 20TH, BOSTON, MA 02110

Signing Officer

Name
Edward R Martin
Title
Trustee
Phone
6179512777
Signed
2023-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward R Martin
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
Phone
6179512777
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to book values -402.”

Raw XML AppendixShowing 400 of 450 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/BOYAmt0478642
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0473874
IRS990/CashNonInterestBearingGrp/EOYAmt0-2
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013736
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013736
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt046500
IRS990/CYInvestmentIncomeAmt062063
IRS990/CYOtherExpensesAmt06501
IRS990/CYOtherRevenueAmt0308
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-4366
IRS990/CYSalariesCompEmpBnftPaidAmt013736
IRS990/CYTotalExpensesAmt066737
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062371
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/ExpenseAmt015500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04042
IRS990/FeesForServicesAccountingGrp/TotalAmt04042
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02021
IRS990/FeesForServicesLegalGrp/TotalAmt02021
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/PersonNm0EDWARD R MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN P FULGINITI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt035374
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt015500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0193603
IRS990/GrossReceiptsAmt0220600
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026689
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026689
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0442180
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0466860
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0158229
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/NetAssetsOrFundBalancesBOYAmt0478642
IRS990/NetAssetsOrFundBalancesEOYAmt0473874
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt035374
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035374
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-402
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NONDIVIDEND DISTRIBUTI
IRS990/OtherRevenueMiscGrp/ExclusionAmt0308
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0308
IRS990/OtherRevenueTotalAmt0308
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EDWARD R MARTIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EASTMAN SCHOOL OF MUSIC AT THE UNIVERSITY OF ROCHESTER
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt031000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt039300
IRS990/PYInvestmentIncomeAmt091708
IRS990/PYOtherExpensesAmt06578
IRS990/PYOtherRevenueAmt0159
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032334
IRS990/PYSalariesCompEmpBnftPaidAmt013655
IRS990/PYTotalExpensesAmt059533
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt091867
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-4366
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036462
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07016
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt026689
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt030849
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt05680
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt026689
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt025169
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt014136
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt014058
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt012553
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt016791
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt016791
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt047852
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt047852
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt014272
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt047852
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt034215
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt047852
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt013637
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt046500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt012285
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt013637
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt012285
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt012285
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt013637
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt046500
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt047852
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt097.170000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt046500
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt046500
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/ExplanationTxt0SCHEDUL A, PART IV, SEC. D (ITEM 2) THE TRUSTEES MAINTAIN OPEN COMMUNICATION WITH THE UNDERLYING SUPPORTED ORGANIZATIONS. THE TRUSTEES DO NOT SEEK THE ORGANIZATION'S 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 DISTRIBUTINS TO THE SUPPORTED ORGANIZATION ARE SUFFICIENT PART OF THEIR TOTAL SUPPORT. THE GRANTS ENSURE ATTENTIVENESS. BASED ON THE LENGTH OF THE RELATIONSHIP BETWEEN THE SUPPORTING AND SUPPORTED ORGANIZATIONS AND THE PURPOSE TO WHICH THE FUNDS ARE USED. SCHEDULE A, PART 1 (G) - INFORMATION ABOUT SUPPORTED ORGANIZATIONS NAME OF SUPPORTED ORGANIZATION: EASTMAN SCHOOL OF MUSIC; EIN: 16-0073209 TYPE OF ORGANIZATION FROM PART I: 5 IS THIS ORGANIZATION LISTED IN THE GOVERNING DOCUMENT: YES AMOUNT OF SUPPORT: $31,000 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: $15,500
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D (ITEM 2)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01322294
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01388012
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt041303
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt017493
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01280991
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01370519
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt019834
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt020820
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01302460
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01367192
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt045586
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt047852
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01322294
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01388012
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt045586
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt047852
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/SupportAmt031000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt115500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EASTMAN SCHOOL OF MUSIC AT UNIVERSITY OF ROCHESTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt046500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt031000
IRS990ScheduleI/RecipientTable/CashGrantAmt115500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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 -402.
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/TotalAssetsBOYAmt0478642
IRS990/TotalAssetsEOYAmt0473874
IRS990/TotalAssetsGrp/BOYAmt0478642
IRS990/TotalAssetsGrp/EOYAmt0473874
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020237
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046500
IRS990/TotalFunctionalExpensesGrp/TotalAmt066737
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0478642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473874
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046500
IRS990/TotalReportableCompFromOrgAmt013736
IRS990/TotalRevenueGrp/ExclusionAmt026997
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062371
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,874
Liabilities
$0
Net assets
$473,874
Revenue
$62,371
Expenses
$66,737
Net income
-$4,366
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
2022Detailed filing. Detailed filing data is available for this year.$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