Civic Intelligence

Margaret M Miller Tr UW Art 22 FBO Cheverus High School

EIN 04-6677701 • 501(c)3 • New York, NY

Profile

Charitable trust supporting religious and educational activities

39 E 83rd StreetNew York, NY 10028

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

9.4%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

2.2%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

60%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,039,429

Up $216,488 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,039,429

Up $216,488 (+2.2%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin60th percentile

Revenue

Up

$616,593

Up $231,786 (+60%) from 2023

Expenses

Down

$558,771

Down $3,084 (-0.5%) from 2023

Net Income

Up

$57,822

Up $234,870 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $9,227,313Liabilities 2010: $360,645Net Assets 2010: $8,866,6682010Assets 2011: $7,805,507Liabilities 2011: $307,479Net Assets 2011: $7,498,0282011Assets 2012: $8,159,930Liabilities 2012: $206,706Net Assets 2012: $7,953,2242012Assets 2013: $9,193,015Liabilities 2013: $193,328Net Assets 2013: $8,999,6872013Assets 2014: $8,532,310Liabilities 2014: $9,894Net Assets 2014: $8,522,4162014Assets 2015: $7,835,747Liabilities 2015: $130,354Net Assets 2015: $7,705,3932015Assets 2016: $7,803,970Liabilities 2016: $148,622Net Assets 2016: $7,655,3482016Assets 2017: $8,537,333Liabilities 2017: $5,622Net Assets 2017: $8,531,7112017Assets 2018: $8,007,180Liabilities 2018: $119,241Net Assets 2018: $7,887,9392018Assets 2019: $8,596,941Liabilities 2019: $27,103Net Assets 2019: $8,569,8382019Assets 2020: $9,175,348Liabilities 2020: $63,788Net Assets 2020: $9,111,5602020Assets 2021: $10,469,487Liabilities 2021: $0Net Assets 2021: $10,469,4872021Assets 2022: $9,679,932Liabilities 2022: $0Net Assets 2022: $9,679,9322022Assets 2023: $9,822,941Liabilities 2023: $0Net Assets 2023: $9,822,9412023Assets 2024: $10,039,429Liabilities 2024: $0Net Assets 2024: $10,039,4292024

Highlighted filing

2024

Assets$10,039,429
Liabilities$0
Net Assets$10,039,429
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $852,5232010Expenses 2011: $859,6972011Revenue 2012: $1,158,323Expenses 2012: $704,509Net Income 2012: $453,8142012Revenue 2013: $546,092Expenses 2013: $678,366Net Income 2013: -$132,2742013Revenue 2014: $612,945Expenses 2014: $1,196,332Net Income 2014: -$583,3872014Revenue 2015: $338,441Expenses 2015: $567,297Net Income 2015: -$228,8562015Revenue 2016: $298,554Expenses 2016: $530,036Net Income 2016: -$231,4822016Revenue 2017: $316,457Expenses 2017: $551,361Net Income 2017: -$234,9042017Revenue 2018: $436,651Expenses 2018: $571,047Net Income 2018: -$134,3962018Revenue 2019: $373,168Expenses 2019: $551,112Net Income 2019: -$177,9442019Revenue 2020: $139,548Expenses 2020: $576,120Net Income 2020: -$436,5722020Revenue 2021: $728,235Expenses 2021: $575,132Net Income 2021: $153,1032021Revenue 2022: $412,567Expenses 2022: $548,853Net Income 2022: -$136,2862022Revenue 2023: $384,807Expenses 2023: $561,855Net Income 2023: -$177,0482023Revenue 2024: $616,593Expenses 2024: $558,771Net Income 2024: $57,8222024

Highlighted filing

2024

Revenue$616,593
Expenses$558,771
Net Income$57,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,039,429
Liabilities
$0
Net assets
$10,039,429
Revenue
$616,593
Expenses
$558,771
Net income
$57,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$0.62$0.56$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.38$0.56$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.41$0.55$0.14
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.73$0.58$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.18$0.06$9.11$0.14$0.58$0.44
2019Detailed filing. Detailed filing data is available for this year.$8.60$0.03$8.57$0.37$0.55$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$0.12$7.89$0.44$0.57$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.01$8.53$0.32$0.55$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.80$0.15$7.66$0.30$0.53$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.13$7.71$0.34$0.57$0.23
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.53$0.01$8.52$0.61$1.20$0.58
2013Detailed filing. Detailed filing data is available for this year.$9.19$0.19$9.00$0.55$0.68$0.13
2012Summary only. Only limited summary data is available for this year.$8.16$0.21$7.95$1.16$0.70$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.31$7.50$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$0.36$8.87$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$991,945
Mission and Program Overview

Mission

Charitable trust supporting religious and educational activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,369,950$8,786,438▲ $416,488
Other Notes and Loans Receivable, Net$1,400,000$1,200,000▼ $200,000
Total Assets$9,822,941$10,039,429▲ $216,488
Other Assets Total$52,991$52,991→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,822,941$10,039,429▲ $216,488
Total Net Assets Fund Balance$9,822,941$10,039,429▲ $216,488
Total Liabilities and Net Assets / Fund Balance$9,822,941$10,039,429▲ $216,488

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,842,690-▲ $775,258-$10,063,703
2023$9,697,381-▲ $704,864-$9,842,690
2022$10,483,888-▼ $240,702-$9,697,381
2021$9,123,761-▲ $1,933,059-$10,483,888
2020$8,579,839-▲ $1,117,842-$9,123,761
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$616,593
Other Revenue
$0
Change in Net Assets
$57,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$410,382
Other Expenses$148,389
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$410,382--$410,382
Fees for Service Investment Mgmnt Fees-$143,863-$143,863
Fees for Services Accounting-$4,526-$4,526
Total Functional Expenses$410,382$148,389$0$558,771
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cheverus High SchoolPortland, ME501 (c)(3)Benefit Cheverus High School$410,382
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

“The trustees review matters of the trust generally as part of the board meetings of the related organization.”

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

“The trustees review matters of the trust generally as part of the board meetings of the related organization.”

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

“The related organization's treasurer reports to the trustees on all matters related to the trust.”

Form 990, Part VI, Section C, Line 19

“Usa northeast province of the society of jesus makes the 990 available to the public through a common website. 990's are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Margaret M Miller Trust
EIN
04-6677701
Phone
6176072812
Address
39 E 83RD STREET, NEW YORK, NY 10028

Signing Officer

Name
Brian Konzman Sj
Title
Treasurer
Phone
6176072812
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Konzman Sj
Formed
1991
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Thomas F Muldoon CPA
Phone
5083669100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is used to support usa northeast province of the society of jesus.”

Raw XML AppendixShowing 400 of 463 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/ActivityOrMissionDesc0CHARITABLE TRUST SUPPORTING RELIGIOUS AND EDUCATIONAL ACTIVITIES
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCOTT ODAMS
IRS990/BooksInCareOfDetail/PhoneNum06176072812
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt039 E 83RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010028
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0410382
IRS990/CYInvestmentIncomeAmt0616593
IRS990/CYOtherExpensesAmt0148389
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt057822
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0558771
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0616593
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CHARITABLE TRUST SUPPORTING RELIGIOUS AND EDUCATIONAL ACTIVITIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt09822941
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt010039429
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0410382
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04526
IRS990/FeesForServicesAccountingGrp/TotalAmt04526
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0143863
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0143863
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0USA NORTHEAST PROVINCE OF THE SOCIETY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0421911
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0410382
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0410382
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0410382
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0797263
IRS990/GrossReceiptsAmt0991945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0194682
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194682
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08369950
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08786438
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0375352
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0CHARITABLE TRUST SUPPORTING RELIGIOUS AND EDUCATIONAL ACTIVITIES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09822941
IRS990/NetAssetsOrFundBalancesEOYAmt010039429
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0421911
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0421911
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0158666
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052991
IRS990/OtherAssetsTotalGrp/EOYAmt052991
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01400000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01200000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN KONZMAN SJ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0413034
IRS990/PYInvestmentIncomeAmt0384807
IRS990/PYOtherExpensesAmt0148821
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-177048
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0561855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0384807
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt057822
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0616593
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0384807
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0421911
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0191760
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0194682
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0193047
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0143863
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0146521
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0472730
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0238286
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0238286
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0282641
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0282641
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0202543
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0282641
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0282641
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0282641
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0410382
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0410382
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01297174
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0413034
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0380462
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0310266
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0416330
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt059723
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01707556
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0410382
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0413034
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0380462
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0310266
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0193412
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01579815
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0410382
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0282641
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0410382
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0410382
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/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS (THE PROVINCE) IS THE SOLE TRUSTEE OF THE TRUST AND IT MANAGES THE OPERATIONS OF THE TRUST. THE TRUST'S INVESTMENTS ARE HELD BY THE FOUNDATION TRUST AND WERE PREVIOUSLY HELD AND MANAGED BY THE PROVINCE. THE FOUNDATION TRUST AWARDS GRANTS TO THE PROVINCE FOR OPERATIONS IN ACCORDANCE WITH RESTRICTIONS THAT WERE ORIGINALLY PLACED ON THESE FUNDS PRIOR TO THE FUNDS BEING TRANSFERRED FROM THE PROVINCE TO THE FOUNDATION TRUST. BASED ON THESE FACTS, THE PROVINCE IS DEEMED TO HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt08578194
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt08198445
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt08578194
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt08198445
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0128673
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0122977
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt08449521
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt08075468
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0295733
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0282641
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt08578194
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08198445
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0295733
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0282641
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0472184310
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1046677701
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1410382
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHEVERUS HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0410382
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0143863
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09842690
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010063703
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0410382
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0775258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0146521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09697381
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09842690
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0413034
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0704864
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0165343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010483888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09697381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0380462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-240702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0262666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09123761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010483888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0310266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01933059
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0157590
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08579839
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09123761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0416330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01117842
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.68320
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS USED TO SUPPORT USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.31680
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0410382
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BENEFIT CHEVERUS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHEVERUS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0046677701
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0267 OCEAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004103
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW MATTERS OF THE TRUST GENERALLY AS PART OF THE BOARD MEETINGS OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW MATTERS OF THE TRUST GENERALLY AS PART OF THE BOARD MEETINGS OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RELATED ORGANIZATION'S TREASURER REPORTS TO THE TRUSTEES ON ALL MATTERS RELATED TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS MAKES THE 990 AVAILABLE TO THE PUBLIC THROUGH A COMMON WEBSITE. 990'S ARE ALSO AVAILABLE UPON REQUEST.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CHEVERUS HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2FOUNDATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CHEVERUS HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE FOUNDATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0472184310
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046677701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2462695793
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CATHOLIC MEN'S RELIGIOUS ORDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CATHOLIC HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2INVESTMENT MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt039 EAST 83RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1267 OCEAN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt239 EAST 83RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010028
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210028
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09822941
IRS990/TotalAssetsEOYAmt010039429
IRS990/TotalAssetsGrp/BOYAmt09822941
IRS990/TotalAssetsGrp/EOYAmt010039429
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00

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