Civic Intelligence

Ernest H & Helen D Bailey Memorial Tr

990 • Fiscal year 2020 • EIN 04-6731306

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 10, 2021

Organization Profile
727 Main Street P O Box 161Norwell, MA 02061

(781) 659-7913

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

7th percentile

-53%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$6,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

16th percentile

-3.4%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$5,339,331

Down $189,375 (-3.4%) from 2019

Net Assets

Down

$5,339,331

Down $189,375 (-3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin7th percentile

Revenue

Up

$280,520

Up $146,268 (+109%) from 2019

Expenses

Up

$430,478

Up $145,295 (+51%) from 2019

Net Income

Up

-$149,958

Up $973 (+0.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,229,275Liabilities 2011: $0Net Assets 2011: $4,229,2752011Assets 2012: $5,665,622Liabilities 2012: $0Net Assets 2012: $5,665,6222012Assets 2013: $5,669,530Liabilities 2013: $0Net Assets 2013: $5,669,5302013Assets 2014: $6,080,309Liabilities 2014: $0Net Assets 2014: $6,080,3092014Assets 2015: $6,112,250Liabilities 2015: $0Net Assets 2015: $6,112,2502015Assets 2016: $5,495,459Liabilities 2016: $0Net Assets 2016: $5,495,4592016Assets 2017: $5,626,610Liabilities 2017: $0Net Assets 2017: $5,626,6102017Assets 2018: $5,679,637Liabilities 2018: $0Net Assets 2018: $5,679,6372018Assets 2019: $5,528,706Liabilities 2019: $0Net Assets 2019: $5,528,7062019Assets 2020: $5,339,331Liabilities 2020: $0Net Assets 2020: $5,339,3312020Assets 2021: $5,263,787Liabilities 2021: $0Net Assets 2021: $5,263,7872021Assets 2022: $5,613,155Liabilities 2022: $0Net Assets 2022: $5,613,1552022Assets 2023: $5,480,508Liabilities 2023: $0Net Assets 2023: $5,480,5082023Assets 2024: $5,474,427Liabilities 2024: $0Net Assets 2024: $5,474,4272024Assets 2025: $5,625,790Liabilities 2025: $0Net Assets 2025: $5,625,7902025

Highlighted filing

2020

Assets$5,339,331
Liabilities$0
Net Assets$5,339,331
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $352,204Expenses 2011: $369,207Net Income 2011: -$17,0032011Revenue 2012: $1,707,695Expenses 2012: $347,494Net Income 2012: $1,360,2012012Revenue 2013: $388,105Expenses 2013: $346,181Net Income 2013: $41,9242013Revenue 2014: $639,577Expenses 2014: $356,773Net Income 2014: $282,8042014Revenue 2015: $375,490Expenses 2015: $215,574Net Income 2015: $159,9162015Revenue 2016: -$158,022Expenses 2016: $514,293Net Income 2016: -$672,3152016Revenue 2017: $490,975Expenses 2017: $359,827Net Income 2017: $131,1482017Revenue 2018: $385,631Expenses 2018: $358,926Net Income 2018: $26,7052018Revenue 2019: $134,252Expenses 2019: $285,183Net Income 2019: -$150,9312019Revenue 2020: $280,520Expenses 2020: $430,478Net Income 2020: -$149,9582020Revenue 2021: $898,673Expenses 2021: $293,038Net Income 2021: $605,6352021Revenue 2022: $825,657Expenses 2022: $459,434Net Income 2022: $366,2232022Revenue 2023: $281,693Expenses 2023: $414,340Net Income 2023: -$132,6472023Revenue 2024: $421,121Expenses 2024: $427,202Net Income 2024: -$6,0812024Revenue 2025: $428,910Expenses 2025: $277,547Net Income 2025: $151,3632025

Highlighted filing

2020

Revenue$280,520
Expenses$430,478
Net Income-$149,958
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 10, 2021
Return Version
2020v4.0
Gross Receipts
$280,520
Mission and Program Overview

Mission

Support of the Beth Israel Deaconess Hospital- Plymouth MA 02360

Support of Beth Israel Deaconess Hospital - Plymouth, MA 02360 Formerly Jordan Hospital Plymouth, MA Hospital is 100 beneficiary of the trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,528,706$5,339,331▼ $189,375
Investments Other Securities$5,465,313$5,309,639▼ $155,674
Savings and Temporary Cash Investments$63,393$29,692▼ $33,701
Total Assets$5,528,706$5,339,331▼ $189,375
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,528,706$5,339,331▼ $189,375
Total Liabilities and Net Assets / Fund Balance$5,528,706$5,339,331▼ $189,375

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,309,639--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
John T Reynolds as of 1-1-17Trustee$6,000$6,000
Joseph J GrantTrustee$6,000$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$234,716
Other Revenue
$45,804
Change in Net Assets
$-149,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$362,149
Other Expenses$56,329
Salaries, Compensation, and Employee Benefits$12,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$362,149--$362,149
Fees for Services Other$56,259$56,259-$56,259
Current Officers, Directors, Trustees, and Key Employees$12,000$12,000-$12,000
Other Expenses$70$70-$70
Total Functional Expenses$430,478$68,329$0$430,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth Osrael Deaconess HospitalPlymouth, MA-General Support$362,149
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 B, Line 11B

“the 2 Trustees, Grant Reynolds are the governing body. One trustee who is a Mass. Attorney, prepares the form 990 which is reviewed and signed by both Trustees”

Form 990, Part VI, Section C, Line 19N

“Governing documents, and financial statements are filed annually with the Public Charities Division of the Massachusetts Attorney General Form 900 and other information upon request”

Filing and Contact Details

Filer

Filer Name
E H & H D Bailey Memorial Trust
EIN
04-6731306
Phone
7816597913
Address
727 Main Street P O Box 161, Norwell, MA 02061

Signing Officer

Name
John T Reynolds Trustee
Title
Joseph J Grant Trustee
Signed
2021-03-10
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Fox & Reynolds
Address
727 Main St Box 161, Norwell, MA 02061
Preparer
John T Reynolds
Phone
7816597913
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Section 2, Line 1

“Trust assets are held in the custody of and finacial records, and statements are prepared by Bank of America, Philantropic Services Dept, 225 Franklin Street, Boston, MA 02110”

Form 990, Part IV, Section D, Line 1

“The supported organization maintains a close and continuous working relationship with the Trustees by means of monthly, quarterly and annual statements of account which contain complete descriptions of all trust transactions, income, expense, distributions to the supported organization, investment activities and book and market value of trust assets. The supported organixzations representaives and independent advisors meet periodically with the trustees and representatives of Bank of America to review invetment policy, results, review distribution levels and long and short term goals Communication during this tax year was limited due to COVID 19 restrictions”

Form 990, Part XI, Line 9

“Entry -39,417 represents accumulated income schedule F not included in principal book value”

Raw XML Appendix379 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
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IRS990/BooksInCareOfDetail/PhoneNum07816597913
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IRS990/BooksInCareOfDetail/USAddress/CityNm0Norwell
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph J Grant
IRS990/Form990PartVIISectionAGrp/PersonNm1John T Reynolds as of 1-1-17
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0165215
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0362149
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0362149
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0362149
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01464890
IRS990/GrossReceiptsAmt0280520
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069501
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05465313
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05309639
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01299675
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt05528706
IRS990/NetAssetsOrFundBalancesEOYAmt05339331
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0165215
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-39417
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IRS990/OtherExpensesGrp/Desc0Mass Div of Public Charities
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IRS990/OtherRevenueMiscGrp/Desc0fee adjustments -inc
IRS990/OtherRevenueMiscGrp/Desc1fee adjustments - prin
IRS990/OtherRevenueMiscGrp/Desc2Capital Gain Distributions
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222667354
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Beth Israel Deaconess Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05309639
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Stocks and Bonds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt05309639
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0362149
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Beth Osrael Deaconess Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0222667354
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0275 Sandwich Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Plymouth
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002360
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the 2 Trustees, Grant Reynolds are the governing body. One trustee who is a Mass. Attorney, prepares the form 990 which is reviewed and signed by both Trustees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents, and financial statements are filed annually with the Public Charities Division of the Massachusetts Attorney General Form 900 and other information upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trust assets are held in the custody of and finacial records, and statements are prepared by Bank of America, Philantropic Services Dept, 225 Franklin Street, Boston, MA 02110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The supported organization maintains a close and continuous working relationship with the Trustees by means of monthly, quarterly and annual statements of account which contain complete descriptions of all trust transactions, income, expense, distributions to the supported organization, investment activities and book and market value of trust assets. The supported organixzations representaives and independent advisors meet periodically with the trustees and representatives of Bank of America to review invetment policy, results, review distribution levels and long and short term goals Communication during this tax year was limited due to COVID 19 restrictions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Entry -39,417 represents accumulated income schedule F not included in principal book value
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section b, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section c, Line 19n
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Section 2, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IV, Section D, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05528706
IRS990/TotalAssetsEOYAmt05339331
IRS990/TotalAssetsGrp/BOYAmt05528706
IRS990/TotalAssetsGrp/EOYAmt05339331
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068329
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0430478
IRS990/TotalFunctionalExpensesGrp/TotalAmt0430478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05528706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05339331
IRS990/TotalProgramServiceExpensesAmt0430478
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0280520
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05528706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05339331
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0Fox and Reynolds Box 161
IRS990/USAddress/CityNm0Norwell
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002061
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John T Reynolds Trustee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Joseph J Grant Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E H & H D Bailey Memorial Trust
ReturnHeader/Filer/BusinessNameControlTxt0EH&H
ReturnHeader/Filer/EIN0046731306
ReturnHeader/Filer/PhoneNum07816597913
ReturnHeader/Filer/USAddress/AddressLine1Txt0727 Main Street P O Box 161
ReturnHeader/Filer/USAddress/CityNm0Norwell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fox & Reynolds
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0727 Main St Box 161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002061
ReturnHeader/PreparerPersonGrp/PhoneNum07816597913
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Reynolds
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-10T04:02:30-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reynolds
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,339,331
Liabilities
$0
Net assets
$5,339,331
Revenue
$280,520
Expenses
$430,478
Net income
-$149,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.43$0.28$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.42$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.28$0.41$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.83$0.46$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.90$0.29$0.61
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.28$0.43$0.15
2019Summary only. Only limited summary data is available for this year.$5.53$0.00$5.53$0.13$0.29$0.15
2018Summary only. Only limited summary data is available for this year.$5.68$0.00$5.68$0.39$0.36$0.03
2017Summary only. Only limited summary data is available for this year.$5.63$0.00$5.63$0.49$0.36$0.13
2016Summary only. Only limited summary data is available for this year.$5.50$0.00$5.50$0.16$0.51$0.67
2015Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$0.38$0.22$0.16
2014Summary only. Only limited summary data is available for this year.$6.08$0.00$6.08$0.64$0.36$0.28
2013Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$0.39$0.35$0.04
2012Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$1.71$0.35$1.36
2011Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.35$0.37$0.02