Liabilities / Assets
39th percentile
Tied with the lowest-debt nonprofits in its peer group.
Paterson Historical Fund
EIN 04-6810829
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on the latest valid filing.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$536,813
Down $138,238 (-20%) from 2011
Liabilities
Flat$0
Flat from 2011
Net Assets
Down$536,813
Down $138,238 (-20%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$144,610
Up $1,575 (+1.1%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $536,813
- Liabilities
- $0
- Net assets
- $536,813
- Revenue
- -
- Expenses
- $144,610
- Net income
- -
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2012Detailed filing. Detailed filing data is available for this year. | $5.37 | $0.00 | $5.37 | $1.45 | ||
| 2011Detailed filing. Detailed filing data is available for this year. | $6.75 | $0.00 | $6.75 | $1.43 | ||
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- May 10, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lynne Spencer | Trustee | - | $0 | - | - |
| John B Street Jr | Trustee | - | $0 | - | - |
| Alan Foley | Trustee | - | $0 | - | - |
| Christine P Smith | Trustee | - | $0 | - | - |
| Anita P Kreiner | Trustee | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | Nahant Preservation Trust | To assist in the preservation of historically significant places and conservation lands. | N/A | Nahant, MA, US | $120,000 |
| Paid Grant | Thatcher Island Association | To assist in the preservation of historically significant places and conservation lands. | n/A | Rockport, MA, US | $20,000 |
Filing and Contact Details
Filer
- EIN
- 04-6810829
Raw XML AppendixShowing 400 of 404 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 54464 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 67515 |
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| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 7 | 19610 |
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| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 3 | Fidelity Asset Manager |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 4 | Fidelity Short Term Bond Fund |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 5 | Fidelity Ginnie Mae Bond Fund |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 6 | General Motors Warrant |
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| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.095278 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.002197 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.013586 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 441292 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 605740 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 649450 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 581396 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 698536 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 775405 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 34 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 141485 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 136535 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 1839 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 55394 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 1535 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 10535 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.339295 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 141451 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 141485 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 34 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 141485 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName | 0 | SCAS CPAs PC |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 7812374620 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 20 Walnut Street Ste 313 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | Wellesley Hills |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | MA |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 02481 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ReimbursementOfTax | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | MA |
| IRS990PF/StatementsRegardingActivities/TaxExemptInterestReceived | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | 0 |
| IRS990PF/SumOfProgramRelatedInvestments/Total | 0 | 0 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials | 0 | No specific submission requirements. |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName | 0 | SCAS CPAs PC |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber | 0 | 7812374620 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1 | 0 | 20 Walnut Street Ste 313 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City | 0 | Wellesley Hills |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State | 0 | MA |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode | 0 | 02481 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards | 0 | New England applicants are favored. |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines | 0 | None |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 120000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 1 | 20000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | To assist in the preservation of historically significant places and conservation lands. |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 1 | To assist in the preservation of historically significant places and conservation lands. |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | Nahant Preservation Trust |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 1 | Thatcher Island Association |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | N/A |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 1 | n/A |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | None |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 1 | None |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | PO Box 30 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 1 | PO Box 73 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | Nahant |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 1 | Rockport |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | MA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 1 | MA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 01908 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 1 | 01966 |
| IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture | 0 | 0 |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 140000 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 22031 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 22031 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 106315 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3 | 0 | 10639 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 236408 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 119454 |
| IRS990PF/UndistributedIncome/ExcessFromYear1 | 0 | 106315 |
| IRS990PF/UndistributedIncome/ExcessFromYear3 | 0 | 10639 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 141485 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 119454 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 236408 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 116954 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 0 |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | Annual Filing Fee - Commonwealth MA |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 0 | 35 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 0 | 0 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 35 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/Filer/EIN | 0 | 046810829 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | Paterson Historical Fund |
| ReturnHeader/Filer/NameControl | 0 | PATE |
| ReturnHeader/Filer/Phone | 0 | 7812374620 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | c/o SCAS CPAs PC 20 Walnut St No |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | 313 |
| ReturnHeader/Filer/USAddress/City | 0 | Wellesley Hills |
| ReturnHeader/Filer/USAddress/State | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 02481 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2013-05-10 |
| ReturnHeader/Officer/Name | 0 | John Hughs |
| ReturnHeader/Officer/Phone | 0 | 7812374620 |
| ReturnHeader/Officer/Title | 0 | Trustee |
| ReturnHeader/PreparerFirm/EIN | 0 | 042745810 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | SCAS CPAs PC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 20 Walnut Street |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Wellesley Hills |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | MA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 02481 |
| ReturnHeader/Preparer/Name | 0 | Norman R LeBlanc CPA |
| ReturnHeader/Preparer/Phone | 0 | 7812374620 |
| ReturnHeader/ReturnType | 0 | 990PF |
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