Civic Intelligence

Paterson Historical Fund

990PF • Fiscal year 2011 • EIN 04-6810829

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

c/o John Hughes 18 Brown Street01742
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

79th percentile

$6,500

Higher top officer pay than 79% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$675,051

No earlier filing loaded for comparison.

Net Assets

$675,051

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$143,035

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $675,051Liabilities 2011: $0Net Assets 2011: $675,0512011Assets 2012: $536,813Liabilities 2012: $0Net Assets 2012: $536,8132012

Highlighted filing

2011

Assets$675,051
Liabilities$0
Net Assets$675,051

Operations Trend

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

$150K$100K$50K$0Expenses 2011: $143,0352011Expenses 2012: $144,6102012

Highlighted filing

2011

Revenue-
Expenses$143,035
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John HughesTrustee-$6,500-$6,500
Anita P KreinerTrustee-$0--
Christine P SmithTrustee-$0--
Alan FoleyTrustee-$0--
John B Street JrTrustee-$0--
Lynne SpencerTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To assist in the preservation of historically significant places and conservation lands.N/ANahant, MA, US$75,000
Paid Grant-To assist in the preservation of historically significant places and conservation lands.N/ALancaster, MA, US$60,000
Filing and Contact Details

Filer

EIN
04-6810829
Raw XML Appendix358 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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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0No specific submission requirements.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0John Hughes
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07813691189
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1018 Brown Street
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Concord
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001742
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0New England applicants are favored.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount060000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount175000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To assist in the preservation of historically significant places and conservation lands.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To assist in the preservation of historically significant places and conservation lands.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0The Bulfinch Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Nahant Preservation Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10725 Main Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO Box 30
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Lancaster
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Nahant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001523
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101908
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0135000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear030220
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted030220
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010639
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0116954
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0106315
IRS990PF/UndistributedIncome/ExcessFromYear2010639
IRS990PF/UndistributedIncome/QualifyingDistributions0136535
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0106315
IRS990PF/UndistributedIncome/TotalCorpus0116954
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010639
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Annual Filing Fee - Commonwealth MA
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046810829
ReturnHeader/Filer/Name/BusinessNameLine10Paterson Historical Fund
ReturnHeader/Filer/NameControl0PATE
ReturnHeader/Filer/Phone09783691189
ReturnHeader/Filer/USAddress/AddressLine10c/o John Hughes 18 Brown Street
ReturnHeader/Filer/USAddress/City0Concord
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001742
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0John Hughes
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Siegrist & Cree CPAs PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1020 Walnut Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Wellesley Hills
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0024812104
ReturnHeader/Preparer/Name0Norman LeBlanc
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T06:21:39-07:00

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