Civic Intelligence

Safford Fund Trust

990PF • Fiscal year 2020 • EIN 04-6858375

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

Organization Profile
127 Chestnut StreetNorth Andover, MA 01845

(978) 754-3589

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$49,718

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,891,342

No earlier filing loaded for comparison.

Net Assets

$3,891,342

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

$604,493

No earlier filing loaded for comparison.

Expenses

$272,756

No earlier filing loaded for comparison.

Net Income

$331,737

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,891,342Liabilities 2020: $0Net Assets 2020: $3,891,3422020

Highlighted filing

2020

Assets$3,891,342
Liabilities$0
Net Assets$3,891,342
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2020: $604,493Expenses 2020: $272,756Net Income 2020: $331,7372020

Highlighted filing

2020

Revenue$604,493
Expenses$272,756
Net Income$331,737
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER R AYER JRTrustee-$49,718-$49,718
Filing and Contact Details

Filer

Filer Name
Safford Fund Trust
EIN
04-6858375
Phone
9787543589
Address
127 CHESTNUT STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Peter R Ayer Jr
Title
Trustee
Phone
9787543589
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
The Financial Advisors LLC
Address
26 ESSEX ST, ANDOVER, MA 01810
Preparer
Louis C Bonasera CPA Mst Pfs
Phone
9784753242
Raw XML Appendix285 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/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049718
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt090240
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0135435
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0284560
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225675
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0194320
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0135435
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0710
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CHARLES SCHWAB NON DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0710
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0710
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt131632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB - ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MORGAN STANLEY - ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt115816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt115816
TaxesSchedule/TaxesDetail/Amt0508
TaxesSchedule/TaxesDetail/Amt1898
TaxesSchedule/TaxesDetail/CategoryTxt0C. SCHWAB - FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MORGAN STANLEY - FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0508
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1898
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER R AYER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09787543589
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAFFORD FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAFF
ReturnHeader/Filer/EIN0046858375
ReturnHeader/Filer/PhoneNum09787543589
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 CHESTNUT STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261611090
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE FINANCIAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 ESSEX ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09784753242
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS C BONASERA CPA MST PFS
ReturnHeader/ReturnTs02021-10-19T21:03:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AYER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$3,891,342
Liabilities
$0
Net assets
$3,891,342
Revenue
$604,493
Expenses
$272,756
Net income
$331,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.60$0.27$0.33