Form 990, Part VI, Line 9
“Boston Private Bank & Trust Company 10 Post Office Square Boston MA 02109”
990 • Fiscal year 2022 • EIN 04-6865190
Scores are not available for this record yet.
Assets
Down$0
Down $2,396,105 (-100%) from 2021
Net Assets
Down$0
Down $2,396,105 (-100%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue
Up$583,370
Up $263,243 (+82%) from 2021
Expenses
Down$7,657
Down $374,172 (-98%) from 2021
Net Income
Up$575,713
Up $637,415 (+1033%) from 2021
To provide welfare benefits to employees of the corporation and their dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,192,451 | $0 | ▼ $2,192,451 |
| Savings and Temporary Cash Investments | $89,511 | $0 | ▼ $89,511 |
| Total Assets | $2,281,962 | $0 | ▼ $2,281,962 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,281,962 | $0 | ▼ $2,281,962 |
| Total Net Assets Fund Balance | $2,281,962 | $0 | ▼ $2,281,962 |
| Total Liabilities and Net Assets / Fund Balance | $2,281,962 | $0 | ▼ $2,281,962 |
| Name | Title |
|---|---|
| - | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $7,657 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Service Investment Mgmnt Fees | $0 | $7,657 | $0 | $7,657 |
| Total Functional Expenses | $0 | $7,657 | $0 | $7,657 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Boston Private Bank & Trust Company 10 Post Office Square Boston MA 02109”
“We are a voluntary beneficiary association - 501(c)(9): The purpose of which is to provide health, dental, and other welfare benefits for those employees of EDCO Collaboratibe and their eligible dependents covered by EDCO Collaborative Welfare Benefit Trust plan. Pursuant to Article 5.2 of the Trust Agreement: The trustee shall furnish to the plan administrator a written statement of account within 60 days after the end of the trust's year end setting forth all receipts and disbursements for the plan. The plan adminstrator shall acknowledge receipt thereof in writing and advise the trustee of his approval or disapproval thereof. Failure by the plan adminstrator to disapprove any such statement of account within 90 days after its receipt thereof shall be deemed approval thereof.”
“We are a voluntary beneficiary association - 501(c)(9): The purpose of which is to provide health, dental, and other welfare benefits for those employees of EDCO Collaborative and their eligible dependents covered by EDCO Collaborative Welfare Benefit Trust plan. Pursuant to Article 5.2 of the Trust Agreement: The trustee shall furnish to the plan administrator a written statement of account within 60 days after the end of the trust's year end setting forth all receipts and disbursements for the plan. The plan adminstrator shall acknowledge receipt thereof in writing and advise the trustee of his approval or disapproval thereof. Failure by the plan administrator to disapprove any such statement of account within 90 days after its receipt thereof shall be deemed approval thereof.”
“The EDCO Collaborative Welfare Benefit Trust Form 990 is prepared and reviewed by an independent accounting firm. The final copy of the 990 is to be provided to the trustee before it is filed. The trustee will review the form 990 in consultation with the plan administrator or anyone designated by the plan administrator and provide the final approval to file form 990.”
“We are a voluntary employee beneficiary association - 501(c)(9): Membership of a section 501(c)(9) organization consist of individuals who are employees who have an employment-related common bond. This common bond may be a common employer (or affiliatd employers), coverage under one of more collective bargaining agreements, membership in a labor union, or membership in one or more locals of a national or international labor union. As such, the government documents, conflicts of interest statement and financial statements are not available to the public. The form 990 (current and prior three years) is available on Guidestar at www.guidestar.org.”
“The Organization for which the trust was established ceased operations and the trust is transferring the trust assets to another qualified plan to continue administering benefits.”
“The Organization ceased operations and trasnferred all of the trust assets to another qualified plan to continue adminstering benefits.”
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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| IRS990/BooksInCareOfDetail/PersonNm | 0 | Cyndy Taymore |
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| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
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| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
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| IRS990/IncludeFIN48FootnoteInd | 0 | false |
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| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
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| IRS990/MissionDesc | 0 | To provide welfare benefits to employees of the corporation and their dependents. |
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| IRS990/PrincipalOfficerNm | 0 | Cyndy Taymore |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | We are a voluntary beneficiary association - 501(c)(9): The purpose of which is to provide health, dental, and other welfare benefits for those employees of EDCO Collaboratibe and their eligible dependents covered by EDCO Collaborative Welfare Benefit Trust plan. Pursuant to Article 5.2 of the Trust Agreement: The trustee shall furnish to the plan administrator a written statement of account within 60 days after the end of the trust's year end setting forth all receipts and disbursements for the plan. The plan adminstrator shall acknowledge receipt thereof in writing and advise the trustee of his approval or disapproval thereof. Failure by the plan adminstrator to disapprove any such statement of account within 90 days after its receipt thereof shall be deemed approval thereof. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | We are a voluntary beneficiary association - 501(c)(9): The purpose of which is to provide health, dental, and other welfare benefits for those employees of EDCO Collaborative and their eligible dependents covered by EDCO Collaborative Welfare Benefit Trust plan. Pursuant to Article 5.2 of the Trust Agreement: The trustee shall furnish to the plan administrator a written statement of account within 60 days after the end of the trust's year end setting forth all receipts and disbursements for the plan. The plan adminstrator shall acknowledge receipt thereof in writing and advise the trustee of his approval or disapproval thereof. Failure by the plan administrator to disapprove any such statement of account within 90 days after its receipt thereof shall be deemed approval thereof. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The EDCO Collaborative Welfare Benefit Trust Form 990 is prepared and reviewed by an independent accounting firm. The final copy of the 990 is to be provided to the trustee before it is filed. The trustee will review the form 990 in consultation with the plan administrator or anyone designated by the plan administrator and provide the final approval to file form 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | We are a voluntary employee beneficiary association - 501(c)(9): Membership of a section 501(c)(9) organization consist of individuals who are employees who have an employment-related common bond. This common bond may be a common employer (or affiliatd employers), coverage under one of more collective bargaining agreements, membership in a labor union, or membership in one or more locals of a national or international labor union. As such, the government documents, conflicts of interest statement and financial statements are not available to the public. The form 990 (current and prior three years) is available on Guidestar at www.guidestar.org. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Organization for which the trust was established ceased operations and the trust is transferring the trust assets to another qualified plan to continue administering benefits. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The Organization ceased operations and trasnferred all of the trust assets to another qualified plan to continue adminstering benefits. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Boston Private Bank & Trust Company 10 Post Office Square Boston MA 02109 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt III, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Pt XI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Line 9 |
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| IRS990/USAddress/AddressLine1Txt | 0 | 83 School Street |
| IRS990/USAddress/CityNm | 0 | Carlisle |
| IRS990/USAddress/StateAbbreviationCd | 0 | MA |
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| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
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| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-03-07 01:45:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Cyndy Taymore |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3392225601 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-02-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EDCO Collaborative Welfare Benefit Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EDCO |
| ReturnHeader/Filer/EIN | 0 | 046865190 |
| ReturnHeader/Filer/PhoneNum | 0 | 3392225601 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | c/o Carlisle Public Schools 83 Scho |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Carlisle |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01741 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043447507 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FRITZ DEGUGLIELMO LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8 ESSEX STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEWBURYPORT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01950 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9784622161 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-02-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Daniel E Schaffner CPA |
| ReturnHeader/ReturnTs | 0 | 2023-02-11T03:24:40-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Cyndy |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Taymore |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-11-01 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.