Oliver Killam Private Foundation Trust

990PF • Fiscal year 2019 • EIN 05-0566794

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 08, 2020

Organization Profile

C/O Law Office Welch Muzio 27 CongrSalem, MA 01970

(978) 744-0637

Siviq Scores

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

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

0.38x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

-86%

Higher net margin than 6% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

$24,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

No value available

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

Source year 2019

No value available

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

Source year 2019

Balance Sheet

Liabilities / Assets30th percentile

Assets

$12,145,651

Up $573,221 (+5.0%) from 2015

Net Assets

$12,008,171

No earlier filing loaded for comparison.

Liabilities

Down

$137,480

Down $46,472 (-25%) from 2015

Revenue And Expenses

Liabilities / Revenue67th percentile Net Margin6th percentile

Revenue

Down

$358,773

Down $3,194 (-0.9%) from 2015

Expenses

$666,022

Up $195,193 (+41%) from 2015

Net Income

Down

-$307,249

Down $198,387 (-182%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2019

Assets$12,145,651

Liabilities$137,480

Net Assets$12,008,171

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2019

Revenue$358,773

Expenses$666,022

Net Income-$307,249

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Mar 8, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FRANK MUZIO	Trustee	PT	$24,000	-	$24,000
SCOTT MACALLISTER	Trustee	PT	$24,000	-	$24,000
MARY MACALLISTER	Trustee	PT	$19,000	-	$19,000
CHERYLL KOHLER	Trustee	-	$19,000	-	$19,000

Filing and Contact Details

Filer

Filer Name: Oliver Killam Private Foundation Trust
EIN: 05-0566794
Phone: 9787440637
Address: C/O LAW OFFICE WELCH MUZIO 27 CONGR, SALEM, MA 01970

Signing Officer

Name: Scott Macallister
Title: trustee
Phone: 9787440637
Signed: 2020-03-08

Preparer

Firm: Paul Taylor CPA
Address: 62 PLEASANT STREET, MARBLEHEAD, MA 01945
Preparer: paul taylor
Phone: 7816316668

Raw XML Appendix356 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/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	FRANK MUZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SCOTT MACALLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MARY MACALLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	CHERYLL KOHLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	THE INVESTMENT INCOME SUSTAINS THE ENTITY PRIMARY PURPOSE OF PROVIDING
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	2	THE INVESTMENT INCOME SUSTAINS THE ENTITY OTHER PRIMARY PURPOSE OF
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	3	FUNDING THE CHILDRENS WING OF THE ABBOT PUBLIC LIBRAY IN MARBLEHEAD
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	4	MASSACHUSETTS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	FRANK MUZIO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	27 CONGRESS STREET SUITE 512
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01970
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9787440637
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	FORM APPLICATION FROM THE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SCOTT MACALLISTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	27 CONGRESS STREET SUITE 512
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	01970
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	MUST BE GRADUATES OF MARBLEHEAD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	APRIL 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	417624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	71699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHILDRENS LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	MARBLEHEAD ABBOT PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	see attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	MULTIPLE RECIPIENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Marblehead
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Marblehead
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	01945
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	01945
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	489323
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	467941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	425953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	414127
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	336848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	342574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	342574
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1644869
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	467941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	425953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	414127
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	336848
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1987443
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1987443
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	80925
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	80925
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	80925
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	337306
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	unrealized loss/gain balancing
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	1399
TaxesSchedule/TaxesDetail/Amt	0	125
TaxesSchedule/TaxesDetail/Amt	1	1399
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEES
TaxesSchedule/TaxesDetail/CategoryTxt	1	OTHER
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1399
ReturnHeader/BuildTS	0	2022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Scott Macallister
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9787440637
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	OLIVER KILLAM PRIVATE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	OLIV
ReturnHeader/Filer/EIN	0	050566794
ReturnHeader/Filer/PhoneNum	0	9787440637
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O LAW OFFICE WELCH MUZIO 27 CONGR
ReturnHeader/Filer/USAddress/CityNm	0	SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01970
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	C91F7EA641CA1170A5AC81C3B402838087BFAE0E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	C91F7EA641CA1170A5AC81C3B402838087BFAE0E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.61.150.51
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-09-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	06:38:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PAUL TAYLOR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	62 PLEASANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MARBLEHEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01945
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7816316668
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	paul taylor
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-09-22T06:38:18-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $12,145,651
Liabilities: $137,480
Net assets: $12,008,171
Revenue: $358,773
Expenses: $666,022
Net income: -$307,249

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$15.1	$0.02	$15.0	$1.01	$0.47	$0.54
2023Detailed filing. Detailed filing data is available for this year.	$14.5	$0.02	$14.5	$1.14	$0.52	$0.62
2022Detailed filing. Detailed filing data is available for this year.	$13.9	$0.01	$13.9	$1.24	$0.80	$0.45
2021Detailed filing. Detailed filing data is available for this year.	$13.5	$0.01	$13.5	$1.59	$0.64	$0.95
2020Detailed filing. Detailed filing data is available for this year.	$12.5	$0.00	$12.5	$1.18	$0.74	$0.44
2019Detailed filing. Detailed filing data is available for this year.	$12.1	$0.14	$12.0	$0.36	$0.67	$0.31
2015Summary only. Only limited summary data is available for this year.	$11.6	$0.18		$0.36	$0.47	$0.11
2014Summary only. Only limited summary data is available for this year.	$11.1	$0.11		$0.29	$0.12	$0.17
2013Summary only. Only limited summary data is available for this year.	$10.7	$0.00		$0.27	$0.34	$0.07
2012Summary only. Only limited summary data is available for this year.	$10.4	$0.00		$0.29	$0.38	$0.09
2011Detailed filing. Detailed filing data is available for this year.	$10.2	$0.15	$10.1		$0.44