Civic Intelligence

Richard Waterman Trust

990PF • Fiscal year 2019 • EIN 05-6040728

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization Profile
67 Briarcliffe RdCranston, RI 02910

(401) 521-6791

Siviq Scores

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

Liabilities / Assets

65th percentile

0.12x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

1.57x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$20,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.4%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$1,660,972

Down $40,487 (-2.4%) from 2018

Net Assets

Down

$1,460,972

Down $40,487 (-2.7%) from 2018

Liabilities

Flat

$200,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin19th percentile

Revenue

Down

$127,036

Down $41,606 (-25%) from 2018

Expenses

Down

$151,294

Down $24,878 (-14%) from 2018

Net Income

Down

-$24,258

Down $16,728 (-222%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,084,562Liabilities 2011: $200,000Net Assets 2011: $1,884,5622011Assets 2012: $1,972,050Liabilities 2012: $200,000Net Assets 2012: $1,772,0502012Assets 2013: $1,917,294Liabilities 2013: $200,000Net Assets 2013: $1,717,2942013Assets 2014: $1,856,402Liabilities 2014: $200,000Net Assets 2014: $1,656,4022014Assets 2015: $1,825,954Liabilities 2015: $200,000Net Assets 2015: $1,625,9542015Assets 2016: $1,776,403Liabilities 2016: $200,000Net Assets 2016: $1,576,4032016Assets 2017: $1,742,943Liabilities 2017: $200,000Net Assets 2017: $1,542,9432017Assets 2018: $1,701,459Liabilities 2018: $200,000Net Assets 2018: $1,501,4592018Assets 2019: $1,660,972Liabilities 2019: $200,000Net Assets 2019: $1,460,9722019Assets 2020: $1,603,002Liabilities 2020: $175,000Net Assets 2020: $1,428,0022020Assets 2021: $1,572,263Liabilities 2021: $125,000Net Assets 2021: $1,447,2632021Assets 2022: $1,508,929Liabilities 2022: $100,000Net Assets 2022: $1,408,9292022Assets 2023: $1,494,052Liabilities 2023: $100,000Net Assets 2023: $1,394,0522023Assets 2024: $1,361,112Liabilities 2024: $0Net Assets 2024: $1,361,1122024

Highlighted filing

2019

Assets$1,660,972
Liabilities$200,000
Net Assets$1,460,972
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KExpenses 2011: $193,0112011Expenses 2012: $196,4722012Revenue 2013: $129,018Expenses 2013: $188,402Net Income 2013: -$59,3842013Revenue 2014: $167,608Expenses 2014: $187,649Net Income 2014: -$20,0412014Revenue 2015: $158,311Expenses 2015: $175,376Net Income 2015: -$17,0652015Revenue 2016: $161,111Expenses 2016: $174,076Net Income 2016: -$12,9652016Revenue 2017: $175,148Expenses 2017: $169,315Net Income 2017: $5,8332017Revenue 2018: $168,642Expenses 2018: $176,172Net Income 2018: -$7,5302018Revenue 2019: $127,036Expenses 2019: $151,294Net Income 2019: -$24,2582019Revenue 2020: $99,212Expenses 2020: $123,765Net Income 2020: -$24,5532020Revenue 2021: $168,813Expenses 2021: $115,494Net Income 2021: $53,3192021Revenue 2022: $103,595Expenses 2022: $126,558Net Income 2022: -$22,9632022Revenue 2023: $122,761Expenses 2023: $121,675Net Income 2023: $1,0862023Revenue 2024: $110,678Expenses 2024: $115,675Net Income 2024: -$4,9972024

Highlighted filing

2019

Revenue$127,036
Expenses$151,294
Net Income-$24,258
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER D WATERMAN IIIPrincipal Manager-$20,000-$20,000
BYRON E WATERMANTrustee-$12,000-$12,000
PRISCILLA WATERMAN PAVELTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Richard Waterman Trust
EIN
05-6040728
Phone
4015216791
Address
67 BRIARCLIFFE RD, CRANSTON, RI 02910

Signing Officer

Name
Walter D Waterman
Title
Principal Manager
Phone
4014676510
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
40 WESTMINSTER STREET SUITE 600, PROVIDENCE, RI 02903
Preparer
Brenda Russell
Phone
4016216200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1309178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3209878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt540789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt625944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt625944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1290695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3222001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt557532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC WEALTH MGMT A/C #304-64456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC WEALTH MGMT A/C #304-64456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RBC WEALTH MGMT A/C #305-02532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RBC WEALTH MGMT A/C #305-02532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RBC WEALTH MGMT A/C #304-68405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RBC WEALTH MGMT A/C #304-68405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041511
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24258
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt048529
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt032300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01509501
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01501459
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01460972
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt076373
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt076373
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt076373
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077418
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/DistributableAmountGrp/TotalTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03243
IRS990PF/FMVAssetsEOYAmt01912729
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0527417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0556414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0577826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0561183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0636535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0761448
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0591857
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0457559
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0562991
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01501459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01460972
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021002
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01701459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01660972
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01912729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01701459
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01660972
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01501459
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01460972
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0200000
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01571942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015733
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01756209
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023579
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077418
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01548363
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01771942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER D WATERMAN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BYRON E WATERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PRISCILLA WATERMAN PAVEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRINCIPAL MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01285 SWEETWATER COVE UNIT 2103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1120 BELDEN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WATERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST CORNWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2067960295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0146261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0147306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0148200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0148300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0151055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0152595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0164595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.094462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.094014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.090122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.100415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.095181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.092578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01548363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01576363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01645546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01504312

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Filings

Displayed year

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

Open filing
Assets
$1,660,972
Liabilities
$200,000
Net assets
$1,460,972
Revenue
$127,036
Expenses
$151,294
Net income
-$24,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.10$1.39$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.10$1.41$0.10$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.13$1.45$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.20$1.46$0.13$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.20$1.50$0.17$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.20$1.54$0.18$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.20$1.58$0.16$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.20$1.63$0.16$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.20$1.66$0.17$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.20$1.72$0.13$0.19$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.97$0.20$1.77$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.20$1.88$0.19