Civic Intelligence

Joseph E Duffy Private Foundation C/O Thomas E Wright

990PF • Fiscal year 2021 • EIN 05-6084904

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
572 Main StreetWarren, RI 02885

(401) 245-5650

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

19%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$40,198

Up $593 (+1.5%) from 2020

Net Assets

Up

$40,198

Up $593 (+1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Up

$2,106

Up $333 (+19%) from 2020

Expenses

Down

$1,513

Down $730 (-33%) from 2020

Net Income

Up

$593

Up $1,063 (+226%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$60K$40K$20K$0Assets 2010: $55,165Liabilities 2010: $0Net Assets 2010: $55,1652010Assets 2011: $49,276Liabilities 2011: $0Net Assets 2011: $49,2762011Assets 2012: $47,274Liabilities 2012: $0Net Assets 2012: $47,2742012Assets 2013: $45,400Liabilities 2013: $0Net Assets 2013: $45,4002013Assets 2014: $37,813Liabilities 2014: $0Net Assets 2014: $37,8132014Assets 2015: $32,955Liabilities 2015: $0Net Assets 2015: $32,9552015Assets 2017: $35,631Liabilities 2017: $0Net Assets 2017: $35,6312017Assets 2018: $36,853Liabilities 2018: $0Net Assets 2018: $36,8532018Assets 2019: $40,075Liabilities 2019: $0Net Assets 2019: $40,0752019Assets 2020: $39,605Liabilities 2020: $0Net Assets 2020: $39,6052020Assets 2021: $40,198Liabilities 2021: $0Net Assets 2021: $40,1982021Assets 2022: $42,003Liabilities 2022: $0Net Assets 2022: $42,0032022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$40,198
Liabilities$0
Net Assets$40,198
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KExpenses 2010: $6,6832010Expenses 2011: $7,4902011Expenses 2012: $7,0312012Revenue 2013: $5,428Expenses 2013: $7,302Net Income 2013: -$1,8742013Revenue 2014: $2,934Expenses 2014: $10,521Net Income 2014: -$7,5872014Revenue 2015: $1,428Expenses 2015: $6,286Net Income 2015: -$4,8582015Revenue 2017: $8,119Expenses 2017: $4,164Net Income 2017: $3,9552017Revenue 2018: $6,594Expenses 2018: $5,372Net Income 2018: $1,2222018Revenue 2019: $7,461Expenses 2019: $4,239Net Income 2019: $3,2222019Revenue 2020: $1,773Expenses 2020: $2,243Net Income 2020: -$4702020Revenue 2021: $2,106Expenses 2021: $1,513Net Income 2021: $5932021Revenue 2022: $1,805Expenses 2022: $0Net Income 2022: $1,8052022Revenue 2023: $8,189Expenses 2023: $50,192Net Income 2023: -$42,0032023

Highlighted filing

2021

Revenue$2,106
Expenses$1,513
Net Income$593
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E WRIGHT JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph E Duffy Foundation
EIN
05-6084904
Phone
4012455650
Address
572 MAIN STREET, WARREN, RI 02885

Signing Officer

Name
Thomas E Wright Jr
Title
Trustee
Phone
4012455650
Signed
2022-05-11

Preparer

Firm
FARMER & FIRST PC CPA'S
Address
6 STATE ST, WARREN, RI 02885-3120
Preparer
Joseph Farmer CPA
Phone
4012471040
Raw XML Appendix220 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02008-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0EDWARD JONES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt013
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BROKERAGE ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01130
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0969
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02099
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02106
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0969
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0989
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0976
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0969
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0593
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040198
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039605
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040198
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02461
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02461
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02461
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02475
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/DistributableAmountGrp/TotalTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt014
IRS990PF/FMVAssetsEOYAmt052307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01225
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0845
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt038380
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt039353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051462
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt039605
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt040198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039605
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt052307
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039605
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040198
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039605
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040198
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt050253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0845
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt049408
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0754
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02475
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt049499
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt050253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS E WRIGHT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0572 MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002885
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELIZABETH ST OURS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0572 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WARREN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002885
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04012455650
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS E WRIGHT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum00040124556
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0572 MAIN ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WARREN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002885
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt02461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02461
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01278
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02981
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07933
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010394
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0573
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E WRIGHT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04012455650
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH E DUFFY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0056084904
ReturnHeader/Filer/PhoneNum04012455650
ReturnHeader/Filer/USAddress/AddressLine1Txt0572 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WARREN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002885
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050519103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARMER & FIRST PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028853120
ReturnHeader/PreparerPersonGrp/PhoneNum04012471040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH FARMER CPA
ReturnHeader/ReturnTs02022-06-23T10:06:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,198
Liabilities
$0
Net assets
$40,198
Revenue
$2,106
Expenses
$1,513
Net income
$593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.19$50.2$42.0
2022Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$1.81$0.00$1.81
2021Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$2.11$1.51$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$0.00$39.6$1.77$2.24$0.47
2019Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$7.46$4.24$3.22
2018Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$6.59$5.37$1.22
2017Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$8.12$4.16$3.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.00$33.0$1.43$6.29$4.86
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$37.8$0.00$37.8$2.93$10.5$7.59
2013Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$5.43$7.30$1.87
2012Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$7.03
2011Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$7.49
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$0.00$55.2$6.68