Civic Intelligence

Avatar Meher Baba Foundation Inc.

990PF • Fiscal year 2018 • EIN 06-1516691

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

Organization Profile
PO Box 9156Bolton, CT 06043-9156

(860) 327-3878

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

4.1%

Faster asset growth than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,508,496

Up $59,326 (+4.1%) from 2017

Net Assets

Up

$1,508,496

Up $59,326 (+4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Up

$156,721

Up $31,163 (+25%) from 2017

Expenses

Up

$97,395

Up $5,948 (+6.5%) from 2017

Net Income

Up

$59,326

Up $25,215 (+74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,422,330Liabilities 2011: $02011Assets 2012: $1,342,250Liabilities 2012: $0Net Assets 2012: $1,342,2502012Assets 2013: $1,304,207Liabilities 2013: $0Net Assets 2013: $1,304,2072013Assets 2014: $1,380,632Liabilities 2014: $0Net Assets 2014: $1,380,6322014Assets 2015: $1,413,291Liabilities 2015: $0Net Assets 2015: $1,413,2912015Assets 2016: $1,415,410Liabilities 2016: $0Net Assets 2016: $1,415,4102016Assets 2017: $1,449,170Liabilities 2017: $0Net Assets 2017: $1,449,1702017Assets 2018: $1,508,496Liabilities 2018: $0Net Assets 2018: $1,508,4962018Assets 2019: $1,548,989Liabilities 2019: $0Net Assets 2019: $1,548,9892019Assets 2020: $1,541,932Liabilities 2020: $0Net Assets 2020: $1,541,9322020Assets 2021: $1,620,152Liabilities 2021: $0Net Assets 2021: $1,620,1522021Assets 2022: $1,552,570Liabilities 2022: $0Net Assets 2022: $1,552,5702022Assets 2023: $1,528,018Liabilities 2023: $0Net Assets 2023: $1,528,0182023Assets 2024: $1,532,957Liabilities 2024: $0Net Assets 2024: $1,532,9572024

Highlighted filing

2018

Assets$1,508,496
Liabilities$0
Net Assets$1,508,496
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $201,718Expenses 2011: $141,767Net Income 2011: $59,9512011Expenses 2012: $188,0922012Revenue 2013: $86,310Expenses 2013: $124,353Net Income 2013: -$38,0432013Revenue 2014: $159,047Expenses 2014: $82,176Net Income 2014: $76,8712014Revenue 2015: $134,614Expenses 2015: $99,144Net Income 2015: $35,4702015Revenue 2016: $126,508Expenses 2016: $124,264Net Income 2016: $2,2442016Revenue 2017: $125,558Expenses 2017: $91,447Net Income 2017: $34,1112017Revenue 2018: $156,721Expenses 2018: $97,395Net Income 2018: $59,3262018Revenue 2019: $145,056Expenses 2019: $104,563Net Income 2019: $40,4932019Revenue 2020: $130,106Expenses 2020: $137,163Net Income 2020: -$7,0572020Revenue 2021: $174,803Expenses 2021: $96,583Net Income 2021: $78,2202021Revenue 2022: $62,515Expenses 2022: $130,097Net Income 2022: -$67,5822022Revenue 2023: $70,790Expenses 2023: $95,342Net Income 2023: -$24,5522023Revenue 2024: $114,365Expenses 2024: $109,426Net Income 2024: $4,9392024

Highlighted filing

2018

Revenue$156,721
Expenses$97,395
Net Income$59,326
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL UCCELLOPresident/Tr-$0--
NANCY P MARXAsstsecretar-$0--
ANANDA JONESDirector/SecPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAVATAR MEHER BABA PPC TRUSTDEVELOPMENT PLAN GRANTPCAHMEDNAGAR, INDIA, IN$20,000
Paid GrantSHERIAR FOUNDATION INCOPERATING EXPENSESPCMRYTLE BEACH, SC, US$20,000
Paid GrantMEHER MOUNTOPERATING EXPENSESPCOJAI, CA, US$12,300
Paid GrantMEHER SPIRITUAL CENTEROPERATING EXPENSESPCMYRTLE BEACH, SC, US$6,000
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$1,800
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$900
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$450
Paid Grant-STIPEND PROGRAMIAHMEDNAGAR, INDIA, IN$450
Filing and Contact Details

Filer

Filer Name
Avatar Meher Baba Foundation Inc
EIN
06-1516691
Phone
8603273878
Address
PO BOX 9156, BOLTON, CT 06043-9156

Signing Officer

Name
Paul Uccello
Title
President/treasurer
Phone
8605369831
Signed
2019-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Garvey Steele & Company Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Michael R Garvey CPA
Phone
8605369831
Raw XML AppendixShowing 400 of 620 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt564027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1153840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1294854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1430777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1631312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1711671
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EATON VANCE GL MACROABSOLUTE RTRN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STRATEGIC ADVISERS SMALL-MID CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY SAI INTERNATIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STRATEGIC ADVISERS VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AQR MANAGED FUTURES FUND CL N
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY 500 INDEX PREM, FUSVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6AQR MULTI STRGY ALTERNATIVE CLASS N
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIDELITY SAI EMERG MARKETS INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIDELITY SAI INTERNATIONAL INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FIDELITY SAI U.S LARGE CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PIMCO COMMODITY REAL RETURN INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STRATEGIC ADVISERS CORE FUND, FCSAX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STRATEGIC ADVISERS CORE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STRATEGIC ADVISERS EMERGING MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STRATEGIC ADVISERS GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STRATEGIC ADVISORS INCOME OPPORTUNIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STRATEGIC ADVISERS INTERNATIONALFUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17STRATEGIC ADVISERS SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119003
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0837
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt059326
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01508496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01449170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01508496
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080550
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080550
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080550
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt083438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02888
IRS990PF/DistributableAmountGrp/TotalTaxAmt02888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt01546642
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014973
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt097279
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt097279
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0538591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0516346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0495037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048858
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt046222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt090391
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0832843
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0836272
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0851558
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012377
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01449170
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01508496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01546642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01449170
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01508496
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01449170
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01508496
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01449170
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01508496
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01694163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01632022
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025412
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083438
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01668751
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01694163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0PAUL UCCELLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY P MARX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANANDA JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASSTSECRETAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 9156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 9156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 9156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0060439156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1060439156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2060439156
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0103282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0104726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt078494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0112639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt073219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0116603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.083163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01668751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01657676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01543422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01551818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01512426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01402109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt083607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.309462
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt083607
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt083607
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt083607
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0PAUL UCCELLO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 9156
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOLTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,496
Liabilities
$0
Net assets
$1,508,496
Revenue
$156,721
Expenses
$97,395
Net income
$59,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.10$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.06$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.17$0.10$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.16$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.13$0.09$0.03
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.42$0.00$1.42$0.13$0.12$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.08$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.12$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.19
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$0.20$0.14$0.06