Civic Intelligence

S Curtis Glover Trust UW

990 • Fiscal year 2023 • EIN 06-6022242

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization ProfileN/A
PO Box 55806Boston, MA 02205-5806

(617) 482-5270

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-116%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$20,332

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

21st percentile

-4.9%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

7.8%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,631,471

Down $186,688 (-4.9%) from 2022

Net Assets

Down

$3,631,471

Down $186,688 (-4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$158,970

Up $11,510 (+7.8%) from 2022

Expenses

Up

$344,024

Up $10,693 (+3.2%) from 2022

Net Income

Up

-$185,054

Up $817 (+0.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,041,776Liabilities 2020: $0Net Assets 2020: $4,041,7762020Assets 2021: $4,004,296Liabilities 2021: $0Net Assets 2021: $4,004,2962021Assets 2022: $3,818,159Liabilities 2022: $0Net Assets 2022: $3,818,1592022Assets 2023: $3,631,471Liabilities 2023: $0Net Assets 2023: $3,631,4712023Assets 2024: $3,521,147Liabilities 2024: $0Net Assets 2024: $3,521,1472024

Highlighted filing

2023

Assets$3,631,471
Liabilities$0
Net Assets$3,631,471
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200KRevenue 2020: $177,708Expenses 2020: $289,811Net Income 2020: -$112,1032020Revenue 2021: $296,362Expenses 2021: $332,362Net Income 2021: -$36,0002021Revenue 2022: $147,460Expenses 2022: $333,331Net Income 2022: -$185,8712022Revenue 2023: $158,970Expenses 2023: $344,024Net Income 2023: -$185,0542023Revenue 2024: $207,373Expenses 2024: $317,707Net Income 2024: -$110,3342024

Highlighted filing

2023

Revenue$158,970
Expenses$344,024
Net Income-$185,054
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Gross Receipts
$908,644
Mission and Program Overview

Mission

Trust was formed to provide ongoing support to trinity episcopal church 36 main street newtown, ct. 06470

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,818,159$3,631,471▼ $186,688
Cap Stk Tr Prin Current Funds$3,818,159$3,631,471▼ $186,688
Total Assets$3,818,159$3,631,471▼ $186,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,818,159$3,631,471▼ $186,688
Total Liabilities and Net Assets / Fund Balance$3,818,159$3,631,471▼ $186,688
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$20,332$20,332
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$158,970
Other Revenue
$0
Change in Net Assets
$-185,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$278,579
Other Expenses$45,113
Salaries, Compensation, and Employee Benefits$20,332
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$278,579--$278,579
Fees for Service Investment Mgmnt Fees-$43,098-$43,098
Current Officers, Directors, Trustees, and Key Employees$20,332--$20,332
All Other Expenses-$1,015-$1,015
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$298,911$45,113$0$344,024
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax preparer sends form in its entirety to the Trustee and the Trustee reviews tax form before filing.”

Form 990, Page 6, Part VI, Line 19

“Information was not made public.”

Filing and Contact Details

Filer

Filer Name
S Curtis Glover Trust Uw
EIN
06-6022242
Phone
6174825270
Address
PO BOX 55806, BOSTON, MA 02205-5806

Signing Officer

Name
Fiduciary Trust Co of Ne LLC
Title
Trustee
Phone
6174825270
Signed
2024-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Fiduciary Trust Company
Address
PO BOX 55806, BOSTON, MA 02205-5806
Preparer
John Avila
Phone
6174825270
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Basis adjustment - return of capital on reits $1,634.00.”

Raw XML Appendix347 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRUST WAS FORMED TO PROVIDE ONGOING SUPPORT TO TRINITY EPISCOPAL CHURCH 36 MAIN STREET NEWTOWN, CT. 06470
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01015
IRS990/AllOtherExpensesGrp/TotalAmt01015
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/BooksInCareOfDetail/PhoneNum06174825270
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt053 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002109
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03818159
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03631471
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020332
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020332
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0278579
IRS990/CYInvestmentIncomeAmt0158970
IRS990/CYOtherExpensesAmt045113
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-185054
IRS990/CYSalariesCompEmpBnftPaidAmt020332
IRS990/CYTotalExpensesAmt0344024
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0158970
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TRINITY EPISCOPAL CHURCH TOTAL EXPENSES ARE LISTED IN PART IX, COLUMN A
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0344024
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt043098
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043098
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt043395
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0278579
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0278579
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0278579
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0793069
IRS990/GrossReceiptsAmt0908644
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0115575
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0115575
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03818159
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03631471
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0749674
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRUST WAS FORMED TO PROVIDE ONGOING SUPPORT TO TRINITY EPISCOPAL CHURCH 36 MAIN STREET NEWTOWN, CT. 06470
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03818159
IRS990/NetAssetsOrFundBalancesEOYAmt03631471
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt043395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043395
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1634
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0265951
IRS990/PYInvestmentIncomeAmt0147460
IRS990/PYOtherExpensesAmt046065
IRS990/PYRevenuesLessExpensesAmt0-185871
IRS990/PYSalariesCompEmpBnftPaidAmt021315
IRS990/PYTotalExpensesAmt0333331
IRS990/PYTotalRevenueAmt0147460
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-185054
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0115575
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0106550
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0115575
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0106550
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt065445
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt066673
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt050130
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt039877
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt039877
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0206488
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0206488
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt033895
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0206488
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0206488
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0206488
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0278579
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0278579
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0406362
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0265951
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0249470
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt097429
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0684941
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0278579
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0265951
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0140411
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0612850
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0278579
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0206488
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0278579
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0278579
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEE DETERMINED THAT THE ORGANIZATION WAS DESCRIBED IN SECTION 509 (a) (1) BECAUSE IT IS A CHURCH. FURTHER, THE SUPPORTED ORGANIZATION IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS BECAUSE IT IS A CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE PROVIDES A COPY OF THE FORM 990 TO THE CHURCH AND WILL CONTINUE TO DO SO EACH YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE HELD QUARTERLY MEETINGS WITH THE TRINITY EPISCOPAL CHURCH. ALSO, THE TRUSTEE MAILED MONTHLY STATEMENTS TO THE TRINITY EPISCOPAL CHURCH SHOWING THE CURRENT LIST OF ASSETS WITH THE MARKET VALUES AND CASH TRANSACTIONS FOR THAT PERIOD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE FINANCE COMMITTEE ATTENDS A QUARTERLY MEETING WITH THE TRUSTEE AND THE INVESTMENT MANAGER. THE FINANCE COMMITTEE FORMULATED AN INVESTMENT POLICY STATEMENT WHICH HAS BEEN APPROVED BY THE CHURCH'S VESTRY AND PROVIDES INVESTMENT GUIDELINES FOR THE INVESTMENT MANAGER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE TRUST DOCUMENT REQUIRES THAT DISTRIBUTIONS BE PAID TO THE CHURCH FOR ITS GENERAL PURPOSES. ACCORDINGLY, THE CHURCH HAS FULL DISCRETION AS TO THE APPLICATION OF THE FUNDS IT RECEIVES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUSTEE DISTRIBUTED TO THE CHURCH AMOUNTS WHICH EXCEEDED 30% OF THE CHURCH'S TOTAL SUPPORT, IN ACCORDANCE WITH THE "ATTENTIVENESS" REQUIREMENT (REG 1.509(a)-4(i)(5)(iii)(B)(1))
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SECTION D, LINE 3 (CONT)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5_
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05780597
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05989503
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0106669
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt067967
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05673928
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05921536
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt086709
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt089843
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05693888
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05899660
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0199286
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0206488
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05780597
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05989503
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0199286
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0206488
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066055192
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0278579
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0278579
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax preparer sends form in its entirety to the Trustee and the Trustee reviews tax form before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information was not made public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BASIS ADJUSTMENT - RETURN OF CAPITAL ON REITS $1,634.00.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03818159
IRS990/TotalAssetsEOYAmt03631471
IRS990/TotalAssetsGrp/BOYAmt03818159
IRS990/TotalAssetsGrp/EOYAmt03631471
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045113
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298911
IRS990/TotalFunctionalExpensesGrp/TotalAmt0344024
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03818159
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03631471
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0344024
IRS990/TotalReportableCompFromOrgAmt020332
IRS990/TotalRevenueGrp/ExclusionAmt0115575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158970
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03818159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03631471
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01155 ELM STREET
IRS990/USAddress/CityNm0MANCHESTER
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003101
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY TRUST CO OF NE LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174825270
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S CURTIS GLOVER TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0GLOV
ReturnHeader/Filer/EIN0066022242
ReturnHeader/Filer/PhoneNum06174825270
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0022055806
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041309690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022055806
ReturnHeader/PreparerPersonGrp/PhoneNum06174825270
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN AVILA
ReturnHeader/ReturnTs02024-05-01T15:01:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,631,471
Liabilities
$0
Net assets
$3,631,471
Revenue
$158,970
Expenses
$344,024
Net income
-$185,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.21$0.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.34$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.15$0.33$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.30$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.18$0.29$0.11