Civic Intelligence

Charles B Merwin Fund

990PF • Fiscal year 2018 • EIN 06-6034795

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
671 Main StreetMiddlefield, CT 06455-0000

(860) 349-1555

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$221,864

Flat from 2018

Net Assets

Flat

$221,864

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$22,148

Flat from 2018

Expenses

Flat

$13,082

Flat from 2018

Net Income

Flat

$9,066

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $254,761Liabilities 2014: $02014Assets 2015: $232,807Liabilities 2015: $0Net Assets 2015: $232,8072015Assets 2016: $230,817Liabilities 2016: $0Net Assets 2016: $230,8172016Assets 2017: $257,038Liabilities 2017: $0Net Assets 2017: $257,0382017Assets 2018: $221,864Liabilities 2018: $0Net Assets 2018: $221,8642018Assets 2018: $221,864Liabilities 2018: $0Net Assets 2018: $221,8642018Assets 2019: $255,052Liabilities 2019: $0Net Assets 2019: $255,0522019Assets 2020: $268,028Liabilities 2020: $0Net Assets 2020: $268,0282020Assets 2021: $292,830Liabilities 2021: $0Net Assets 2021: $292,8302021Assets 2022: $236,684Liabilities 2022: $0Net Assets 2022: $236,6842022Assets 2023: $247,861Liabilities 2023: $0Net Assets 2023: $247,8612023Assets 2024: $260,607Liabilities 2024: $0Net Assets 2024: $260,6072024

Highlighted filing

2018

Assets$221,864
Liabilities$0
Net Assets$221,864
Open 2018 Filing

Operations Trend

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

$40K$20K$0-$20KRevenue 2014: $13,555Expenses 2014: $5,108Net Income 2014: $8,4472014Revenue 2015: $14,147Expenses 2015: $14,362Net Income 2015: -$2152015Revenue 2016: $9,186Expenses 2016: $21,107Net Income 2016: -$11,9212016Revenue 2017: $14,409Expenses 2017: $4,413Net Income 2017: $9,9962017Revenue 2018: $22,148Expenses 2018: $13,082Net Income 2018: $9,0662018Revenue 2018: $22,148Expenses 2018: $13,082Net Income 2018: $9,0662018Revenue 2019: $14,334Expenses 2019: $10,726Net Income 2019: $3,6082019Revenue 2020: $19,658Expenses 2020: $9,796Net Income 2020: $9,8622020Revenue 2021: $17,280Expenses 2021: $13,255Net Income 2021: $4,0252021Revenue 2022: $12,017Expenses 2022: $13,498Net Income 2022: -$1,4812022Revenue 2023: $10,075Expenses 2023: $27,362Net Income 2023: -$17,2872023Revenue 2024: $16,200Expenses 2024: $6,518Net Income 2024: $9,6822024

Highlighted filing

2018

Revenue$22,148
Expenses$13,082
Net Income$9,066
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHYL HEYLTrustee-$0--
DIANE MOORETrustee-$0--
BILL KOWALSKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles B Merwin Fund
EIN
06-6034795
Phone
8603491555
Address
671 MAIN STREET, MIDDLEFIELD, CT 06455-0000

Signing Officer

Name
Ethyl Heyl
Title
Trustee
Phone
8603491555
Signed
2019-04-24

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer CPA
Phone
8603462100
Raw XML Appendix366 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/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0243312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0239925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0232937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0247611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0250108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.181683
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012410
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012633
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0223
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012633
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/IndividualWithBooksNm0JUDY SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 254
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDDLEFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006455
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08603491555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TECHNOLOGY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REGIONAL SCHOOL DISTRICT 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0135 PICKETT LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006422
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010013
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/AppliedToCurrentYearAmt08747
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03886
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03886
OtherDecreasesSchedule/OtherDecreasesDetail/Amt044240
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FLOWERS FOR GRAVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0950
TaxesSchedule/TaxesDetail/Amt0287
TaxesSchedule/TaxesDetail/Amt1132
TaxesSchedule/TaxesDetail/CategoryTxt02017 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0287
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1132
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHYL HEYL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08603491555
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES B MERWIN FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0066034795
ReturnHeader/Filer/PhoneNum08603491555
ReturnHeader/Filer/USAddress/AddressLine1Txt0671 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064550000
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D31367FC41E89A8981A0C177309F3D30AA93428A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E627E4021632323C64743E9BDC90CC0052C45977
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.210.171.223
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:28:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522436535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMER & COMPANY CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064573408
ReturnHeader/PreparerPersonGrp/PhoneNum08603462100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D COMER CPA
ReturnHeader/ReturnTs02019-05-06T12:28:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$221,864
Liabilities
$0
Net assets
$221,864
Revenue
$22,148
Expenses
$13,082
Net income
$9,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.12$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.20$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.13$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.14$0.14$0.00
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.14$0.05$0.08