Civic Intelligence

Charles B Merwin Fund

990PF • Fiscal year 2019 • EIN 06-6034795

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 16, 2020

Organization Profile
671 Main StreetMiddlefield, CT 06455-0000

(860) 349-1555

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$200

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$255,052

Up $33,188 (+15%) from 2018

Net Assets

Up

$255,052

Up $33,188 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Down

$14,334

Down $7,814 (-35%) from 2018

Expenses

Down

$10,726

Down $2,356 (-18%) from 2018

Net Income

Down

$3,608

Down $5,458 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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 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

2019

Assets$255,052
Liabilities$0
Net Assets$255,052
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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 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

2019

Revenue$14,334
Expenses$10,726
Net Income$3,608
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHYL HEYLTrustee-$200-$200
DIANE MOORETrustee-$200-$200
BILL KOWALSKITrustee-$200-$200
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
Diane Moore
Title
Trustee
Phone
8603491555
Signed
2020-04-16
Discuss with paid preparer
Yes

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer CPA
Phone
8603462100
Raw XML Appendix278 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/Amt01275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt420495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY LOW PRICED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OAKMARK INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2YACKTMAN FOCUSED SERVICE CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MATTHEW 25
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TCW: TOTAL RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5THOMPSON BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIDELITY MONEY MARKET
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04511
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09823
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014334
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014334
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09823
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04511
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04511
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03608
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09823
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09823
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0485
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09823
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03608
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt029580
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0255052
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0221864
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0255052
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011807
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011807
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011807
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012086
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/DistributableAmountGrp/TotalTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0279
IRS990PF/FMVAssetsEOYAmt0255052
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019278
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08696
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0202586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0246356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0246356
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0221864
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0255052
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0221864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0255052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0255052
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0221864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0255052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0221864
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0255052
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0245392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0228914
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012086
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0241711
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0245392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2200
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/PersonNm0ETHYL HEYL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BILL KOWALSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0671 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1671 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2671 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDDLEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIDDLEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIDDLEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206455
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.016234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.089144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.019959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0241711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0243312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0239925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0232937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0247611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0250108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232687
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010310
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010310
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010310
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/Amt07000
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/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt07114
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03196
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010310
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04693
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03196
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SURETY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FLOWERS FOR GRAVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029580
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVEST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
TaxesSchedule/TaxesDetail/Amt0223
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/CategoryTxt02017 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0223
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1143
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08603491555
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-16
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/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/PreparationDt02020-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D COMER CPA
ReturnHeader/ReturnTs02020-04-24T09:25:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$255,052
Liabilities
$0
Net assets
$255,052
Revenue
$14,334
Expenses
$10,726
Net income
$3,608
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
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