Frances E Peet Est Trust FBO Christ Church

990EZ • Fiscal year 2017 • EIN 06-6137598

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 27, 2018

Organization Profile N/A

C/O Salisbury Bank Tr PO Box 1868Lakeville, CT 06039

(860) 435-9801

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

-334%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

$771

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

-3.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

-82%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$246,270

Down $8,565 (-3.4%) from 2016

Net Assets

Down

$246,270

Down $8,565 (-3.4%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin3rd percentile

Revenue

Down

$2,568

Down $12,021 (-82%) from 2016

Expenses

Down

$11,133

Down $1,102 (-9.0%) from 2016

Net Income

Down

-$8,565

Down $10,919 (-464%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2017

Assets$246,270

Liabilities$0

Net Assets$246,270

Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2017

Revenue$2,568

Expenses$11,133

Net Income-$8,565

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2016 to Nov 30, 2017
Signed: Jan 27, 2018
Return Version: 2016v3.0
Gross Receipts: $57,812

Mission and Program Overview

Mission

Support of religious organization

Program Services

Description	Grants	Expenses
DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.	$6,282	$0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SALISBURY BANK TRUST COMPANY	Trustee	PT	$771	-	$771

Filing and Contact Details

Filer

Filer Name: Peet Frances E Est Tr Salisbury Bank
EIN: 06-6137598
Phone: 8604359801
Address: C/O SALISBURY BANK TR PO BOX 1868, LAKEVILLE, CT 06039

Signing Officer

Name: Salisbury Bank Trust
Title: Trustee
Phone: 8604358901
Signed: 2018-01-27
Discuss with paid preparer: Yes

Preparer

Firm: Bakewell & Mulhare LLC
Address: 19 MAIN STREET, NEW MILFORD, CT 06776
Preparer: Scott E Mulhare CPA
Phone: 8603554076

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: salisbury bank & trust securities. Amount: 4,305. Description: salisbury bank & trust securities. Amount: 4,637. Total included on form 990-ez, line 4: 8,942.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: trinity epsicopal church. Purpose of payment: distribution to charity. Amount of payment: 3,141.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: st. Johns episcopal church. Purpose of payment: distribution to charity. Amount of payment: 3,141. Total included on form 990-ez, line 10: 6,282.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting fees. Amount: 750. Description: investment fees. Amount: 3,101. Description: foreign tax. Amount: 213. Description: amortization expense. Amount: 16. Total to form 990-ez, line 16: 4,080.”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	SALISBURY BANK & TRUST CO
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8604359801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 1868
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	06039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	254835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	246270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	55244
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-8565
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	254835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	246270
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-6374
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6282
IRS990EZ/GrossReceiptsAmt	0	57812
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	8942
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NECTFilingForm990Ind	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	254835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	246270
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	254835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	246270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SALISBURY BANK TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization4947a1NotPFInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	4080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT OF RELIGIOUS ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	DISTRIBUTION TO NAMED PUBLIC CHARITIES AS STATED IN THE CREATING DOCUMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	6282
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	771
IRS990EZ/SaleOfAssetsGrossAmt	0	48870
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CT
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	11133
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	2568
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd	0	X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	0
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	0
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	0
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	2
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	066038563
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	1	066010218
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	5
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	1	5
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	3141
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	3141
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	1	ST JOHNS EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3FuncIntInd	0	X
IRS990ScheduleA/SupportSumAmt	0	6282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 4,305. DESCRIPTION: SALISBURY BANK & TRUST SECURITIES. AMOUNT: 4,637. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	AFFILIATE NAME: TRINITY EPSICOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	AFFILIATE NAME: ST. JOHNS EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,141. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: ACCOUNTING FEES. AMOUNT: 750. DESCRIPTION: INVESTMENT FEES. AMOUNT: 3,101. DESCRIPTION: FOREIGN TAX. AMOUNT: 213. DESCRIPTION: AMORTIZATION EXPENSE. AMOUNT: 16. TOTAL TO FORM 990-EZ, LINE 16: 4,080.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SALISBURY BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8604358901
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PEET FRANCES E EST TR SALISBURY BANK
ReturnHeader/Filer/BusinessNameControlTxt	0	PEET
ReturnHeader/Filer/EIN	0	066137598
ReturnHeader/Filer/PhoneNum	0	8604359801
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O SALISBURY BANK TR PO BOX 1868
ReturnHeader/Filer/USAddress/CityNm	0	LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06039
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	04556B3F73B6ADB4CE1C3C652DF0B7268452A4A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	8FE236CB02D1CC4CA525EB04BD428D30D39FE5F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	96.32.253.250
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-01-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	10:59:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	273305747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BAKEWELL & MULHARE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	19 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06776
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8603554076
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E MULHARE CPA
ReturnHeader/ReturnTs	0	2018-02-06T09:59:11-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-12-01
ReturnHeader/TaxPeriodEndDt	0	2017-11-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $246,270
Liabilities: $0
Net assets: $246,270
Revenue: $2,568
Expenses: $11,133
Net income: -$8,565

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.22	$0.00	$3.22	$0.16	$0.17	$0.00
2023Detailed filing. Detailed filing data is available for this year.	$3.22	$0.00	$3.22	$0.11	$0.15	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$3.26	$0.00	$3.26	$0.17	$0.12	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$3.21	$0.00	$3.21	$0.59	$0.11	$0.48
2020Detailed filing. Detailed filing data is available for this year.	$2.72	$0.00	$2.72	$0.31	$0.11	$0.20
2019Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.15	$0.13	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$2.51	$0.00	$2.51	$0.16	$0.11	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46	$0.03	$0.11	$0.09
2016Detailed filing. Detailed filing data is available for this year.	$2.55	$0.00	$2.55	$0.15	$0.12	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.16	$0.09	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$2.46	$0.00	$2.46	$0.07	$0.14	$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.53	$0.00	$2.53	$0.17	$0.18	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.54	$0.00	$2.54	$0.13	$0.12	$0.01