Frances E Peet Est Trust FBO Christ Church

990EZ • Fiscal year 2023 • EIN 06-6137598

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 26, 2024

Organization Profile N/A

CO Nbt Bank Na 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.

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

-36%

Higher net margin than 36% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

$1,088

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2023 filings • 4947(a)1 • <$500k nonprofits • Source year 2023

-1.2%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2023

-37%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets89th percentile

Assets

Down

$322,327

Down $3,948 (-1.2%) from 2022

Net Assets

Down

$322,327

Down $3,948 (-1.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue92nd percentile Net Margin36th percentile

Revenue

Down

$10,973

Down $6,387 (-37%) from 2022

Expenses

$14,921

Up $3,331 (+29%) from 2022

Net Income

Down

-$3,948

Down $9,718 (-168%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2023

Assets$322,327

Liabilities$0

Net Assets$322,327

Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2023

Revenue$10,973

Expenses$14,921

Net Income-$3,948

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2022 to Nov 30, 2023
Signed: Feb 26, 2024
Return Version: 2022v5.0
Gross Receipts: $73,314

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.	$6,872	$0

Compensation and Service Providers

Top Officer Pay50th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NBT BANK NA	Trustee	PT	$1,088	-	$1,088

Filing and Contact Details

Filer

Filer Name: Peet Frances E Est Tr
EIN: 06-6137598
Phone: 8604359801
Address: CO NBT BANK NA PO BOX 1868, LAKEVILLE, CT 06039

Signing Officer

Name: Nbt Bank Na
Title: Trustee
Phone: 8604358901
Signed: 2024-02-26
Discuss with paid preparer: Yes

Preparer

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

Supplemental Narrative

Additional Explanations

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

“Description: nbt bank, na. Amount: 5,538. Description: nbt bank, na. Amount: 6,339. Total included on form 990-ez, line 4: 11,877.”

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

“Affiliate name: trinity episcopal church. Purpose of payment: distribution to charity. Amount of payment: 3,436.”

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: 3,436. Total included on form 990-ez, line 10: 6,872.”

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

“Description: accounting fees. Amount: 1,350. Description: investment fees. Amount: 4,352. Description: foreign tax. Amount: 11. Description: legal fees. Amount: 492. Description: probate fee. Amount: 756. Total to form 990-ez, line 16: 6,961.”

Raw XML Appendix153 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/AddressChangeInd	0	X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	NBT BANK NA
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	326275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	322327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	62341
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3948
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	326275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	322327
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-904
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6872
IRS990EZ/GrossReceiptsAmt	0	73314
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	11877
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NECTFilingForm990Ind	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	326275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	322327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	326275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	322327
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	NBT BANK NA
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	6961
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	6872
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	1088
IRS990EZ/SaleOfAssetsGrossAmt	0	61437
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	14921
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	10973
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	3436
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	3436
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	6872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: NBT BANK, NA. AMOUNT: 5,538. DESCRIPTION: NBT BANK, NA. AMOUNT: 6,339. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 11,877.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	AFFILIATE NAME: TRINITY EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	AFFILIATE NAME: ST. JOHNS EPISCOPAL CHURCH. PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY. AMOUNT OF PAYMENT: 3,436. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,872.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,350. DESCRIPTION: INVESTMENT FEES. AMOUNT: 4,352. DESCRIPTION: FOREIGN TAX. AMOUNT: 11. DESCRIPTION: LEGAL FEES. AMOUNT: 492. DESCRIPTION: PROBATE FEE. AMOUNT: 756. TOTAL TO FORM 990-EZ, LINE 16: 6,961.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	NBT BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8604358901
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PEET FRANCES E EST TR
ReturnHeader/Filer/BusinessNameControlTxt	0	PEET
ReturnHeader/Filer/EIN	0	066137598
ReturnHeader/Filer/PhoneNum	0	8604359801
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO NBT BANK NA PO BOX 1868
ReturnHeader/Filer/USAddress/CityNm	0	LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06039
ReturnHeader/Form8822BAttachedInd	0	X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
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	NEWMILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06776
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8603554076
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E MULHARE CPA
ReturnHeader/ReturnTs	0	2024-03-12T07:57:42-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	NBT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BANK NA
ReturnHeader/TaxPeriodBeginDt	0	2022-12-01
ReturnHeader/TaxPeriodEndDt	0	2023-11-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $322,327
Liabilities: $0
Net assets: $322,327
Revenue: $10,973
Expenses: $14,921
Net income: -$3,948

	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