Civic Intelligence

James Burns Trust

990PF • Fiscal year 2021 • EIN 06-6199399

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

123 Bank StreetWaterbury, CT 06702

(203) 578-2448

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$4,885

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$473,157

No earlier filing loaded for comparison.

Net Assets

$473,157

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$30,740

No earlier filing loaded for comparison.

Expenses

$16,147

No earlier filing loaded for comparison.

Net Income

$14,593

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2021: $473,157Liabilities 2021: $0Net Assets 2021: $473,1572021Assets 2022: $466,949Liabilities 2022: $0Net Assets 2022: $466,9492022Assets 2023: $445,482Liabilities 2023: $0Net Assets 2023: $445,4822023Assets 2024: $420,717Liabilities 2024: $0Net Assets 2024: $420,7172024

Highlighted filing

2021

Assets$473,157
Liabilities$0
Net Assets$473,157

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $30,740Expenses 2021: $16,147Net Income 2021: $14,5932021Revenue 2022: $17,117Expenses 2022: $23,269Net Income 2022: -$6,1522022Revenue 2023: $47,760Expenses 2023: $69,078Net Income 2023: -$21,3182023Revenue 2024: $75,032Expenses 2024: $99,190Net Income 2024: -$24,1582024

Highlighted filing

2021

Revenue$30,740
Expenses$16,147
Net Income$14,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,885-$4,885
Filing and Contact Details

Filer

Filer Name
James Burns Trust
EIN
06-6199399
Phone
2035782448
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Carrie Chace Webster Bank N a
Title
Vice President
Phone
2035782448
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
1201 ELM STREET, DALLAS, TX 75270
Preparer
Robert P Murta
Phone
2149791812
Raw XML AppendixShowing 400 of 492 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/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0187
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt028970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt632901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1115711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1233632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1311764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1416358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1613371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm002079K305 ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1150540R409 LABORATORY CRP OF AM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1367066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1575513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16863667101 STRYKER CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt013703
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016928
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0WILMINGTON TR CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0109
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030740
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030740
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016928
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01221
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03664
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04885
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013703
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013703
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073936
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016928
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021385
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030740
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09355
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013647
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22002-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31991-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt510454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt910454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0209.205 JPMORGAN SMALL CAP EQTY-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1856. JPMORGAN ULTRA-SHORT INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26. CHEVRONTEXACO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc461.312 T ROWE PRICE EMERG MRKT ST-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016928
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt014593
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0424
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0446
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0473581
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0458542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0473157
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036665
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036665
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036665
IRS990PF/DistributableAmountGrp/IncomeTaxAmt02299
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038964
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt02299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0846834
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0458542
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0473157
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0281042
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0387672
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0389681
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0528109
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024679
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0458542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0473157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0846834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0458542
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0473157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0458542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0473157
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0791156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022273
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0768883
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011867
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038964
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0779289
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0791156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0WEBSTER BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04885
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0123 BANK STREEET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WATERBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06792
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06792
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0123 BANK STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006702
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WEBSTER BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02035782448
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GATEWAY COMMUNITY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006510
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt06792
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06792
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029873
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04009
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt130610
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt219660
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt34751
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt418602
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt511688
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt617844
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt743115
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt815000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt936019
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1010500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1113814
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt129249
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1334665
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt149745
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1522933
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1629781
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1716405
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1810695
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt195254
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2018474
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt214859
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc009250J734 BLACKROCK EVNT DRVN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc109260B887 BLACKROCK INCOME FUN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2XXX-XX-XXXX CALAMOS MRKT NEU INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc319248X307 COHEN & STEER PR SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc419249L302 COHEN & STEERS LOW D
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5XXX-XX-XXXX GATEWAY FUND-Y
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6XXX-XX-XXXX ISHARES MSCI EMG MKT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc746432F842 ISHARES CORE MSCI EA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc846641Q837 JPMORGAN ULTRA-SHORT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc948121L114 JPMORGAN STRAT INC O
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1048127B862 JPMORGAN SMALL CAP E
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1152106N400 LAZARD INTL EQTY POR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1255273E822 MFS INTL INTRINSIC V
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13XXX-XX-XXXX MATTHEWS PACIFIC TIG
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14XXX-XX-XXXX MATTHEWS PACIFIC TIG
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15XXX-XX-XXXX MTRPLTN WST TTL RTRN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1677956H484 T ROWE PRICE EMERG M
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1778462F103 SPDR S&P 500 ETF TRU
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1878467V848 SPDR DOUBLELINE TR T
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1981369Y605 FINANCIAL SELECT SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2081369Y803 TECHNOLOGY SELECT SE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2181369Y852 COMM SERV SELECT SEC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc22XXX-XX-XXXX VANGUARD SHORT-TERM
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2392204A504 VANGUARD HEALTH CARE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04009
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130610
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt219660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt34751
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt443356
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt518602
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt611688
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt717844
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt80
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt930290
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1024403

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings