Civic Intelligence

Alice Sheldon Barton Trust

990PF • Fiscal year 2022 • EIN 06-6250029

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 30, 2022

Organization Profile
45 Hartford TurnpikeVernon Rockville, CT 06066-2181

(860) 646-1974

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$6,996

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

204%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$177,700

Up $1,930 (+1.1%) from 2021

Net Assets

Up

$177,700

Up $1,930 (+1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Up

$29,896

Up $20,048 (+204%) from 2021

Expenses

Up

$27,966

Up $1,953 (+7.5%) from 2021

Net Income

Up

$1,930

Up $18,095 (+112%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2011: $252,858Liabilities 2011: $02011Assets 2012: $248,561Liabilities 2012: $02012Assets 2013: $261,871Liabilities 2013: $02013Assets 2014: $260,563Liabilities 2014: $02014Assets 2015: $248,792Liabilities 2015: $02015Assets 2019: $216,462Liabilities 2019: $02019Assets 2020: $191,935Liabilities 2020: $0Net Assets 2020: $191,9352020Assets 2021: $175,770Liabilities 2021: $0Net Assets 2021: $175,7702021Assets 2022: $177,700Liabilities 2022: $0Net Assets 2022: $177,7002022Assets 2023: $174,068Liabilities 2023: $0Net Assets 2023: $174,0682023Assets 2024: $166,477Liabilities 2024: $0Net Assets 2024: $166,4772024Assets 2025: $170,821Liabilities 2025: $0Net Assets 2025: $170,8212025

Highlighted filing

2022

Assets$177,700
Liabilities$0
Net Assets$177,700
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2011: $57,324Expenses 2011: $21,664Net Income 2011: $35,6602011Revenue 2012: $18,345Expenses 2012: $22,642Net Income 2012: -$4,2972012Revenue 2013: $29,196Expenses 2013: $15,885Net Income 2013: $13,3112013Revenue 2014: $23,889Expenses 2014: $25,196Net Income 2014: -$1,3072014Revenue 2015: $10,336Expenses 2015: $22,107Net Income 2015: -$11,7712015Revenue 2019: $14,411Expenses 2019: $22,202Net Income 2019: -$7,7912019Revenue 2020: -$760Expenses 2020: $23,767Net Income 2020: -$24,5272020Revenue 2021: $9,848Expenses 2021: $26,013Net Income 2021: -$16,1652021Revenue 2022: $29,896Expenses 2022: $27,966Net Income 2022: $1,9302022Revenue 2023: $21,747Expenses 2023: $28,265Net Income 2023: -$6,5182023Revenue 2024: $23,193Expenses 2024: $30,785Net Income 2024: -$7,5922024Revenue 2025: $34,318Expenses 2025: $29,883Net Income 2025: $4,4352025

Highlighted filing

2022

Revenue$29,896
Expenses$27,966
Net Income$1,930
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McCann Kahan Kerensky CaposseTrustee-$6,996-$6,996
Filing and Contact Details

Filer

Filer Name
Alice Sheldon Barton Trust
EIN
06-6250029
In Care Of
% Kevin McCann
Phone
8606461974
Address
45 Hartford Turnpike, Vernon Rockville, CT 06066-2181

Signing Officer

Name
Kevin McCann
Title
Trustee
Phone
8606461974
Signed
2022-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Kahan Kerensky Capossela LLP
Address
PO Box 3811, Vernon, CT 06066
Preparer
Kevin McCann
Phone
8606461974
Raw XML Appendix277 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt721035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt446148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5104805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt690172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt830974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0400 shares of EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1200 shares of FORTUNE BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2596 shares of VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400 shares of JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 shares of MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5500 shares of MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300 shares of NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711 shares of AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8116 shares of BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 shares of CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10200 shares of OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11400 shares of RAYTHEON TECHNOLOGIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010354
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019534
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AIG Securities Litigation
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029896
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029896
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019534
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06996
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010354
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010354
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01930
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021474
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019534
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt026128
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029896
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03498
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Microsoft Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Nextera Energy Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019534
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01930
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0177700
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0175770
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0177700
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028152
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028152
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028152
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028515
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0363
IRS990PF/DistributableAmountGrp/TotalTaxAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0363
IRS990PF/FMVAssetsEOYAmt0512576
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018383
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022253
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0157387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0155447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0490323
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0175770
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0177700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0175770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0177700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0512576
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0175770
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0177700
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0175770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0177700
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0578980
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021220
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0557760
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08685
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028515
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0570295
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0578980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kevin McCann Kahan Kerensky Caposse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt045 Hartford Turnpike
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vernon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006066
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt024198
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt024198
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENTS GENERATE INCOME FOR CHARITABLE PURPOSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENTS GENERATE INCOME FOR CHARITABLE PURPOSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENTS GENERATE INCOME FOR CHARITABLE PURPOSES
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/MaintainedExpenditureRspnsInd0false
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02015
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/LocationOfBooksUSAddress/AddressLine1Txt045 HARTFORD TURNPIKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERNON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006066
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEVIN MCCANN TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606461974
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Suffield Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Suffield Volunteer Ambulance Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2West Suffield Congregational Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Suffield Community Aid Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 893
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 3811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21408 Mountain Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2West Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Suffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306078
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020700
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/AppliedToCurrentYearAmt012123
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012075
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028152
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024198
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016029
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012075
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/Amt1180
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury 2020 Filing
TaxesSchedule/TaxesDetail/CategoryTxt1US Treasury 2020 Late Filing Fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt090
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1180
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin McCann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08606461974
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE SHELDON BARTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0066250029
ReturnHeader/Filer/InCareOfNm0% Kevin McCann
ReturnHeader/Filer/PhoneNum08606461974
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Hartford Turnpike
ReturnHeader/Filer/USAddress/CityNm0Vernon Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0060662181
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060835605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kahan Kerensky Capossela LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3811
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vernon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006066
ReturnHeader/PreparerPersonGrp/PhoneNum08606461974
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin McCann
ReturnHeader/ReturnTs02022-11-30T02:53:16-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kevin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCann
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,700
Liabilities
$0
Net assets
$177,700
Revenue
$29,896
Expenses
$27,966
Net income
$1,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.34$0.30$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.23$0.31$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.30$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.26$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.01$0.24$0.25
2019Summary only. Only limited summary data is available for this year.$2.16$0.00$0.14$0.22$0.08
2015Summary only. Only limited summary data is available for this year.$2.49$0.00$0.10$0.22$0.12
2014Summary only. Only limited summary data is available for this year.$2.61$0.00$0.24$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$2.62$0.00$0.29$0.16$0.13
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.18$0.23$0.04
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.57$0.22$0.36