Civic Intelligence

Bear Hill Conservancy Trust

990PF • Fiscal year 2013 • EIN 06-6558010

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 10, 2014

C/O David Roby 7 Bliss LaneLyme, NH 03768
Siviq Scores

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

Liabilities / Assets

59th percentile

0.19x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

94th percentile

4.76x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

56th percentile

4.0%

Faster asset growth than 56% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$8,541,911

Up $330,555 (+4.0%) from 2012

Net Assets

$6,921,911

No earlier filing loaded for comparison.

Liabilities

Up

$1,620,000

Up $80,000 (+5.2%) from 2012

Revenue

Down

$340,455

Down $3,056,445 (-90%) from 2012

Expenses

Up

$89,900

Up $29,823 (+50%) from 2012

Net Income

Down

$250,555

Down $3,086,268 (-92%) from 2012

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $2,709,235Liabilities 2010: $290,000Net Assets 2010: $2,419,2352010Assets 2011: $5,004,533Liabilities 2011: $1,670,0002011Assets 2012: $8,211,356Liabilities 2012: $1,540,0002012Assets 2013: $8,541,911Liabilities 2013: $1,620,000Net Assets 2013: $6,921,9112013Assets 2014: $8,672,212Liabilities 2014: $1,820,767Net Assets 2014: $6,851,4452014Assets 2015: $8,758,888Liabilities 2015: $1,820,767Net Assets 2015: $6,938,1212015Assets 2016: $10,597,708Liabilities 2016: $3,678,653Net Assets 2016: $6,919,0552016Assets 2017: $10,657,154Liabilities 2017: $1,553,653Net Assets 2017: $9,103,5012017Assets 2018: $10,788,374Liabilities 2018: $1,778,653Net Assets 2018: $9,009,7212018Assets 2019: $11,239,486Liabilities 2019: $1,870,728Net Assets 2019: $9,368,7582019Assets 2020: $14,552,975Liabilities 2020: $1,876,008Net Assets 2020: $12,676,9672020Assets 2021: $18,166,417Liabilities 2021: $0Net Assets 2021: $18,166,4172021Assets 2022: $19,207,930Liabilities 2022: $0Net Assets 2022: $19,207,9302022Assets 2023: $19,372,606Liabilities 2023: $0Net Assets 2023: $19,372,6062023Assets 2024: $19,373,567Liabilities 2024: $0Net Assets 2024: $19,373,5672024

Highlighted filing

2013

Assets$8,541,911
Liabilities$1,620,000
Net Assets$6,921,911

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $68,2992010Revenue 2011: $1,282,356Expenses 2011: $367,058Net Income 2011: $915,2982011Revenue 2012: $3,396,900Expenses 2012: $60,077Net Income 2012: $3,336,8232012Revenue 2013: $340,455Expenses 2013: $89,900Net Income 2013: $250,5552013Revenue 2014: $12,789Expenses 2014: $83,255Net Income 2014: -$70,4662014Revenue 2015: $163,478Expenses 2015: $76,802Net Income 2015: $86,6762015Revenue 2016: $114,630Expenses 2016: $133,696Net Income 2016: -$19,0662016Revenue 2017: $2,340,385Expenses 2017: $155,939Net Income 2017: $2,184,4462017Revenue 2018: $156,944Expenses 2018: $250,724Net Income 2018: -$93,7802018Revenue 2019: $590,186Expenses 2019: $231,149Net Income 2019: $359,0372019Revenue 2020: $3,590,244Expenses 2020: $282,035Net Income 2020: $3,308,2092020Revenue 2021: $5,674,402Expenses 2021: $184,952Net Income 2021: $5,489,4502021Revenue 2022: $127,362Expenses 2022: $405,849Net Income 2022: -$278,4872022Revenue 2023: $413,383Expenses 2023: $468,707Net Income 2023: -$55,3242023Revenue 2024: $96,023Expenses 2024: $95,062Net Income 2024: $9612024

Highlighted filing

2013

Revenue$340,455
Expenses$89,900
Net Income$250,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 10, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M ROBYTrusteePT$0--
BARBARA D ROBYTrustee-$0--
Filing and Contact Details

Filer

EIN
06-6558010
Raw XML AppendixShowing 400 of 745 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/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount03206
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01706
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
DepreciationSchedule/Depreciation/AdjustedNetIncome04615
DepreciationSchedule/Depreciation/AdjustedNetIncome10
DepreciationSchedule/Depreciation/AdjustedNetIncome20
DepreciationSchedule/Depreciation/AdjustedNetIncome30
DepreciationSchedule/Depreciation/AdjustedNetIncome40
DepreciationSchedule/Depreciation/AdjustedNetIncome56128
DepreciationSchedule/Depreciation/AdjustedNetIncome60
DepreciationSchedule/Depreciation/AdjustedNetIncome70
DepreciationSchedule/Depreciation/AdjustedNetIncome80
DepreciationSchedule/Depreciation/AdjustedNetIncome90
DepreciationSchedule/Depreciation/AdjustedNetIncome100
DepreciationSchedule/Depreciation/AdjustedNetIncome110
DepreciationSchedule/Depreciation/AdjustedNetIncome120
DepreciationSchedule/Depreciation/AdjustedNetIncome132210
DepreciationSchedule/Depreciation/AdjustedNetIncome141353
DepreciationSchedule/Depreciation/AdjustedNetIncome15677
DepreciationSchedule/Depreciation/AdjustedNetIncome16191
DepreciationSchedule/Depreciation/AdjustedNetIncome170
DepreciationSchedule/Depreciation/ComputationMethod0200DB
DepreciationSchedule/Depreciation/ComputationMethod1L
DepreciationSchedule/Depreciation/ComputationMethod2L
DepreciationSchedule/Depreciation/ComputationMethod3L
DepreciationSchedule/Depreciation/ComputationMethod4L
DepreciationSchedule/Depreciation/ComputationMethod5200DB
DepreciationSchedule/Depreciation/ComputationMethod6L
DepreciationSchedule/Depreciation/ComputationMethod7L
DepreciationSchedule/Depreciation/ComputationMethod8L
DepreciationSchedule/Depreciation/ComputationMethod9L
DepreciationSchedule/Depreciation/ComputationMethod10L
DepreciationSchedule/Depreciation/ComputationMethod11L
DepreciationSchedule/Depreciation/ComputationMethod12L
DepreciationSchedule/Depreciation/ComputationMethod13200DB
DepreciationSchedule/Depreciation/ComputationMethod14200DB
DepreciationSchedule/Depreciation/ComputationMethod15200DB
DepreciationSchedule/Depreciation/ComputationMethod16200DB
DepreciationSchedule/Depreciation/ComputationMethod17L
DepreciationSchedule/Depreciation/CostOrOtherBasis023075
DepreciationSchedule/Depreciation/CostOrOtherBasis12094012
DepreciationSchedule/Depreciation/CostOrOtherBasis266000
DepreciationSchedule/Depreciation/CostOrOtherBasis3330631
DepreciationSchedule/Depreciation/CostOrOtherBasis489766
DepreciationSchedule/Depreciation/CostOrOtherBasis530640
DepreciationSchedule/Depreciation/CostOrOtherBasis6340000
DepreciationSchedule/Depreciation/CostOrOtherBasis7200000
DepreciationSchedule/Depreciation/CostOrOtherBasis8500000
DepreciationSchedule/Depreciation/CostOrOtherBasis9219734
DepreciationSchedule/Depreciation/CostOrOtherBasis1060450
DepreciationSchedule/Depreciation/CostOrOtherBasis11845000
DepreciationSchedule/Depreciation/CostOrOtherBasis122490000
DepreciationSchedule/Depreciation/CostOrOtherBasis1311048
DepreciationSchedule/Depreciation/CostOrOtherBasis146767
DepreciationSchedule/Depreciation/CostOrOtherBasis153383
DepreciationSchedule/Depreciation/CostOrOtherBasis161910
DepreciationSchedule/Depreciation/CostOrOtherBasis17150480
DepreciationSchedule/Depreciation/CurrentYearExpense03157
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense20
DepreciationSchedule/Depreciation/CurrentYearExpense30
DepreciationSchedule/Depreciation/CurrentYearExpense40
DepreciationSchedule/Depreciation/CurrentYearExpense55883
DepreciationSchedule/Depreciation/CurrentYearExpense60
DepreciationSchedule/Depreciation/CurrentYearExpense70
DepreciationSchedule/Depreciation/CurrentYearExpense80
DepreciationSchedule/Depreciation/CurrentYearExpense90
DepreciationSchedule/Depreciation/CurrentYearExpense100
DepreciationSchedule/Depreciation/CurrentYearExpense110
DepreciationSchedule/Depreciation/CurrentYearExpense120
DepreciationSchedule/Depreciation/CurrentYearExpense133535
DepreciationSchedule/Depreciation/CurrentYearExpense142166
DepreciationSchedule/Depreciation/CurrentYearExpense151082
DepreciationSchedule/Depreciation/CurrentYearExpense16382
DepreciationSchedule/Depreciation/CurrentYearExpense170
DepreciationSchedule/Depreciation/DateAcquired02010-05-15
DepreciationSchedule/Depreciation/DateAcquired12008-12-31
DepreciationSchedule/Depreciation/DateAcquired22009-02-06
DepreciationSchedule/Depreciation/DateAcquired32009-11-30
DepreciationSchedule/Depreciation/DateAcquired42010-06-30
DepreciationSchedule/Depreciation/DateAcquired52011-02-23
DepreciationSchedule/Depreciation/DateAcquired62010-12-31
DepreciationSchedule/Depreciation/DateAcquired72010-12-31
DepreciationSchedule/Depreciation/DateAcquired82010-12-31
DepreciationSchedule/Depreciation/DateAcquired92011-06-30
DepreciationSchedule/Depreciation/DateAcquired102012-06-30
DepreciationSchedule/Depreciation/DateAcquired112011-12-30
DepreciationSchedule/Depreciation/DateAcquired122011-12-30
DepreciationSchedule/Depreciation/DateAcquired132011-08-03
DepreciationSchedule/Depreciation/DateAcquired142011-12-12
DepreciationSchedule/Depreciation/DateAcquired152011-12-13
DepreciationSchedule/Depreciation/DateAcquired162012-12-31
DepreciationSchedule/Depreciation/DateAcquired172012-10-15
DepreciationSchedule/Depreciation/DescriptionOfProperty0ATV
DepreciationSchedule/Depreciation/DescriptionOfProperty1LAND - VARIOUS PARCELS
DepreciationSchedule/Depreciation/DescriptionOfProperty2LAND - DUNK SHOT BOG
DepreciationSchedule/Depreciation/DescriptionOfProperty3LAND - SIMPSON LOT
DepreciationSchedule/Depreciation/DescriptionOfProperty4LAND IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty5BEAR COLLARS
DepreciationSchedule/Depreciation/DescriptionOfProperty6LAND - BERGENDORF
DepreciationSchedule/Depreciation/DescriptionOfProperty7LAND - CONNOLLY
DepreciationSchedule/Depreciation/DescriptionOfProperty8LAND - MOLDASCHL
DepreciationSchedule/Depreciation/DescriptionOfProperty9LAND IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty10LAND IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty11WAGNER TRACT
DepreciationSchedule/Depreciation/DescriptionOfProperty12LYME HOLDINGS (280 GRAFTON)
DepreciationSchedule/Depreciation/DescriptionOfProperty13CAMERA SYSTEM - BEAR ENCLOSURE
DepreciationSchedule/Depreciation/DescriptionOfProperty14VIDEO SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty15GENERATOR & WINCH
DepreciationSchedule/Depreciation/DescriptionOfProperty16LOTEK GPS BATTERY PACKS (5)
DepreciationSchedule/Depreciation/DescriptionOfProperty17LAND - 88 ACRE WOODLOT
DepreciationSchedule/Depreciation/Life05.000000000000
DepreciationSchedule/Depreciation/Life15.000000000000
DepreciationSchedule/Depreciation/Life25.000000000000
DepreciationSchedule/Depreciation/Life35.000000000000
DepreciationSchedule/Depreciation/Life45.000000000000
DepreciationSchedule/Depreciation/Life55.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome30
DepreciationSchedule/Depreciation/NetInvestmentIncome40
DepreciationSchedule/Depreciation/NetInvestmentIncome50
DepreciationSchedule/Depreciation/NetInvestmentIncome60
DepreciationSchedule/Depreciation/NetInvestmentIncome70
DepreciationSchedule/Depreciation/NetInvestmentIncome80
DepreciationSchedule/Depreciation/NetInvestmentIncome90
DepreciationSchedule/Depreciation/NetInvestmentIncome100
DepreciationSchedule/Depreciation/NetInvestmentIncome110
DepreciationSchedule/Depreciation/NetInvestmentIncome120
DepreciationSchedule/Depreciation/NetInvestmentIncome130
DepreciationSchedule/Depreciation/NetInvestmentIncome140
DepreciationSchedule/Depreciation/NetInvestmentIncome150
DepreciationSchedule/Depreciation/NetInvestmentIncome160
DepreciationSchedule/Depreciation/NetInvestmentIncome170
DepreciationSchedule/Depreciation/PriorYearsDepreciation015183
DepreciationSchedule/Depreciation/PriorYearsDepreciation115933
DepreciationSchedule/Depreciation/PriorYearsDepreciation22210
DepreciationSchedule/Depreciation/PriorYearsDepreciation31353
DepreciationSchedule/Depreciation/PriorYearsDepreciation4677
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0293287
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1294192
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0327315
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1324095
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JOHN HANCOCK PFD INCOME II FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JOHN HANCOCK PFD INCOME FUND
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount058653
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount076146
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0134802
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0134802
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01706
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03206
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0119628
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm076146
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0205653
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm015174
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss016205
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm058653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm058653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss058653
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0250555
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0428634
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss076146
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0133287
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm076146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps061137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss061137
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps07337
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss09337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0134802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm015174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps070180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss089900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0134802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0340455
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm015174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps070180
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss089900
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip051561
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY03184
IRS990PF/BalanceSheets/CashEOY027542
IRS990PF/BalanceSheets/CashEOYFMV027542
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0587479
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0587479
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0651410
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0328296
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis07462896
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY07275150
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY07411335
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV07411335
IRS990PF/BalanceSheets/LoansFromOfficersBOY01540000
IRS990PF/BalanceSheets/LoansFromOfficersEOY01620000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY091800
IRS990PF/BalanceSheets/OtherAssetsEOYFMV091800
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY06671356
IRS990PF/BalanceSheets/RetainedEarningsEOY06921911
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY017247
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0423755
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0423755
IRS990PF/BalanceSheets/TotalAssetsBOY08211356
IRS990PF/BalanceSheets/TotalAssetsEOY08541911
IRS990PF/BalanceSheets/TotalAssetsEOYFMV08605842
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01540000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01620000
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY08211356
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY08541911
IRS990PF/BalanceSheets/TotalNetAssetsBOY06671356
IRS990PF/BalanceSheets/TotalNetAssetsEOY06921911
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome076146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0352488
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0UBS FINANCIAL SERVICES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss076146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses076146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0428634
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss076146
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0250555
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal06921911
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06671356
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY06921911
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01264
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02666
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02666
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02666
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension02500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03764
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08605842
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01096930
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances048365
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01048565
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016454
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn054024
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01080476
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01096930
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID M ROBY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARBARA D ROBY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107 BLISS LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117 BLISS LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LYME
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LYME
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode003768
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode103768
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/PrivateOperatingFoundations/DateOfRuling02007-08-09
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear054024
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total0133526
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year1057396
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year2022106
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year300
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear045920
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total0113497
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year1048787
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year2018790
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year300
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear0161820
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0732976
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year10121609
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year20382802
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3066745
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/CurrentYear00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year100
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year200
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year300
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear0161820
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0732976
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year10121609
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year20382802
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3066745
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total00
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total00
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total00
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear036016
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total090410
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year1038264
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year2015250
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year30880
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02025864
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02024531
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.873740
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.105938
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.836729
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear302.528699
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear403.358400
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear502.538935
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01080476
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101147927
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20457498
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3026395
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4010851
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502761
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01333
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0161820
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10121609
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20382802
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3066745
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4036442
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear507010
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio09.368701
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0161820
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets091640
IRS990PF/QualifyingDistributions/ExpensesAndContributions070180
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0161820
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10DAVID M ROBY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06037952080
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107 BLISS LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LYME
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode003768
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation01
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.41$0.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.13$0.41$0.28
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$5.67$0.18$5.49
2020Detailed filing. Detailed filing data is available for this year.$14.6$1.88$12.7$3.59$0.28$3.31
2019Detailed filing. Detailed filing data is available for this year.$11.2$1.87$9.37$0.59$0.23$0.36
2018Detailed filing. Detailed filing data is available for this year.$10.8$1.78$9.01$0.16$0.25$0.09
2017Detailed filing. Detailed filing data is available for this year.$10.7$1.55$9.10$2.34$0.16$2.18
2016Detailed filing. Detailed filing data is available for this year.$10.6$3.68$6.92$0.11$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$8.76$1.82$6.94$0.16$0.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$8.67$1.82$6.85$0.01$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$8.54$1.62$6.92$0.34$0.09$0.25
2012Summary only. Only limited summary data is available for this year.$8.21$1.54$3.40$0.06$3.34
2011Summary only. Only limited summary data is available for this year.$5.00$1.67$1.28$0.37$0.92
2010Detailed filing. Detailed filing data is available for this year.$2.71$0.29$2.42$0.07