Civic Intelligence

Susan Lattner Hollenbeck

EIN 13-3630830 • East Greenwich, RI

110 Main St Unit 302East Greenwich, RI 02818
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.24x

Higher debt load relative to revenue than 74% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,531,836

Up $890,947 (+34%) from 2023

Liabilities

Up

$13,243

Up $13,243 from 2023

Net Assets

Up

$3,518,593

Up $877,704 (+33%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin97th percentile

Revenue

Down

$54,824

Down $2,082,624 (-97%) from 2023

Expenses

Down

$2,974

Down $79,757 (-96%) from 2023

Net Income

Down

$51,850

Down $2,002,867 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $464,995Liabilities 2010: $0Net Assets 2010: $464,9952010Assets 2011: $348,279Liabilities 2011: $0Net Assets 2011: $348,2792011Assets 2012: $368,440Liabilities 2012: $0Net Assets 2012: $368,4402012Assets 2013: $399,610Liabilities 2013: $0Net Assets 2013: $399,6102013Assets 2014: $387,494Liabilities 2014: $02014Assets 2015: $400,324Liabilities 2015: $0Net Assets 2015: $400,3242015Assets 2016: $345,497Liabilities 2016: $0Net Assets 2016: $345,4972016Assets 2017: $324,602Liabilities 2017: $0Net Assets 2017: $324,6022017Assets 2018: $355,085Liabilities 2018: $0Net Assets 2018: $355,0852018Assets 2019: $342,906Liabilities 2019: $0Net Assets 2019: $342,9062019Assets 2020: $682,236Liabilities 2020: $0Net Assets 2020: $682,2362020Assets 2021: $632,763Liabilities 2021: $0Net Assets 2021: $632,7632021Assets 2022: $586,172Liabilities 2022: $0Net Assets 2022: $586,1722022Assets 2023: $2,640,889Liabilities 2023: $0Net Assets 2023: $2,640,8892023Assets 2024: $3,531,836Liabilities 2024: $13,243Net Assets 2024: $3,518,5932024

Highlighted filing

2024

Assets$3,531,836
Liabilities$13,243
Net Assets$3,518,593
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $41,1082010Expenses 2011: $138,3642011Expenses 2012: $12,0622012Revenue 2013: $67,603Expenses 2013: $36,433Net Income 2013: $31,1702013Revenue 2014: $24,787Expenses 2014: $36,903Net Income 2014: -$12,1162014Revenue 2015: $66,145Expenses 2015: $53,315Net Income 2015: $12,8302015Revenue 2016: $27,603Expenses 2016: $82,430Net Income 2016: -$54,8272016Revenue 2017: $29,068Expenses 2017: $49,963Net Income 2017: -$20,8952017Revenue 2018: $94,828Expenses 2018: $64,345Net Income 2018: $30,4832018Revenue 2019: $41,423Expenses 2019: $53,602Net Income 2019: -$12,1792019Revenue 2020: $619,592Expenses 2020: $280,262Net Income 2020: $339,3302020Revenue 2021: $16,174Expenses 2021: $65,647Net Income 2021: -$49,4732021Revenue 2022: $18,889Expenses 2022: $65,480Net Income 2022: -$46,5912022Revenue 2023: $2,137,448Expenses 2023: $82,731Net Income 2023: $2,054,7172023Revenue 2024: $54,824Expenses 2024: $2,974Net Income 2024: $51,8502024

Highlighted filing

2024

Revenue$54,824
Expenses$2,974
Net Income$51,850
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,531,836
Liabilities
$13,243
Net assets
$3,518,593
Revenue
$54,824
Expenses
$2,974
Net income
$51,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$2.14$0.08$2.05
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.62$0.28$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.07$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.02$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.07$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.14
2010Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS W HOLLENBECKTrustee-$0--
DAVID W HOLLENBECKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan Lattner Hollenbeck
EIN
13-3630830
Phone
5612669494
Address
110 MAIN ST UNIT 302, EAST GREENWICH, RI 02818

Signing Officer

Name
Douglas Hollenbeck
Title
Trustee
Phone
5612669494
Signed
2025-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
500 UNIVERSITY BLVD STE 215, JUPITER, FL 33458
Preparer
Martin a Dytrych CPA
Phone
5616941040
Raw XML Appendix289 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01685127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11776251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01701095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11795391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB #9109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1US BANK #8006
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019350
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028701
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06773
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt054824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt054824
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028701
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019350
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt051850
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt089265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06773
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06773
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028701
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02907
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02907
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02974
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt060564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt064314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB #9109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US BANK #8006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028701
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt051850
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03518593
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03466743
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03518593
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043886
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043886
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043886
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044607
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0721
IRS990PF/DistributableAmountGrp/TotalTaxAmt0721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0721
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0750
IRS990PF/FMVAssetsEOYAmt03566944
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048508
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070458
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt070458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03431478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03461378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03496486
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013243
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt013243
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03466743
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03518593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03479986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03531836
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03566944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt013243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03479986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03531836
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03466743
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03518593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03593265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051622
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03541643
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053899
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044607
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03539366
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03593265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS W HOLLENBECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID W HOLLENBECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt029 TIMOTHY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14416 SPEAR STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHELBURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002891
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0110 MAIN ST UNIT 302
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAST GREENWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DOUGLAS HOLLENBECK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08025035056
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01. THE CERTIFICATION, APPLICATION, PROJECT DESCRIPTION & BUDGET PAGES. 2. A COPY OF THE ORGANIZATION'S MOST RECENT SECTION 501(C)(3) IRS RULING. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENTS OR TAX RETURN. 4. A LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN LATTNER HOLLENBECK CHARITABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05612669494
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0110 MAIN ST UNIT 302
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAST GREENWICH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002818
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION AWARDS CHARITABLE DISTRIBUTIONS ONLY TO ORGANIZATIONS WHICH SATISFY THE REQUIREMENTS OF SECTION 170(B)(1)(A), 170 (C), 2055(A), AND 2522(A) OF THE INTERNAL REVENUE CODE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 30, DECEMBER 31
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039759
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02907
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02907
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013243
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt013243
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt067
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS HOLLENBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05612669494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN LATTNER HOLLENBECK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0133630830
ReturnHeader/Filer/PhoneNum05612669494
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 MAIN ST UNIT 302
ReturnHeader/Filer/USAddress/CityNm0EAST GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002818
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 UNIVERSITY BLVD STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUPITER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033458
ReturnHeader/PreparerPersonGrp/PhoneNum05616941040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN A DYTRYCH CPA
ReturnHeader/ReturnTs02025-07-28T10:52:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.