Civic Intelligence

James E Robison Foundation C/O Marckres Norder & Co Inc

990PF • Fiscal year 2019 • EIN 13-6075171

Dec 01, 2018 to Nov 30, 2019 • Filed on Jan 02, 2020

Organization Profile
Marckres Norder CO Inc PO Box 732Morrisvlle, VT 05661

(802) 888-7781

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-211%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

16th percentile

-6.1%

Faster asset growth than 16% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,713,011

Down $111,430 (-6.1%) from 2018

Net Assets

Down

$1,713,011

Down $111,430 (-6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$52,829

Down $114,105 (-68%) from 2018

Expenses

Up

$164,259

Up $9,812 (+6.4%) from 2018

Net Income

Down

-$111,430

Down $123,917 (-992%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,197,495Liabilities 2011: $02011Assets 2012: $2,105,558Liabilities 2012: $02012Assets 2013: $2,015,867Liabilities 2013: $02013Assets 2014: $1,978,782Liabilities 2014: $02014Assets 2015: $1,934,376Liabilities 2015: $02015Assets 2017: $1,811,954Liabilities 2017: $0Net Assets 2017: $1,811,9542017Assets 2018: $1,824,441Liabilities 2018: $0Net Assets 2018: $1,824,4412018Assets 2019: $1,713,011Liabilities 2019: $0Net Assets 2019: $1,713,0112019Assets 2020: $1,587,352Liabilities 2020: $0Net Assets 2020: $1,587,3522020Assets 2021: $1,505,847Liabilities 2021: $0Net Assets 2021: $1,505,8472021Assets 2022: $1,382,845Liabilities 2022: $0Net Assets 2022: $1,382,8452022Assets 2023: $1,402,277Liabilities 2023: $0Net Assets 2023: $1,402,2772023Assets 2024: $1,446,373Liabilities 2024: $0Net Assets 2024: $1,446,3732024

Highlighted filing

2019

Assets$1,713,011
Liabilities$0
Net Assets$1,713,011
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $54,204Expenses 2011: $192,308Net Income 2011: -$138,1042011Revenue 2012: $62,637Expenses 2012: $154,610Net Income 2012: -$91,9732012Revenue 2013: $85,374Expenses 2013: $175,065Net Income 2013: -$89,6912013Revenue 2014: $105,590Expenses 2014: $142,675Net Income 2014: -$37,0852014Revenue 2015: $108,565Expenses 2015: $152,971Net Income 2015: -$44,4062015Revenue 2017: $146,317Expenses 2017: $165,709Net Income 2017: -$19,3922017Revenue 2018: $166,934Expenses 2018: $154,447Net Income 2018: $12,4872018Revenue 2019: $52,829Expenses 2019: $164,259Net Income 2019: -$111,4302019Revenue 2020: $32,620Expenses 2020: $158,279Net Income 2020: -$125,6592020Revenue 2021: $66,768Expenses 2021: $148,273Net Income 2021: -$81,5052021Revenue 2022: $45,401Expenses 2022: $168,403Net Income 2022: -$123,0022022Revenue 2023: $181,284Expenses 2023: $161,852Net Income 2023: $19,4322023Revenue 2024: $222,207Expenses 2024: $178,111Net Income 2024: $44,0962024

Highlighted filing

2019

Revenue$52,829
Expenses$164,259
Net Income-$111,430
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY DAVIESPresident-$0--
ANNABEL DAVIES MOYNIHANVice Preside-$0--
JULIE MARCKRESSecretary/Tr-$0--
APRIL DAVIES TAYLORAssistant Se-$0--
MICHAEL A FOLEYTrustee/Dire-$0--
Filing and Contact Details

Filer

Filer Name
James E Robison Foundation
EIN
13-6075171
Phone
8028887781
Address
MARCKRES NORDER CO INC PO BOX 732, MORRISVLLE, VT 05661

Signing Officer

Name
Molly Davies
Title
President
Phone
8028887781
Signed
2020-01-02
Discuss with paid preparer
Yes

Preparer

Firm
Marckres Norder and Company Inc
Address
PO BOX 732, MORRISVILLE, VT 05661
Preparer
Julie a Marckres CPA
Phone
8028887781
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1225474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-15540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt836711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1275000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1336669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RESIDEO TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UNITEDHEALTH GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UNILEVER CAP CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WABTEC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PERRIGO CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CELGENE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCE TR III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WHIRLPOOL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GARRET MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RESIDEO TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CELANESE CORP DEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VODAFONE GROUP PLC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-9478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-111430
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01713011
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01824441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01713011
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0121175
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0121175
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0121175
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0121969
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0794
IRS990PF/DistributableAmountGrp/TotalTaxAmt0794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04700
IRS990PF/FMVAssetsEOYAmt02596526
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021769
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07120
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0409233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt093389
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt094225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0850997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0785409
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01665100
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01824441
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0165311
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0276810
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0276810
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01824441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02596526
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01824441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01824441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0377131
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0550283
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0553271
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02476533
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0244371
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02232162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037148
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0121969
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02439385
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02476533
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MOLLY DAVIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNABEL DAVIES MOYNIHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIE MARCKRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3APRIL DAVIES TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL A FOLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASSISTANT SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE/DIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0976 SHAW HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11553 GREGG HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3SHAW HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4142 RUSSELL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WATERBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MORRISIVLLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3STOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CARLISLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205661
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401741
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0138377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0138774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0147803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0146658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0131300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0121900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.063074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02439385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02458552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02426897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02325157

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,713,011
Liabilities
$0
Net assets
$1,713,011
Revenue
$52,829
Expenses
$164,259
Net income
-$111,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.22$0.18$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.18$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.03$0.16$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.17$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.17$0.02
2015Summary only. Only limited summary data is available for this year.$1.93$0.00$0.11$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$1.98$0.00$0.11$0.14$0.04
2013Summary only. Only limited summary data is available for this year.$2.02$0.00$0.09$0.18$0.09
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.06$0.15$0.09
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.05$0.19$0.14