Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 13-6075171

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 14, 2021

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

(802) 888-7781

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-385%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-7.3%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,587,352

Down $125,659 (-7.3%) from 2019

Net Assets

Down

$1,587,352

Down $125,659 (-7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$32,620

Down $20,209 (-38%) from 2019

Expenses

Down

$158,279

Down $5,980 (-3.6%) from 2019

Net Income

Down

-$125,659

Down $14,229 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2020

Assets$1,587,352
Liabilities$0
Net Assets$1,587,352
Open 2020 Filing

Operations Trend

Revenue Growth15th 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

2020

Revenue$32,620
Expenses$158,279
Net Income-$125,659
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 14, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th 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, MORRISVILLE, VT 05661

Signing Officer

Name
Molly Davies
Title
President
Phone
8028887781
Signed
2021-02-14
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/GrossSalesPriceAmt85985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12125000
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/PropertyDesc0AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ANHEUSER BUSCH INBEV SA/NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENERAL ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WABTECH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UNITED STATE TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ANHEUSER BUSCH INBEV SA/NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OCCIDENTAL PETE CORP DEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ROLLS-ROYCE HLDGS PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11UNITED STATE TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UNITED STATE TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-27342
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-125659
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01587352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01713011
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01587352
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0119867
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0119867
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0119867
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0120745
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0878
IRS990PF/DistributableAmountGrp/TotalTaxAmt0878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03906
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03906
IRS990PF/FMVAssetsEOYAmt02648801
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07120
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013316
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt093389
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0288932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0290137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0785409
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0667721
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01726726
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01587352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0276810
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0341447
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0341447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01587352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02648801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01587352
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01713011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01587352
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0550283
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0275936
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0277175
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02451673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0188923
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02262750
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036775
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0120745
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02414898
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02451673
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/AdjNetVlNoncharitableAssetsAmt0140023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0140462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0136450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0133800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0147803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0146658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0131300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02414898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02439385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02458552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02426897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02325157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02362318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0138500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289915
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0138500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0138500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0138500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,587,352
Liabilities
$0
Net assets
$1,587,352
Revenue
$32,620
Expenses
$158,279
Net income
-$125,659
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