Peter and Nancy Allatt Family Foundation II C/O Market Street Trust Company

990PF • Fiscal year 2021 • EIN 20-2515474

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile

2 International Dr Ste 301Portsmouth, NH 03801

(607) 734-2271

Siviq Scores

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

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-54%

Higher net margin than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-2.0%

Faster asset growth than 20% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

-79%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$3,881,006

Down $79,323 (-2.0%) from 2020

Net Assets

Down

$3,881,006

Down $79,323 (-2.0%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin7th percentile

Revenue

Down

$146,603

Down $555,493 (-79%) from 2020

Expenses

Down

$225,926

Down $13,329 (-5.6%) from 2020

Net Income

Down

-$79,323

Down $542,164 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2021

Assets$3,881,006

Liabilities$0

Net Assets$3,881,006

Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2021

Revenue$146,603

Expenses$225,926

Net Income-$79,323

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 9, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER J D ALLATT JR	Trustee	-	$0	-	-
NANCY C ALLATT	Trustee	-	$0	-	-
LAUREN WALSH	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: AllattWalsh Foundation
EIN: 20-2515474
In Care Of: % MARKET STREET SERVICES LLC
Address: 2 INTERNATIONAL DR STE 301, PORTSMOUTH, NH 03801

Signing Officer

Name: Peter Jd Allatt
Title: Trustee
Phone: 6079626876
Signed: 2022-05-09

Preparer

Firm: Sayles & Evans
Address: One West Church Street, Elmira, NY 14901
Preparer: Steven E Agan
Phone: 6077342271

Raw XML Appendix355 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	240555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	241160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	350862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	141077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	292418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	360921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	481778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	VANGUARD TOTAL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	BNY MELLON FAMILY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	LAZARD INT'L STRATEGIC EQ FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	PIMCO INCOME FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	WASATCH INT'L GROWTH INST'L FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	VANGUARD TOTAL INT'L STOCK IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	VANGUARD MEGA CAP 300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	VANGUARD EXPLORER FD ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	VNGUARD TOTAL BD MKT IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1822269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	263984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	240003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	349108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	134551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	379880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	382013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	363969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	463590
IRS990PF/AddressChangeInd	0	X
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	79853
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	58367
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	24344
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	1135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	5135
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	225926
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	30926
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-79323
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	3960329
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	3881006
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	209433
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	209433
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	209433
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1567
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1567
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	658
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	1920
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	220148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	68862
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	4470149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	3960329
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	3881006
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4284262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	119807
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	4164455
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	64264
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	211000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	4219998
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.25
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PETER J D ALLATT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	NANCY C ALLATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	LAUREN WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	2 INTERNATIONAL DR STE 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	2 INTERNATIONAL DR STE 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	2 INTERNATIONAL DR STE 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	PORTSMOUTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	PORTSMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	03801
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	03801
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	195000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	195000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	14830
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6079626876
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	PARENTS' FUND ANNUAL GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	GREENWICH EMERGENCY MEDICAL SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	YWCA OF GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THE GREENWICH LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	INDIAN RIVER LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	GREENWICH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	BERKSHIRE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	FRIENDS OF NATHANIEL WITHERELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1111 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	259 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	370 ROUND HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	80 ROYAL PALM POINTE STE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	35 RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	245 NORTH UNDERMOUNTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	70 PARSONAGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	COS COB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	SHEFFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06878
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	06830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	06831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	32960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	06807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	01257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	06830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	195000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	195000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	209433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	14433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	9630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	13957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	29518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	25298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	14433
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	10865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	71621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	9630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	13957
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	29518
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	195000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	82486
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	96919
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1412
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	658
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1920
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1920
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	8379
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	4
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	24344
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	24344
TaxesSchedule/TaxesDetail/Amt	0	1135
TaxesSchedule/TaxesDetail/Amt	1	4000
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX (1099)
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1135
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER JD ALLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6079626876
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	AllattWalsh Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ALLA
ReturnHeader/Filer/EIN	0	202515474
ReturnHeader/Filer/InCareOfNm	0	% MARKET STREET SERVICES LLC
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2 INTERNATIONAL DR STE 301
ReturnHeader/Filer/USAddress/CityNm	0	PORTSMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NH
ReturnHeader/Filer/USAddress/ZIPCd	0	03801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Sayles & Evans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	One West Church Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Elmira
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	14901
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6077342271
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Steven E Agan
ReturnHeader/ReturnTs	0	2022-05-13T11:37:53-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	PETER JD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ALLATT
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,881,006
Liabilities: $0
Net assets: $3,881,006
Revenue: $146,603
Expenses: $225,926
Net income: -$79,323

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.35	$0.00	$3.35	$0.16	$0.13	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.31	$0.00	$3.31	$0.09	$0.30	$0.20
2022Detailed filing. Detailed filing data is available for this year.	$3.52	$0.00	$3.52	$0.08	$0.27	$0.35
2021Detailed filing. Detailed filing data is available for this year.	$3.88	$0.00	$3.88	$0.15	$0.23	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$3.96	$0.00	$3.96	$0.70	$0.24	$0.46
2019Summary only. Only limited summary data is available for this year.	$3.45	$0.00		$0.05	$0.24	$0.20
2018Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65	$0.21	$0.24	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$3.68	$0.00	$3.68	$0.08	$0.25	$0.17
2015Detailed filing. Detailed filing data is available for this year.	$4.07	$0.00	$4.07	$0.12	$0.28	$0.16
2014Detailed filing. Detailed filing data is available for this year.	$3.68	$0.00	$3.68	$0.48	$0.24	$0.24
2013Summary only. Only limited summary data is available for this year.	$3.43	$0.00		$0.15	$0.20	$0.05
2012Summary only. Only limited summary data is available for this year.	$3.48	$0.00		$0.10	$0.24	$0.14
2011Detailed filing. Detailed filing data is available for this year.	$3.62	$0.00	$3.62		$0.15