Civic Intelligence

Jane and Jack Fitzpatrick Trust

990PF • Fiscal year 2016 • EIN 20-2612696

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 01, 2016

Organization Profile
PO Box 1164Stockbridge, MA 01262

(413) 298-1036

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

29th percentile

$86,020

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$12,389,042

Up $146,544 (+1.2%) from 2015

Net Assets

$12,389,042

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin73rd percentile

Revenue

Down

$1,092,242

Down $190,708 (-15%) from 2015

Expenses

Up

$945,698

Up $106,041 (+13%) from 2015

Net Income

Down

$146,544

Down $296,749 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $3,177,126Liabilities 2012: $02012Assets 2013: $9,438,909Liabilities 2013: $02013Assets 2014: $11,799,207Liabilities 2014: $02014Assets 2015: $12,242,498Liabilities 2015: $02015Assets 2016: $12,389,042Liabilities 2016: $0Net Assets 2016: $12,389,0422016Assets 2017: $12,662,311Liabilities 2017: $0Net Assets 2017: $12,662,3112017Assets 2018: $17,492,213Liabilities 2018: $0Net Assets 2018: $17,492,2132018Assets 2019: $17,320,142Liabilities 2019: $0Net Assets 2019: $17,320,1422019Assets 2020: $16,665,453Liabilities 2020: $0Net Assets 2020: $16,665,4532020Assets 2021: $16,098,533Liabilities 2021: $0Net Assets 2021: $16,098,5332021Assets 2022: $16,214,471Liabilities 2022: $7,754Net Assets 2022: $16,206,7172022Assets 2023: $16,299,421Liabilities 2023: $266Net Assets 2023: $16,299,1552023Assets 2024: $16,814,843Liabilities 2024: $20,866Net Assets 2024: $16,793,9772024Assets 2025: $17,536,690Liabilities 2025: $3,994Net Assets 2025: $17,532,6962025

Highlighted filing

2016

Assets$12,389,042
Liabilities$0
Net Assets$12,389,042
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,195,984Expenses 2012: $621,757Net Income 2012: $574,2272012Revenue 2013: $6,558,349Expenses 2013: $296,566Net Income 2013: $6,261,7832013Revenue 2014: $2,997,209Expenses 2014: $636,911Net Income 2014: $2,360,2982014Revenue 2015: $1,282,950Expenses 2015: $839,657Net Income 2015: $443,2932015Revenue 2016: $1,092,242Expenses 2016: $945,698Net Income 2016: $146,5442016Revenue 2017: $1,100,464Expenses 2017: $827,195Net Income 2017: $273,2692017Revenue 2018: $4,507,731Expenses 2018: $865,231Net Income 2018: $3,642,5002018Revenue 2019: $680,411Expenses 2019: $852,482Net Income 2019: -$172,0712019Revenue 2020: $531,870Expenses 2020: $1,051,085Net Income 2020: -$519,2152020Revenue 2021: $685,507Expenses 2021: $1,252,427Net Income 2021: -$566,9202021Revenue 2022: $1,247,768Expenses 2022: $1,308,366Net Income 2022: -$60,5982022Revenue 2023: $1,248,348Expenses 2023: $1,154,459Net Income 2023: $93,8892023Revenue 2024: $2,150,036Expenses 2024: $1,407,223Net Income 2024: $742,8132024Revenue 2025: $2,436,126Expenses 2025: $1,433,485Net Income 2025: $1,002,6412025

Highlighted filing

2016

Revenue$1,092,242
Expenses$945,698
Net Income$146,544
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 1, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B TRASKTrustee-$86,020-$86,020
TAMARA T STEVENSTrusteePT$9,000-$9,000
CASEY FITZPATRICKTrustee-$0$500$500
PETER WILLIAMSTrustee-$0$500$500
Filing and Contact Details

Filer

Filer Name
Jane and Jack Fitzpatrick Trust
EIN
20-2612696
Phone
4132981036
Address
PO BOX 1164, STOCKBRIDGE, MA 01262

Signing Officer

Name
Robert B Trask
Title
Trustee
Phone
4134410715
Signed
2016-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Co Llp
Address
85 MAIN ST STE 111, NORTH ADAMS, MA 01247-3429
Preparer
Bryon M Sherman
Phone
4136644650
Raw XML AppendixShowing 400 of 448 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt08550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX PREPARATION
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02009-01-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12009-01-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22009-09-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0364859
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt110058
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt26089
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt011402
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1718
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21304
DepreciationSchedule/DepreciationPropertyGrp/LifeRt032.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt17.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt074113
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19340
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24785
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2OFFICE EQUIPMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02767566
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02889607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06616969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09554878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0852560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2124758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3113000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4182035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CASH & MONEY MARKET FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FOREIGN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4COLLECTABLES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0852560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3113000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4115285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5136000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0345911
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0256350
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BANCORP & OTHER INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt04429
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0606690
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0606690
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0350340
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0256350
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt095020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0680000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0680000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0485552
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt013424
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0345911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0345911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0345911
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0146544
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02217606
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0256350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0491061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0111200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0111200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0350340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0680000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0111200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0945698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0602261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01092242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0111200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0265698
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0625041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11336215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1269063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1269063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0612328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11605278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0256350
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0146544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012389042
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012242498
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012389042
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0696689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0696689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0696689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0706510
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09821
IRS990PF/DistributableAmountGrp/TotalTaxAmt09821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014000
IRS990PF/FMVAssetsEOYAmt015273293
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012242498
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012389042
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0236494
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0583167
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0583166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0788245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02767566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02889607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09522088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06616969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09554878
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0101662
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0381006
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0292768
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0279344
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0279344
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0497476
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0170076
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01504801
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01312857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012242498
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012389042
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015273293
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012242498
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012389042
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012242498
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012389042
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0735351
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0637195
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0653441
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014345386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0332676
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013648425
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0215181
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0364285
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0706510
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014130205
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014345386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt064818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt066 WEST STREET 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PITTSFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd001201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt086020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt19000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT B TRASK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TAMARA T STEVENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CASEY FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0602 MAYBANK LOOP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1MONUMENT VALLEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2864 UNDERMOUNTAIN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0THE VILLAGES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREAT BARRINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHEFFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3STOCKBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201257
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301262
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01224354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01229265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0942068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0740664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0342736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0646112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0134223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.086648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.066784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.205390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014130205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014106174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012094993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06598913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03145783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02802552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0680000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.433242
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0680000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0680000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0680000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt211A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS
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
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TAMARA T STEVENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STOCKBRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0012629701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04132981036
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SAINT JAMES PLACE. TO CONVERT THE CHURCH INTO A CULTURAL CENTER.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0VOLUNTEERS IN MEDICINE. OFFICE AND CLINIC EXPANSION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0BERKSHIRE THEATRE FESTIVAL. RENOVATIONS TO THADDEUS CLAPP HOUSE IN PITTSFIELD FOR ACTOR HOUSING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0NORMAN ROCKWELL MUSEUM. TO REPLACE ORIGINAL STONE ENTRANCEWAY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0250000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0100000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0100000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt075000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PERSONAL LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TAMARA T STEVENS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04132981306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1164
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STOCKBRIDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001262
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OFFICE AND CLINIC EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1REPLACE ORIGINAL STONE ENTRANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2LITTLE CINEMA IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RENOVATIONS TO BCD SCHOOL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RENOVATIONS TO THADDEUS CLAPP HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TURN CHURCH INTO CULTURAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ADA COMPLIANCE AT 4-H FAIRGROUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7RESTORE STONEWORK AT COURTYARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VOLUNTEERS IN MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORMAN ROCKWELL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BERKSHIRE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BERKSHIRE COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BERKSHIRE THEATRE FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAINT JAMES PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BERKSHIRE COUNTY 4-H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HANCOCK SHAKER VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0777 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 GLENDALE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt355 INTERLAKEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt483 EAST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5352 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt678 CENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71843 W HOUSATONIC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STOCKBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STOCKBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STOCKBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PITTSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PITTSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0680000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0680000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0696689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt091008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0195755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0490471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0786003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt091008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0195755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0473782
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0680000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0786003
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0802692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN H FITZPATRICK ESTATE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt075 STATE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002109
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0485552
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0101662
LandEtcSchedule2/LandEtcGrp/BookValueAmt0279344
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0381006
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0279344

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,389,042
Liabilities
$0
Net assets
$12,389,042
Revenue
$1,092,242
Expenses
$945,698
Net income
$146,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.44$1.43$1.00
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.02$16.8$2.15$1.41$0.74
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.25$1.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$1.25$1.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.69$1.25$0.57
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.53$1.05$0.52
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.68$0.85$0.17
2018Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$4.51$0.87$3.64
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.10$0.83$0.27
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.09$0.95$0.15
2015Summary only. Only limited summary data is available for this year.$12.2$0.00$1.28$0.84$0.44
2014Summary only. Only limited summary data is available for this year.$11.8$0.00$3.00$0.64$2.36
2013Summary only. Only limited summary data is available for this year.$9.44$0.00$6.56$0.30$6.26
2012Summary only. Only limited summary data is available for this year.$3.18$0.00$1.20$0.62$0.57