Civic Intelligence

The Penates Foundation

990PF • Fiscal year 2019 • EIN 22-2536075

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization Profile
1 Liberty Lane East No 100Hampton, NH 03842

(603) 926-5911

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-124%

Higher net margin than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

15th percentile

-5.3%

Faster asset growth than 15% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

246%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,928,075

Down $498,307 (-5.3%) from 2018

Net Assets

Down

$8,926,965

Down $494,768 (-5.3%) from 2018

Liabilities

Down

$1,110

Down $3,539 (-76%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$346,333

Up $246,149 (+246%) from 2018

Expenses

Down

$776,755

Down $179,020 (-19%) from 2018

Net Income

Up

-$430,422

Up $425,169 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40M$30M$20M$10M$0Assets 2011: $11,790,794Liabilities 2011: $02011Assets 2012: $10,440,564Liabilities 2012: $02012Assets 2013: $9,985,871Liabilities 2013: $142013Assets 2014: $11,561,544Liabilities 2014: $0Net Assets 2014: $11,561,5442014Assets 2015: $9,987,131Liabilities 2015: $54,0002015Assets 2016: $8,291,433Liabilities 2016: $0Net Assets 2016: $8,291,4332016Assets 2017: $10,013,484Liabilities 2017: $0Net Assets 2017: $10,013,4842017Assets 2018: $9,426,382Liabilities 2018: $4,649Net Assets 2018: $9,421,7332018Assets 2019: $8,928,075Liabilities 2019: $1,110Net Assets 2019: $8,926,9652019Assets 2020: $8,151,438Liabilities 2020: $4,883Net Assets 2020: $8,146,5552020Assets 2021: $11,375,783Liabilities 2021: $58,754Net Assets 2021: $11,317,0292021Assets 2022: $22,188,367Liabilities 2022: $58,874Net Assets 2022: $22,129,4932022Assets 2023: $29,270,900Liabilities 2023: $76,254Net Assets 2023: $29,194,6462023Assets 2024: $34,525,348Liabilities 2024: $146,960Net Assets 2024: $34,378,3882024

Highlighted filing

2019

Assets$8,928,075
Liabilities$1,110
Net Assets$8,926,965
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,827,524Expenses 2011: $2,348,060Net Income 2011: $479,4642011Revenue 2012: $537,573Expenses 2012: $2,011,611Net Income 2012: -$1,474,0382012Revenue 2013: $589,964Expenses 2013: $1,239,956Net Income 2013: -$649,9922013Revenue 2014: $520,524Expenses 2014: $832,052Net Income 2014: -$311,5282014Revenue 2015: $2,239,653Expenses 2015: $1,726,163Net Income 2015: $513,4902015Revenue 2016: $144,945Expenses 2016: $1,350,724Net Income 2016: -$1,205,7792016Revenue 2017: $2,285,649Expenses 2017: $1,210,277Net Income 2017: $1,075,3722017Revenue 2018: $100,184Expenses 2018: $955,775Net Income 2018: -$855,5912018Revenue 2019: $346,333Expenses 2019: $776,755Net Income 2019: -$430,4222019Revenue 2020: $142,853Expenses 2020: $598,269Net Income 2020: -$455,4162020Revenue 2021: $1,512,058Expenses 2021: $352,250Net Income 2021: $1,159,8082021Revenue 2022: $8,346,573Expenses 2022: $199,097Net Income 2022: $8,147,4762022Revenue 2023: $10,076,148Expenses 2023: $706,381Net Income 2023: $9,369,7672023Revenue 2024: $3,770,742Expenses 2024: $1,139,505Net Income 2024: $2,631,2372024

Highlighted filing

2019

Revenue$346,333
Expenses$776,755
Net Income-$430,422
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL M MONTRONE SEE NOTEDirector-$0--
ANGELO M MONTRONEDirector-$0--
ANTHONY DINOVIDirector-$0--
FRED SEIGELDirector-$0--
SANDRA G MONTRONEPresident/Director-$0--
MICHELE M COGAN SEE NOTEVice President/DirectorPT$0--
KEVIN CLARKDirector-$0--
JEROME MONTRONEDirector-$0--
MATTHEW FRIELDirector-$0--
JOHN CROWLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Penates Foundation
EIN
22-2536075
Phone
6039265911
Address
1 LIBERTY LANE EAST NO 100, HAMPTON, NH 03842

Signing Officer

Name
John Crowley
Title
Treasurer
Phone
6039265911
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Howard J Spitz
Phone
6462135100
Raw XML AppendixShowing 400 of 984 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, QUESTION 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION PAYS A MANAGEMENT FEE TO BAYBERRY FINANCIAL SERVICES CORP., WHO IN TURN PAYS COMPENSATION TO MICHELE COGAN, AN OFFICER OF THE FOUNDATION. THE MANAGEMENT FEE ALSO INCLUDES REASONABLE FEES FOR OTHER ADMINISTRATIVE SERVICES.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28665053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE DISTRESSED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WR HUFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PERSPECTA TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OTHER INVESTMENTS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01763 IBOXX $ HY CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc146726 VANGUARD INTERM-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250000 XERIUM TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3887 IBOXX $ HY CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc427000 SUPERVALU DTD 12/01/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc59113 AQR MANAGED FUTURES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67970 FIDELITY FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc740000 TENET HEALTHCARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81449 ISHARES GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9392 CORE S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10217 CORE S&P MID-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11360 CORE S&P SMALL-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121202 E-TRACS ALERIAN MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13397 VANGUARD GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14219 VANGUARD REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1518000 APX GROUP INC SR NT DTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162587.992 AQR RISK PARITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt054632
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt022434
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-430422
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt064346
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08991311
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09421733
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08926965
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0440985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0440985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0440985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0445181
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04196
IRS990PF/DistributableAmountGrp/TotalTaxAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03703
IRS990PF/FMVAssetsEOYAmt08928075
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04649
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01110
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt010373
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt035025
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt010373
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt010373
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt05009743
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt05009743
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt063471
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0240541
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0240541
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09325623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08667994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08667994
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02263
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02467
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02467
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04361990
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03867222
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09426382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08928075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08928075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09426382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08928075
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09421733
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08926965
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09039200
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0157565
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08881635
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135588
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0445181
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08903612
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09039200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BAYBERRY FINANCIAL SERVICES CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PAYROLL & MGMT SERV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01 LIBERTY LANE E STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd003842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt530.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL M MONTRONE SEE NOTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANGELO M MONTRONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANTHONY DINOVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FRED SEIGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SANDRA G MONTRONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHELE M COGAN SEE NOTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KEVIN CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JEROME MONTRONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MATTHEW FRIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9JOHN CROWLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT/DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 STATE STREET 5TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61 LIBERTY LN E STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8LIBERTY LANE EAST SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91 LIBERTY LN E STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd003842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd103842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd203842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd403842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd503842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd603842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd703842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd803842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd903842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01021004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01023102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0840730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01155121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01233474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01669817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0745645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.114673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.084978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.125506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.140586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.155595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08903612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09893550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09203680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08773820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010731784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011179004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0662450

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,928,075
Liabilities
$1,110
Net assets
$8,926,965
Revenue
$346,333
Expenses
$776,755
Net income
-$430,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.15$34.4$3.77$1.14$2.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.08$29.2$10.1$0.71$9.37
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.06$22.1$8.35$0.20$8.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.06$11.3$1.51$0.35$1.16
2020Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.14$0.60$0.46
2019Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.35$0.78$0.43
2018Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.42$0.10$0.96$0.86
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$2.29$1.21$1.08
2016Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.14$1.35$1.21
2015Summary only. Only limited summary data is available for this year.$9.99$0.05$2.24$1.73$0.51
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.52$0.83$0.31
2013Summary only. Only limited summary data is available for this year.$9.99$0.00$0.59$1.24$0.65
2012Summary only. Only limited summary data is available for this year.$10.4$0.00$0.54$2.01$1.47
2011Summary only. Only limited summary data is available for this year.$11.8$0.00$2.83$2.35$0.48