Civic Intelligence

Deborah and Robert First Family Foundation

990PF • Fiscal year 2023 • EIN 22-2776314

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
22 Rockport RoadWeston, MA 02493

(781) 235-1661

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-37%

Higher net margin than 16% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,887,748

Down $83,130 (-4.2%) from 2022

Net Assets

Down

$1,883,098

Down $87,780 (-4.5%) from 2022

Liabilities

Up

$4,650

Up $4,650 from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin16th percentile

Revenue

Up

$239,096

Up $108,255 (+83%) from 2022

Expenses

Up

$326,876

Up $179,124 (+121%) from 2022

Net Income

Down

-$87,780

Down $70,869 (-419%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,748,269Liabilities 2011: $02011Assets 2012: $1,713,232Liabilities 2012: $02012Assets 2013: $1,675,592Liabilities 2013: $02013Assets 2014: $1,631,798Liabilities 2014: $02014Assets 2015: $1,636,643Liabilities 2015: $02015Assets 2019: $1,860,829Liabilities 2019: $02019Assets 2020: $1,881,898Liabilities 2020: $0Net Assets 2020: $1,881,8982020Assets 2021: $1,987,789Liabilities 2021: $0Net Assets 2021: $1,987,7892021Assets 2022: $1,970,878Liabilities 2022: $0Net Assets 2022: $1,970,8782022Assets 2023: $1,887,748Liabilities 2023: $4,650Net Assets 2023: $1,883,0982023Assets 2024: $1,879,398Liabilities 2024: $0Net Assets 2024: $1,879,3982024

Highlighted filing

2023

Assets$1,887,748
Liabilities$4,650
Net Assets$1,883,098
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200KRevenue 2011: $139,326Expenses 2011: $208,441Net Income 2011: -$69,1152011Revenue 2012: $159,275Expenses 2012: $194,146Net Income 2012: -$34,8712012Revenue 2013: $158,836Expenses 2013: $196,476Net Income 2013: -$37,6402013Revenue 2014: $177,469Expenses 2014: $221,263Net Income 2014: -$43,7942014Revenue 2015: $221,855Expenses 2015: $216,931Net Income 2015: $4,9242015Revenue 2019: $176,703Expenses 2019: $114,984Net Income 2019: $61,7192019Revenue 2020: $126,879Expenses 2020: $111,290Net Income 2020: $15,5892020Revenue 2021: $205,219Expenses 2021: $97,268Net Income 2021: $107,9512021Revenue 2022: $130,841Expenses 2022: $147,752Net Income 2022: -$16,9112022Revenue 2023: $239,096Expenses 2023: $326,876Net Income 2023: -$87,7802023Revenue 2024: $288,226Expenses 2024: $291,926Net Income 2024: -$3,7002024

Highlighted filing

2023

Revenue$239,096
Expenses$326,876
Net Income-$87,780
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT FIRSTTrustee-$0--
DEBORAH FIRSTTrustee-$0--
ELIZABETH RADDOCKTrustee-$0--
RICHARD FIRSTTrustee-$0--
PAMELA MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Deborah and Robert First
EIN
22-2776314
Phone
7812351661
Address
22 ROCKPORT ROAD, WESTON, MA 02493

Signing Officer

Name
Robert First
Title
Trustee
Phone
7812351661
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Miller Wachman Llp
Address
100 CAMBRIDGE STREET 13TH FLOOR, BOSTON, MA 02114-2548
Preparer
Stephen Gunzburger CPA
Phone
6173386800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt061571
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0177525
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0239096
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0239096
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0177525
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0307837
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0307837
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061571
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-87780
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0550130
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0177525
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0225742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013271
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0307837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0326876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0239096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0239096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1321530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt199436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt287422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt199436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt287422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2113140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICILY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS PUBLICILY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS PUBLICILY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0177525
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-87780
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01883098
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01970878
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01883098
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0109974
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0109974
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0109974
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113112
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03138
IRS990PF/DistributableAmountGrp/TotalTaxAmt03138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02206
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03138
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06706
IRS990PF/FMVAssetsEOYAmt02376202
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02080257
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02080257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0335890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0335889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0309532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01218856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01116088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01626279
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0239730
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0376931
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0381551
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04650
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-109379
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-197159
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0176402
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058840
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01970878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01887748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02376202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01970878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01887748
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01970878
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01883098
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02296699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046396
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02250303
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034450
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113112
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02262249
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02296699
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH RADDOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PAMELA MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022 ROCKPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 ROCKPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O 22 ROCKPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O 22 ROCKPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O 22 ROCKPORT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTON

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,887,748
Liabilities
$4,650
Net assets
$1,883,098
Revenue
$239,096
Expenses
$326,876
Net income
-$87,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.29$0.29$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.88$0.24$0.33$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.21$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.11$0.02
2019Summary only. Only limited summary data is available for this year.$1.86$0.00$0.18$0.11$0.06
2015Summary only. Only limited summary data is available for this year.$1.64$0.00$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$1.63$0.00$0.18$0.22$0.04
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.16$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$1.71$0.00$0.16$0.19$0.03
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.14$0.21$0.07