Civic Intelligence

Mgs and Rrs Charitable Trust

990PF • Fiscal year 2016 • EIN 22-2777614

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 14, 2017

Organization Profile
C/O Marvin G Schorr 330 Beacon StBoston, MA 02116

(617) 292-8400

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

63rd percentile

7.7%

Higher net margin than 63% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,704,042

Up $8,131 (+0.5%) from 2015

Net Assets

Up

$1,704,042

Up $8,131 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin63rd percentile

Revenue

Up

$105,704

Up $37,684 (+55%) from 2015

Expenses

Down

$97,573

Down $32,352 (-25%) from 2015

Net Income

Up

$8,131

Up $70,036 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,566,560Liabilities 2011: $02011Assets 2012: $1,559,417Liabilities 2012: $02012Assets 2013: $1,498,119Liabilities 2013: $0Net Assets 2013: $1,498,1192013Assets 2014: $1,757,817Liabilities 2014: $0Net Assets 2014: $1,757,8172014Assets 2015: $1,695,911Liabilities 2015: $0Net Assets 2015: $1,695,9112015Assets 2016: $1,704,042Liabilities 2016: $0Net Assets 2016: $1,704,0422016Assets 2017: $1,903,730Liabilities 2017: $700Net Assets 2017: $1,903,0302017Assets 2018: $2,175,654Liabilities 2018: $5,233Net Assets 2018: $2,170,4212018Assets 2019: $2,102,728Liabilities 2019: $1,326Net Assets 2019: $2,101,4022019Assets 2020: $2,079,635Liabilities 2020: $32,185Net Assets 2020: $2,047,4502020Assets 2021: $2,106,282Liabilities 2021: $25,004Net Assets 2021: $2,081,2782021Assets 2022: $2,100,063Liabilities 2022: $71,627Net Assets 2022: $2,028,4362022Assets 2023: $2,120,877Liabilities 2023: $90,498Net Assets 2023: $2,030,3792023Assets 2024: $1,986,532Liabilities 2024: $33,766Net Assets 2024: $1,952,7662024

Highlighted filing

2016

Assets$1,704,042
Liabilities$0
Net Assets$1,704,042
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $43,390Expenses 2011: $289,830Net Income 2011: -$246,4402011Revenue 2012: $84,169Expenses 2012: $91,312Net Income 2012: -$7,1432012Revenue 2013: $58,456Expenses 2013: $119,756Net Income 2013: -$61,3002013Revenue 2014: $392,226Expenses 2014: $132,528Net Income 2014: $259,6982014Revenue 2015: $68,020Expenses 2015: $129,925Net Income 2015: -$61,9052015Revenue 2016: $105,704Expenses 2016: $97,573Net Income 2016: $8,1312016Revenue 2017: $338,109Expenses 2017: $139,121Net Income 2017: $198,9882017Revenue 2018: $348,970Expenses 2018: $81,579Net Income 2018: $267,3912018Revenue 2019: $62,135Expenses 2019: $131,154Net Income 2019: -$69,0192019Revenue 2020: $78,643Expenses 2020: $132,595Net Income 2020: -$53,9522020Revenue 2021: $189,477Expenses 2021: $155,649Net Income 2021: $33,8282021Revenue 2022: $66,080Expenses 2022: $117,360Net Income 2022: -$51,2802022Revenue 2023: $156,704Expenses 2023: $154,952Net Income 2023: $1,7522023Revenue 2024: $80,073Expenses 2024: $157,724Net Income 2024: -$77,6512024

Highlighted filing

2016

Revenue$105,704
Expenses$97,573
Net Income$8,131
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARVIN G SCHORRTrustee-$0--
ROSALIE R SCHORRTrustee-$0--
ERIC D SCHORRTrustee-$0--
SUSAN E SCHORRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDETAILS OF 2016 GRANTS ARE ATTACHEDGENERAL501(C)(3)NA, MA, US$97,330
Filing and Contact Details

Filer

Filer Name
Mgs & Rrs Charitable Trust
EIN
22-2777614
Address
C/O MARVIN G SCHORR 330 BEACON ST, BOSTON, MA 02116

Signing Officer

Name
Margin G Schorr
Title
Trustee
Signed
2017-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET 16TH FLOOR, BOSTON, MA 02110
Preparer
John Nestor
Phone
6172928400
Raw XML Appendix354 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS - CORPORATE STOCK
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084229
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt097460
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARVIN G SCHORR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0330 BEACON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175363235
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS ONLY TO 501(C)(3)ORGANIZATIONSNO PROGRAMS OR GRANTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt097330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DETAILS OF 2016 GRANTS ARE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099999
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097330
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084229
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0188620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0188620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122641
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033574
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01200
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097460
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013231
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0311261
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0298030
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMEX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1113
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIN G SCHORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MGS & RRS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MGS&
ReturnHeader/Filer/EIN0222777614
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MARVIN G SCHORR 330 BEACON ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01566655560AB6953A209544E43F464FDB21F0B66
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01566655560AB6953A209544E43F464FDB21F0B66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.6.58
ReturnHeader/FilingSecurityInformation/IPDt02017-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:05:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 HIGH STREET 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172928400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NESTOR
ReturnHeader/ReturnTs02017-04-18T10:14:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$1,704,042
Liabilities
$0
Net assets
$1,704,042
Revenue
$105,704
Expenses
$97,573
Net income
$8,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.03$1.95$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.09$2.03$0.16$0.15$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.07$2.03$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.03$2.08$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.03$2.05$0.08$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.35$0.08$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.34$0.14$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.39$0.13$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.08$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.04$0.29$0.25