Civic Intelligence

Robert & Joan M Dircks Foundation Inc.

990PF • Fiscal year 2017 • EIN 22-3135737

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
PO Box 559Dunstable, MA 01827

(978) 449-0072

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$43,550

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$12,704,486

Up $1,363,043 (+12%) from 2016

Net Assets

Up

$12,704,486

Up $1,363,043 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin56th percentile

Revenue

Up

$784,473

Up $74,616 (+11%) from 2016

Expenses

Up

$737,377

Up $57,324 (+8.4%) from 2016

Net Income

Up

$47,096

Up $17,292 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,551,014Liabilities 2011: $02011Assets 2012: $9,929,976Liabilities 2012: $0Net Assets 2012: $9,929,9762012Assets 2013: $10,947,636Liabilities 2013: $0Net Assets 2013: $10,947,6362013Assets 2014: $10,990,490Liabilities 2014: $0Net Assets 2014: $10,990,4902014Assets 2015: $11,005,542Liabilities 2015: $0Net Assets 2015: $11,005,5422015Assets 2016: $11,341,443Liabilities 2016: $0Net Assets 2016: $11,341,4432016Assets 2017: $12,704,486Liabilities 2017: $0Net Assets 2017: $12,704,4862017Assets 2018: $11,303,034Liabilities 2018: $0Net Assets 2018: $11,303,0342018Assets 2019: $13,166,233Liabilities 2019: $0Net Assets 2019: $13,166,2332019Assets 2020: $14,672,844Liabilities 2020: $0Net Assets 2020: $14,672,8442020Assets 2021: $17,217,968Liabilities 2021: $0Net Assets 2021: $17,217,9682021Assets 2022: $12,688,307Liabilities 2022: $0Net Assets 2022: $12,688,3072022Assets 2023: $13,967,360Liabilities 2023: $0Net Assets 2023: $13,967,3602023Assets 2024: $15,529,095Liabilities 2024: $0Net Assets 2024: $15,529,0952024

Highlighted filing

2017

Assets$12,704,486
Liabilities$0
Net Assets$12,704,486
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $168,702Expenses 2011: $545,850Net Income 2011: -$377,1482011Expenses 2012: $570,5642012Revenue 2013: $729,967Expenses 2013: $590,611Net Income 2013: $139,3562013Revenue 2014: $315,264Expenses 2014: $644,022Net Income 2014: -$328,7582014Revenue 2015: $1,290,235Expenses 2015: $661,693Net Income 2015: $628,5422015Revenue 2016: $709,857Expenses 2016: $680,053Net Income 2016: $29,8042016Revenue 2017: $784,473Expenses 2017: $737,377Net Income 2017: $47,0962017Revenue 2018: $904,262Expenses 2018: $640,551Net Income 2018: $263,7112018Revenue 2019: $585,374Expenses 2019: $722,786Net Income 2019: -$137,4122019Revenue 2020: $810,507Expenses 2020: $782,035Net Income 2020: $28,4722020Revenue 2021: $1,365,245Expenses 2021: $924,064Net Income 2021: $441,1812021Revenue 2022: $279,848Expenses 2022: $889,394Net Income 2022: -$609,5462022Revenue 2023: $321,900Expenses 2023: $868,022Net Income 2023: -$546,1222023Revenue 2024: $326,014Expenses 2024: $959,237Net Income 2024: -$633,2232024

Highlighted filing

2017

Revenue$784,473
Expenses$737,377
Net Income$47,096
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Van RiperTrusteePT$43,550-$43,550
Robert E DircksTrusteePT$22,000-$22,000
Joan WalshTrusteePT$22,000-$22,000
Thomas C DircksTrustee-$0--
William C DircksTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Joan Dircks Foundation Inc
EIN
22-3135737
Phone
9784490072
Address
PO Box 559, Dunstable, MA 01827

Signing Officer

Name
Thomas C Dircks
Title
Trustee
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Ray Best CPA
Address
22 Bunker Hill Road, Ipswich, MA 01938
Preparer
Raymond A Best CPA
Phone
9739454794
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt286536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt327248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt568479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6139390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt765413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-11500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5126068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6283973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt783077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-11500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5126068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6283973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt783077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0121560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2106572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt335507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5194547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6423363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7148490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03,270 AMN Healthcare Services Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14,500 Ford Motor Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25,500 Sector SPDR Tr Shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3847.531 Black Knight Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43,250 Ford Motor Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,170 IShares Russell 2000 Growth ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63,320 Vanguard Index Fds Vanguard Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,100 Vanguard Index Funds Small Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0534846
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt044969
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt047096
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01323388
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012711927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011341443
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012704486
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0586252
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0586252
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0586252
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0593422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07170
IRS990PF/DistributableAmountGrp/TotalTaxAmt07170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014370
IRS990PF/FMVAssetsEOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt058067
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt054212
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt054212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt084878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0254023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0254023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09332371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010854133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010854133
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01866127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01542118
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01542118
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011341443
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011341443
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011341443
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt011341443
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt012704486
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012049170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011991277
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180738
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0593422
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011868432
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012049170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt022000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt222000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt343550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert E Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas C Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joan Walsh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Carolyn Van Riper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4William C Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401827
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0627888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0635058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0601376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0591257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0571064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0510393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0504065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052904

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,704,486
Liabilities
$0
Net assets
$12,704,486
Revenue
$784,473
Expenses
$737,377
Net income
$47,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.33$0.96$0.63
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.32$0.87$0.55
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.28$0.89$0.61
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.37$0.92$0.44
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.81$0.78$0.03
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.59$0.72$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.90$0.64$0.26
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.78$0.74$0.05
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.71$0.68$0.03
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.29$0.66$0.63
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.32$0.64$0.33
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.73$0.59$0.14
2012Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.57
2011Summary only. Only limited summary data is available for this year.$9.55$0.00$0.17$0.55$0.38