Civic Intelligence

Jaffrey Gilmore Foundation Trust C/O Charter Trust Company

990PF • Fiscal year 2020 • EIN 23-7124087

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
90 North Main StConcord, NH 03301

(603) 224-1350

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$634,378

Up $10,373 (+1.7%) from 2019

Net Assets

Up

$634,378

Up $10,373 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin66th percentile

Revenue

Down

$61,655

Down $125,312 (-67%) from 2019

Expenses

Down

$51,453

Down $21,619 (-30%) from 2019

Net Income

Down

$10,202

Down $103,693 (-91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$800K$600K$400K$200K$0Assets 2010: $553,817Liabilities 2010: $0Net Assets 2010: $553,8172010Assets 2011: $559,831Liabilities 2011: $0Net Assets 2011: $559,8312011Assets 2012: $558,280Liabilities 2012: $0Net Assets 2012: $558,2802012Assets 2013: $551,648Liabilities 2013: $0Net Assets 2013: $551,6482013Assets 2014: $528,308Liabilities 2014: $0Net Assets 2014: $528,3082014Assets 2015: $505,650Liabilities 2015: $0Net Assets 2015: $505,6502015Assets 2016: $484,779Liabilities 2016: $0Net Assets 2016: $484,7792016Assets 2017: $503,608Liabilities 2017: $0Net Assets 2017: $503,6082017Assets 2018: $510,151Liabilities 2018: $0Net Assets 2018: $510,1512018Assets 2019: $624,005Liabilities 2019: $0Net Assets 2019: $624,0052019Assets 2020: $634,378Liabilities 2020: $0Net Assets 2020: $634,3782020Assets 2021: $707,203Liabilities 2021: $0Net Assets 2021: $707,2032021Assets 2022: $749,974Liabilities 2022: $0Net Assets 2022: $749,9742022Assets 2023: $747,579Liabilities 2023: $0Net Assets 2023: $747,5792023Assets 2024: $715,717Liabilities 2024: $0Net Assets 2024: $715,7172024

Highlighted filing

2020

Assets$634,378
Liabilities$0
Net Assets$634,378
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KExpenses 2010: $40,3782010Expenses 2011: $37,6872011Expenses 2012: $42,0172012Revenue 2013: $31,896Expenses 2013: $38,989Net Income 2013: -$7,0932013Revenue 2014: $18,421Expenses 2014: $41,791Net Income 2014: -$23,3702014Revenue 2015: $20,058Expenses 2015: $42,697Net Income 2015: -$22,6392015Revenue 2016: $23,342Expenses 2016: $44,233Net Income 2016: -$20,8912016Revenue 2017: $64,176Expenses 2017: $45,171Net Income 2017: $19,0052017Revenue 2018: $55,102Expenses 2018: $48,475Net Income 2018: $6,6272018Revenue 2019: $186,967Expenses 2019: $73,072Net Income 2019: $113,8952019Revenue 2020: $61,655Expenses 2020: $51,453Net Income 2020: $10,2022020Revenue 2021: $123,600Expenses 2021: $50,758Net Income 2021: $72,8422021Revenue 2022: $98,523Expenses 2022: $55,883Net Income 2022: $42,6402022Revenue 2023: $53,700Expenses 2023: $55,464Net Income 2023: -$1,7642023Revenue 2024: $24,065Expenses 2024: $56,473Net Income 2024: -$32,4082024

Highlighted filing

2020

Revenue$61,655
Expenses$51,453
Net Income$10,202
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELINDA JOHNSONTrustee-$0--
MIKE SHEATrustee-$0--
ANNA SCHIERIOTHTrustee-$0--
BENJAMIN WHEELERTrustee-$0--
ELLEN CARONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jaffrey Gilmore Foundation Trust
EIN
23-7124087
Phone
6032241350
Address
90 NORTH MAIN ST, CONCORD, NH 03301

Signing Officer

Name
Melinda Johnson
Title
Trustee
Phone
6032241350
Signed
2021-05-12

Preparer

Firm
Carew & Wells Pllc
Address
104 N STATE ST, CONCORD, NH 03301
Preparer
Karen M Carew
Phone
6032243950
Raw XML Appendix306 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd003301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06032241350
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt039782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CIVIC CENTER OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JAFFREY CIVIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DESIGNATED BENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JAFFREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd003452
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039782
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0JAFFREY GILMORE FNDTN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0PRIVATE FNDTN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0REPORTING ORGANIZATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042701
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029183
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01280
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042941
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0240
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029183
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-171
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0REPORTABLE TAX TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NH STATE CHARITABLE FILING FE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPLIANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07996
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARTER TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02399
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05597
TaxesSchedule/TaxesDetail/Amt01820
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt2824
TaxesSchedule/TaxesDetail/CategoryTxt02020 990 ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt22019 990 FEDERAL BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032241350
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAFFREY GILMORE FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHARTER TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0JAFF
ReturnHeader/Filer/EIN0237124087
ReturnHeader/Filer/PhoneNum06032241350
ReturnHeader/Filer/USAddress/AddressLine1Txt090 NORTH MAIN ST
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412243136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREW & WELLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 N STATE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003301
ReturnHeader/PreparerPersonGrp/PhoneNum06032243950
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN M CAREW
ReturnHeader/ReturnTs02021-06-24T11:54:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$634,378
Liabilities
$0
Net assets
$634,378
Revenue
$61,655
Expenses
$51,453
Net income
$10,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.24$0.56$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.54$0.55$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.99$0.56$0.43
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$1.24$0.51$0.73
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.62$0.51$0.10
2019Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.87$0.73$1.14
2018Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.55$0.48$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.64$0.45$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.23$0.44$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.20$0.43$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.18$0.42$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.32$0.39$0.07
2012Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.42
2011Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.38
2010Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.40