Morton E Goulder Revocable Trust

990PF • Fiscal year 2023 • EIN 26-6221848

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile

650 SE Manchester PlacePortland, OR 97202

(503) 504-6389

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-49%

Higher net margin than 13% of similar nonprofits.

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

$17,500

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

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

-1.6%

Faster asset growth than 34% of similar nonprofits.

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

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,854,080

Down $30,634 (-1.6%) from 2022

Net Assets

Down

$1,854,080

Down $30,634 (-1.6%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin13th percentile

Revenue

$142,458

Up $370,609 (+162%) from 2022

Expenses

Down

$212,293

Down $144,352 (-40%) from 2022

Net Income

-$69,835

Up $514,961 (+88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2023

Assets$1,854,080

Liabilities$0

Net Assets$1,854,080

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue$142,458

Expenses$212,293

Net Income-$69,835

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 4, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL T GOULDER	Treasurer/Director	PT	$17,500	-	$17,500
DAVID N GOULDER	President/Director	PT	$12,500	-	$12,500

Filing and Contact Details

Filer

Filer Name: Morton E Goulder Revocable Trust
EIN: 26-6221848
Phone: 5035046389
Address: 650 SE MANCHESTER PLACE, PORTLAND, OR 97202

Signing Officer

Name: David N Goulder
Title: President/director
Phone: 5035046389
Signed: 2024-11-04
Discuss with paid preparer: Yes

Preparer

Firm: Hamblett & Kerrigan Pa
Address: 20 TRAFALGAR SQ SUITE 505, NASHUA, NH 03063
Phone: 6038835501

Raw XML Appendix374 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	650461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	13899
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	28753
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	217
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	142458
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	30000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	150000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	29451
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	217
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	217
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	31995
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	28753
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	567
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-9
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-9
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	8649
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	6	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	7	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	INSTALLMENT SALE - DEALSTREAM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	APG ELECTRIC - LT GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	APG ELECTRIC - 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	END GAME - ST LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	END GAME - LT LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	END GAME - 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	7	BIG IDEA - LT GAIN
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2320106
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2320106
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	188156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	185889
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	781854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	795763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	650461
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	803048
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	779660
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	1150076
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-435392
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-466026
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	222046
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1773721
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	29937
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID N GOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MICHAEL T GOULDER
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IRS990PF/Organization4947a1TrtdPFInd	0	X
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	97202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	DAVID N GOULDER
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5035046389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	COVER LETTER SUMMARIZING REQUEST. COPY OF DETERMINATION LETTER BY APPLICANT. CURRENT FINANCIAL STATEMENTS AND ANY OTHER ADDITIONAL INFORMATION DEEMED RELEVANT BY APPLICANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DAVID N GOULDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5035046389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	650 SE MANCHESTER PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	97202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING FUNDGENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	GOULDER FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1532 AFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PENNINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	08534
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	96312
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	96312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	173050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5968557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	650000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	487808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	487808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	6845295
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	53688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	173050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5968557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	650000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	53688
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	7333103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	7279415
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	HAMBLETT & KERRIGAN PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	31995
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	803048
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LIMITED PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	779660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1150076
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2614
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	8108
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	37
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	3	1
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	4	39
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	END GAME - NON DEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	APG - NON-DEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	OTHER BOOK TO TAX DIFFERENCES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	3	HBN SHOE - NON-DEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	4	WHY DATA - NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	298
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	7876
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	23172
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	4768
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	3	-110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	4	14967
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	5	-1205
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	6	50010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	7	111
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EUREKA PARTNERS I LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	MAPLE CREST REGENCY ASSOCIATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	HBN SHOE LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	PARALLEL SIMULATION TECHNOLOGY
OtherIncomeSchedule2/OtherIncomeDetail/Desc	4	END GAME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	5	BIG IDEA GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	6	APG ELECTRIC
OtherIncomeSchedule2/OtherIncomeDetail/Desc	7	WHY DATA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	7876
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	23172
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	4768
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	3	-110
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	4	14967
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	5	-1205
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	6	50010
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	7	111
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	7876
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	23172
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	4768
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	3	-110
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	4	14967
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	5	-1205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	6	50010
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	7	111
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	50000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	TAX REFUND
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID N GOULDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5035046389
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MORTON E GOULDER REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MORT
ReturnHeader/Filer/EIN	0	266221848
ReturnHeader/Filer/PhoneNum	0	5035046389
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	650 SE MANCHESTER PLACE
ReturnHeader/Filer/USAddress/CityNm	0	PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	020330672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HAMBLETT & KERRIGAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	20 TRAFALGAR SQ SUITE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NASHUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	03063
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6038835501
ReturnHeader/ReturnTs	0	2024-11-04T12:47:28-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,854,080
Liabilities: $0
Net assets: $1,854,080
Revenue: $142,458
Expenses: $212,293
Net income: -$69,835

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42	$0.27	$0.67	$0.40
2023Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.14	$0.21	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$1.88	$0.00	$1.88	$0.23	$0.36	$0.58
2021Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$5.87	$6.08	$0.21
2020Detailed filing. Detailed filing data is available for this year.	$2.76	$0.00	$2.76	$0.07	$0.07	$0.00