Civic Intelligence

Ruth Bartlett Taylor Trust 01-49336

990 • Fiscal year 2023 • EIN 36-6694653

Sep 01, 2022 to Aug 31, 2023 • Filed on Jun 17, 2024

Organization ProfileN/A
The Northern Trust Company TrusteePO Box Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

54th percentile

6.2%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$22,184

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,319,936

Up $5,501 (+0.2%) from 2022

Net Assets

Up

$2,319,936

Up $5,501 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin54th percentile

Revenue

Down

$88,783

Down $125,000 (-58%) from 2022

Expenses

Down

$83,282

Down $190,794 (-70%) from 2022

Net Income

Up

$5,501

Up $65,794 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,374,733Liabilities 2021: $0Net Assets 2021: $2,374,7332021Assets 2022: $2,314,435Liabilities 2022: $0Net Assets 2022: $2,314,4352022Assets 2023: $2,319,936Liabilities 2023: $0Net Assets 2023: $2,319,9362023Assets 2024: $2,235,971Liabilities 2024: $0Net Assets 2024: $2,235,9712024Assets 2025: $2,273,117Liabilities 2025: $0Net Assets 2025: $2,273,1172025

Highlighted filing

2023

Assets$2,319,936
Liabilities$0
Net Assets$2,319,936
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2021: $178,398Expenses 2021: $128,984Net Income 2021: $49,4142021Revenue 2022: $213,783Expenses 2022: $274,076Net Income 2022: -$60,2932022Revenue 2023: $88,783Expenses 2023: $83,282Net Income 2023: $5,5012023Revenue 2024: $88,198Expenses 2024: $172,497Net Income 2024: -$84,2992024Revenue 2025: $128,472Expenses 2025: $91,099Net Income 2025: $37,3732025

Highlighted filing

2023

Revenue$88,783
Expenses$83,282
Net Income$5,501
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jun 17, 2024
Return Version
2022v5.0
Gross Receipts
$1,017,206
Mission and Program Overview

Mission

To support organizations shown in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,314,436$2,319,936▲ $5,500
Investments in Publicly Traded Securities$2,267,282$2,212,739▼ $54,543
Savings and Temporary Cash Investments$47,153$107,197▲ $60,044
Rtn Earn Endowment Incm Other Fnds$-1--
Total Assets$2,314,435$2,319,936▲ $5,501
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,314,435$2,319,936▲ $5,501
Total Liabilities and Net Assets / Fund Balance$2,314,435$2,319,936▲ $5,501
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$22,184$22,184
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,783
Other Revenue
$0
Change in Net Assets
$5,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,321
Salaries, Compensation, and Employee Benefits$22,184
Other Expenses$3,777
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,321--$57,321
Current Officers, Directors, Trustees, and Key Employees-$22,184-$22,184
Fees for Services Accounting-$2,500-$2,500
All Other Expenses-$1,277-$1,277
Total Functional Expenses$57,321$25,961$0$83,282
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The northern trust company”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of tax return sent to trustee for review and comment”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL ACKNOWLEDGEMENT”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ruth Bartlett Taylor
EIN
36-6694653
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY TRUSTEE, PO BOX CHICAGO, IL 60680

Signing Officer

Name
James Ciarlette Ii
Title
Sr VP
Phone
3126306000
Signed
2024-06-17

Organization Details

Principal Officer
Na
Formed
1978
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Trustee fees,tax preparation fees, foreign tax, il ag fee”

Explanation for Form 990, Part XI, Line 9

“TAX COST ETC ADJ -”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART IV, SECTION D, LINE 2 NORTHERN TRUST MAINTAINED A CLOSE AND CONTINUOUS RELATIONSHIP VIA COMMUNICATION EITHER BY EMAIL, PHONE AND FACE TO FACE MEETINGS WITH THE PORTFOLIO MANAGER, CLIENT ADVISOR AND/OR MANAGING DIRECTOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE RUTH BARTLETT TAYLOR (THE TRUST) FAILED TO DISTRIBUTE $19,481. FOR YEARS PRIOR TO 2021. IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II), BECAUSE THE NORTHERN TRUST COMPANY (NORTHERN), THE SOLE TRUSTEE, HAD NOT YET CREATED PROCEDURES TO COMPLY WITH THE NEW REQUIREMENTS UNDER THE REVISED REGULATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3INSTEAD, THE TRUST PROPERLY PAID OUT THE NET INCOME DISTRIBUTABLE UNDER THE TERMS OF THE GOVERNING INSTRUMENT PRIOR DECEMBER 31, 2021, BUT FAILED TO CALCULATE THE DIFFERENCE BETWEEN THAT AND THE DISTRIBUTABLE AMOUNT AS DEFINED IN TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II)(B).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4HOWEVER, IN CONNECTION WITH THE PREPARATION OF THIS NEW SCHEDULE A,THE NORTHERN TAX DEPARTMENT RECOGNIZED THE NEED TO HAVE SYSTEMATIC PROCEDURES FOR COMPLIANCE WITH THE NEW REQUIREMENT, AND HAS IMPLEMENTED PROCEDURES SIMILAR TO THOSE USED FOR THE PRIVATE FOUNDATIONS THAT NORTHERN ADMINISTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE REASONABLE CAUSE EXCEPTION UNDER TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II)(F) STATES AN ORGANIZATION THAT FAILS TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT WILL NOT BE CLASSIFIED AS A PRIVATE FOUNDATION FOR THE YEAR OF THE FAILURE IF THE ORGANIZATION ESTABLISHES TO THE SATISFACTION OF THE IRS THAT:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6(1) THE FAILURE WAS DUE TO UNFORESEEN EVENTS OR CIRCUMSTANCES BEYOND ITS CONTROL, A CLERICAL ERROR, OR AN INCORRECT VALUATION OF ASSETS; (2) THE FAILURE WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7AND (3) THE DISTRIBUTION REQUIREMENT IS MET WITHIN 180 DAYS AFTER THE ORGANIZATION IS FIRST ABLE TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT NOTWITHSTANDING THE UNFORESEEN EVENTS OR CIRCUMSTANCES, OR WITHIN 180 DAYS AFTER THE CLERICAL ERROR OR INCORRECT VALUATION WAS OR SHOULD HAVE BEEN DISCOVERED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8AS ESTABLISHED ABOVE, THE UNDERDISTRIBUTION WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT. THE TRUST WILL PAY OUT THE UNDERDISTRIBUTION IN LESS THAN 180 DAYS SINCE THE DISCOVERY OF THE UNDERDISTRIBUTION AND HENCEFORTH WILL TIMELY COMPLY WITH THE DISTRIBUTABLE AMOUNT REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINES 2 &3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 6iii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8SCHEDULE A, PART V, SCH E, LINES 2 & 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02315058
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02747068
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02315058
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02747068
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt034726
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt041206
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02280332
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02705862
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt079812
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt094705
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02315058
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02747068
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt079812
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt094705
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0370688542
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1376001230
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt034392
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt122928
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST PREBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DOMINY MEMORIAL LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt057320
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE FEES,TAX PREPARATION FEES, FOREIGN TAX, IL AG FEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NORTHERN TRUST COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX COST ETC ADJ -
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FIRST PREBYTERIAN CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1DOMINY MEMORIAL LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370688542
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1376001230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 E ELM ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1201 S 3RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FAIRBURY IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FAIRBURY IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061739
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd161739
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02314435
IRS990/TotalAssetsEOYAmt02319936
IRS990/TotalAssetsGrp/BOYAmt02314435
IRS990/TotalAssetsGrp/EOYAmt02319936
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057321
IRS990/TotalFunctionalExpensesGrp/TotalAmt083282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02314435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02319936
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt025961
IRS990/TotalOtherProgSrvcGrantAmt025961
IRS990/TotalProgramServiceExpensesAmt083281
IRS990/TotalReportableCompFromOrgAmt022184
IRS990/TotalRevenueGrp/ExclusionAmt072200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016583
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088783
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02314435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02319936
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CIARLETTE II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH BARTLETT TAYLOR
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0366694653

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,319,936
Liabilities
$0
Net assets
$2,319,936
Revenue
$88,783
Expenses
$83,282
Net income
$5,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.13$0.09$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.21$0.27$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.13$0.05