Civic Intelligence

Reynolds-Mckee Charitable Tr

990PF • Fiscal year 2022 • EIN 38-7154149

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
168 Mountain Top DrivePark City, UT 84060

(617) 834-1029

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

94th percentile

81%

Higher net margin than 94% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

383%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,711,803

Up $1,994,841 (+26%) from 2021

Net Assets

Up

$9,711,803

Up $1,994,841 (+26%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$2,406,410

Up $1,908,158 (+383%) from 2021

Expenses

Down

$461,569

Down $755,313 (-62%) from 2021

Net Income

Up

$1,944,841

Up $2,663,471 (+371%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$15M$10M$5.0M$0Assets 2019: $8,426,863Liabilities 2019: $02019Assets 2020: $9,574,374Liabilities 2020: $12020Assets 2021: $7,716,962Liabilities 2021: $1Net Assets 2021: $7,716,9622021Assets 2022: $9,711,803Liabilities 2022: $1Net Assets 2022: $9,711,8032022Assets 2023: $10,101,017Liabilities 2023: $12023Assets 2024: $10,835,387Liabilities 2024: $0Net Assets 2024: $10,835,3872024

Highlighted filing

2022

Assets$9,711,803
Liabilities$1
Net Assets$9,711,803
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $3,120,667Expenses 2019: $1,172,568Net Income 2019: $1,948,0992019Revenue 2020: $329,449Expenses 2020: $520,000Net Income 2020: -$190,5512020Revenue 2021: $498,252Expenses 2021: $1,216,882Net Income 2021: -$718,6302021Revenue 2022: $2,406,410Expenses 2022: $461,569Net Income 2022: $1,944,8412022Revenue 2023: $421,062Expenses 2023: $34,624Net Income 2023: $386,4382023Revenue 2024: $739,724Expenses 2024: $8,000Net Income 2024: $731,7242024

Highlighted filing

2022

Revenue$2,406,410
Expenses$461,569
Net Income$1,944,841
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET REYNOLDSTrustee-$0--
WILLIAM MCKEE JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HOSPITAL CNPGENERAL FUND501C(3)BOSTON, MA, US$250,000
Paid GrantCATHOLIC SCHOOL FOUNDATIONGENERAL FUND501C(3)BOSTON, MA, US$100,000
Paid GrantST MARGARET MARY PARISHGENERAL FUND501C(3)WESTWOOD, MA, US$100,000
Filing and Contact Details

Filer

Filer Name
Reynolds-mckee Charitable Trust
EIN
38-7154149
Phone
6178341029
Address
168 MOUNTAIN TOP DRIVE, PARK CITY, UT 84060

Signing Officer

Name
Margaret Reynolds
Title
Trustee
Phone
7813266999
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Gannon CPA LLC
Address
PO BOX 421, CHELMSFORD, MA 01824
Preparer
Barry N Chait Esquire
Phone
9782442470
Raw XML Appendix330 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0483582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0687000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0HUNTSMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01571423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11495720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY FOCUSED STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY CONTRAFUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01655483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11534093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0395812
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02010598
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02406410
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02406410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02010598
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0395812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0395812
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01944841
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02209922
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02010598
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02395626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08773
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0450785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0461569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02406410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02406410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0785
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt092438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1106886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0835505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11175093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0835505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11175093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0927943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11281979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MARTIN MARIETTA MATERIALS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INTUITIVE SURGICAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02010598
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01944841
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt050000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09711803
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07716962
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09711803
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0500925
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0500925
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0500925
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0534224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt033299
IRS990PF/DistributableAmountGrp/TotalTaxAmt033299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt033299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt033299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt033299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt026499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06800
IRS990PF/FMVAssetsEOYAmt010037654
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0682907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0483582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0687000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02779509
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03067143
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03189576
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07716962
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09711803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04254546
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06161078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06161078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07716962
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09711803
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010037654
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07716962
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09711803
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07716962
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09711803
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010847196
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06426907
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04420289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0162708
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0534224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010684488
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010847196
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM MCKEE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0168 MOUNTAIN TOP DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1168 MOUNTAIN TOP DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PARK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0450785
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0450785
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARGARET REYNOLDS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0168 MOUNTAIN TOP DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARK CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07818341029
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARGARET REYNOLDS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1WILLIAM MCKEE JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL CNP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST MARGARET MARY PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt067 BATTERYMARCH STREET 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 LONGWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2845 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450000
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/AppliedToCurrentYearAmt0450785
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0500925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt050140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0712858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0845749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt073415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0103829
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01697413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0712858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0845749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt073415
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01751102
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01801242
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/FAIR MARKET VALUE ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11973
TaxesSchedule/TaxesDetail/Amt26800
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt12021 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt22022 FEDERAL ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11973
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt26800
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07813266999
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REYNOLDS-MCKEE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0REYN
ReturnHeader/Filer/EIN0387154149
ReturnHeader/Filer/PhoneNum06178341029
ReturnHeader/Filer/USAddress/AddressLine1Txt0168 MOUNTAIN TOP DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822891403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GANNON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 421
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782442470
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY N CHAIT ESQUIRE
ReturnHeader/ReturnTs02023-05-15T11:27:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,711,803
Liabilities
$1
Net assets
$9,711,803
Revenue
$2,406,410
Expenses
$461,569
Net income
$1,944,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.74$0.01$0.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$0.42$0.03$0.39
2022Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$2.41$0.46$1.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.00$7.72$0.50$1.22$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.57$0.00$0.33$0.52$0.19
2019Summary only. Only limited summary data is available for this year.$8.43$0.00$3.12$1.17$1.95