Civic Intelligence

Rose D Bernier Duval Charitable Trust

990 • Fiscal year 2018 • EIN 45-6239812

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileN/A
160 Winchendon RoadRoyalston, MA 01368

(603) 721-1853

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$367,522

Flat from 2018

Net Assets

Flat

$367,522

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$8,046

Flat from 2018

Expenses

Flat

$7,468

Flat from 2018

Net Income

Flat

$578

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $377,528Liabilities 2014: $0Net Assets 2014: $377,5282014Assets 2015: $370,014Liabilities 2015: $0Net Assets 2015: $370,0142015Assets 2016: $349,325Liabilities 2016: $0Net Assets 2016: $349,3252016Assets 2017: $366,944Liabilities 2017: $0Net Assets 2017: $366,9442017Assets 2018: $367,522Liabilities 2018: $0Net Assets 2018: $367,5222018Assets 2018: $367,522Liabilities 2018: $0Net Assets 2018: $367,5222018Assets 2019: $367,280Liabilities 2019: $0Net Assets 2019: $367,2802019Assets 2020: $363,318Liabilities 2020: $0Net Assets 2020: $363,3182020Assets 2021: $365,519Net Assets 2021: $365,5192021Assets 2022: $363,279Liabilities 2022: $0Net Assets 2022: $363,2792022Assets 2023: $362,478Liabilities 2023: $0Net Assets 2023: $362,4782023Assets 2024: $353,475Liabilities 2024: $0Net Assets 2024: $353,4752024

Highlighted filing

2018

Assets$367,522
Liabilities$0
Net Assets$367,522
Open 2018 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $130,827Expenses 2014: $11,447Net Income 2014: $119,3802014Revenue 2015: $7,976Expenses 2015: $15,490Net Income 2015: -$7,5142015Revenue 2016: -$4,978Expenses 2016: $15,711Net Income 2016: -$20,6892016Revenue 2017: $25,032Expenses 2017: $7,413Net Income 2017: $17,6192017Revenue 2018: $8,046Expenses 2018: $7,468Net Income 2018: $5782018Revenue 2018: $8,046Expenses 2018: $7,468Net Income 2018: $5782018Revenue 2019: $8,972Expenses 2019: $9,214Net Income 2019: -$2422019Revenue 2020: $7,098Expenses 2020: $11,060Net Income 2020: -$3,9622020Revenue 2021: $10,716Expenses 2021: $8,515Net Income 2021: $2,2012021Revenue 2022: $8,216Expenses 2022: $10,456Net Income 2022: -$2,2402022Revenue 2023: $9,507Expenses 2023: $10,308Net Income 2023: -$8012023Revenue 2024: $10,967Expenses 2024: $19,970Net Income 2024: -$9,0032024

Highlighted filing

2018

Revenue$8,046
Expenses$7,468
Net Income$578
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$52,089
Mission and Program Overview

Mission

The organization supports the St. Vincent de Paul Society of Our Lady of the HolyRosary Church in Gardner, Massachusetts

The organization supports the St. Vincent de Paul Society of Our Lady of the Holy Rosary Church in Gardner, Massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$278,047$278,047→ $0
Investments in Publicly Traded Securities$222,207$222,207→ $0
Savings and Temporary Cash Investments$104,831$129,826▲ $24,995
Rtn Earn Endowment Incm Other Fnds$88,897$89,475▲ $578
Cash and Non-Interest-Bearing Accounts$39,906$15,489▼ $24,417
Total Assets$366,944$367,522▲ $578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$366,944$367,522▲ $578
Total Liabilities and Net Assets / Fund Balance$366,944$367,522▲ $578
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deborah J OrreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,020
Other Revenue
$26
Change in Net Assets
$578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,920
Other Expenses$1,548
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,920--$5,920
Fees for Services Legal$1,200--$1,200
Interest$166--$166
Other Expenses$147--$147
Total Functional Expenses$7,468$0$0$7,468
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Vincent de PaulGardner, MA-Support of elderly and needy$5,920
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
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 is prepared by the Trustees attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.”

Form 990, Part VI, Section B, Line 12C

“The organizations Trustee reviews and monitors potential conflicts of interest. There are no potential conflicts of interest that have been identified.”

Form 990, Part VI, Section B, Line 15B

“The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since incepton, the Trustee has never received any Trustee compensation and has no present intention of paying any Trustee compensation. The organization has no employees.”

Form 990, Part VI, Section C, Line 19

“The organization has provided a copy of its governing document and conflict of interest policy to the St. Vincent de Paul Society of Annunciation Parish, successor to Our Lady of the Holy Rosary Church, which is the charitable beneficiary.”

Form 990, Part VI, Section C, Line 18 19

“The organization also files Form 990 with the Massachusetts Attorney General Division of Public Charities. The organization makes its Form 990 available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Rose D Bernier Duval Charitable Trust
EIN
45-6239812
Phone
6037211853
Address
160 Winchendon Road, Royalston, MA 01368

Signing Officer

Name
Deborah J Orre
Title
Trustee
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah J Orre
Formed
2011
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
Raw XML Appendix332 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization supports the St. Vincent de Paul Society of Our Lady of the Holy Rosary Church in Gardner, Massachusetts.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Deborah J Orre
IRS990/BooksInCareOfDetail/PhoneNum06037211853
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 Winchendon Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Royalston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001368
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0278047
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0278047
IRS990/CashNonInterestBearingGrp/BOYAmt039906
IRS990/CashNonInterestBearingGrp/EOYAmt015489
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05920
IRS990/CYInvestmentIncomeAmt08020
IRS990/CYOtherExpensesAmt01548
IRS990/CYOtherRevenueAmt026
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0578
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07468
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08046
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The trust was partially funded in April, 2011. The trust made its first distribution to the St. Vincent de Paul Society in March, 2012. The trust received the final distribution from the Estate of Edward Duval in 2014.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt07468
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01200
IRS990/FeesForServicesLegalGrp/TotalAmt01200
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8886TFiledInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Deborah J Orre
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-43
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt05920
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05920
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05920
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt044000
IRS990/GrossReceiptsAmt052089
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/ProgramServicesAmt0166
IRS990/InterestGrp/TotalAmt0166
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08063
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08063
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0222207
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0222207
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt044043
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization supports the St. Vincent de Paul Society of Annunciation Parish, formerly Our Lady of the Holy Rosary Parish, in Gardner, Massachusetts.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0366944
IRS990/NetAssetsOrFundBalancesEOYAmt0367522
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-43
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-43
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Massachusetts Form PC, filing fee
IRS990/OtherExpensesGrp/Desc1Foreign Tax Paid
IRS990/OtherExpensesGrp/ProgramServicesAmt035
IRS990/OtherExpensesGrp/ProgramServicesAmt1147
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherExpensesGrp/TotalAmt1147
IRS990/OtherRevenueMiscGrp/Desc0Nutrieum Limited, cash in lieu of frac. shs.
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026
IRS990/OtherRevenueTotalAmt026
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Deborah J Orre
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06102
IRS990/PYInvestmentIncomeAmt025032
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01311
IRS990/PYRevenuesLessExpensesAmt017619
IRS990/PYTotalExpensesAmt07413
IRS990/PYTotalRevenueAmt025032
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0578
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08046
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt088897
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt089475
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129826
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237449853
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05920
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Vincent de Paul Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05920
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05920
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support of elderly and needy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Vincent de Paul
IRS990ScheduleI/RecipientTable/RecipientEIN0237449853
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0135 Nichols Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Gardner
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001440
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by the Trustees attorney and reviewed by the Trustee prior to signing and filing. There is only one Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations Trustee reviews and monitors potential conflicts of interest. There are no potential conflicts of interest that have been identified.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustee reviews comparable compensation and prevailing practices before determining any compensation of the Trustee. Since incepton, the Trustee has never received any Trustee compensation and has no present intention of paying any Trustee compensation. The organization has no employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has provided a copy of its governing document and conflict of interest policy to the St. Vincent de Paul Society of Annunciation Parish, successor to Our Lady of the Holy Rosary Church, which is the charitable beneficiary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization also files Form 990 with the Massachusetts Attorney General Division of Public Charities. The organization makes its Form 990 available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 18 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0366944
IRS990/TotalAssetsEOYAmt0367522
IRS990/TotalAssetsGrp/BOYAmt0366944
IRS990/TotalAssetsGrp/EOYAmt0367522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07468
IRS990/TotalFunctionalExpensesGrp/TotalAmt07468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0366944
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367522
IRS990/TotalProgramServiceExpensesAmt07468
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08046
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0366944
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367522
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0160 Winchendon Road
IRS990/USAddress/CityNm0Royalston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001368
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah J Orre
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rose D Bernier Duval Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0456239812
ReturnHeader/Filer/PhoneNum06037211853
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 Winchendon Road
ReturnHeader/Filer/USAddress/CityNm0Royalston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001368
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025AF74F5B2166159F0685455BDD18B0B6D06039A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025AF74F5B2166159F0685455BDD18B0B6D06039A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.216.200.249
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:47:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-10T08:01:04-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,522
Liabilities
$0
Net assets
$367,522
Revenue
$8,046
Expenses
$7,468
Net income
$578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.11$0.20$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$3.66$0.11$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.07$0.11$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.08$0.07$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.08$0.07$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.25$0.07$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.00$3.49$0.05$0.16$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.08$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$1.31$0.11$1.19