Civic Intelligence

William Carter and Marlys Hanson Burdett Scholarship Tr

EIN 45-6540849 • 501(c)3 • Gloucester, MA

Pub. 78 Eligible

Profile

To provide a stream of income to fund scholarships and support related studies and/or teaching in order to contribute to better understanding between the united states and turkey and arab countries.

109 Main StreetGloucester, MA 01930

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$7,533

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

207%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,090,265

Down $9,168 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,090,265

Down $9,168 (-0.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin19th percentile

Revenue

Up

$63,978

Up $43,118 (+207%) from 2023

Expenses

Up

$72,610

Up $43,634 (+151%) from 2023

Net Income

Down

-$8,632

Down $516 (-6.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,044,847Liabilities 2012: $0Net Assets 2012: $1,044,8472012Assets 2013: $1,042,376Liabilities 2013: $0Net Assets 2013: $1,042,3762013Assets 2014: $1,044,418Liabilities 2014: $0Net Assets 2014: $1,044,4182014Assets 2015: $1,092,548Liabilities 2015: $0Net Assets 2015: $1,092,5482015Assets 2016: $1,152,775Liabilities 2016: $0Net Assets 2016: $1,152,7752016Assets 2017: $1,267,536Liabilities 2017: $0Net Assets 2017: $1,267,5362017Assets 2018: $1,095,277Liabilities 2018: $0Net Assets 2018: $1,095,2772018Assets 2019: $1,078,539Liabilities 2019: $0Net Assets 2019: $1,078,5392019Assets 2020: $1,090,699Liabilities 2020: $0Net Assets 2020: $1,090,6992020Assets 2021: $1,119,128Liabilities 2021: $0Net Assets 2021: $1,119,1282021Assets 2022: $1,107,497Liabilities 2022: $0Net Assets 2022: $1,107,4972022Assets 2023: $1,099,433Liabilities 2023: $0Net Assets 2023: $1,099,4332023Assets 2024: $1,090,265Liabilities 2024: $0Net Assets 2024: $1,090,2652024

Highlighted filing

2024

Assets$1,090,265
Liabilities$0
Net Assets$1,090,265
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,065,735Expenses 2012: $20,888Net Income 2012: $1,044,8472012Revenue 2013: $35,844Expenses 2013: $38,315Net Income 2013: -$2,4712013Revenue 2014: $40,459Expenses 2014: $38,417Net Income 2014: $2,0422014Revenue 2015: $51,143Expenses 2015: $38,564Net Income 2015: $12,5792015Revenue 2016: $41,171Expenses 2016: $39,384Net Income 2016: $1,7872016Revenue 2017: $60,828Expenses 2017: $38,970Net Income 2017: $21,8582017Revenue 2018: $56,890Expenses 2018: $39,280Net Income 2018: $17,6102018Revenue 2019: $36,281Expenses 2019: $49,759Net Income 2019: -$13,4782019Revenue 2020: $63,792Expenses 2020: $51,268Net Income 2020: $12,5242020Revenue 2021: $79,221Expenses 2021: $50,506Net Income 2021: $28,7152021Revenue 2022: $38,442Expenses 2022: $49,861Net Income 2022: -$11,4192022Revenue 2023: $20,860Expenses 2023: $28,976Net Income 2023: -$8,1162023Revenue 2024: $63,978Expenses 2024: $72,610Net Income 2024: -$8,6322024

Highlighted filing

2024

Revenue$63,978
Expenses$72,610
Net Income-$8,632
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,090,265
Liabilities
$0
Net assets
$1,090,265
Revenue
$63,978
Expenses
$72,610
Net income
-$8,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.04$0.05$0.01
2018Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.06$0.04$0.02
2017Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.06$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.04$0.04$0.00
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$1.07$0.02$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 13, 2025
Return Version
2024v5.0
Gross Receipts
$402,624
Mission and Program Overview

Mission

To provide a stream of income to fund scholarships and support related studies and/or teaching in order to contribute to better understanding between the united states and turkey and arab countries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,099,433$1,090,265▼ $9,168
Investments in Publicly Traded Securities$870,497$927,014▲ $56,517
Savings and Temporary Cash Investments$228,880$163,225▼ $65,655
Cash and Non-Interest-Bearing Accounts$56$26▼ $30
Total Assets$1,099,433$1,090,265▼ $9,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,099,433$1,090,265▼ $9,168
Total Liabilities and Net Assets / Fund Balance$1,099,433$1,090,265▼ $9,168
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
-Trustee$7,533$7,533
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,978
Other Revenue
$0
Change in Net Assets
$-8,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,945
Salaries, Compensation, and Employee Benefits$7,533
Other Expenses$1,132
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,945--$63,945
Current Officers, Directors, Trustees, and Key Employees-$7,533-$7,533
Fees for Services Accounting-$900-$900
Fees for Services Other-$202-$202
Fees for Service Investment Mgmnt Fees-$30-$30
Total Functional Expenses$63,945$8,665$0$72,610
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Middle East InstituteWashington, DC-Educational$63,945
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
Audit committee
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
Yes
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 8A

“TRUST COMMITTEE”

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

“Form 990 is reviewed by trust officer for completeness and accuracy”

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

“Trust committee meets on a monthly basis and reviews all activity within the department. Any conflict of interest is required to be disclosed and reported at monthly meeting by all trust officers.”

FORM 990, PAGE 6, PART VI, LINE 15A

“N/A”

FORM 990, PAGE 6, PART VI, LINE 15B

“Cape ann savings bank receives a .50% flat fee for it's investment management and trustee fee”

Form 990, Page 6, Part VI, Line 19

“The trust document, conflict of interest policy and financial statements are made available upon request”

Filing and Contact Details

Filer

Filer Name
William Carter and Marlys Burdett Schlr Tr
EIN
45-6540849
Phone
9782837079
Address
109 MAIN STREET, GLOUCESTER, MA 01930

Signing Officer

Name
Cape Ann Savings Bank
Title
Trustee
Phone
9782837079
Signed
2025-03-13
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Trust Processing Solutions
Address
PO BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Supplemental Narrative

Additional Explanations

Part XII

“Cape ann savings bank trust & financial services department employs an independent firm to audit all accounts. The bank is also subject to state and fdic audits on all accounts.”

Explanation for Form 990, Part XI, Line 9

“MUTUAL FUND TIMING”

Raw XML Appendix368 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/ActivityOrMissionDesc0TO PROVIDE A STREAM OF INCOME TO FUND SCHOLARSHIPS AND SUPPORT RELATED STUDIES AND/OR TEACHING IN ORDER TO CONTRIBUTE TO BETTER UNDERSTANDING BETWEEN THE UNITED STATES AND TURKEY AND ARAB COUNTRIES.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAPE ANN SAVINGS BANK
IRS990/BooksInCareOfDetail/PhoneNum09782837079
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLOUCESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001930
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt056
IRS990/CashNonInterestBearingGrp/EOYAmt026
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07533
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07533
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt063945
IRS990/CYInvestmentIncomeAmt063978
IRS990/CYOtherExpensesAmt01132
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8632
IRS990/CYSalariesCompEmpBnftPaidAmt07533
IRS990/CYTotalExpensesAmt072610
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt063978
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT PROVIDED TO MIDDLE EAST INSTITUTE, 1761 N STREET, N.W., WASHINGTON, D.C. 20036-1882 TO PROVIDE SCHOLARSHIP TO MEI STUDENT/ TEACHER
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0900
IRS990/FeesForServicesAccountingGrp/TotalAmt0900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0202
IRS990/FeesForServicesOtherGrp/TotalAmt0202
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CAPE ANN SAVINGS BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07533
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt028833
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt063945
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063945
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063945
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0367479
IRS990/GrossReceiptsAmt0402624
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035145
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0870497
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0927014
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0338646
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A STREAM OF INCOME TO FUND SCHOLARSHIPS AND SUPPORT RELATED STUDIES AND/OR TEACHING IN ORDER TO CONTRIBUTE TO BETTER UNDERSTANDING BETWEEN THE UNITED STATES AND TURKEY AND ARAB COUNTRIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt01099433
IRS990/NetAssetsOrFundBalancesEOYAmt01090265
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt028833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028833
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-536
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021315
IRS990/PYInvestmentIncomeAmt020860
IRS990/PYOtherExpensesAmt01253
IRS990/PYRevenuesLessExpensesAmt0-8116
IRS990/PYSalariesCompEmpBnftPaidAmt06408
IRS990/PYTotalExpensesAmt028976
IRS990/PYTotalRevenueAmt020860
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8632
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01099433
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01090265
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228880
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0163225
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt035145
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt029236
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt035145
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt029236
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt05291
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt04703
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt029854
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt024533
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt024533
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt040658
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt040658
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt020853
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt040658
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt040658
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt08803
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt040658
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt067318
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt017857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt017857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt017857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt08803
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt03373
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt063945
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt040658
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt063945
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt067318
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE WAS APPOINTED IN THE TRUST DOCUMENT. THE TRUSTEE MAKES DISTRIBUTIONS TO THE SUPPORTED ORG.PER THE TERMS OF THE TRUST DOCUMENT. INFORMATION TO THE SUPPORTED ORG UPON REQUEST
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DISTRIBUTION REQUIREMENTS ARE MADE PURSUANT TO THE TERMS OF THE TRUST DOCUMENT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2UNDERDISTRIBUTION OCCURRED DUE TO A RETURNED CHECK AS A RESULT OF THE ORGANIZATION CLOSING IT'S DESIGNATED CHECKING ACCOUNT. REASONABLE CAUSE AND NOT WILLFUL NEGLECT RESULTED IN THE UNDERDISTRIBUTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION E, LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01387592
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01179350
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0166691
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0228324
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01220901
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0951026
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt020814
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt017690
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01366778
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01161660
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt047837
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt040658
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01387592
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01179350
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt047837
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt040658
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530204608
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063945
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MIDDLE EAST INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt063945
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt063945
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MIDDLE EAST INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientEIN0530204608
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01761 N STREET NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CERTIFY THAT THE FUNDS DISTRIBUTED HAVE BEEN USED IN INSTITUTE, ON AN ANNUAL BASIS, A REPORT OF ITS ACTIVITY AND A CERTIFICATE THAT THE FUNDS DISTRIBUTED TO IT HAVE BEEN IN CONFORMITY WITH THE PURPOSES AND REQUIREMENTS OF THE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAPE ANN SAVINGS BANK TRUST & FINANCIAL SERVICES DEPARTMENT EMPLOYS AN INDEPENDENT FIRM TO AUDIT ALL ACCOUNTS. THE BANK IS ALSO SUBJECT TO STATE AND FDIC AUDITS ON ALL ACCOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUST COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY TRUST OFFICER FOR COMPLETENESS AND ACCURACY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST COMMITTEE MEETS ON A MONTHLY BASIS AND REVIEWS ALL ACTIVITY WITHIN THE DEPARTMENT. ANY CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED AND REPORTED AT MONTHLY MEETING BY ALL TRUST OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CAPE ANN SAVINGS BANK RECEIVES A .50% FLAT FEE FOR IT'S INVESTMENT MANAGEMENT AND TRUSTEE FEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MUTUAL FUND TIMING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01099433
IRS990/TotalAssetsEOYAmt01090265
IRS990/TotalAssetsGrp/BOYAmt01099433
IRS990/TotalAssetsGrp/EOYAmt01090265
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08665
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063945
IRS990/TotalFunctionalExpensesGrp/TotalAmt072610
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01099433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01090265
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt07533
IRS990/TotalRevenueGrp/ExclusionAmt063978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063978
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01099433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01090265
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAPE ANN SAVINGS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09782837079
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM CARTER AND MARLYS BURDETT SCHLR TR
ReturnHeader/Filer/BusinessNameControlTxt0BURD
ReturnHeader/Filer/EIN0456540849
ReturnHeader/Filer/PhoneNum09782837079
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-03-19T09:01:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.