Civic Intelligence

The Carol a and James J Mcinnis Charitable Trust

EIN 46-1535074 • North Andover, MA

807 Turnpike StreetNorth Andover, MA 01845
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-134%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-6.9%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$250,723

Down $27,047 (-9.7%) from 2022

Liabilities

Down

$0

Down $90 (-100%) from 2022

Net Assets

Down

$250,723

Down $26,957 (-9.7%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Down

$13,891

Down $28,427 (-67%) from 2022

Expenses

Up

$32,500

Up $17,217 (+113%) from 2022

Net Income

Down

-$18,609

Down $45,644 (-169%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2016: $237,188Liabilities 2016: $3,400Net Assets 2016: $233,7882016Assets 2018: $261,114Liabilities 2018: $1,690Net Assets 2018: $259,4242018Assets 2019: $306,821Liabilities 2019: $890Net Assets 2019: $305,9312019Assets 2020: $279,751Liabilities 2020: $90Net Assets 2020: $279,6612020Assets 2022: $277,770Liabilities 2022: $90Net Assets 2022: $277,6802022Assets 2024: $250,723Liabilities 2024: $0Net Assets 2024: $250,7232024

Highlighted filing

2024

Assets$250,723
Liabilities$0
Net Assets$250,723
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2016: -$11,984Expenses 2016: $29,364Net Income 2016: -$41,3482016Revenue 2018: $9,051Expenses 2018: $28,733Net Income 2018: -$19,6822018Revenue 2019: $73,177Expenses 2019: $27,041Net Income 2019: $46,1362019Revenue 2020: $6,503Expenses 2020: $32,400Net Income 2020: -$25,8972020Revenue 2022: $42,318Expenses 2022: $15,283Net Income 2022: $27,0352022Revenue 2024: $13,891Expenses 2024: $32,500Net Income 2024: -$18,6092024

Highlighted filing

2024

Revenue$13,891
Expenses$32,500
Net Income-$18,609
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$250,723
Liabilities
$0
Net assets
$250,723
Revenue
$13,891
Expenses
$32,500
Net income
-$18,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.14$0.33$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.42$0.15$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.07$0.32$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.01$3.06$0.73$0.27$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.02$2.59$0.09$0.29$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.03$2.34$0.12$0.29$0.41
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYBETH MCINNISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERRIMACK COLLEGEEDUCATIONPCNORTH ANDOVER, MA, US$15,000
Paid GrantCATHOLIC RELIEF SERVICESSERVICE TO PEOPLE IN NEEDPCBALTIMORE, MD, US$275
Filing and Contact Details

Filer

Filer Name
The Carol a and James J Mcinnis
EIN
46-1535074
Phone
9786866112
Address
807 TURNPIKE STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Marybeth Mcinnis
Title
Trustee
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Shaheen Pallone & Associates Pc
Address
861 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Naomi J Andon
Phone
9786867200
Raw XML Appendix270 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt726168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt999966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt734988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9100198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0500 APOGEE ENTERPRISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11000 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31000 EXTENDICARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51000 SECTOR SPDR TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300 SINCLAIR BROADCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71000 HELLO GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm842 TIVITY HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 CONSUMER STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10100 INDUSTRIAL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 INVESCO EX TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12100 ISHARES TR US PHARM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1350 ISHARES TR US TRSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14100 MATERIALS SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15400 SELECT SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16125 SELECT SECTOR SDDR TR TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171200 VANGUARD BD INDEX
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06673
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035645
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt042318
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042318
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035645
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015275
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06638
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt027035
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0293980
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035645
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042275
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt042318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt096342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1161993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt090219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1203761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD SCOTTSDALE FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035645
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt027035
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0277680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0250645
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0277680
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014780
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014780
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014780
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015368
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0588
IRS990PF/DistributableAmountGrp/TotalTaxAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01048
IRS990PF/FMVAssetsEOYAmt0301194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0177338
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0280690
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt090
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt090
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0250645
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0277680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073397
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020504
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0250735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0277770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0301194
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0250735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0277770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0250645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0277680
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0312045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0264861
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015368
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0307364
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0312045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARYBETH MCINNIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0807 TURNPIKE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH ANDOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001845
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015275
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt015275
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001845
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09786866112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SERVICE TO PEOPLE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERRIMACK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0228 W LEXINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1315 TURNPIKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101845
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015275
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014780
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052742
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010260
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0495
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062089
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061594
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt090
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt090
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYBETH MCINNIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CAROL A AND JAMES J MCINNIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0461535074
ReturnHeader/Filer/PhoneNum09786866112
ReturnHeader/Filer/USAddress/AddressLine1Txt0807 TURNPIKE STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043173778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHEEN PALLONE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786867200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NAOMI J ANDON
ReturnHeader/ReturnTs02023-11-15T15:54:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARYBETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCINNIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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