Civic Intelligence

David J Harb Charitable Trust James F Hassan Trustee

990PF • Fiscal year 2022 • EIN 61-1614074

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 28, 2023

18 Nachaomet RoadLakeville, MA 02347-2142

(508) 813-5870

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$10,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

247%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$304,047

Down $106,995 (-26%) from 2021

Net Assets

Down

$304,047

Down $106,995 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$41,353

Up $29,451 (+247%) from 2021

Expenses

Up

$58,076

Up $1,422 (+2.5%) from 2021

Net Income

Up

-$16,723

Up $28,029 (+63%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $708,799Liabilities 2012: $0Net Assets 2012: $708,7992012Assets 2013: $683,702Liabilities 2013: $0Net Assets 2013: $683,7022013Assets 2014: $678,185Liabilities 2014: $0Net Assets 2014: $678,1852014Assets 2015: $572,158Liabilities 2015: $0Net Assets 2015: $572,1582015Assets 2016: $518,422Liabilities 2016: $0Net Assets 2016: $518,4222016Assets 2017: $486,984Liabilities 2017: $0Net Assets 2017: $486,9842017Assets 2018: $379,958Liabilities 2018: $0Net Assets 2018: $379,9582018Assets 2019: $416,560Liabilities 2019: $0Net Assets 2019: $416,5602019Assets 2020: $393,706Liabilities 2020: $0Net Assets 2020: $393,7062020Assets 2021: $411,042Liabilities 2021: $0Net Assets 2021: $411,0422021Assets 2022: $304,047Liabilities 2022: $0Net Assets 2022: $304,0472022Assets 2023: $236,972Liabilities 2023: $0Net Assets 2023: $236,9722023Assets 2024: $211,152Liabilities 2024: $0Net Assets 2024: $211,1522024

Highlighted filing

2022

Assets$304,047
Liabilities$0
Net Assets$304,047

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2012: $46,4352012Revenue 2013: $73,387Expenses 2013: $98,484Net Income 2013: -$25,0972013Revenue 2014: $54,272Expenses 2014: $59,789Net Income 2014: -$5,5172014Revenue 2015: -$1,095Expenses 2015: $104,932Net Income 2015: -$106,0272015Revenue 2016: $38,996Expenses 2016: $92,732Net Income 2016: -$53,7362016Revenue 2017: $60,655Expenses 2017: $92,096Net Income 2017: -$31,4412017Revenue 2018: $25Expenses 2018: $107,051Net Income 2018: -$107,0262018Revenue 2019: $70,582Expenses 2019: $43,842Net Income 2019: $26,7402019Revenue 2020: $27,652Expenses 2020: $52,192Net Income 2020: -$24,5402020Revenue 2021: $11,902Expenses 2021: $56,654Net Income 2021: -$44,7522021Revenue 2022: $41,353Expenses 2022: $58,076Net Income 2022: -$16,7232022Revenue 2023: -$23,014Expenses 2023: $74,426Net Income 2023: -$97,4402023Revenue 2024: $8,076Expenses 2024: $44,251Net Income 2024: -$36,1752024

Highlighted filing

2022

Revenue$41,353
Expenses$58,076
Net Income-$16,723
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 28, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F HASSANTrustee-$10,000-$10,000
MARGUERITE J HASSANTrustee-$8,000-$8,000
FLOREEN THOMASTrustee-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
David J Harb Charitable Trust
EIN
61-1614074
Phone
5088135870
Address
18 NACHAOMET ROAD, LAKEVILLE, MA 02347-2142

Signing Officer

Name
James F Hassan
Title
Trustee
Phone
5088135870
Signed
2023-03-28
Discuss with paid preparer
Yes

Preparer

Firm
David M Pinkham CPA LLC
Address
475 SCHOOL STREET SUITE 13, MARSHFIELD, MA 02050
Preparer
David M Pinkham
Phone
7818340444
Raw XML Appendix336 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/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc01204 SHARES FT PFD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1336.891 SHARES COLUMBIA DIV INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2697.35 SHARES COLUMBIA DIV INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33737 SHARES FT S&P DV TGT25
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc45827 SHARES FT S&P DV TGT25
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc58718 SHARES FT CAPITAL STRG 54
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc61562.5 SHARES N&B EQ INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011905
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt18903
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt218494
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt339074
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt460928
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt587999
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt621628
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110094
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt219994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt349983
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt479706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt591345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt619994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1914
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11191
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt310909
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt418778
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt53346
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-1634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0251624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0251624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05565
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03603
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt032176
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09177
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt032176
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt041353
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03603
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05565
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16723
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0284710
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035779
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0-33
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0-33
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041353
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03603
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16723
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090452
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0180
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0394499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0411042
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0304047
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014870
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014870
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014870
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014996
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0126
IRS990PF/DistributableAmountGrp/TotalTaxAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0126
IRS990PF/FMVAssetsEOYAmt0304047
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0411042
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0304047
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0398826
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0251624
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0251624
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03629
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03302
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03302
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08587
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt049121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt049121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0411042
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0304047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0304047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0411042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0304047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0411042
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0304047
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0304479
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0298811
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04567
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014996
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0299912
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0304479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F HASSAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGUERITE J HASSAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FLOREEN THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018 NACHAOMET ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt129 SHIPS VIEW TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2128 HILL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAKEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0023472142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202062
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt030000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt030000
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/IndividualWithBooksNm0JOSEPH F PIERCE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018 CASWELL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLYMOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002360
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05088304641
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO SUPPORT VARIOUS CHARITIES RELATED PRIMARILY BUT NOT EXCLUSIVELY TO MEDICAL, CHURCH AND VETERANS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS CHURCH NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSISTANCE TO NEEDY VETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANCE TO NEEDY VETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAINT GEORGE ORTHODOX CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JUDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3XAVARIAN BROTHERS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DISABLED AND LIMBLESS VERTERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HEBREW SENIOR LIFE HOSPICE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 ATWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 758516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 CLAPBOARDTREE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4122 HILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt580 NEWBRIDGE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd266675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502026
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt014870
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024363
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024363
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057654
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024058
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015130
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt090452
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE-1099 ADJUSTMEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-133
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0180
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt0159
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0159
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F HASSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088135870
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J HARB CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JAMES F HASSAN TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0611614074
ReturnHeader/Filer/PhoneNum05088135870
ReturnHeader/Filer/USAddress/AddressLine1Txt018 NACHAOMET ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0023472142
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204061852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M PINKHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 SCHOOL STREET SUITE 13
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002050
ReturnHeader/PreparerPersonGrp/PhoneNum07818340444
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-05T19:23:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HASSAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings