Civic Intelligence

Swampscott Public Library Investment Tru

990 • Fiscal year 2018 • EIN 76-0779954

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileN/A
61 Burrill StSwampscott, MA 01907

(781) 568-8826

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

78%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$280,218

Up $32,741 (+13%) from 2017

Net Assets

Up

$280,218

Up $32,741 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

Up

$38,829

Up $17,003 (+78%) from 2017

Expenses

Up

$6,088

Up $1,811 (+42%) from 2017

Net Income

Up

$32,741

Up $15,192 (+87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $197,331Liabilities 2010: $1Net Assets 2010: $197,3302010Assets 2011: $143,533Liabilities 2011: $0Net Assets 2011: $143,5332011Assets 2012: $150,475Liabilities 2012: $0Net Assets 2012: $150,4752012Assets 2013: $161,759Liabilities 2013: $0Net Assets 2013: $161,7592013Assets 2014: $232,679Liabilities 2014: $0Net Assets 2014: $232,6792014Assets 2015: $225,880Liabilities 2015: $0Net Assets 2015: $225,8802015Assets 2016: $230,260Liabilities 2016: $0Net Assets 2016: $230,2602016Assets 2017: $247,477Liabilities 2017: $0Net Assets 2017: $247,4772017Assets 2018: $280,218Liabilities 2018: $0Net Assets 2018: $280,2182018Assets 2019: $302,298Liabilities 2019: $0Net Assets 2019: $302,2982019Assets 2020: $225,301Liabilities 2020: $0Net Assets 2020: $225,3012020Assets 2021: $251,478Liabilities 2021: $0Net Assets 2021: $251,4782021Assets 2022: $241,478Liabilities 2022: $0Net Assets 2022: $241,4782022Assets 2023: $240,186Liabilities 2023: $0Net Assets 2023: $240,1862023Assets 2024: $177,426Liabilities 2024: $0Net Assets 2024: $177,4262024

Highlighted filing

2018

Assets$280,218
Liabilities$0
Net Assets$280,218
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $1,0282010Expenses 2011: $7192011Revenue 2012: $9,984Expenses 2012: $3,045Net Income 2012: $6,9392012Revenue 2013: $11,910Expenses 2013: $627Net Income 2013: $11,2832013Revenue 2014: $75,268Expenses 2014: $4,348Net Income 2014: $70,9202014Revenue 2015: -$2,684Expenses 2015: $4,115Net Income 2015: -$6,7992015Revenue 2016: $7,645Expenses 2016: $3,256Net Income 2016: $4,3892016Revenue 2017: $21,826Expenses 2017: $4,277Net Income 2017: $17,5492017Revenue 2018: $38,829Expenses 2018: $6,088Net Income 2018: $32,7412018Revenue 2019: $26,345Expenses 2019: $4,265Net Income 2019: $22,0802019Revenue 2020: -$23,251Expenses 2020: $54,122Net Income 2020: -$77,3732020Revenue 2021: $30,768Expenses 2021: $4,589Net Income 2021: $26,1792021Revenue 2022: -$1,023Expenses 2022: $8,977Net Income 2022: -$10,0002022Revenue 2023: $2,117Expenses 2023: $3,409Net Income 2023: -$1,2922023Revenue 2024: $17,794Expenses 2024: $39,501Net Income 2024: -$21,7072024

Highlighted filing

2018

Revenue$38,829
Expenses$6,088
Net Income$32,741
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$500,773
Mission and Program Overview

Mission

Hold & manage trust property in accordance with the trust instrument & apply the income from such property, in trustees discretion, for renovation or construction of the swampscott public library building & replacement or improvement of furnishings & equipment within building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$221,447$256,189▲ $34,742
Cash and Non-Interest-Bearing Accounts$26,030$24,029▼ $2,001
Total Assets$247,477$280,218▲ $32,741
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$247,477$280,218▲ $32,741
Total Net Assets Fund Balance$247,477$280,218▲ $32,741
Total Liabilities and Net Assets / Fund Balance$247,477$280,218▲ $32,741
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Ellen WinklerTrustee
John TrippTrustee
Tript SembhiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$38,829
Other Revenue
$0
Change in Net Assets
$32,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,088
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$4,088-$4,088
Other Expenses-$1,950-$1,950
Total Functional Expenses$0$6,088$0$6,088
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 governing body review Part VI line 11

“The trustees review the form o 990 before it is filed.”

Conflict of interest policy compliance Part VI line 12C

“Trustees monitor conflicts in approving or ratifying decision of the chairman.”

CEO executive director top management comp Part VI line 15A

“The trustees receive no compensation.”

Other officer or key employee compensation Part VI line 15B

“There are no other officers or key employees.”

Governing documents etc available to public Part VI line 19

“The documents are filed with the ma attorney generals office and are made available upon request of the trust.”

Filing and Contact Details

Filer

Filer Name
Swampscott Public Library Inv Trust
EIN
76-0779954
Address
61 BURRILL ST, SWAMPSCOTT, MA 01907

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
6177234300
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Millett Rafferty
Address
3 Seans Way, Marblehead, MA 01945
Preparer
Thomas D Millett
Phone
6177234300
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING”

Raw XML Appendix318 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/ActivityOrMissionDesc0HOLD & MANAGE TRUST PROPERTY IN ACCORDANCE WITH THE TRUST INSTRUMENT & APPLY THE INCOME FROM SUCH PROPERTY, IN TRUSTEES DISCRETION, FOR RENOVATION OR CONSTRUCTION OF THE SWAMPSCOTT PUBLIC LIBRARY BUILDING & REPLACEMENT OR IMPROVEMENT OF FURNISHINGS & EQUIPMENT WITHIN BUILDING.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ALYCE DEVEAU
IRS990/BooksInCareOfDetail/PhoneNum07815688826
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt061 BURRILL ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SWAMPSCOTT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001907
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt026030
IRS990/CashNonInterestBearingGrp/EOYAmt024029
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt038829
IRS990/CYOtherExpensesAmt06088
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt032741
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06088
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt038829
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE TRUST CREATED AWARENESS OF THE NEEDS OF THE SWAMPSCOTT LIBRARY WITHIN THE COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04088
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04088
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ELLEN WINKLER
IRS990/Form990PartVIISectionAGrp/PersonNm1TRIPT SEMBHI
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN TRIPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt032223
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0494167
IRS990/GrossReceiptsAmt0500773
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06606
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06606
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0221447
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0256189
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0461944
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HOLD & MANAGE TRUST PROPERTY IN ACCORDANCE WITH THE TRUST INSTRUMENT & APPLY THE INCOME FROM SUCH PROPERTY, IN TRUSTEES DISCRETION, FOR RENOVATION OR CONSTRUCTION OF THE SWAMPSCOTT PUBLIC LIBRARY BUILDING & REPLACEMENT OR IMPROVEMENT OF FURNISHINGS & EQUIPMENT WITHIN BUILDING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0247477
IRS990/NetAssetsOrFundBalancesEOYAmt0280218
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt032223
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MA ATTY GEN FILING FEES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21950
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherExpensesGrp/TotalAmt21950
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021826
IRS990/PYOtherExpensesAmt04277
IRS990/PYRevenuesLessExpensesAmt017549
IRS990/PYTotalExpensesAmt04277
IRS990/PYTotalRevenueAmt021826
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt032741
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222506560
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SWAMPSCOTT PUBLIC LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW THE FORM O 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES MONITOR CONFLICTS IN APPROVING OR RATIFYING DECISION OF THE CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES RECEIVE NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE FILED WITH THE MA ATTORNEY GENERALS OFFICE AND ARE MADE AVAILABLE UPON REQUEST OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SWAMPSCOTT PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FRIENDS OF SWAMPSCOTT PUBLIC LIBRAR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222506560
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING ORGANIZATION TO THE LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt061 BURRELL ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt161 BURRELL ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SWAMPSCOTT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SWAMPSCOTT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001907
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd101907
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/TotalAssetsBOYAmt0247477
IRS990/TotalAssetsEOYAmt0280218
IRS990/TotalAssetsGrp/BOYAmt0247477
IRS990/TotalAssetsGrp/EOYAmt0280218
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06088
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0247477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0280218
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038829
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0247477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0280218
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0247477
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0280218
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177234300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAMPSCOTT PUBLIC LIBRARY INV TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SWAM
ReturnHeader/Filer/EIN0760779954
ReturnHeader/Filer/USAddress/AddressLine1Txt061 BURRILL ST
ReturnHeader/Filer/USAddress/CityNm0SWAMPSCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094A33902DB97774D60B76C88DA89124E8FAA0F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId094A33902DB97774D60B76C88DA89124E8FAA0F25
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00428102019319yvmwj1n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.62.182.220
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm020:00:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202060092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Millett Rafferty
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Seans Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marblehead
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001945
ReturnHeader/PreparerPersonGrp/PhoneNum06177234300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas D Millett
ReturnHeader/ReturnTs02019-11-15T17:39:17-05:00
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
$280,218
Liabilities
$0
Net assets
$280,218
Revenue
$38,829
Expenses
$6,088
Net income
$32,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.18$0.40$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.01$0.09$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.31$0.05$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.23$0.54$0.77
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.26$0.04$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.39$0.06$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.22$0.04$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.03$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.03$0.04$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.75$0.04$0.71
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12$0.01$0.11
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.10$0.03$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.01