Beatrice E Neff Trust Under Will FBO

EIN 81-6903647 • Essex, CT

Essex Savings Bank176 Westbrook RdEssex, CT 06426

Siviq Scores

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

0.00x

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

$500k-$1M nonprofits • Source year 2022

0.00x

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

$500k-$1M nonprofits • Source year 2022

-171%

Higher net margin than 4% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

No value available

No filing with officer rows is available for this organization yet.

-6.3%

Faster asset growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

-36%

Faster revenue growth than 10% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets39th percentile

Assets

Down

$558,227

Down $14,482 (-2.5%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$558,227

Down $14,482 (-2.5%) from 2023

Operations

Liabilities / Revenue40th percentile Net Margin4th percentile

Revenue

$46,518

Up $19,145 (+70%) from 2023

Expenses

Down

$54,447

Down $414 (-0.8%) from 2023

Net Income

-$7,929

Up $19,559 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2024

Assets$558,227

Liabilities$0

Net Assets$558,227

Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2024

Revenue$46,518

Expenses$54,447

Net Income-$7,929

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $558,227
Liabilities: $0
Net assets: $558,227
Revenue: $46,518
Expenses: $54,447
Net income: -$7,929

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.58	$0.00	$5.58	$0.47	$0.54	$0.08
2023Detailed filing. Detailed filing data is available for this year.	$5.73	$0.00	$5.73	$0.27	$0.55	$0.27
2022Detailed filing. Detailed filing data is available for this year.	$6.00	$0.00	$6.00	$0.23	$0.61	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$6.41	$0.00	$6.41	$0.35	$0.62	$0.27
2020Summary only. Only limited summary data is available for this year.	$6.72	$0.00		$0.22	$0.69	$0.47

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 29, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$5,339	-	$5,339

Filing and Contact Details

Filer

Filer Name: Beatrice E Neff Trust Under Will Fbo
EIN: 81-6903647
Phone: 8607674416
Address: ESSEX SAVINGS BANK176 WESTBROOK RD, ESSEX, CT 06426

Signing Officer

Name: Moira Martin
Title: Trustee
Phone: 8607674416
Signed: 2025-04-29
Discuss with paid preparer: Yes

Preparer

Firm: Trust Processing Solutions
Address: P O BOX 894, MILFORD, OH 45150-0894
Preparer: Doug P Hart
Phone: 5137748805

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	06457
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	39484
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	40616
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	40616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	2562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	9809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	11810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	27563
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	2562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	9809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	11810
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	41069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	453
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	27563
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	27110
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2392
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	4158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	3
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TO MATCH 1099
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	TO MATCH 1099 SALES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT EXPENSES - PROCEEDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	69
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7988
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7988
TaxesSchedule/TaxesDetail/Amt	0	257
TaxesSchedule/TaxesDetail/Amt	1	154
TaxesSchedule/TaxesDetail/Amt	2	156
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	257
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MOIRA MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8607674416
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BEATRICE E NEFF TRUST UNDER WILL FBO
ReturnHeader/Filer/BusinessNameControlTxt	0	NEFF
ReturnHeader/Filer/EIN	0	816903647
ReturnHeader/Filer/PhoneNum	0	8607674416
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	ESSEX SAVINGS BANK176 WESTBROOK RD
ReturnHeader/Filer/USAddress/CityNm	0	ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06426
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	451500894
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5137748805
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOUG P HART
ReturnHeader/ReturnTs	0	2025-05-05T16:01:21-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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