Robert and Nancy Norbedo Charitable Trust

990PF • Fiscal year 2021 • EIN 82-3401178

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 16, 2022

Organization Profile

295 Rea StreetNorth Andover, MA 01845

(978) 687-3002

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

89%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

34%

Faster asset growth than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

167%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

$199,528

Up $50,556 (+34%) from 2020

Net Assets

$199,528

Up $50,556 (+34%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin96th percentile

Revenue

$91,225

Up $57,048 (+167%) from 2020

Expenses

$9,659

Up $1,686 (+21%) from 2020

Net Income

$81,566

Up $55,362 (+211%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2021

Assets$199,528

Liabilities$0

Net Assets$199,528

Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2021

Revenue$91,225

Expenses$9,659

Net Income$81,566

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Mar 16, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT A NORBEDO	Trustee	-	$0	-	-
NANCY B NORBEDO	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Robert and Nancy Norbedo
EIN: 82-3401178
Phone: 9786873002
Address: 295 REA STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name: Robert a Norbedo
Title: Trustee
Phone: 9786873002
Signed: 2022-03-16
Discuss with paid preparer: Yes

Preparer

Firm: Sullivan Bille Pc
Address: 600 CLARK ROAD, TEWKSBURY, MA 01876
Preparer: Tracy Descoteaux CPA
Phone: 9789702900

Raw XML Appendix385 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTANT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	487
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	17888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	15000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	23231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	18292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	24871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	8274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	23274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	22722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	16861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	23750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	BLACKROCK GLOBAL ALLOC (MALOX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	FEDERATED HERMES STRATEGIC VALUE(SVAIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	FIRST EAGLE FUNDS(SGIIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	LORD ABBETT BOND DEBENTURE-I (LBNYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	VIRTUS FUNDS (PIMSX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	VIRTUS STRAT TR ALLIANZ CONV (ANNPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	ALGER FDS II SPECTRA FD CL Z (ASPZX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	TRANSAMERICA FUNDS INTL EQUITY (TSWIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	VANGUARD TOTAL STK MKT (VTSAX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	VANGUARD WELLESLEY INCOME FD ADMIRAL (VWIAX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	17812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	15026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	24990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	18290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	24751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	8480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	23470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	25355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	25352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	24916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAINS DIVIDENDS
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	165659
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	295 REA STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NORTH ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01845
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9786873002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CATHOLIC APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	REGIS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THE AUGUSTINIANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	NORTHEASTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	66 BROOKS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	235 WELLESLEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	43 ESSEX STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	360 HUNTINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BRAINTREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	01810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	02115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	6500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1599
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	7596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7022
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	2173
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1599
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ROBERT A AND NANCY B NORBEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	295 REA STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NORTH ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	01845
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	45546
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	45546
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	600 SHARES OF TEXTRON
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	31010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	VALUE OF STOCK CONTRIBUTED AND SOLD IN SAME YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MARGIN INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	26
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2041
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt	0	ROBERT A AND NANCY B NORBEDO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	295 REA STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	NORTH ANDOVER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	01845
TaxesSchedule/TaxesDetail/Amt	0	38
TaxesSchedule/TaxesDetail/Amt	1	44
TaxesSchedule/TaxesDetail/CategoryTxt	0	990 PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	38
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	44
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROBERT A NORBEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9786873002
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT AND NANCY NORBEDO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	823401178
ReturnHeader/Filer/PhoneNum	0	9786873002
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	295 REA STREET
ReturnHeader/Filer/USAddress/CityNm	0	NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043296201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SULLIVAN BILLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	600 CLARK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TEWKSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01876
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9789702900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TRACY DESCOTEAUX CPA
ReturnHeader/ReturnTs	0	2022-03-29T08:00:57-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	NORBEDO
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $199,528
Liabilities: $0
Net assets: $199,528
Revenue: $91,225
Expenses: $9,659
Net income: $81,566

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91	$0.56	$0.16	$0.40
2023Summary only. Only limited summary data is available for this year.	$2.57	$0.00		$0.42	$0.12	$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.26	$0.00	$2.26	$0.60	$0.12	$0.48
2021Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$0.91	$0.10	$0.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.49	$0.00	$1.49	$0.34	$0.08	$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.23	$0.00	$1.23	$0.43	$0.07	$0.36