Civic Intelligence

Edith E Celley Irrv Tr 55005200

990 • Fiscal year 2021 • EIN 82-6777037

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization ProfileN/A
2 Maple StreetHanover, NH 03755

(603) 640-2695

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,182,196

Up $199,574 (+20%) from 2020

Net Assets

Up

$1,182,196

Up $199,574 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$152,744

Up $130,566 (+589%) from 2020

Expenses

Up

$67,686

Up $3,771 (+5.9%) from 2020

Net Income

Up

$85,058

Up $126,795 (+304%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $988,568Liabilities 2019: $0Net Assets 2019: $988,5682019Assets 2020: $982,622Liabilities 2020: $0Net Assets 2020: $982,6222020Assets 2021: $1,182,196Liabilities 2021: $0Net Assets 2021: $1,182,1962021Assets 2022: $1,180,043Liabilities 2022: $0Net Assets 2022: $1,180,0432022Assets 2023: $1,180,180Liabilities 2023: $0Net Assets 2023: $1,180,1802023Assets 2024: $1,188,415Liabilities 2024: $0Net Assets 2024: $1,188,4152024

Highlighted filing

2021

Assets$1,182,196
Liabilities$0
Net Assets$1,182,196
Open 2021 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2019: $8,674Expenses 2019: $72,332Net Income 2019: -$63,6582019Revenue 2020: $22,178Expenses 2020: $63,915Net Income 2020: -$41,7372020Revenue 2021: $152,744Expenses 2021: $67,686Net Income 2021: $85,0582021Revenue 2022: $68,875Expenses 2022: $71,743Net Income 2022: -$2,8682022Revenue 2023: $76,942Expenses 2023: $71,143Net Income 2023: $5,7992023Revenue 2024: $80,815Expenses 2024: $72,213Net Income 2024: $8,6022024

Highlighted filing

2021

Revenue$152,744
Expenses$67,686
Net Income$85,058
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Gross Receipts
$318,067
Mission and Program Overview

Mission

Provide support to haverhill heritage, inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$966,181$1,162,569▲ $196,388
Cap Stk Tr Prin Current Funds$988,568$982,622▼ $5,946
Rtn Earn Endowment Incm Other Fnds$-5,946$199,574▲ $205,520
Savings and Temporary Cash Investments$16,441$19,627▲ $3,186
Total Assets$982,622$1,182,196▲ $199,574
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$982,622$1,182,196▲ $199,574
Total Liabilities and Net Assets / Fund Balance$982,622$1,182,196▲ $199,574
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$5,226$5,226
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$152,744
Other Revenue
$0
Change in Net Assets
$85,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,832
Other Expenses$17,628
Salaries, Compensation, and Employee Benefits$5,226
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,832--$44,832
Fees for Services Other-$17,028-$17,028
Current Officers, Directors, Trustees, and Key Employees-$5,226-$5,226
Fees for Services Accounting-$600-$600
Total Functional Expenses$44,832$22,854$0$67,686
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
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“n/a”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Reviewed by Trustee”

Explanation for Form 990, Page 6, Part VI, Line 9

“n/a”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Employees of Ledyard National Bank are required to sign a form each year, certifying that they have no conflict of interest and that they have read the policies and procedures manual.”

Form 990, Page 6, Part VI, Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Edith E Celley Unitrust Dtd 81189
EIN
82-6777037
Phone
6036402695
Address
2 MAPLE STREET, HANOVER, NH 03755

Signing Officer

Name
Mitchell
Title
Trustee
Phone
6036402695
Signed
2022-04-20
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Supplemental Narrative

Additional Explanations

Schedule A, Part V, Sect E, Line 2

“Undistributed income from 2019 Form 990 15,580”

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings (1.78), ROC adjustment (359), 2022 transaction posted in 2021 (1880.16), BOOK ADJUSTMENT TO BASIS 116,757,”

Raw XML Appendix351 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/ActivityOrMissionDesc0PROVIDE SUPPORT TO HAVERHILL HERITAGE, INC
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEDYARD NATIONAL BANK
IRS990/BooksInCareOfDetail/PhoneNum06036402695
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 MAPLE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HANOVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003755
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0988568
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0982622
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05226
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05226
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt044832
IRS990/CYInvestmentIncomeAmt0152744
IRS990/CYOtherExpensesAmt017628
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt085058
IRS990/CYSalariesCompEmpBnftPaidAmt05226
IRS990/CYTotalExpensesAmt067686
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0152744
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT OF HAVERHILL HERITAGE, INC
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt067686
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017028
IRS990/FeesForServicesOtherGrp/TotalAmt017028
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0LEDYARD NATIONAL BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0118592
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt044832
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt044832
IRS990/GrantsToDomesticOrgsGrp/TotalAmt044832
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0283915
IRS990/GrossReceiptsAmt0318067
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034152
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0966181
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01162569
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0165323
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE SUPPORT TO HAVERHILL HERITAGE, INC
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0982622
IRS990/NetAssetsOrFundBalancesEOYAmt01182196
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0118592
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0118592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0114516
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt042502
IRS990/PYInvestmentIncomeAmt022178
IRS990/PYOtherExpensesAmt016441
IRS990/PYRevenuesLessExpensesAmt0-41737
IRS990/PYSalariesCompEmpBnftPaidAmt04972
IRS990/PYTotalExpensesAmt063915
IRS990/PYTotalRevenueAmt022178
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085058
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt034152
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-5946
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0199574
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019627
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt035102
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt026922
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01684
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt02447
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt035102
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt026922
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt021170
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt018964
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt012248
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt05511
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt05511
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt043467
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt043467
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt04684
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt043467
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt026252
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt018580
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt043467
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt044832
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt017215
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt018580
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt043467
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt044832
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt044832
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Undistributed income from 2021 Form 990 11,989
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A part V, Sect E line 2
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01504346
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01260812
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01504346
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01260812
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt022565
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt018912
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01481781
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01241900
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt051862
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt043467
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01504346
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01260812
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt051862
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt043467
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0020474092
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt044832
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HAVERHILL HERITAGE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt044832
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Undistributed income from 2019 Form 990 15,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reviewed by Trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Employees of Ledyard National Bank are required to sign a form each year, certifying that they have no conflict of interest and that they have read the policies and procedures manual.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mutual fund earnings (1.78), ROC adjustment (359), 2022 transaction posted in 2021 (1880.16), BOOK ADJUSTMENT TO BASIS 116,757,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule A, Part V, Sect E, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0982622
IRS990/TotalAssetsEOYAmt01182196
IRS990/TotalAssetsGrp/BOYAmt0982622
IRS990/TotalAssetsGrp/EOYAmt01182196
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022854
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044832
IRS990/TotalFunctionalExpensesGrp/TotalAmt067686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0982622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01182196
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt067686
IRS990/TotalReportableCompFromOrgAmt05226
IRS990/TotalRevenueGrp/ExclusionAmt0152744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152744
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0982622
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01182196
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06036402695
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDITH E CELLEY UNITRUST DTD 81189
ReturnHeader/Filer/BusinessNameControlTxt0CELL
ReturnHeader/Filer/EIN0826777037
ReturnHeader/Filer/PhoneNum06036402695
ReturnHeader/Filer/USAddress/AddressLine1Txt02 MAPLE STREET
ReturnHeader/Filer/USAddress/CityNm0HANOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003755
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02022-04-28T08:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,182,196
Liabilities
$0
Net assets
$1,182,196
Revenue
$152,744
Expenses
$67,686
Net income
$85,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.01$0.07$0.06