Civic Intelligence

Mary Suplee Disclaimer Trust

990PF • Fiscal year 2019 • EIN 90-0284556

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 09, 2020

Organization Profile
P O Box 8314041Dallas, TX 75283-1041

(800) 357-7094

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,265

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$242,096

Down $4,131 (-1.7%) from 2018

Net Assets

Down

$242,096

Down $4,131 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Down

$16,913

Down $5,218 (-24%) from 2018

Expenses

Up

$20,842

Up $2,541 (+14%) from 2018

Net Income

Down

-$3,929

Down $7,759 (-203%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2011: $226,871Liabilities 2011: $02011Assets 2012: $228,516Liabilities 2012: $02012Assets 2013: $230,497Liabilities 2013: $02013Assets 2014: $239,342Liabilities 2014: $02014Assets 2015: $248,992Liabilities 2015: $02015Assets 2018: $246,227Liabilities 2018: $0Net Assets 2018: $246,2272018Assets 2019: $242,096Liabilities 2019: $0Net Assets 2019: $242,0962019Assets 2020: $238,024Liabilities 2020: $0Net Assets 2020: $238,0242020Assets 2021: $243,257Liabilities 2021: $0Net Assets 2021: $243,2572021Assets 2022: $216,484Liabilities 2022: $0Net Assets 2022: $216,4842022Assets 2023: $220,620Liabilities 2023: $0Net Assets 2023: $220,6202023Assets 2024: $223,402Liabilities 2024: $0Net Assets 2024: $223,4022024

Highlighted filing

2019

Assets$242,096
Liabilities$0
Net Assets$242,096
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $3,997Expenses 2011: $1,919Net Income 2011: $2,0782011Revenue 2012: $3,811Expenses 2012: $2,042Net Income 2012: $1,7692012Revenue 2013: $5,991Expenses 2013: $3,956Net Income 2013: $2,0352013Revenue 2014: $14,694Expenses 2014: $5,674Net Income 2014: $9,0202014Revenue 2015: $14,465Expenses 2015: $4,645Net Income 2015: $9,8202015Revenue 2018: $22,131Expenses 2018: $18,301Net Income 2018: $3,8302018Revenue 2019: $16,913Expenses 2019: $20,842Net Income 2019: -$3,9292019Revenue 2020: $16,700Expenses 2020: $20,644Net Income 2020: -$3,9442020Revenue 2021: $27,032Expenses 2021: $21,431Net Income 2021: $5,6012021Revenue 2022: -$5,258Expenses 2022: $21,124Net Income 2022: -$26,3822022Revenue 2023: $8,904Expenses 2023: $4,496Net Income 2023: $4,4082023Revenue 2024: $12,012Expenses 2024: $8,964Net Income 2024: $3,0482024

Highlighted filing

2019

Revenue$16,913
Expenses$20,842
Net Income-$3,929
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$3,265-$3,265
Filing and Contact Details

Filer

Filer Name
Mary Suplee Disclaimer Trust
EIN
90-0284556
Phone
8003577094
Address
P O BOX 8314041, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2020-04-09
Raw XML Appendix374 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NO FILING IS REQUIRED FOR THE STATE OF NEW JERSEY
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1111000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1444844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1519939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1216856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1449816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1519979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1614607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt178493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464288646 ISHARES SHORT-TERM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2922908751 VANGUARD SMALL-CAP E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm319765J608 COLUMBIA MID CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422544R305 CREDIT SUISSE COMMOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5411511306 HARBOR INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm678467Y107 SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm774925K581 BOSTON PARTNERS LONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8904504842 UNDISCOVERED MANAGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm974253Q416 PRINCIPAL PFD SECS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1078462F103 SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11464287242 ISHARES IBOXX $ INVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1274441R508 PRUDENTIAL SHORT-TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13464287226 ISHARES CORE US AGGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14464287408 ISHARES S&P 500 VALU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1519766M659 COLUMBIA SELECT LARG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1619765M213 COLUMBIA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1719766M824 COLUMBIA EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18922042775 VANGUARD FTSE ALL-WO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05330
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011583
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016913
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016913
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011583
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01306
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01959
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05174
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05330
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3929
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024713
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011583
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013992
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04842
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0211.221 HARBOR INTERNATIONAL FUND INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011583
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3929
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0202
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0242298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0246227
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0242096
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013333
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013333
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013333
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013473
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0140
IRS990PF/DistributableAmountGrp/TotalTaxAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0192
IRS990PF/FMVAssetsEOYAmt0284114
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0246227
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0242096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0226383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0221618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0263636
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020478
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020478
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0246227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0242096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0284114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0246227
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0242096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0246227
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0242096
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0273556
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014917
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0258639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04103
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013473
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0269453
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0273556
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0208 HARRISTOWN RD FL 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GLEN ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.034392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.008437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0269453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0278049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0275947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0265621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0272018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0266357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt017806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.17196
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017666
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017806
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0140
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017806
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0208 HARRISTON RD FL 04
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GLEN ROCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007452
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02012515514
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JEAN HARRISON BANK OF AMERICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02012515514
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0208 HARRISTOWN RD FL 4
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLENROCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007452
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT HOLYOKE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH HADLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0010751485
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
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/AppliedToCurrentYearAmt07434
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010372
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017806
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010372
OtherDecreasesSchedule/OtherDecreasesDetail/Amt032
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1170
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT TO CARRYING VALUE
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/Amt1192
TaxesSchedule/TaxesDetail/Amt253
TaxesSchedule/TaxesDetail/Amt33
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt253
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt33
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08003577094
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY SUPLEE DISCLAIMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUPL
ReturnHeader/Filer/EIN0900284556
ReturnHeader/Filer/PhoneNum08003577094
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 8314041
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752831041
ReturnHeader/ReturnTs02020-04-09T17:04:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,096
Liabilities
$0
Net assets
$242,096
Revenue
$16,913
Expenses
$20,842
Net income
-$3,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.12$0.09$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.09$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.05$0.21$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.27$0.21$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.17$0.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.17$0.21$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.22$0.18$0.04
2015Summary only. Only limited summary data is available for this year.$2.49$0.00$0.14$0.05$0.10
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$0.15$0.06$0.09
2013Summary only. Only limited summary data is available for this year.$2.30$0.00$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$0.04$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$2.27$0.00$0.04$0.02$0.02