{
 "about": "What the town holds in reserve, which of it could lawfully be spent on an operating deficit, how much goes in each year, and what the record cannot yet answer.",
 "conclusions": [
  {
   "basis": "`stabilization_balances` for the balances; the general/restricted split is OURS, read off each fund’s name because the annual report prints a balance and never says what may be spent on what.",
   "bearing": "sizes",
   "claim": "Only $3,147,179 of the $9,061,421 reserve may be spent on anything lawful.",
   "detail": "The general fund takes a two-thirds Town Meeting vote. A special purpose fund created under c.40 §5B may be spent only on its stated purpose, and that purpose lives in the article that created it rather than in the fund’s name.",
   "figure": "gen",
   "figures": {
    "gen": {
     "text": "$3,147,179",
     "unit": "spendable on anything lawful",
     "value": 3147178.96
    },
    "held": {
     "text": "$9,061,421",
     "unit": "held in reserve, FY2025",
     "value": 9061421.24
    },
    "n": {
     "text": "9",
     "unit": "stabilization funds",
     "value": 9
    },
    "res": {
     "text": "$5,914,242",
     "unit": "restricted to a stated purpose",
     "value": 5914242.28
    }
   },
   "id": "most-of-the-reserve-cannot-be-spent-on-an-operating-deficit",
   "kind": "measured",
   "literals": [
    "c.40 §5B"
   ],
   "not_shown": "Whether a restricted fund’s stated purpose is narrow or broad. For four funds the creating article is not in this archive at all.",
   "see": [
    {
     "label": "The same one-year problem, for free cash",
     "slug": "/analysis/free-cash"
    }
   ],
   "so_what": "The other $5,914,242 is restricted to the purpose each fund was created for."
  },
  {
   "basis": "`town_meeting_votes`, classified from each article’s own subject line. Five sewer enterprise operating budgets mention a fund in passing and are excluded; counting them would overstate the money going in by more than the deposits themselves.",
   "bearing": "lever",
   "claim": "Town Meeting votes an average of $289,395 a year into these funds.",
   "detail": "$4,051,527 in total since FY2012, and it is a FLOOR: 7 of the articles print no amount, including both of FY2025’s appropriations. $1,066,000 has been voted back out, and that is a floor too — money also leaves inside articles about something else.",
   "figure": "avg",
   "figures": {
    "avg": {
     "text": "$289,395",
     "unit": "a year, on average",
     "value": 289394.76071428566
    },
    "fy": {
     "text": "FY2012",
     "unit": "",
     "value": 2012
    },
    "in": {
     "text": "$4,051,527",
     "unit": "voted in since FY2012",
     "value": 4051526.6499999994
    },
    "last": {
     "text": "FY2025",
     "unit": "",
     "value": 2025
    },
    "out": {
     "text": "$1,066,000",
     "unit": "voted back out",
     "value": 1066000.0
    },
    "unp": {
     "text": "7",
     "unit": "articles print no amount",
     "value": 7
    }
   },
   "id": "the-recurring-question-is-the-deposit-not-the-balance",
   "kind": "measured",
   "literals": [],
   "not_shown": "How much of any balance’s rise is a deposit and how much is interest. The two cannot be separated here.",
   "see": [],
   "so_what": "Reducing a deposit is recurring money; spending a balance buys one year."
  },
  {
   "basis": "The town’s general ledger for the balance; `town_meeting_votes` for the creating article.",
   "bearing": "lever",
   "claim": "The Health Insurance fund was created with $369,334 and holds $11,027.",
   "detail": "$358,307 has left it, and not one article in this archive says so: the withdrawals sit inside omnibus transfer articles about something else. One of them is visible in the annual report as “transfer $105,762.48 from the Health Insurance Stabilization Account”, inside an article that moves money from five different places at once.",
   "figure": "gone",
   "figures": {
    "gone": {
     "text": "$358,307",
     "unit": "gone, unexplained by any article we hold",
     "value": 358307.12
    },
    "made": {
     "text": "$369,334",
     "unit": "voted in at creation",
     "value": 369334.0
    },
    "now": {
     "text": "$11,027",
     "unit": "left in the fund",
     "value": 11026.88
    }
   },
   "id": "a-stabilization-fund-has-already-been-spent-down",
   "kind": "measured",
   "literals": [
    "$105,762.48"
   ],
   "not_shown": "What the rest of the drawdown paid for, or which meeting approved it. Only the ledger shows the money is gone.",
   "see": [],
   "so_what": "The town does spend these funds, and the articles that did it are not in our record."
  },
  {
   "basis": "`town_meeting_votes`, deposits summed per fiscal year.",
   "bearing": "sizes",
   "claim": "For 6 straight years deposits ran between $308,222 and $770,350.",
   "detail": "FY2018 to FY2023: the consecutive years whose deposits exceeded the long-run average, found by walking the series rather than by choosing a window.",
   "figure": "hi",
   "figures": {
    "a": {
     "text": "FY2018",
     "unit": "",
     "value": 2018
    },
    "b": {
     "text": "FY2023",
     "unit": "",
     "value": 2023
    },
    "hi": {
     "text": "$770,350",
     "unit": "in the fullest year",
     "value": 770349.59
    },
    "lo": {
     "text": "$308,222",
     "unit": "in the leanest year",
     "value": 308222.0
    },
    "n": {
     "text": "6",
     "unit": "straight years",
     "value": 6
    }
   },
   "id": "the-deposits-ran-well-above-average-for-six-straight-years",
   "kind": "measured",
   "literals": [],
   "not_shown": "Whether the later fall is policy or a gap in what the warrant printed — some recent articles carry no amount.",
   "see": [],
   "so_what": "That run is what reducing the deposits would be worth against a gap."
  },
  {
   "basis": "`stabilization_balances`, ending cash at each proven year.",
   "bearing": "sizes",
   "claim": "Vehicle/Equipment moved 40.8% a year; Zoning Incentive moved 0.8%.",
   "detail": "Measured between each fund’s first and last PROVEN year, so the spans differ and each is printed beside its bar. It is the movement of a balance, not a rate of return.",
   "figure": "f",
   "figures": {
    "f": {
     "text": "40.8%",
     "unit": "a year, the fastest",
     "value": 40.848931318334316
    },
    "s": {
     "text": "0.8%",
     "unit": "a year, the slowest",
     "value": 0.8385488855366718
    }
   },
   "id": "the-funds-are-doing-three-different-things",
   "kind": "measured",
   "literals": [],
   "not_shown": "How much of either movement is money voted in rather than interest earned.",
   "see": [],
   "so_what": "Two are being built; one is left alone to earn interest."
  }
 ],
 "creations": [
  {
   "article": "21",
   "fund": "Sewer Reserve Capacity Stabilization",
   "fy": 2015,
   "meeting": "annual",
   "quote": "VOTED UNANIMOUSLY, pursuant to General Laws Chapter 40, Section 5B, to create a Reserve Capacity Stabilization Fund and further to transfer from Sewer Enterprise Retained Earnings, the sum of $617.10 into the Reserve Capacity Stabilization Fund.",
   "result": "passed",
   "subject": "Create and fund a Reserve Capacity Stabilization Fund from sewer retained earnings"
  },
  {
   "article": "21",
   "fund": "Inflow/Infiltration Stabilization",
   "fy": 2016,
   "meeting": "annual",
   "quote": "VOTED UNANIMOUSLY to create an Inflow/Infiltration Stabilization Fund and further to transfer from Sewer Enterprise Retained Earnings the sum of $14,520 into the Inflow/ Infiltration Stabilization Fund.",
   "result": "passed",
   "subject": "Create an Inflow/Infiltration Stabilization Fund and fund it"
  },
  {
   "article": "4",
   "fund": "Town Building Stabilization",
   "fy": 2016,
   "meeting": "special",
   "quote": "VOTED UNANIMOUSLY with M.G.L. reference changed to Chapter 40 § 5B.",
   "result": "amended_and_passed",
   "subject": "Create the Town Building Stabilization Fund"
  },
  {
   "article": "9",
   "fund": "Health Insurance Stabilization",
   "fy": 2021,
   "meeting": "annual",
   "quote": "VOTED UNANIMOUSLY to create a Health Insurance Stabilization Fund pursuant to General Laws Chapter 40 Section 5B and further, to vote to raise and appropriate the sum of $369,334. to deposit into the Health Insurance Stabilization Fund.",
   "result": "passed",
   "subject": "Create and fund a Health Insurance Stabilization Fund"
  },
  {
   "article": "13",
   "fund": "Opioid Settlement Stabilization",
   "fy": 2023,
   "meeting": "annual",
   "quote": "VOTED (80 YES, 11 NO), pursuant to the provisions of G.L. c.40, Section 5B, to create a new special purpose stabilization fund, to be known as the Opioid Settlement Stabilization Fund, for dedication, without further appropriation, of 100% of opioid litigation settlement",
   "result": "passed",
   "subject": "Create the Opioid Settlement Stabilization Fund and deposit settlement proceeds"
  }
 ],
 "flows": {
  "by_fund": [
   {
    "fund": "Special Purpose Stabilization",
    "last_amount": 250000.0,
    "last_fy": 2023,
    "total": 1807449.0,
    "years": 6
   },
   {
    "fund": "Stabilization Fund (general)",
    "last_amount": 100000.0,
    "last_fy": 2023,
    "total": 1466631.0,
    "years": 10
   },
   {
    "fund": "Health Insurance Stabilization",
    "last_amount": 369334.0,
    "last_fy": 2021,
    "total": 369334.0,
    "years": 1
   },
   {
    "fund": "Sewer Capital Reserve Stabilization",
    "last_amount": 35000.0,
    "last_fy": 2024,
    "total": 181045.73,
    "years": 6
   },
   {
    "fund": "Sewer Reserve Capacity Stabilization",
    "last_amount": 5133.15,
    "last_fy": 2025,
    "total": 93462.27,
    "years": 7
   },
   {
    "fund": "Opioid Settlement Stabilization",
    "last_amount": 84740.25,
    "last_fy": 2023,
    "total": 84740.25,
    "years": 1
   },
   {
    "fund": "Inflow/Infiltration Stabilization",
    "last_amount": 19104.4,
    "last_fy": 2025,
    "total": 48864.4,
    "years": 4
   }
  ],
  "by_year": [
   {
    "amount": 277432.0,
    "articles": 1,
    "fy": 2012,
    "understated": true
   },
   {
    "amount": 74729.0,
    "articles": 1,
    "fy": 2014,
    "understated": false
   },
   {
    "amount": 105984.1,
    "articles": 3,
    "fy": 2015,
    "understated": false
   },
   {
    "amount": 124038.9,
    "articles": 3,
    "fy": 2016,
    "understated": true
   },
   {
    "amount": 521676.63,
    "articles": 5,
    "fy": 2018,
    "understated": false
   },
   {
    "amount": 308222.0,
    "articles": 3,
    "fy": 2019,
    "understated": false
   },
   {
    "amount": 770349.59,
    "articles": 5,
    "fy": 2020,
    "understated": false
   },
   {
    "amount": 734209.5,
    "articles": 4,
    "fy": 2021,
    "understated": false
   },
   {
    "amount": 597094.46,
    "articles": 5,
    "fy": 2022,
    "understated": true
   },
   {
    "amount": 478552.92,
    "articles": 6,
    "fy": 2023,
    "understated": false
   },
   {
    "amount": 35000.0,
    "articles": 1,
    "fy": 2024,
    "understated": false
   },
   {
    "amount": 24237.550000000003,
    "articles": 2,
    "fy": 2025,
    "understated": true
   }
  ],
  "deposits_avg": 289394.76071428566,
  "deposits_total": 4051526.6499999994,
  "first_fy": 2012,
  "last_fy": 2025,
  "not_about": 5,
  "not_about_total": 3706189.49,
  "run": [
   2018,
   2019,
   2020,
   2021,
   2022,
   2023
  ],
  "spends": [
   {
    "amount": 986000.0,
    "article": "4",
    "fy": 2023,
    "subject": "Transfer Special Purpose Stabilization funds for a new ambulance and two dump trucks"
   },
   {
    "amount": 80000.0,
    "article": "5",
    "fy": 2023,
    "subject": "Transfer Opioid Settlement funds for the Police Department's Mental Health Co-Response program"
   }
  ],
  "spends_total": 1066000.0,
  "unpriced": 7
 },
 "funds": [
  {
   "balance": 3147178.96,
   "code": "8124",
   "general": true,
   "name": "stabilization"
  },
  {
   "balance": 2598621.38,
   "code": "8136",
   "general": false,
   "name": "vehicle equipment"
  },
  {
   "balance": 1649190.51,
   "code": "8137",
   "general": false,
   "name": "opeb"
  },
  {
   "balance": 967726.65,
   "code": "8125",
   "general": false,
   "name": "conservation trust"
  },
  {
   "balance": 249060.25,
   "code": "8129",
   "general": false,
   "name": "playground fund"
  },
  {
   "balance": 241421.18,
   "code": "8141",
   "general": false,
   "name": "opiod"
  },
  {
   "balance": 191679.2,
   "code": "8138",
   "general": false,
   "name": "sewer cap stab"
  },
  {
   "balance": 11026.88,
   "code": "8140",
   "general": false,
   "name": "Health Ins Stabil"
  },
  {
   "balance": 5516.23,
   "code": "8133",
   "general": false,
   "name": "Sewer stabilization"
  }
 ],
 "fy": 2025,
 "generated_by": "scripts/build_stabilization.py",
 "grain": "DOLLARS. Balances are ending CASH at 30 June of each fiscal year, read off the town’s own trust-fund table and published only where the page’s own arithmetic closes. Deposits and withdrawals are what TOWN MEETING VOTED, which is not the same quantity and is not reconciled to the balances.",
 "history": {
  "Health Insurance Stabilization": [
   {
    "amount": "$369,334",
    "article": "9",
    "date": "2021-05-01",
    "fincom": "Recommend Approval",
    "fy": "2021",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to create a Health Insurance Stabilization Fund pursuant to General Laws Chapter 40 Section 5B and further, to vote to raise and appropriate the sum of $369,334. to deposit into the Health Insurance Stabilization Fund.",
    "result": "passed",
    "subject": "Create and fund a Health Insurance Stabilization Fund"
   }
  ],
  "Inflow/Infiltration Stabilization": [
   {
    "amount": "$14,520",
    "article": "21",
    "date": "2016-05-05",
    "fincom": "",
    "fy": "2016",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to create an Inflow/Infiltration Stabilization Fund and further to transfer from Sewer Enterprise Retained Earnings the sum of $14,520 into the Inflow/ Infiltration Stabilization Fund.",
    "result": "passed",
    "subject": "Create an Inflow/Infiltration Stabilization Fund and fund it"
   },
   {
    "amount": "$9,900.00",
    "article": "7",
    "date": "2022-11-15",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS CONSENT to see if the Town will vote to transfer from available funds $9,900.00 into the Sewer Inflow/Infiltration Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Sewer Inflow/Infiltration Stabilization Fund"
   },
   {
    "amount": "$5,340.00",
    "article": "8",
    "date": "2023-11-14",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS (but one) CONSENT to transfer the sum of $5,340.00 from Sewer Enterprise Retained Earnings to the Sewer Inflow/Infiltration Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer sewer funds into the Sewer Inflow/Infiltration Stabilization Fund"
   },
   {
    "amount": "$19,104.40",
    "article": "23",
    "date": "2025-05-03",
    "fincom": "Approval",
    "fy": "2025",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Retained Earnings the sum of $19,104.40 to the Sewer Inflow/Infiltration Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into the Sewer Inflow/Infiltration Stabilization Fund"
   }
  ],
  "Opioid Settlement Stabilization": [
   {
    "amount": "$84,740.25",
    "article": "13",
    "date": "2023-05-06",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "annual",
    "quote": "VOTED (80 YES, 11 NO), pursuant to the provisions of G.L. c.40, Section 5B, to create a new special purpose stabilization fund, to be known as the Opioid Settlement Stabilization Fund, for dedication, without further appropriation, of 100% of opioid litigation settlement",
    "result": "passed",
    "subject": "Create the Opioid Settlement Stabilization Fund and deposit settlement proceeds"
   },
   {
    "amount": "$80,000",
    "article": "5",
    "date": "2023-11-14",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "special",
    "quote": "VOTED (125 YES, 2 NO 85 needed for 2/3rds majority) to transfer the sum of $80,000 from the Opioid Settlement Stabilization Fund to be used to fund the Police Department’s Mental Health Co-Response program,",
    "result": "passed",
    "subject": "Transfer Opioid Settlement funds for the Police Department's Mental Health Co-Response program"
   }
  ],
  "Sewer Capital Reserve Stabilization": [
   {
    "amount": "$29,000",
    "article": "12",
    "date": "2018-05-05",
    "fincom": "Approval",
    "fy": "2018",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer from Sewer Enterprise Retained Earnings the sum of $29,000 into the Sewer Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer a sum into the Sewer Capital Reserve Stabilization Fund"
   },
   {
    "amount": "$943,191.54",
    "article": "10",
    "date": "2020-06-13",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to appropriate from Sewer Enterprise revenues the sum of $790,027.63; appropriate from Sewer Enterprise retained earnings the sum of $125,650.25; transfer from Sewer Capital Reserve Stabilization Fund the sum of $20,000;",
    "result": "passed",
    "subject": "Operate the Sewer Enterprise Fund for FY2021"
   },
   {
    "amount": "$30,000",
    "article": "11",
    "date": "2020-06-13",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $30,000.00 into the Sewer Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer $30,000 into the Sewer Capital Reserve Stabilization Fund"
   },
   {
    "amount": "$14,875.50",
    "article": "5",
    "date": "2021-11-16",
    "fincom": "Recommend Approval",
    "fy": "2021",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $14,875.50 into the Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into the Sewer Capital Reserve Stabilization Fund"
   },
   {
    "amount": "$35,548.86",
    "article": "13",
    "date": "2022-05-07",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $35,548.86 into the Sewer Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Sewer Capital Reserve Stabilization Fund"
   },
   {
    "amount": "$1,339,850.95",
    "article": "14",
    "date": "2023-05-06",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "annual",
    "quote": "VOTED (72 YES, 8 NO) to appropriate from Sewer Enterprise revenues the sum of $89,891.85; transfer from the Inflow/Infiltration Stabilization Fund the sum of $9,900.00; transfer from the Sewer Capital Reserve Stabilization Fund the sum of $35,000.00;",
    "result": "passed",
    "subject": "Appropriate funds to operate the Sewer Enterprise Fund for FY2024"
   },
   {
    "amount": "$36,621.37",
    "article": "15",
    "date": "2023-05-06",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $36,621.37 into the Sewer Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into the Sewer Capital Reserve Stabilization Fund"
   },
   {
    "amount": "$35,000",
    "article": "16",
    "date": "2024-05-04",
    "fincom": "Approval",
    "fy": "2024",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $35,000 into the Sewer Capital Reserve Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer to the Sewer Capital Reserve Stabilization Fund"
   }
  ],
  "Sewer Reserve Capacity Stabilization": [
   {
    "amount": "$617.10",
    "article": "21",
    "date": "2015-05-02",
    "fincom": "Approval",
    "fy": "2015",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY, pursuant to General Laws Chapter 40, Section 5B, to create a Reserve Capacity Stabilization Fund and further to transfer from Sewer Enterprise Retained Earnings, the sum of $617.10 into the Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Create and fund a Reserve Capacity Stabilization Fund from sewer retained earnings"
   },
   {
    "amount": "$9,667.90",
    "article": "22",
    "date": "2016-05-05",
    "fincom": "",
    "fy": "2016",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer from Sewer Enterprise Retained Earnings the sum of $9,667.90 into the Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into the Reserve Capacity Stabilization Fund"
   },
   {
    "amount": "$6,449.63",
    "article": "5",
    "date": "2018-11-13",
    "fincom": "No direct financial impact",
    "fy": "2018",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to transfer $6,449.63 from the Sewer Enterprise Retained Earnings to the Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer Sewer Enterprise retained earnings into the Reserve Capacity Stabilization Fund"
   },
   {
    "amount": "$9,993.",
    "article": "3",
    "date": "2019-11-12",
    "fincom": "Approval",
    "fy": "2019",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to transfer $9,993. from the Sewer Reserve Capacity Stabilization Fund and to reduce the appropriation from Sewer Anticipated Receipts by $9,993., to amend the amounts voted to operate the Sewer Enterprise Fund under Article 12 of the May 4, 2019 Annual Town Meeting.",
    "result": "passed",
    "subject": "Amend the Sewer Enterprise Fund FY2020 appropriation"
   },
   {
    "amount": "$68,097.59",
    "article": "11",
    "date": "2020-11-17",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $68,097.59 into the Sewer Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into Sewer Reserve Capacity Stabilization Fund"
   },
   {
    "amount": "$1,213,182.00",
    "article": "12",
    "date": "2022-05-07",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to appropriate from Sewer Enterprise revenues the sum of $853,112.53; transfer from the Sewer Capital Reserve Stabilization Fund the sum of $20,000.00; transfer from the Sewer Reserve Capacity Fund the sum of $20,962.00;",
    "result": "passed",
    "subject": "Fund the Sewer Enterprise Fund for FY2023"
   },
   {
    "amount": "$1,645.60",
    "article": "6",
    "date": "2022-11-15",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS CONSENT to see if the Town will vote to transfer from available funds $1,645.60 into the Sewer Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Sewer Reserve Capacity Stabilization Fund"
   },
   {
    "amount": "$1,851.30",
    "article": "7",
    "date": "2023-11-14",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "special",
    "quote": "VOTED UNANIMOUS (but one) CONSENT to transfer the sum of $1,851.30 from Sewer Enterprise Retained Earnings to the Sewer Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer sewer funds into the Sewer Reserve Capacity Stabilization Fund"
   },
   {
    "amount": "$5,133.15",
    "article": "24",
    "date": "2025-05-03",
    "fincom": "Approval",
    "fy": "2025",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Sewer Enterprise Retained Earnings the sum of $5,133.15 to the Sewer Reserve Capacity Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds into the Sewer Reserve Capacity Stabilization Fund"
   }
  ],
  "Special Purpose Stabilization": [
   {
    "amount": "$199,227",
    "article": "2",
    "date": "2018-11-13",
    "fincom": "Approval",
    "fy": "2018",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to raise and appropriate the sum of $199,227 to the special Purpose Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate a sum to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$08,222.",
    "article": "2",
    "date": "2019-11-12",
    "fincom": "Approval",
    "fy": "2019",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to raise and appropriate the sum of $08,222. to the Special Purpose Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate funds to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$250,000.00",
    "article": "6",
    "date": "2020-11-17",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "special",
    "quote": "VOTED (2/3rds Declared) to raise and appropriate the sum of $250,000.00 to the Special Purpose Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$250,000",
    "article": "8",
    "date": "2021-05-01",
    "fincom": "Recommend Approval",
    "fy": "2021",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Free Cash the sum of $250,000. to the Special Purpose Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer to Special Purpose Stabilization Fund"
   },
   {
    "amount": "$450,000",
    "article": "10",
    "date": "2022-05-07",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Free Cash the sum of $450,000 to the Special Purpose Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "",
    "article": "5",
    "date": "2022-11-15",
    "fincom": "deferred",
    "fy": "2022",
    "meeting": "special",
    "quote": "Article 5 was PASSED OVER",
    "result": "passed_over",
    "subject": "Transfer funds to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$250,000",
    "article": "11",
    "date": "2023-05-06",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "annual",
    "quote": "VOTED (63 YES, 26 NO) to transfer from Free Cash the sum of $250,000 to the Special Purpose Stabilization fund.",
    "result": "passed",
    "subject": "Transfer funds to the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$986,000",
    "article": "4",
    "date": "2023-11-14",
    "fincom": "Disapproval",
    "fy": "2023",
    "meeting": "special",
    "quote": "ARTICLE 4 WAS DEFEATED (29 YES, 92 NO)",
    "result": "failed",
    "subject": "Transfer Special Purpose Stabilization funds for a new ambulance and two dump trucks"
   },
   {
    "amount": "",
    "article": "17",
    "date": "2025-05-03",
    "fincom": "",
    "fy": "2025",
    "meeting": "annual",
    "quote": "UNANIMOUS VOICE VOTE to PASS OVER Article 17.",
    "result": "passed_over",
    "subject": "Appropriation to the Special Purpose Stabilization Fund"
   }
  ],
  "Stabilization Fund (general)": [
   {
    "amount": "",
    "article": "18",
    "date": "2011-05-07",
    "fincom": "",
    "fy": "2011",
    "meeting": "annual",
    "quote": "ARTICLE 18 was PASSED OVER",
    "result": "passed_over",
    "subject": "Appropriate to or from the Stabilization Fund"
   },
   {
    "amount": "",
    "article": "2",
    "date": "2011-05-07",
    "fincom": "",
    "fy": "2011",
    "meeting": "special",
    "quote": "ARTICLE 2 was PASSED OVER",
    "result": "passed_over",
    "subject": "Appropriate to or from the Stabilization Fund"
   },
   {
    "amount": "$277,432",
    "article": "10",
    "date": "2012-05-05",
    "fincom": "",
    "fy": "2012",
    "meeting": "annual",
    "quote": "Article 10 was PASSED OVER.",
    "result": "passed_over",
    "subject": "Appropriate to Stabilization Fund contingent on Article 9's override passing"
   },
   {
    "amount": "",
    "article": "2",
    "date": "",
    "fincom": "",
    "fy": "2012",
    "meeting": "special",
    "quote": "ARTICLE 2 was PASSED OVER.",
    "result": "passed_over",
    "subject": "Appropriate to/from the Stabilization Fund"
   },
   {
    "amount": "$74,729",
    "article": "17",
    "date": "2014-05-03",
    "fincom": "Approval",
    "fy": "2014",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to appropriate the sum of $74,729 from Free Cash to be transferred to the Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate funds to the Stabilization Fund"
   },
   {
    "amount": "$7,136.00",
    "article": "14",
    "date": "2015-11-16",
    "fincom": "Approval",
    "fy": "2015",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to raise $7,136.00.",
    "result": "passed",
    "subject": "Appropriate funds to the Stabilization Fund"
   },
   {
    "amount": "$98,231",
    "article": "16",
    "date": "2015-05-02",
    "fincom": "Approval",
    "fy": "2015",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to raise and appropriate the sum of $48,231 and appropriate from free cash the sum of $50,000 for a total of $98,231 to be transferred to the Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate funds to the Stabilization Fund"
   },
   {
    "amount": "$99,851.00",
    "article": "17",
    "date": "2016-05-05",
    "fincom": "Approval",
    "fy": "2016",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to raise and appropriate the sum of $99,851.00 to be transferred to the Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate to the Stabilization Fund"
   },
   {
    "amount": "$199,972.",
    "article": "1",
    "date": "2017-11-28",
    "fincom": "Approval",
    "fy": "2017",
    "meeting": "special",
    "quote": "Voted (2/3rds declared) with amendment to raise and appropriate the sum of $199,972. as follows: transfer to Line 3, Interest-Temporary Loans for $27,250; transfer to Special Stabilization Fund , the sum of $35,000; transfer to Line 71, Facilities and Grounds, the sum of $137,722;",
    "result": "amended_and_passed",
    "subject": "Amend the Town's FY2018 budget by transferring sums among various line items"
   },
   {
    "amount": "$87,000",
    "article": "8",
    "date": "2018-05-05",
    "fincom": "Approval",
    "fy": "2018",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer $87,000 from Free Cash to the Stabilization Fund.",
    "result": "passed",
    "subject": "Appropriate/transfer a sum into the Stabilization Fund"
   },
   {
    "amount": "$100,000",
    "article": "9",
    "date": "2019-05-04",
    "fincom": "Approval",
    "fy": "2019",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer $100,000 from Free Cash to the Stabilization",
    "result": "passed",
    "subject": "Transfer funds to the Stabilization Fund"
   },
   {
    "amount": "$212,252.00",
    "article": "5",
    "date": "2020-11-17",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY to raise and appropriate the sum of $212,252.00 to the Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Stabilization Fund"
   },
   {
    "amount": "$210,000",
    "article": "8",
    "date": "2020-06-13",
    "fincom": "Approval",
    "fy": "2020",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer from Free Cash the sum of $210,000 to the Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Stabilization Fund"
   },
   {
    "amount": "$100,000",
    "article": "7",
    "date": "2021-05-01",
    "fincom": "Recommend Approval",
    "fy": "2021",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Free Cash the sum of $100,000. to the Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer to Stabilization Fund"
   },
   {
    "amount": "$100,000",
    "article": "9",
    "date": "2022-05-07",
    "fincom": "Approval",
    "fy": "2022",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Free Cash the sum of $100,000 to the Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Stabilization Fund"
   },
   {
    "amount": "$100,000",
    "article": "10",
    "date": "2023-05-06",
    "fincom": "Approval",
    "fy": "2023",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUS CONSENT to transfer from Free Cash the sum of $100,000 to the Stabilization Fund.",
    "result": "passed",
    "subject": "Transfer funds to the Stabilization Fund"
   },
   {
    "amount": "",
    "article": "16",
    "date": "2025-05-03",
    "fincom": "",
    "fy": "2025",
    "meeting": "annual",
    "quote": "UNANIMOUS VOICE VOTE to PASS OVER Article 16.",
    "result": "passed_over",
    "subject": "Appropriation to the Stabilization Fund"
   }
  ],
  "Town Building Stabilization": [
   {
    "amount": "",
    "article": "4",
    "date": "2016-11-28",
    "fincom": "Approval",
    "fy": "2016",
    "meeting": "special",
    "quote": "VOTED UNANIMOUSLY with M.G.L. reference changed to Chapter 40 § 5B.",
    "result": "amended_and_passed",
    "subject": "Create the Town Building Stabilization Fund"
   }
  ],
  "Vehicle/Equipment Stabilization": [
   {
    "amount": "$200,000",
    "article": "9",
    "date": "2018-05-05",
    "fincom": "Approval",
    "fy": "2018",
    "meeting": "annual",
    "quote": "VOTED to transfer $200,000 from Free Cash to this Special Purpose Stabilization Fund for the purpose of funding future capital needs for vehicles and equipment.",
    "result": "passed",
    "subject": "Appropriate/transfer a sum into the Special Purpose Stabilization Fund"
   },
   {
    "amount": "$200,000",
    "article": "10",
    "date": "2019-05-04",
    "fincom": "Approval",
    "fy": "2019",
    "meeting": "annual",
    "quote": "VOTED UNANIMOUSLY to transfer $200,000 from Free Cash to this Special Purpose Stabilization Fund for the purpose of funding future capital needs for vehicles and equipment.",
    "result": "passed",
    "subject": "Transfer funds to the Special Purpose Stabilization Fund for future capital needs"
   }
  ]
 },
 "missing_creations": [
  "Sewer Capital Reserve Stabilization",
  "Special Purpose Stabilization",
  "Stabilization Fund (general)",
  "Vehicle/Equipment Stabilization"
 ],
 "not_established": [
  "How much of any balance’s rise is money voted in and how much is interest.",
  "What the four funds with no creating article in this archive may lawfully be spent on — the limit currently rests on each fund’s NAME.",
  "Whether the fall in recent deposits is policy or a gap in what the warrant printed.",
  "Whether any fund’s balance moved because of a vote or because of interest. The two cannot be separated from a balance alone."
 ],
 "series": [
  {
   "fund": "Stabilization",
   "points": [
    {
     "basis": "both identities hold",
     "ending_cash": 1186776.91,
     "ending_market": 1202862.85,
     "fy": 2011,
     "page": 74
    },
    {
     "basis": "both identities hold",
     "ending_cash": 989608.54,
     "ending_market": 1005630.47,
     "fy": 2012,
     "page": 74
    },
    {
     "basis": "both identities hold",
     "ending_cash": 999548.94,
     "ending_market": 1002847.47,
     "fy": 2013,
     "page": 79
    },
    {
     "basis": "both identities hold (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 1299077.98,
     "ending_market": 1312062.64,
     "fy": 2014,
     "page": 38
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1388105.33,
     "ending_market": 1398606.47,
     "fy": 2015,
     "page": 39
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1511526.92,
     "ending_market": 1551001.18,
     "fy": 2016,
     "page": 41
    },
    {
     "basis": "beginning + activity = ending cash",
     "ending_cash": 1631430.63,
     "ending_market": null,
     "fy": 2017,
     "page": 38
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1740279.81,
     "ending_market": 1732690.98,
     "fy": 2018,
     "page": 45
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1848802.86,
     "ending_market": 1890735.29,
     "fy": 2019,
     "page": 46
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1978347.74,
     "ending_market": 2041061.72,
     "fy": 2020,
     "page": 41
    },
    {
     "basis": "both identities hold",
     "ending_cash": 2447755.21,
     "ending_market": 2526388.54,
     "fy": 2021,
     "page": 41
    },
    {
     "basis": "both identities hold (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 2574673.21,
     "ending_market": 2572737.97,
     "fy": 2022,
     "page": 42
    },
    {
     "basis": "both identities hold (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 2730600.73,
     "ending_market": 2725541.17,
     "fy": 2023,
     "page": 51
    },
    {
     "basis": "both identities hold",
     "ending_cash": 2901157.6,
     "ending_market": 2967682.91,
     "fy": 2024,
     "page": 34
    },
    {
     "basis": "the annual report’s trust fund balance listing",
     "ending_cash": 3147178.96,
     "ending_market": null,
     "fy": 2025,
     "page": 31
    }
   ],
   "rate": 7.214553025373505
  },
  {
   "fund": "Vehicle/Equipment Stabilization",
   "points": [
    {
     "basis": "beginning + activity = ending cash",
     "ending_cash": 236302.39,
     "ending_market": null,
     "fy": 2018,
     "page": 46
    },
    {
     "basis": "last year’s proven ending cash + this year’s activity = ending cash",
     "ending_cash": 643788.8,
     "ending_market": 643788.8,
     "fy": 2019,
     "page": 47
    },
    {
     "basis": "both identities hold",
     "ending_cash": 945669.29,
     "ending_market": 945669.29,
     "fy": 2020,
     "page": 41
    },
    {
     "basis": "beginning + activity = ending cash (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 945669.29,
     "ending_market": null,
     "fy": 2020,
     "page": 41
    },
    {
     "basis": "printed on a Treasurer’s Cash page that does not foot — see notes/reference/UNFOOTED-READINGS.md",
     "ending_cash": 1201170.65,
     "ending_market": null,
     "fy": 2021,
     "page": 39
    },
    {
     "basis": "both identities hold",
     "ending_cash": 1457123.63,
     "ending_market": 1457123.63,
     "fy": 2022,
     "page": 43
    },
    {
     "basis": "ending cash and ending market columns foot to the printed GRAND TOTALS",
     "ending_cash": 1936143.89,
     "ending_market": 1936143.89,
     "fy": 2023,
     "page": 49
    },
    {
     "basis": "both identities hold",
     "ending_cash": 2254933.99,
     "ending_market": 2254933.99,
     "fy": 2024,
     "page": 35
    },
    {
     "basis": "both identities hold",
     "ending_cash": 2598621.38,
     "ending_market": 2598621.38,
     "fy": 2025,
     "page": 37
    }
   ],
   "rate": 40.848931318334316
  },
  {
   "fund": "Zoning Incentive Stabilization",
   "points": [
    {
     "basis": "both identities hold (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 227201.9,
     "ending_market": 227201.9,
     "fy": 2014,
     "page": 38
    },
    {
     "basis": "both identities hold",
     "ending_cash": 227542.95,
     "ending_market": 227542.95,
     "fy": 2015,
     "page": 39
    },
    {
     "basis": "both identities hold",
     "ending_cash": 227884.96,
     "ending_market": 227884.96,
     "fy": 2016,
     "page": 42
    },
    {
     "basis": "both identities hold",
     "ending_cash": 228320.36,
     "ending_market": 228320.36,
     "fy": 2017,
     "page": 39
    },
    {
     "basis": "beginning + activity = ending cash",
     "ending_cash": 228891.82,
     "ending_market": null,
     "fy": 2018,
     "page": 46
    },
    {
     "basis": "both identities hold",
     "ending_cash": 229464.69,
     "ending_market": 229464.69,
     "fy": 2019,
     "page": 47
    },
    {
     "basis": "both identities hold",
     "ending_cash": 230431.4,
     "ending_market": 230431.4,
     "fy": 2020,
     "page": 41
    },
    {
     "basis": "beginning + activity = ending cash (the page READ, and checked against the total it prints; OCR cannot read this block)",
     "ending_cash": 230431.4,
     "ending_market": null,
     "fy": 2020,
     "page": 41
    },
    {
     "basis": "printed on a Treasurer’s Cash page that does not foot — see notes/reference/UNFOOTED-READINGS.md",
     "ending_cash": 230748.05,
     "ending_market": null,
     "fy": 2021,
     "page": 39
    },
    {
     "basis": "both identities hold",
     "ending_cash": 231007.68,
     "ending_market": 231007.68,
     "fy": 2022,
     "page": 43
    },
    {
     "basis": "ending cash and ending market columns foot to the printed GRAND TOTALS",
     "ending_cash": 235681.11,
     "ending_market": 235681.11,
     "fy": 2023,
     "page": 49
    },
    {
     "basis": "the annual report’s trust fund balance listing",
     "ending_cash": 243063.42,
     "ending_market": null,
     "fy": 2024,
     "page": 29
    },
    {
     "basis": "both identities hold",
     "ending_cash": 249060.25,
     "ending_market": 249060.25,
     "fy": 2025,
     "page": 37
    }
   ],
   "rate": 0.8385488855366718
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 ],
 "sources": [
  {
   "bytes": 7237129,
   "docs_url": "/docs/town-annual-reports/docs/4130-fy-2025-annual-town-report.pdf",
   "filename": "4130-fy-2025-annual-town-report.pdf",
   "note": "The annual town report. The trust and stabilization balances are a photographed table inside it, read by scripts/read_trust_table.py and published only where the page’s own arithmetic closes.",
   "path": "sources/town-annual-reports/docs/4130-fy-2025-annual-town-report.pdf",
   "publisher": "Town of Lunenburg",
   "sha256": "a9ee7b51154d94fd5551f934ce629a2929cc4e5efd8c48cd4bdb8224b8907158",
   "table": "stabilization_balances",
   "url": "https://www.lunenburgma.gov/DocumentCenter/View/4130 https://www.lunenburgma.gov/ArchiveCenter/ViewFile/Item/213"
  },
  {
   "bytes": 0,
   "docs_url": "/docs/town-ledgers/fund-balances/trust-agency-fy2026-p09.xlsx",
   "filename": "trust-agency-fy2026-p09.xlsx",
   "note": "The town’s MUNIS trust and agency report at 31 March 2026: every fund’s beginning balance, revenue, expenditure and remaining balance, with the system’s own subtotals. Obtained by a public records request rather than published on a website, and held at one remove from the town. The full chain — who asked, when, and what is bounded rather than known — is in sources/town-ledgers/expenses/PROVENANCE-fy2026-p09.md.",
   "path": "sources/town-ledgers/fund-balances/trust-agency-fy2026-p09.xlsx",
   "publisher": "Town of Lunenburg — Town Accountant",
   "sha256": "",
   "table": "trust_agency_balances",
   "url": ""
  },
  {
   "bytes": 0,
   "docs_url": "/data/town-meeting-votes.csv",
   "filename": "town-meeting-votes.csv",
   "note": "Every Town Meeting article, with the vote quoted verbatim. The deposits and withdrawals on this page are classified from each article’s own subject line.",
   "path": "sources/data/town-meeting-votes.csv",
   "publisher": "Town of Lunenburg",
   "sha256": "",
   "table": "town_meeting_votes",
   "url": ""
  }
 ],
 "stats": [
  {
   "label": "spendable on anything lawful, of $9,061,421 held across 9 funds",
   "tone": "var(--series-cost)",
   "value": "$3,147,179"
  },
  {
   "label": "voted IN per year on average since FY2012 — $4,051,527 in total",
   "value": "$289,395"
  },
  {
   "label": "voted back out, in the articles that say so plainly — a floor",
   "value": "$1,066,000"
  }
 ],
 "totals": {
  "funds": 9,
  "general": 3147178.96,
  "held": 9061421.24,
  "restricted": 5914242.28
 }
}