Civic Intelligence

Medwed Foundation

990PF • Fiscal year 2024 • EIN 01-6014226

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 20, 2025

PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-59%

Higher net margin than 11% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$1,914

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 36.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.0%

Faster asset growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$101,194

Down $3,082 (-3.0%) from 2023

Net Assets

Down

$101,194

Down $3,082 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$5,240

Up $932 (+22%) from 2023

Expenses

Up

$8,321

Up $45 (+0.5%) from 2023

Net Income

Up

-$3,081

Up $887 (+22%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $118,359Liabilities 2011: $02011Assets 2012: $118,170Liabilities 2012: $02012Assets 2013: $116,208Liabilities 2013: $02013Assets 2014: $122,724Liabilities 2014: $0Net Assets 2014: $122,7242014Assets 2015: $122,806Liabilities 2015: $0Net Assets 2015: $122,8062015Assets 2016: $116,090Liabilities 2016: $0Net Assets 2016: $116,0902016Assets 2017: $122,120Liabilities 2017: $0Net Assets 2017: $122,1202017Assets 2018: $122,848Liabilities 2018: $0Net Assets 2018: $122,8482018Assets 2019: $117,774Liabilities 2019: $0Net Assets 2019: $117,7742019Assets 2020: $112,374Liabilities 2020: $0Net Assets 2020: $112,3742020Assets 2021: $107,935Liabilities 2021: $0Net Assets 2021: $107,9352021Assets 2022: $108,246Liabilities 2022: $0Net Assets 2022: $108,2462022Assets 2023: $104,276Liabilities 2023: $0Net Assets 2023: $104,2762023Assets 2024: $101,194Liabilities 2024: $0Net Assets 2024: $101,1942024

Highlighted filing

2024

Assets$101,194
Liabilities$0
Net Assets$101,194

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $22,082Expenses 2011: $6,591Net Income 2011: $15,4912011Revenue 2012: $7,703Expenses 2012: $7,842Net Income 2012: -$1392012Revenue 2013: $6,432Expenses 2013: $8,438Net Income 2013: -$2,0062013Revenue 2014: $12,587Expenses 2014: $5,998Net Income 2014: $6,5892014Revenue 2015: $8,060Expenses 2015: $7,862Net Income 2015: $1982015Revenue 2016: $1,983Expenses 2016: $8,442Net Income 2016: -$6,4592016Revenue 2017: $11,857Expenses 2017: $5,956Net Income 2017: $5,9012017Revenue 2018: $9,423Expenses 2018: $8,722Net Income 2018: $7012018Revenue 2019: $2,712Expenses 2019: $7,797Net Income 2019: -$5,0852019Revenue 2020: $2,798Expenses 2020: $8,200Net Income 2020: -$5,4022020Revenue 2021: $4,590Expenses 2021: $8,994Net Income 2021: -$4,4042021Revenue 2022: $9,186Expenses 2022: $8,893Net Income 2022: $2932022Revenue 2023: $4,308Expenses 2023: $8,276Net Income 2023: -$3,9682023Revenue 2024: $5,240Expenses 2024: $8,321Net Income 2024: -$3,0812024

Highlighted filing

2024

Revenue$5,240
Expenses$8,321
Net Income-$3,081
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$1,914-$1,914
Filing and Contact Details

Filer

Filer Name
Medwed Foundation
EIN
01-6014226
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-03-20
Raw XML Appendix364 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
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/EOYBookValueAmt03874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287226 ISHARES CORE U.S. AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464287440 ISHARES 7-10 YEAR TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3464287499 ISHARES RUSSELL MIDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4464287655 ISHARES TR RUSSELL 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5922908363 VANGUARD 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6057071813 BAIRD MIDCAP FUND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7543487110 LOOMIS SAYLES GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9412295107 HARDING LOEVNER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10464287101 ISHARES S&P 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11207019704 CONESTOGA SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12693390841 PIMCO HIGH YIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13245914510 MACQUARIE EMERGING M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14693390882 PIMCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1555273H353 MFS VALUE FD CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1655273W475 MFS MID CAP VALUE FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17957663677 WESTERN ASSET CORE B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1894988A668 ALLSPRING SPECIAL SM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19413838574 OAKMARK INTL FD CL R
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03037
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02169
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05240
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02169
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01148
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01914
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05098
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05098
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03037
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3081
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02169
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02169
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03249
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05240
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03223
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02169
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3081
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0101196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0104276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0101194
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06826
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06826
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06826
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06871
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045
IRS990PF/DistributableAmountGrp/TotalTaxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036
IRS990PF/FMVAssetsEOYAmt0139777
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0104276
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0101194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt097670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt097671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0136254
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06606
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03523
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0104276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0101194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0139777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0104276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0101194
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0104276
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0101194
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0139519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05223
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0134296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02093
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06871
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0137426
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0139519
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01914
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0752653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06364
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06364
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752653067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NAME, ADDRESS & AFFILIATION, TAX EXEMPT STATUS, USE & PURPOSE OF GRANT REQUESTED AND COPY OF IRS DETERMINATION LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BANK OF AMERICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06036477651
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0900 ELM ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MANCHESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd003101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AID OF SUCH RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY & EDUCATIONAL PURPOSES IN FURTHERANCE OF PUBLIC WELFARE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN NEW ENGLAND UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW ENGLAND INNOCENCE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE DOLLYWOOD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01215 WALBRAHAM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11035 CAMBRIDGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21020 DOLLYWOOD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PIGEON FORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021411057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237863
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05098
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/AppliedToCurrentYearAmt01267
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05097
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06826
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/QualifyingDistributionsAmt06364
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05559
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05097
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TYE INCOME ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDWED FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEDW
ReturnHeader/Filer/EIN0016014226
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-03-20T10:01:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.22$0.07$0.15