Civic Intelligence

Thomas Thompson Trust

990PF • Fiscal year 2023 • EIN 03-0179429

Jun 01, 2022 to May 31, 2023 • Filed on Oct 12, 2023

Organization Profile
One Federal St 20th FLBoston, MA 02110

(617) 951-1151

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$52,006

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-5.7%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,020,599

Down $662,690 (-5.7%) from 2022

Net Assets

Down

$11,020,599

Down $662,690 (-5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin7th percentile

Revenue

Down

$600,647

Down $489,478 (-45%) from 2022

Expenses

Up

$1,260,113

Up $167,428 (+15%) from 2022

Net Income

Down

-$659,466

Down $656,906 (-25660%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $7,864,137Liabilities 2012: $02012Assets 2013: $7,618,957Liabilities 2013: $02013Assets 2014: $7,773,084Liabilities 2014: $02014Assets 2015: $8,084,645Liabilities 2015: $02015Assets 2020: $10,445,911Liabilities 2020: $02020Assets 2021: $11,687,142Liabilities 2021: $0Net Assets 2021: $11,687,1422021Assets 2022: $11,683,289Liabilities 2022: $0Net Assets 2022: $11,683,2892022Assets 2023: $11,020,599Liabilities 2023: $0Net Assets 2023: $11,020,5992023Assets 2024: $10,246,762Liabilities 2024: $0Net Assets 2024: $10,246,7622024Assets 2025: $17,394,416Liabilities 2025: $0Net Assets 2025: $17,394,4162025

Highlighted filing

2023

Assets$11,020,599
Liabilities$0
Net Assets$11,020,599
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $836,287Expenses 2012: $668,205Net Income 2012: $168,0822012Revenue 2013: $438,866Expenses 2013: $664,114Net Income 2013: -$225,2482013Revenue 2014: $851,041Expenses 2014: $691,617Net Income 2014: $159,4242014Revenue 2015: $1,228,357Expenses 2015: $900,094Net Income 2015: $328,2632015Revenue 2020: $1,664,873Expenses 2020: $929,189Net Income 2020: $735,6842020Revenue 2021: $2,303,938Expenses 2021: $1,061,722Net Income 2021: $1,242,2162021Revenue 2022: $1,090,125Expenses 2022: $1,092,685Net Income 2022: -$2,5602022Revenue 2023: $600,647Expenses 2023: $1,260,113Net Income 2023: -$659,4662023Revenue 2024: $514,297Expenses 2024: $1,087,797Net Income 2024: -$573,5002024Revenue 2025: $8,350,545Expenses 2025: $1,195,476Net Income 2025: $7,155,0692025

Highlighted filing

2023

Revenue$600,647
Expenses$1,260,113
Net Income-$659,466
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN T MONAHANTrusteePT$52,006-$52,006
MICHAEL F O'CONNELLTrusteePT$0--
ELLEN M HARRINGTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Thomas Thompson Trust
EIN
03-0179429
Phone
6179511151
Address
ONE FEDERAL ST 20TH FL, BOSTON, MA 02110

Signing Officer

Name
MICHAEL F O'CONNELL
Title
Trustee
Phone
6179511151
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Verrill & Dana Llp
Address
ONE PORTLAND SQUARE, PORTLAND, ME 04101
Preparer
Laurie O Thwaites
Phone
2077744000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47192097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES 4,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADVANCED MICRO DEVICES INC. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC. CL C 6,400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC./CA CL A 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC. 3,200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC. 7,725 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AUTOMATIC DATA PROCESSING INC. 2,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BANK OF AMERICA CORP. 10,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BOSTON SCIENTIFIC CORP. 9,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COLGATE PALMOLIVE CO. 4,700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11WALT DISNEY COMPANY 1,800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DOMINION ENERGY INC. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOVER CORP. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EBAY INC. 6,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL MOTORS CO. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HOME DEPOT INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ILLINOIS TOOL WORKS INC. 1,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTUIT INC. 450 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JP MORGAN CHASE & CO. 3,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON & JOHNSON, 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MCDONALDS CORP., 1,450 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MICROSOFT CORP. 3,800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NEXTERA ENERGY INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NVIDIA CORP. 1,700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25OTIS WORLDWIDE CORP. 2,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PEPSICO INC. 3,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROCTER & GAMBLE CO. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28RAYTHEON TECHNOLOGIES CORP. 4,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPLUNK INC. 650 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STYKER CORP. 1,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm313M 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32UNITED PARCEL SERVICES INC. - B 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VANGUARD FTSE ALL WORLD EX US INDEX 7,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VANGUARD TOTAL STK MKT INDEX FD AD 5,871.816 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VISA INC. CLASS A 1,850 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WALMART INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WASTE MGMT INC. 3,100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38XYLEM INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ESTEE LAUDER COS 790 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NIKE INC B 1,200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BECTON DICKINSON & CO. 1,150 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DOLLAR GENERAL 1,220 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43TERADYNE 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MARSH & MCLENNAN 1,250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CME GROUP INC. 1,680 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ZOETIS INC. 1,225 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AIRBNB INC. CL A 1,750 SHARES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COHEN & STEERS LTD. DURAT 4,000 SHARES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2NESTLES SA SPON ADR 1,350 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALCON INC. 3,000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ESSILOR INTL ADR 2,500 SHARES
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0378077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01204381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01260113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0600647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0600647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0105931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0255533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1100379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2196812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt481819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5201156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6245147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7106450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8100078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9256138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1068043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-20807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-120241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3172321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4178950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-36454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-34522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7102269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt840692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-192474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10133215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-20807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-120241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3172321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4178950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-36454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-34522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7102269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt840692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-192474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10133215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0234726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt276571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3196518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4260769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5164702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6210625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7208719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8140770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt963664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10201258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD FTSE EMG MKT ETF 5,750 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100K PRUDENTIAL FINL 5.875% 9/15/42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADIDAS 1,200 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3APPLE 1,275 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ASTRAZENECA 3,750 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UDR 3,700 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VERIZON 5,250 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD TOTAL STK IND FD 2,100 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NORTHERN TR 2,000 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PAYPAL HLDGS 1,000 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SALESFORCE 1,000 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0222570
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0222570
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-659466
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03224
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011023823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011683289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011020599
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01013064
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01013064
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01013064
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01020638
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07574
IRS990PF/DistributableAmountGrp/TotalTaxAmt07574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018095
IRS990PF/FMVAssetsEOYAmt021286775
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-4
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-4
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0615785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0512670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0503300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08648145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07933410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018165288
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0341849
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0846615
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0889720
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-662690
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01080631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0945804
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0945804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021286775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0996879
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0782104
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0782667
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020723614
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0933399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019790215
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0310854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01020638
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020412760
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020723614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0VERRILL DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0103534
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL/TAX PREP/TTEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt152006

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,020,599
Liabilities
$0
Net assets
$11,020,599
Revenue
$600,647
Expenses
$1,260,113
Net income
-$659,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$8.35$1.20$7.16
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.51$1.09$0.57
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$1.26$0.66
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.09$1.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.30$1.06$1.24
2020Summary only. Only limited summary data is available for this year.$10.4$0.00$1.66$0.93$0.74
2015Summary only. Only limited summary data is available for this year.$8.08$0.00$1.23$0.90$0.33
2014Summary only. Only limited summary data is available for this year.$7.77$0.00$0.85$0.69$0.16
2013Summary only. Only limited summary data is available for this year.$7.62$0.00$0.44$0.66$0.23
2012Summary only. Only limited summary data is available for this year.$7.86$0.00$0.84$0.67$0.17