Civic Intelligence

Thomas Thompson Trust

990PF • Fiscal year 2024 • EIN 03-0179429

Jun 01, 2023 to May 31, 2024 • Filed on Apr 14, 2025

Organization Profile
One Federal St 20th FLBoston, MA 02110

(617) 951-1116

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$54,170

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-7.0%

Faster asset growth than 11% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,246,762

Down $773,837 (-7.0%) from 2023

Net Assets

Down

$10,246,762

Down $773,837 (-7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$514,297

Down $86,350 (-14%) from 2023

Expenses

Down

$1,087,797

Down $172,316 (-14%) from 2023

Net Income

Up

-$573,500

Up $85,966 (+13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2024

Assets$10,246,762
Liabilities$0
Net Assets$10,246,762
Open 2024 Filing

Operations Trend

Revenue Growth16th 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

2024

Revenue$514,297
Expenses$1,087,797
Net Income-$573,500
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN T MONAHANTrusteePT$54,170-$54,170
MICHAEL F O'CONNELLTrusteePT$0--
ELLEN M HARRINGTONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Thomas Thompson Trust
EIN
03-0179429
Phone
6179511116
Address
ONE FEDERAL ST 20TH FL, BOSTON, MA 02110

Signing Officer

Name
Ellen M Harrington
Title
Trustee
Phone
6179511116
Signed
2025-04-14
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/StockNm03M 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES 4,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADVANCED MICRO DEVICES INC. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AIRBNB INC. CL A 1,750 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALCON INC. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC. CL C 6,400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALPHABET INC./CA CL A 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMAZON COM INC. 3,200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC. 7,725 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOMATIC DATA PROCESSING INC. 2,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF AMERICA CORP. 10,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BECTON DICKINSON & CO. 1,150 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOSTON SCIENTIFIC CORP. 9,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CME GROUP INC. 1,680 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COLGATE PALMOLIVE CO. 4,700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DOMINION ENERGY INC. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOVER CORP. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ESSILOR INTL ADR 2,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL MOTORS CO. 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ILLINOIS TOOL WORKS INC. 1,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTUIT INC. 450 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHNSON & JOHNSON, 3,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN CHASE & CO. 3,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MARSH & MCLENNAN 1,250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MCDONALDS CORP., 1,450 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP. 3,800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NESTLES SA SPON ADR 1,350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NEXTERA ENERGY INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NIKE CL B, 1,200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NVIDIA CORP. 1,270 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32OTIS WORLDWIDE CORP. 2,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEPSICO INC. 3,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PROCTER & GAMBLE CO. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35RTX CORP. 4,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36STYKER CORP. 1,500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TERADYNE 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITED PARCEL SERVICES INC. - B 1,000 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC. CLASS A 1,850 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WALMART INC. 12,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WALT DISNEY COMPANY 1,800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WASTE MGMT INC. 3,100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45XYLEM INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ZOETIS INC. 1,225 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ADIDAS, 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NOVO-NORDISK A S ADR, 1,245 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SOLVENTUM CORP, 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AUTODESK INC. 840 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ECOLAB INC., 500 SHARES
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0175797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0106200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1117265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2272066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3199766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4187394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5209237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt697587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7292670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt865404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10152850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt011800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-117428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-77875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-74057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt546317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8318798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-2850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-117428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-77875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-74057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt546317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8318798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-2850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0118000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt198807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2154638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3121891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4113337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5255554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt697587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7292670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8384202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0118K GE 7.872% DUE 12/31/99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SPLUNK 650 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DOLLAR GENERAL 1,220 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONZA GROUP 3,100 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ESTEE LAUDER 790 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EBAY 6,000SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US T BILL DUE 8/17/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US T BILL DUE 11/9/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NIVIDIA 430 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100K US T NOTE DUE 2/15/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10150K JP MORGAN 6.125% 5/1/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300K US T NOTE DUE 4/30/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt086247
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-77875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-573500
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0200337
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010447099
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011020599
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010246762
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01111249
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01111249
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01111249
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01117489
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06240
IRS990PF/DistributableAmountGrp/TotalTaxAmt06240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt013000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023521
IRS990PF/FMVAssetsEOYAmt025335398
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011683289
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-4
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0512670
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0256716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0248799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08674430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08001832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023117427
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0105595
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0106124
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt087082
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-662690
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1436527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0945804
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01882090
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01882090
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010246762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025335398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010246762
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011020599
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010246762
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0782104
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022690140
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01084638
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021605502
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0340352
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01117489
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022349788
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022690140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0VERRILL DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0112492
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/CompensationAmt154170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL F O'CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN T MONAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELLEN M HARRINGTON

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,246,762
Liabilities
$0
Net assets
$10,246,762
Revenue
$514,297
Expenses
$1,087,797
Net income
-$573,500
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