Civic Intelligence

Henry David Thoreau Foundation Inc.

990PF • Fiscal year 2015 • EIN 04-2077934

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

265 Medford Street No 102Somerville, MA 02143

(617) 666-6900

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.04x

Higher debt load relative to revenue than 27% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

29th percentile

-2.3%

Higher net margin than 29% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

28th percentile

$78,321

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

16th percentile

-5.9%

Faster asset growth than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$10,211,648

Down $636,184 (-5.9%) from 2014

Net Assets

Down

$10,189,860

Down $624,816 (-5.8%) from 2014

Liabilities

Down

$21,788

Down $11,368 (-34%) from 2014

Revenue

Up

$515,729

Up $98,010 (+23%) from 2014

Expenses

Up

$527,392

Up $46,244 (+9.6%) from 2014

Net Income

Up

-$11,663

Up $51,766 (+82%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,617,213Liabilities 2010: $19,821Net Assets 2010: $9,597,3922010Assets 2011: $9,298,963Liabilities 2011: $29,193Net Assets 2011: $9,269,7702011Assets 2012: $9,668,508Liabilities 2012: $26,483Net Assets 2012: $9,642,0252012Assets 2013: $10,765,601Liabilities 2013: $35,680Net Assets 2013: $10,729,9212013Assets 2014: $10,847,832Liabilities 2014: $33,156Net Assets 2014: $10,814,6762014Assets 2015: $10,211,648Liabilities 2015: $21,788Net Assets 2015: $10,189,8602015Assets 2016: $10,307,354Liabilities 2016: $20,741Net Assets 2016: $10,286,6132016Assets 2017: $10,896,551Liabilities 2017: $37,049Net Assets 2017: $10,859,5022017Assets 2018: $10,006,962Liabilities 2018: $22,260Net Assets 2018: $9,984,7022018Assets 2019: $11,308,904Liabilities 2019: $29,813Net Assets 2019: $11,279,0912019Assets 2020: $12,244,749Liabilities 2020: $43,311Net Assets 2020: $12,201,4382020Assets 2021: $13,101,606Liabilities 2021: $38,830Net Assets 2021: $13,062,7762021Assets 2022: $11,082,608Liabilities 2022: $26,145Net Assets 2022: $11,056,4632022Assets 2023: $11,755,025Liabilities 2023: $23,845Net Assets 2023: $11,731,1802023Assets 2024: $12,426,374Liabilities 2024: $55,917Net Assets 2024: $12,370,4572024

Highlighted filing

2015

Assets$10,211,648
Liabilities$21,788
Net Assets$10,189,860

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $431,3282010Expenses 2011: $461,9672011Expenses 2012: $437,1442012Revenue 2013: $580,744Expenses 2013: $511,315Net Income 2013: $69,4292013Revenue 2014: $417,719Expenses 2014: $481,148Net Income 2014: -$63,4292014Revenue 2015: $515,729Expenses 2015: $527,392Net Income 2015: -$11,6632015Revenue 2016: $383,721Expenses 2016: $540,359Net Income 2016: -$156,6382016Revenue 2017: $1,982,862Expenses 2017: $592,233Net Income 2017: $1,390,6292017Revenue 2018: $271,219Expenses 2018: $486,647Net Income 2018: -$215,4282018Revenue 2019: $740,992Expenses 2019: $500,637Net Income 2019: $240,3552019Revenue 2020: $825,817Expenses 2020: $525,678Net Income 2020: $300,1392020Revenue 2021: $1,952,349Expenses 2021: $644,264Net Income 2021: $1,308,0852021Revenue 2022: $1,251,303Expenses 2022: $659,217Net Income 2022: $592,0862022Revenue 2023: $470,123Expenses 2023: $655,400Net Income 2023: -$185,2772023Revenue 2024: $351,948Expenses 2024: $696,839Net Income 2024: -$344,8912024

Highlighted filing

2015

Revenue$515,729
Expenses$527,392
Net Income-$11,663
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R GALVINPresident,Treas. & TrusteePT$78,321-$78,321
JENNIFER P GALVINSecretary, Trustee& Director Of SchoolPT$52,750-$52,750
MARILEE JONESScholarship Committe-$5,600-$5,600
DAVID R MAGNUSSENScholarship Committe-$5,600-$5,600
SCOTT ELLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Henry David Thoreau Foundation Inc
EIN
04-2077934
Phone
6176666900
Address
265 MEDFORD STREET NO 102, SOMERVILLE, MA 02143

Signing Officer

Name
John Galvin
Title
President
Phone
6176666900
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Sean Donlan
Phone
7819143400
Raw XML AppendixShowing 400 of 909 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt933806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1347690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1439487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt157123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1933426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2015301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2122250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt539936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt663994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt744031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt952497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1395645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1471063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt176736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1944656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2037209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2129737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY SHORT TERM BOND UNSOLICITED ORDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PETROLEO BRASILEIRO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES CHINA LARGE CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES CHINA LARGE CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WEATHERFORD INTL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BHP BILLITON LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KELLOGG COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NUCOR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SOUTH32 LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GOLDMAN SACHS GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PJT PARTNERS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19DU PONT E I DE NEMOURS & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20DU PONT E I DE NEMOURS & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21DU PONT E I DE NEMOURS & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0277401
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11663
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0613262
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0109
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010803122
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010814676
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010189860
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0516965
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0516965
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0516965
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0522089
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05124
IRS990PF/DistributableAmountGrp/TotalTaxAmt05124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03276
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08400
IRS990PF/FMVAssetsEOYAmt010211648
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt033156
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt021788
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt046187
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021155
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02977258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02165555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02165555
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07653
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09632
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02228
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01979
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01979
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01376
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt017966
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017966
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05687082
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05451156
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05451156
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04922
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt013826
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt013826
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02128779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02540011
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02540011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010847832
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010211648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010211648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt033156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt021788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010847832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010211648
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010814676
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010189860
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt010814676
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt010189860
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010600782
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02307735
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08291033
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0159012
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02014
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0522089
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010441770
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010600782
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt069163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JANE NALIERI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXEC. ADMIN.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0315 BOWDOIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0WINTHROP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.06$12.4$0.35$0.70$0.34
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.02$11.7$0.47$0.66$0.19
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.03$11.1$1.25$0.66$0.59
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.04$13.1$1.95$0.64$1.31
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.04$12.2$0.83$0.53$0.30
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.74$0.50$0.24
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.02$9.98$0.27$0.49$0.22
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.04$10.9$1.98$0.59$1.39
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.02$10.3$0.38$0.54$0.16
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.52$0.53$0.01
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.03$10.8$0.42$0.48$0.06
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.04$10.7$0.58$0.51$0.07
2012Detailed filing. Detailed filing data is available for this year.$9.67$0.03$9.64$0.44
2011Detailed filing. Detailed filing data is available for this year.$9.30$0.03$9.27$0.46
2010Detailed filing. Detailed filing data is available for this year.$9.62$0.02$9.60$0.43