Civic Intelligence

Fuller Trust Inc C/O James J Mccusker

990PF • Fiscal year 2019 • EIN 04-2104243

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization Profile
155 Seaport BlvdBoston, MA 02210

(617) 720-7100

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$20,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,259,611

Down $40,473 (-1.2%) from 2018

Net Assets

Down

$3,259,611

Down $40,473 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin17th percentile

Revenue

Up

$180,631

Up $35,682 (+25%) from 2018

Expenses

Down

$221,104

Down $18,054 (-7.5%) from 2018

Net Income

Up

-$40,473

Up $53,736 (+57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,027,331Liabilities 2010: $0Net Assets 2010: $4,027,3312010Assets 2011: $3,891,832Liabilities 2011: $0Net Assets 2011: $3,891,8322011Assets 2012: $3,798,297Liabilities 2012: $0Net Assets 2012: $3,798,2972012Assets 2013: $3,693,403Liabilities 2013: $0Net Assets 2013: $3,693,4032013Assets 2014: $3,599,937Liabilities 2014: $0Net Assets 2014: $3,599,9372014Assets 2015: $3,542,761Liabilities 2015: $0Net Assets 2015: $3,542,7612015Assets 2016: $3,500,684Liabilities 2016: $0Net Assets 2016: $3,500,6842016Assets 2017: $3,394,293Liabilities 2017: $0Net Assets 2017: $3,394,2932017Assets 2018: $3,300,084Liabilities 2018: $0Net Assets 2018: $3,300,0842018Assets 2019: $3,259,611Liabilities 2019: $0Net Assets 2019: $3,259,6112019Assets 2020: $3,212,239Liabilities 2020: $0Net Assets 2020: $3,212,2392020Assets 2021: $2,899,188Liabilities 2021: $0Net Assets 2021: $2,899,1882021Assets 2022: $2,832,966Liabilities 2022: $0Net Assets 2022: $2,832,9662022Assets 2023: $2,555,870Liabilities 2023: $0Net Assets 2023: $2,555,8702023Assets 2024: $2,477,651Liabilities 2024: $0Net Assets 2024: $2,477,6512024

Highlighted filing

2019

Assets$3,259,611
Liabilities$0
Net Assets$3,259,611
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $324,7562010Expenses 2011: $201,4422011Expenses 2012: $182,2352012Revenue 2013: $66,362Expenses 2013: $171,256Net Income 2013: -$104,8942013Revenue 2014: $132,662Expenses 2014: $226,128Net Income 2014: -$93,4662014Revenue 2015: $170,084Expenses 2015: $227,260Net Income 2015: -$57,1762015Revenue 2016: $155,916Expenses 2016: $197,993Net Income 2016: -$42,0772016Revenue 2017: $118,180Expenses 2017: $224,571Net Income 2017: -$106,3912017Revenue 2018: $144,949Expenses 2018: $239,158Net Income 2018: -$94,2092018Revenue 2019: $180,631Expenses 2019: $221,104Net Income 2019: -$40,4732019Revenue 2020: $241,026Expenses 2020: $288,398Net Income 2020: -$47,3722020Revenue 2021: $286,335Expenses 2021: $319,386Net Income 2021: -$33,0512021Revenue 2022: $101,027Expenses 2022: $167,249Net Income 2022: -$66,2222022Revenue 2023: $176,626Expenses 2023: $398,144Net Income 2023: -$221,5182023Revenue 2024: $211,681Expenses 2024: $289,900Net Income 2024: -$78,2192024

Highlighted filing

2019

Revenue$180,631
Expenses$221,104
Net Income-$40,473
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R DEGIACOMOCo-Trustee-$20,000-$20,000
THOMAS P JALKUTCo-Trustee-$14,258-$14,258
Filing and Contact Details

Filer

Filer Name
Fuller Trust Inc
EIN
04-2104243
Phone
6177207100
Address
155 SEAPORT BLVD, BOSTON, MA 02210

Signing Officer

Name
Thomas P Jalkut
Title
Co-trustee
Phone
6177207100
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR & DREW PC
Address
27 CHURCH STREET, WINCHESTER, MA 01890
Preparer
Jeffrey J Caruso
Phone
7817294949
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt914632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-12410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-4602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt621304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt716835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt814362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt914632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-12410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-4602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt629491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt818979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt935247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1014889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1226400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 SHRS APPLE COMPUTER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500 SHRS CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 SHRS ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHRS ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4125 SHRS SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550000 SHRS VERIZON COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6380 SHRS AMERISOURCEBERGEN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7380 SHRS GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8175 SHRS PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9325 SHRS PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10375 SHRS SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150000 SHRS US TREASURY NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12500 SHRS WALGREENS BOOTS ALLIANCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt078360
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03259611
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03300084
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03259611
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0236765
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0236765
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0236765
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0239585
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02820
IRS990PF/DistributableAmountGrp/TotalTaxAmt02820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02188
IRS990PF/FMVAssetsEOYAmt05219493
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0879186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0828977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0937756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01098258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01158820
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02643244
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0633190
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0633190
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0633190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0474524
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0443367
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0810272
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03300084
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03259611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0134355
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03300084
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03259611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05219493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03300084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03259611
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03300084
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03259611
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt080571
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt075953
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt075727
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04864678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04752373
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt072970
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0239585
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04791708
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04864678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014258
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS P JALKUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES R DEGIACOMO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O NUTTER MCLENNEN FISH LLP 155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O MURTHA CULLINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SEAPORT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0135775
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0135775
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0135775
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt25
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1TO PERFORM ITS EXEMPT FUNCTION
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2THE INVESTMENTS PROVIDE THE MEANS FOR THE TRUST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3TO PERFORM ITS EXEMPT FUNCTION
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,259,611
Liabilities
$0
Net assets
$3,259,611
Revenue
$180,631
Expenses
$221,104
Net income
-$40,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.21$0.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.18$0.40$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.29$0.32$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.24$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.18$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.24$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.12$0.22$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.16$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.17$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.13$0.23$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.07$0.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.20
2010Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.32