Civic Intelligence

The Peabody Foundation Inc C/O Judith E Rhoades

990PF • Fiscal year 2015 • EIN 04-2104767

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 01, 2016

Organization Profile
101 Federal Street Suite 19Boston, MA 02110

(617) 261-8543

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

33rd percentile

0.07x

Higher debt load relative to revenue than 33% of similar nonprofits.

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

Net Margin

32nd percentile

-1.1%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$20,348,398

Down $921,808 (-4.3%) from 2014

Net Assets

Down

$20,259,854

Down $910,112 (-4.3%) from 2014

Liabilities

Down

$88,544

Down $11,696 (-12%) from 2014

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin32nd percentile

Revenue

Down

$1,234,925

Down $447,159 (-27%) from 2014

Expenses

Down

$1,248,927

Down $81,037 (-6.1%) from 2014

Net Income

Down

-$14,002

Down $366,122 (-104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40M$30M$20M$10M$0Assets 2010: $18,894,037Liabilities 2010: $82,645Net Assets 2010: $18,811,3922010Assets 2011: $17,926,709Liabilities 2011: $177,5492011Assets 2012: $19,630,411Liabilities 2012: $84,571Net Assets 2012: $19,545,8402012Assets 2013: $20,928,194Liabilities 2013: $104,768Net Assets 2013: $20,823,4262013Assets 2014: $21,270,206Liabilities 2014: $100,240Net Assets 2014: $21,169,9662014Assets 2015: $20,348,398Liabilities 2015: $88,544Net Assets 2015: $20,259,8542015Assets 2016: $20,705,170Liabilities 2016: $111,643Net Assets 2016: $20,593,5272016Assets 2017: $21,926,702Liabilities 2017: $118,421Net Assets 2017: $21,808,2812017Assets 2018: $23,269,668Liabilities 2018: $122,697Net Assets 2018: $23,146,9712018Assets 2019: $23,577,445Liabilities 2019: $124,795Net Assets 2019: $23,452,6502019Assets 2020: $25,183,719Liabilities 2020: $134,365Net Assets 2020: $25,049,3542020Assets 2021: $29,071,038Liabilities 2021: $244,774Net Assets 2021: $28,826,2642021Assets 2022: $24,607,746Liabilities 2022: $168,685Net Assets 2022: $24,439,0612022Assets 2023: $28,552,027Liabilities 2023: $224,038Net Assets 2023: $28,327,9892023Assets 2024: $35,695,388Liabilities 2024: $312,966Net Assets 2024: $35,382,4222024Assets 2025: $36,795,274Liabilities 2025: $325,493Net Assets 2025: $36,469,7812025

Highlighted filing

2015

Assets$20,348,398
Liabilities$88,544
Net Assets$20,259,854
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $992,2232010Revenue 2011: $1,753,682Expenses 2011: $1,044,843Net Income 2011: $708,8392011Expenses 2012: $1,121,3202012Revenue 2013: $1,386,111Expenses 2013: $1,162,403Net Income 2013: $223,7082013Revenue 2014: $1,682,084Expenses 2014: $1,329,964Net Income 2014: $352,1202014Revenue 2015: $1,234,925Expenses 2015: $1,248,927Net Income 2015: -$14,0022015Revenue 2016: $927,304Expenses 2016: $1,227,780Net Income 2016: -$300,4762016Revenue 2017: $762,567Expenses 2017: $1,191,702Net Income 2017: -$429,1352017Revenue 2018: $1,171,960Expenses 2018: $1,187,723Net Income 2018: -$15,7632018Revenue 2019: $1,736,561Expenses 2019: $1,272,639Net Income 2019: $463,9222019Revenue 2020: $999,282Expenses 2020: $1,375,527Net Income 2020: -$376,2452020Revenue 2021: $2,286,057Expenses 2021: $1,511,526Net Income 2021: $774,5312021Revenue 2022: $765,910Expenses 2022: $1,486,193Net Income 2022: -$720,2832022Revenue 2023: $2,097,827Expenses 2023: $1,488,145Net Income 2023: $609,6822023Revenue 2024: $1,960,905Expenses 2024: $1,475,804Net Income 2024: $485,1012024Revenue 2025: $3,707,764Expenses 2025: $1,774,221Net Income 2025: $1,933,5432025

Highlighted filing

2015

Revenue$1,234,925
Expenses$1,248,927
Net Income-$14,002
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR JOHN EA SAFFORDTreasurer/Trustee-$0--
MS BETHANY M WOODSClerk/Trustee-$0--
MR HARRY C BARRTrustee-$0--
MRS CATHERINE B DAMONTrustee-$0--
MR JOSEPH C DONNELLY JRVice President/Trustee-$0--
MISS SALLY D HURLBUTTrustee-$0--
MRS SUSAN W PAINETrustee-$0--
MISS SYLVIA L STEVENSTrustee-$0--
MRS JOAN I THORNDIKETrustee-$0--
MRS JANE OTTETrustee-$0--
MR DAVID P SIMMONS MDTrustee-$0--
MR JAMES M FITZGIBBONSPresident/Trustee-$0--
MS MARY LIZ VAN DYCKTrustee-$0--
MR EDWIN P MAYNARD MDTrustee-$0--
MR CHRISTOPHER D PERRYTrustee-$0--
MS SUSANNAH BARTON TOBINTrustee-$0--
MS JUDITH E RHOADESAdministrative Director-$0--
Filing and Contact Details

Filer

Filer Name
The Peabody Foundation Inc
EIN
04-2104767
Phone
6172618543
Address
101 FEDERAL STREET SUITE 19, BOSTON, MA 02110

Signing Officer

Name
James Fitzgibbons
Title
President
Phone
6172618543
Signed
2016-02-01
Discuss with paid preparer
Yes

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Douglas Thorpe
Phone
7819143400
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09068
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021165032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021169966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020259854
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01013357
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01013357
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01013357
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01024745
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011388
IRS990PF/DistributableAmountGrp/TotalTaxAmt011388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016000
IRS990PF/FMVAssetsEOYAmt020348398
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt030416
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt030452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03565905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04839241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04839241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016764390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014467589
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014467589
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04612
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04612
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt069824
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt058092
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt0550598
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt0550598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0939911
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01036956
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01036956
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0140328
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0101706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021270206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020348398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020348398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0100240
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt088544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021270206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020348398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021169966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020259854
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt020479040
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt019607550
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020806997
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0988434
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019818563
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0312105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01024745
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020494892
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020806997
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WELCH & FORBES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt070613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt045 SCHOOL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt150.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt160.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MR JOHN EA SAFFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MS BETHANY M WOODS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR HARRY C BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MRS CATHERINE B DAMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MR JOSEPH C DONNELLY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MISS SALLY D HURLBUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MRS SUSAN W PAINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MISS SYLVIA L STEVENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MRS JOAN I THORNDIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9MRS JANE OTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MR DAVID P SIMMONS MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11MR JAMES M FITZGIBBONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12MS MARY LIZ VAN DYCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13MR EDWIN P MAYNARD MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14MR CHRISTOPHER D PERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15MS SUSANNAH BARTON TOBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16MS JUDITH E RHOADES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CLERK/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt15TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt16ADMINISTRATIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09 CLEAVES STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 FEDERAL STREET SUITE 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212 CUMBERLAND STREET UNIT 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3POBOX 218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5717 HAMMOND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt690 BRATTLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt762 LINDEN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt810 WALNUT PLACE

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,348,398
Liabilities
$88,544
Net assets
$20,259,854
Revenue
$1,234,925
Expenses
$1,248,927
Net income
-$14,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.8$0.33$36.5$3.71$1.77$1.93
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.31$35.4$1.96$1.48$0.49
2023Detailed filing. Detailed filing data is available for this year.$28.6$0.22$28.3$2.10$1.49$0.61
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.17$24.4$0.77$1.49$0.72
2021Detailed filing. Detailed filing data is available for this year.$29.1$0.24$28.8$2.29$1.51$0.77
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.13$25.0$1.00$1.38$0.38
2019Detailed filing. Detailed filing data is available for this year.$23.6$0.12$23.5$1.74$1.27$0.46
2018Detailed filing. Detailed filing data is available for this year.$23.3$0.12$23.1$1.17$1.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.12$21.8$0.76$1.19$0.43
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.11$20.6$0.93$1.23$0.30
2015Detailed filing. Detailed filing data is available for this year.$20.3$0.09$20.3$1.23$1.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$21.3$0.10$21.2$1.68$1.33$0.35
2013Detailed filing. Detailed filing data is available for this year.$20.9$0.10$20.8$1.39$1.16$0.22
2012Detailed filing. Detailed filing data is available for this year.$19.6$0.08$19.5$1.12
2011Summary only. Only limited summary data is available for this year.$17.9$0.18$1.75$1.04$0.71
2010Detailed filing. Detailed filing data is available for this year.$18.9$0.08$18.8$0.99