Civic Intelligence

Nathaniel & Elizabeth P Stevens Fdn

990PF • Fiscal year 2023 • EIN 04-2236996

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

Organization Profile
PO Box 111North Andover, MA 01845

(978) 688-7211

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.

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

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

4th percentile

-169%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$80,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

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

Asset Growth

12th percentile

-6.4%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

56th percentile

8.5%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$15,525,579

Down $1,068,845 (-6.4%) from 2022

Net Assets

Down

$15,502,756

Down $1,070,726 (-6.5%) from 2022

Liabilities

Up

$22,823

Up $1,881 (+9.0%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Up

$634,661

Up $49,640 (+8.5%) from 2022

Expenses

Up

$1,705,387

Up $134,928 (+8.6%) from 2022

Net Income

Down

-$1,070,726

Down $85,288 (-8.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,924,316Liabilities 2011: $02011Assets 2012: $15,566,452Liabilities 2012: $02012Assets 2013: $15,741,291Liabilities 2013: $02013Assets 2014: $15,931,828Liabilities 2014: $02014Assets 2015: $16,562,176Liabilities 2015: $02015Assets 2019: $16,800,258Liabilities 2019: $02019Assets 2020: $17,393,124Liabilities 2020: $500,000Net Assets 2020: $16,893,1242020Assets 2021: $17,611,246Liabilities 2021: $19,693Net Assets 2021: $17,591,5532021Assets 2022: $16,594,424Liabilities 2022: $20,942Net Assets 2022: $16,573,4822022Assets 2023: $15,525,579Liabilities 2023: $22,823Net Assets 2023: $15,502,7562023Assets 2024: $16,744,521Liabilities 2024: $0Net Assets 2024: $16,744,5212024

Highlighted filing

2023

Assets$15,525,579
Liabilities$22,823
Net Assets$15,502,756
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,457,192Expenses 2011: $1,080,886Net Income 2011: $376,3062011Revenue 2012: $1,641,154Expenses 2012: $999,018Net Income 2012: $642,1362012Revenue 2013: $1,489,701Expenses 2013: $1,314,862Net Income 2013: $174,8392013Revenue 2014: $1,228,690Expenses 2014: $1,038,153Net Income 2014: $190,5372014Revenue 2015: $1,831,952Expenses 2015: $1,201,579Net Income 2015: $630,3732015Revenue 2019: $1,724,250Expenses 2019: $1,443,633Net Income 2019: $280,6172019Revenue 2020: $1,576,782Expenses 2020: $1,483,481Net Income 2020: $93,3012020Revenue 2021: $2,274,718Expenses 2021: $1,552,779Net Income 2021: $721,9392021Revenue 2022: $585,021Expenses 2022: $1,570,459Net Income 2022: -$985,4382022Revenue 2023: $634,661Expenses 2023: $1,705,387Net Income 2023: -$1,070,7262023Revenue 2024: $1,461,310Expenses 2024: $1,635,803Net Income 2024: -$174,4932024

Highlighted filing

2023

Revenue$634,661
Expenses$1,705,387
Net Income-$1,070,726
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA L MINERTrustee-$80,000-$80,000
CHRISTOPHER W ROGERSTrustee-$0--
EMILY A DONNANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nathaniel & Elizabeth P Stevens
EIN
04-2236996
Address
PO BOX 111, NORTH ANDOVER, MA 01845

Signing Officer

Name
Joshua L Miner
Title
Trustee
Phone
9786887211
Signed
2024-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Abel Rogers & Sullivan
Address
40 SHATTUCK RD SUITE 112, ANDOVER, MA 01810
Preparer
Kevin a Sullivan
Phone
9789753919
Raw XML AppendixShowing 400 of 423 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.

Path#Value
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02020-03-18
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt02689
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt02689
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0DELL COMPUTERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04462524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04630108
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OFFICE SUPPORT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2SHARED OFFICE EXPENSE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3COMMONWEALTH OF MA 2022 CIT
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0358917
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1070726
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0755421
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0100103
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0305041
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-6803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0175641
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072028
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt013762
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011155
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01395198
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0452217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0634661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060448
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0370637
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PULBICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 SHORT TERM CAPITAL LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1 LONG TERM CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0100103
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-201014
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1070726
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015502756
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016573482
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015502756
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0929415
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0929415
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0929415
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0933655
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04240
IRS990PF/DistributableAmountGrp/TotalTaxAmt04240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022912
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018672
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022912
IRS990PF/FMVAssetsEOYAmt019756240
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021138
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020507
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020507
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04569991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04462524
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04630108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011038647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09938672
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014001749
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt016823
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016823
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt016573482
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt015502756
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt020942
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt022823
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0964648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01103876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01103876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016594424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015525579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019756240
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt020942
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt022823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016594424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015525579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016573482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015502756
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018957464
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0474199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018483265
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0284362
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0933655
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018673102
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018957464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt083013
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SANDRA CANNELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0OFFICE MANAG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NORTH ANDOVER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BROWN BROTHERS HARRIMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt040 WATER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt080000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSHUA L MINER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTOPHER W ROGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EMILY A DONNAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0356 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt146 OCEAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220 CENTRAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOXFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAHANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINCHESTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201890
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01395198
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01558198
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1GIRL SCOUTS OF EASTERN MASSACHUSETT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2INTERNATIONAL BOOK FAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3LAZARUS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4UNITED TEEN EQUALITY CENTER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0372727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0261129
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0329986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02332398
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0607310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0372727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0261129
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0628783
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02033601
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016823
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MAINTENANCE AGREEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BBH K-1S 2% FLOOR DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7DUES & SUBSCRIPTIONS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TRAVEL
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12377
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24747
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42394
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt56400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61013
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt780
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt066493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12377
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24747
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt566493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt880
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BBH K-1 OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OFFICE SUPPORT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SHARED OFFICE EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3COMMONWEALTH OF MA 2022 CITC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-6803
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-6803
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19900
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2108000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt364544
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt020942
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BOND COST BASIS ADJUSTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt022823
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069528
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt069528
TaxesSchedule/TaxesDetail/Amt011155
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt213512
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt113512
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011155
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA L MINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786887211
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,525,579
Liabilities
$22,823
Net assets
$15,502,756
Revenue
$634,661
Expenses
$1,705,387
Net income
-$1,070,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.46$1.64$0.17
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.5$0.63$1.71$1.07
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.6$0.59$1.57$0.99
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$2.27$1.55$0.72
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.50$16.9$1.58$1.48$0.09
2019Summary only. Only limited summary data is available for this year.$16.8$0.00$1.72$1.44$0.28
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$1.83$1.20$0.63
2014Summary only. Only limited summary data is available for this year.$15.9$0.00$1.23$1.04$0.19
2013Summary only. Only limited summary data is available for this year.$15.7$0.00$1.49$1.31$0.17
2012Summary only. Only limited summary data is available for this year.$15.6$0.00$1.64$1.00$0.64
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$1.46$1.08$0.38