Civic Intelligence

Norfolk Charitable Trust

990PF • Fiscal year 2011 • EIN 04-2294937

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 13, 2012

Organization Profile
C/O Faneuil Hall Assoc 176 FederalSt02110
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

16th percentile

-6.8%

Faster asset growth than 16% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$9,519,960

Down $693,263 (-6.8%) from 2010

Net Assets

Down

$9,517,401

Down $695,822 (-6.8%) from 2010

Liabilities

Up

$2,559

Up $2,559 from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$165,878

Down $51,125 (-24%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,213,223Liabilities 2010: $0Net Assets 2010: $10,213,2232010Assets 2011: $9,519,960Liabilities 2011: $2,559Net Assets 2011: $9,517,4012011Assets 2012: $10,400,682Liabilities 2012: $10,1362012Assets 2013: $11,234,209Liabilities 2013: $7,190Net Assets 2013: $11,227,0192013Assets 2014: $10,747,566Liabilities 2014: $5,895Net Assets 2014: $10,741,6712014Assets 2015: $9,903,161Liabilities 2015: $0Net Assets 2015: $9,903,1612015Assets 2016: $10,284,921Liabilities 2016: $965Net Assets 2016: $10,283,9562016Assets 2017: $11,551,968Liabilities 2017: $0Net Assets 2017: $11,551,9682017Assets 2018: $10,170,509Liabilities 2018: $0Net Assets 2018: $10,170,5092018Assets 2019: $10,787,214Liabilities 2019: $0Net Assets 2019: $10,787,2142019Assets 2020: $11,413,076Liabilities 2020: $2,651Net Assets 2020: $11,410,4252020Assets 2021: $12,679,101Liabilities 2021: $0Net Assets 2021: $12,679,1012021Assets 2022: $9,990,992Liabilities 2022: $0Net Assets 2022: $9,990,9922022Assets 2023: $11,184,743Liabilities 2023: $1,074Net Assets 2023: $11,183,6692023Assets 2024: $11,929,711Liabilities 2024: $2,890Net Assets 2024: $11,926,8212024

Highlighted filing

2011

Assets$9,519,960
Liabilities$2,559
Net Assets$9,517,401
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $217,0032010Expenses 2011: $165,8782011Revenue 2012: $39,363Expenses 2012: $184,183Net Income 2012: -$144,8202012Revenue 2013: $604,082Expenses 2013: $204,513Net Income 2013: $399,5692013Revenue 2014: $585,472Expenses 2014: $947,876Net Income 2014: -$362,4042014Revenue 2015: $244,666Expenses 2015: $537,455Net Income 2015: -$292,7892015Revenue 2016: $334,925Expenses 2016: $251,810Net Income 2016: $83,1152016Revenue 2017: $250,020Expenses 2017: $309,505Net Income 2017: -$59,4852017Revenue 2018: $398,574Expenses 2018: $814,731Net Income 2018: -$416,1572018Revenue 2019: $745,555Expenses 2019: $1,501,085Net Income 2019: -$755,5302019Revenue 2020: $379,095Expenses 2020: $540,469Net Income 2020: -$161,3742020Revenue 2021: $329,576Expenses 2021: $64,583Net Income 2021: $264,9932021Revenue 2022: $130,563Expenses 2022: $587,544Net Income 2022: -$456,9812022Revenue 2023: $219,214Expenses 2023: $483,055Net Income 2023: -$263,8412023Revenue 2024: $474,950Expenses 2024: $587,991Net Income 2024: -$113,0412024

Highlighted filing

2011

Revenue-
Expenses$165,878
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P KENDALLTrustee-$0--
PHOEBE S WINDERTrustee-$0--
ANDREW W KENDALLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEW CHARITABLE TRUSTENVIRONMENTAL AND ENERGY EFFICIENCYPUBLIC CHARITYPHILADELPHIA, PA, US$24,000
Filing and Contact Details

Filer

EIN
04-2294937
Raw XML AppendixShowing 400 of 633 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
AccountingFeesSchedule/AccountingFees/Amount010000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING AND TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps010000
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
DepreciationSchedule/Depreciation/ComputationMethod5SL
DepreciationSchedule/Depreciation/ComputationMethod6SL
DepreciationSchedule/Depreciation/ComputationMethod7SL
DepreciationSchedule/Depreciation/ComputationMethod8SL
DepreciationSchedule/Depreciation/ComputationMethod9SL
DepreciationSchedule/Depreciation/ComputationMethod10SL
DepreciationSchedule/Depreciation/ComputationMethod11SL
DepreciationSchedule/Depreciation/ComputationMethod12SL
DepreciationSchedule/Depreciation/ComputationMethod13SL
DepreciationSchedule/Depreciation/ComputationMethod14SL
DepreciationSchedule/Depreciation/ComputationMethod15L
DepreciationSchedule/Depreciation/ComputationMethod16SL
DepreciationSchedule/Depreciation/ComputationMethod17SL
DepreciationSchedule/Depreciation/ComputationMethod18SL
DepreciationSchedule/Depreciation/CostOrOtherBasis0831
DepreciationSchedule/Depreciation/CostOrOtherBasis121194
DepreciationSchedule/Depreciation/CostOrOtherBasis2825
DepreciationSchedule/Depreciation/CostOrOtherBasis31495
DepreciationSchedule/Depreciation/CostOrOtherBasis47394
DepreciationSchedule/Depreciation/CostOrOtherBasis51738
DepreciationSchedule/Depreciation/CostOrOtherBasis61618
DepreciationSchedule/Depreciation/CostOrOtherBasis71558
DepreciationSchedule/Depreciation/CostOrOtherBasis831276
DepreciationSchedule/Depreciation/CostOrOtherBasis91868
DepreciationSchedule/Depreciation/CostOrOtherBasis101351
DepreciationSchedule/Depreciation/CostOrOtherBasis113195
DepreciationSchedule/Depreciation/CostOrOtherBasis1226985
DepreciationSchedule/Depreciation/CostOrOtherBasis1314353
DepreciationSchedule/Depreciation/CostOrOtherBasis146316
DepreciationSchedule/Depreciation/CostOrOtherBasis1539317
DepreciationSchedule/Depreciation/CostOrOtherBasis16116000
DepreciationSchedule/Depreciation/CostOrOtherBasis171122
DepreciationSchedule/Depreciation/CostOrOtherBasis1817270
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense11413
DepreciationSchedule/Depreciation/CurrentYearExpense282
DepreciationSchedule/Depreciation/CurrentYearExpense3299
DepreciationSchedule/Depreciation/CurrentYearExpense41479
DepreciationSchedule/Depreciation/CurrentYearExpense5348
DepreciationSchedule/Depreciation/CurrentYearExpense6323
DepreciationSchedule/Depreciation/CurrentYearExpense7312
DepreciationSchedule/Depreciation/CurrentYearExpense82085
DepreciationSchedule/Depreciation/CurrentYearExpense9374
DepreciationSchedule/Depreciation/CurrentYearExpense10270
DepreciationSchedule/Depreciation/CurrentYearExpense11639
DepreciationSchedule/Depreciation/CurrentYearExpense12857
DepreciationSchedule/Depreciation/CurrentYearExpense13957
DepreciationSchedule/Depreciation/CurrentYearExpense14421
DepreciationSchedule/Depreciation/CurrentYearExpense150
DepreciationSchedule/Depreciation/CurrentYearExpense162900
DepreciationSchedule/Depreciation/CurrentYearExpense1732
DepreciationSchedule/Depreciation/CurrentYearExpense1896
DepreciationSchedule/Depreciation/DateAcquired02005-05-24
DepreciationSchedule/Depreciation/DateAcquired12005-12-30
DepreciationSchedule/Depreciation/DateAcquired22006-04-20
DepreciationSchedule/Depreciation/DateAcquired32008-01-08
DepreciationSchedule/Depreciation/DateAcquired42008-04-15
DepreciationSchedule/Depreciation/DateAcquired52008-12-15
DepreciationSchedule/Depreciation/DateAcquired62009-02-09
DepreciationSchedule/Depreciation/DateAcquired72009-02-09
DepreciationSchedule/Depreciation/DateAcquired82009-12-02
DepreciationSchedule/Depreciation/DateAcquired92010-08-04
DepreciationSchedule/Depreciation/DateAcquired102010-08-17
DepreciationSchedule/Depreciation/DateAcquired112010-11-19
DepreciationSchedule/Depreciation/DateAcquired121987-06-15
DepreciationSchedule/Depreciation/DateAcquired132008-01-08
DepreciationSchedule/Depreciation/DateAcquired142008-10-15
DepreciationSchedule/Depreciation/DateAcquired151987-01-01
DepreciationSchedule/Depreciation/DateAcquired161987-01-01
DepreciationSchedule/Depreciation/DateAcquired171996-06-15
DepreciationSchedule/Depreciation/DateAcquired182011-12-12
DepreciationSchedule/Depreciation/DescriptionOfProperty0LAPTOP COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty1BOILER - DOLL MUSEUM
DepreciationSchedule/Depreciation/DescriptionOfProperty2FLAT SCREEN MONITOR - 24"
DepreciationSchedule/Depreciation/DescriptionOfProperty3MEDIA CENTER COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty4AV CENTER EQUIPMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty5PAST PERFECT SOFTWARE
DepreciationSchedule/Depreciation/DescriptionOfProperty6SERVER
DepreciationSchedule/Depreciation/DescriptionOfProperty7WORKSTATION
DepreciationSchedule/Depreciation/DescriptionOfProperty8HVAC SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty9APPLE IMAC
DepreciationSchedule/Depreciation/DescriptionOfProperty10LAPTOP - STUDIO
DepreciationSchedule/Depreciation/DescriptionOfProperty11SHARP COPIER MX-M200D
DepreciationSchedule/Depreciation/DescriptionOfProperty12PA BUILDING IMPROVEMNTS
DepreciationSchedule/Depreciation/DescriptionOfProperty13ROOF REPLACEMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty14WINDOW REPLACEMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty15LAND - DOLL MUSEUM
DepreciationSchedule/Depreciation/DescriptionOfProperty16PAVILION
DepreciationSchedule/Depreciation/DescriptionOfProperty17SECURITY SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty18DRIVEWAY PAVEMENT
DepreciationSchedule/Depreciation/Life05.000000000000
DepreciationSchedule/Depreciation/Life115.000000000000
DepreciationSchedule/Depreciation/Life25.000000000000
DepreciationSchedule/Depreciation/Life35.000000000000
DepreciationSchedule/Depreciation/Life45.000000000000
DepreciationSchedule/Depreciation/Life55.000000000000
DepreciationSchedule/Depreciation/Life65.000000000000
DepreciationSchedule/Depreciation/Life75.000000000000
DepreciationSchedule/Depreciation/Life815.000000000000
DepreciationSchedule/Depreciation/Life95.000000000000
DepreciationSchedule/Depreciation/Life105.000000000000
DepreciationSchedule/Depreciation/Life115.000000000000
DepreciationSchedule/Depreciation/Life1231.500000000000
DepreciationSchedule/Depreciation/Life1315.000000000000
DepreciationSchedule/Depreciation/Life1415.000000000000
DepreciationSchedule/Depreciation/Life1540.000000000000
DepreciationSchedule/Depreciation/Life1615.000000000000
DepreciationSchedule/Depreciation/Life1715.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome30
DepreciationSchedule/Depreciation/NetInvestmentIncome40
DepreciationSchedule/Depreciation/NetInvestmentIncome50
DepreciationSchedule/Depreciation/NetInvestmentIncome60
DepreciationSchedule/Depreciation/NetInvestmentIncome70
DepreciationSchedule/Depreciation/NetInvestmentIncome80
DepreciationSchedule/Depreciation/NetInvestmentIncome90
DepreciationSchedule/Depreciation/NetInvestmentIncome100
DepreciationSchedule/Depreciation/NetInvestmentIncome110
DepreciationSchedule/Depreciation/NetInvestmentIncome120
DepreciationSchedule/Depreciation/NetInvestmentIncome130
DepreciationSchedule/Depreciation/NetInvestmentIncome140
DepreciationSchedule/Depreciation/NetInvestmentIncome150
DepreciationSchedule/Depreciation/NetInvestmentIncome160
DepreciationSchedule/Depreciation/NetInvestmentIncome170
DepreciationSchedule/Depreciation/NetInvestmentIncome180
DepreciationSchedule/Depreciation/PriorYearsDepreciation0831
DepreciationSchedule/Depreciation/PriorYearsDepreciation17064
DepreciationSchedule/Depreciation/PriorYearsDepreciation2743
DepreciationSchedule/Depreciation/PriorYearsDepreciation3897
DepreciationSchedule/Depreciation/PriorYearsDepreciation44067
DepreciationSchedule/Depreciation/PriorYearsDepreciation5724
DepreciationSchedule/Depreciation/PriorYearsDepreciation6620
DepreciationSchedule/Depreciation/PriorYearsDepreciation7597
DepreciationSchedule/Depreciation/PriorYearsDepreciation82259
DepreciationSchedule/Depreciation/PriorYearsDepreciation9156
DepreciationSchedule/Depreciation/PriorYearsDepreciation1090
DepreciationSchedule/Depreciation/PriorYearsDepreciation1153
DepreciationSchedule/Depreciation/PriorYearsDepreciation1220137
DepreciationSchedule/Depreciation/PriorYearsDepreciation132871
DepreciationSchedule/Depreciation/PriorYearsDepreciation14947
DepreciationSchedule/Depreciation/PriorYearsDepreciation1572500
DepreciationSchedule/Depreciation/PriorYearsDepreciation161088
InvestmentsOtherSchedule2/InvestmentsOther/BookValue07314006
InvestmentsOtherSchedule2/InvestmentsOther/BookValue112211
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SECURITIES, FIXED INCOME & MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FIXED INCOME - ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV07314006
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV112211
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0174591
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount016251
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount053
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount05788
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode005
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0196683
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0196683
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm016251
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss012887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0172633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0174591
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses030805
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01750721
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm053
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss053
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss016251
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0187938
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps06555
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss06555
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps070843
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss070843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps021813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss021813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss05788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps05572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss06571
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps06308
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss010553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0147747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0165878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0188937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0196683
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0123747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0141878
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps02656
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss02656
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0128531
IRS990PF/BalanceSheets/CashBOY020885
IRS990PF/BalanceSheets/CashEOY09535
IRS990PF/BalanceSheets/CashEOYFMV09535
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0417359
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0890775
IRS990PF/BalanceSheets/InvestmentsOtherBOY0566315
IRS990PF/BalanceSheets/InvestmentsOtherEOY07326217
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV07326217
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0295706
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY0162792
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0167175
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0206492
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0642830
IRS990PF/BalanceSheets/OtherAssetsEOY0665263
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0665263
IRS990PF/BalanceSheets/OtherLiabilitiesBOY00
IRS990PF/BalanceSheets/OtherLiabilitiesEOY02559
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY07512267
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01351770
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01351770
IRS990PF/BalanceSheets/TotalAssetsBOY010213223
IRS990PF/BalanceSheets/TotalAssetsEOY09519960
IRS990PF/BalanceSheets/TotalAssetsEOYFMV09559277
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY02559
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY010213223
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY09519960
IRS990PF/BalanceSheets/TotalNetAssetsBOY010213223
IRS990PF/BalanceSheets/TotalNetAssetsEOY09517401
IRS990PF/BalanceSheets/UnrestrictedBOY010213223
IRS990PF/BalanceSheets/UnrestrictedEOY09517401
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome016251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01734470
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0UBS PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-15084
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss131335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-15084
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses131335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01719386
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice131335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses030805
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0726627
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal010244028
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY010213223
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09517401
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0445138
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0445138
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0445138
IRS990PF/DistributableAmount/MinimumInvestmentReturn0448897
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03759
IRS990PF/DistributableAmount/TotalTax03759
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear04441
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03759
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04441
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03759
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03759
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension07000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments08200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY09559277
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets09114658
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances038123
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities09076535
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0136720
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0448897
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08977938
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets09114658
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN P KENDALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PHOEBE S WINDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ANDREW W KENDALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10176 FEDERAL STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O K L GATES ONE LINCOLN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12176 FEDERAL STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02080326
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02078447
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.231506
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.021886
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.076723
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.023384
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.773251
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.262286
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets08977938
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear109332964
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear209818539
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear307034160
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401323113
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501386630
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01879
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0147747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10204262
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20753307
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30164486
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401023098
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50363693
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.157530
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0147747
IRS990PF/QualifyingDistributions/ExpensesAndContributions0147747
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0147747
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD G HOLLISTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06179512555
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10176 FEDERAL STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002110
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,519,960
Liabilities
$2,559
Net assets
$9,517,401
Revenue
-
Expenses
$165,878
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.47$0.59$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.22$0.48$0.26
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.99$0.00$9.99$0.13$0.59$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$0.33$0.06$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.38$0.54$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.75$1.50$0.76
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.40$0.81$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.25$0.31$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.33$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.24$0.54$0.29
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.59$0.95$0.36
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$0.60$0.20$0.40
2012Summary only. Only limited summary data is available for this year.$10.4$0.01$0.04$0.18$0.14
2011Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.17
2010Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.22