Civic Intelligence

Lotta M Crabtree Trust UW Lotta Theatrical Fund

990PF • Fiscal year 2013 • EIN 04-2607210

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
Nutter 155 Seaport BlvdBoston, MA 02210

(617) 439-2000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,838

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$412,232

Up $6,668 (+1.6%) from 2012

Net Assets

Up

$412,232

Up $6,668 (+1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

$33,214

No earlier filing loaded for comparison.

Expenses

Up

$26,158

Up $1,927 (+8.0%) from 2012

Net Income

$7,056

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $430,799Liabilities 2010: $0Net Assets 2010: $430,7992010Assets 2011: $408,046Liabilities 2011: $0Net Assets 2011: $408,0462011Assets 2012: $405,564Liabilities 2012: $0Net Assets 2012: $405,5642012Assets 2013: $412,232Liabilities 2013: $0Net Assets 2013: $412,2322013Assets 2014: $386,965Liabilities 2014: $1Net Assets 2014: $386,9652014Assets 2015: $372,146Liabilities 2015: $02015Assets 2019: $321,897Liabilities 2019: $02019Assets 2020: $385,695Liabilities 2020: $1Net Assets 2020: $385,6952020Assets 2021: $495,167Liabilities 2021: $0Net Assets 2021: $495,1672021Assets 2022: $575,482Liabilities 2022: $1Net Assets 2022: $575,4822022Assets 2023: $616,169Liabilities 2023: $12023Assets 2024: $569,904Liabilities 2024: $0Net Assets 2024: $569,9042024

Highlighted filing

2013

Assets$412,232
Liabilities$0
Net Assets$412,232
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $29,2942010Expenses 2011: $27,3392011Expenses 2012: $24,2312012Revenue 2013: $33,214Expenses 2013: $26,158Net Income 2013: $7,0562013Revenue 2014: $14,509Expenses 2014: $38,974Net Income 2014: -$24,4652014Revenue 2015: $22,534Expenses 2015: $37,005Net Income 2015: -$14,4712015Revenue 2019: $22,140Expenses 2019: $39,984Net Income 2019: -$17,8442019Revenue 2020: $108,638Expenses 2020: $44,840Net Income 2020: $63,7982020Revenue 2021: $160,347Expenses 2021: $50,878Net Income 2021: $109,4692021Revenue 2022: $141,284Expenses 2022: $60,969Net Income 2022: $80,3152022Revenue 2023: $101,549Expenses 2023: $60,862Net Income 2023: $40,6872023Revenue 2024: $41,311Expenses 2024: $87,714Net Income 2024: -$46,4032024

Highlighted filing

2013

Revenue$33,214
Expenses$26,158
Net Income$7,056
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH F POTTERTrustee-$3,838-$3,838
NANCY T HARMONTrustee-$959-$959
Filing and Contact Details

Filer

EIN
04-2607210
Phone
6174392000

Signing Officer

Name
Elizabeth F Potter
Title
Trustee
Signed
2014-04-28
Discuss with paid preparer
Yes

Preparer

Preparer
Joanne McCabe
Phone
7813691670
Raw XML AppendixShowing 400 of 518 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/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MCCABE TAX CONSULTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02001-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22001-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32001-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52001-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62000-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72001-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VANGUARD ST INV GRADE FUND LT CAP GAIN DIST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13,690.037 VANGUARD INV GRAD FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc249.08 GNMA PRIN PMTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3500 CITIGROUP CAPITAL VII 7.125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4VANGUARD ST INV GRAD FUND ST CAP GAIN DIST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5VANGUARD ST INV GRAD FUND LT CAP GAIN DIST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6250 IBM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc786.8 GNMA PRIN PMTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt039926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt212500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt326253
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt437
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt140000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt249
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt312500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt421
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt580
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt643698
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt787
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt174
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt480
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt517445
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ANHEUSER-BUSCH INVEV 1.38 2017-07-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1COCA-COLA 1.65 2018-03-14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2JOHN DEERE CAPITAL CORP 2.25 2016-09-07
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GENERAL ELECTRIC CAPITAL 2.25 2015-11-09
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JP MORGAN 4.25 2020-10-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5US BANCORP 1.65 2017-05-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6WELLS FARGO 2.63 2016-12-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35195
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt411125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25161
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt410600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt55011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1520357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1731536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1916809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt205709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt239333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2411386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt267127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2711984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3045074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt437473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1045540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1411579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1520700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1739280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1922765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2018140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2114010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2227033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2350400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2412285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt253935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt299663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3044811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3210853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt339703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0275 shares of ALCOA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 shares of ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2100 shares of BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3150 shares of CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300 shares of CHEVRON TEXACO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5100 shares of CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100 shares of DEERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 shares of DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100 shares of DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm975 shares of DUPONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10450 shares of EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111200 shares of GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 shares of FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200 shares of INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14198 shares of JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15575 shares of KINDER MORGAN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16193 shares of MERCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171050 shares of MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18125 shares of NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19500 shares of PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20200 shares of RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21200 shares of ROCHE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22300 shares of SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23300 shares of UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24250 shares of VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2550 shares of WAL-MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26250 shares of WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27200 shares of NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28250 shares of VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29100 shares of CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm304188 shares of VANGUARD ST INVESTMENT GRADE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31200 shares of ANHEUSER-BUSCH INBEV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32200 shares of VOLKSWAGEN AG-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33100 shares of MCDONALDS
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015434
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017780
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033214
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033214
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017780
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02399
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04797
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016801
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015434
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07056
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt096506
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02167
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02167
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017780
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0696
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0462
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt023277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02881
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72001-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt517445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt517445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt643698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD ST INV GRADE FUND LT CAP GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13,690.037 VANGUARD INV GRAD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc249.08 GNMA PRIN PMTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 CITIGROUP CAPITAL VII 7.125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD ST INV GRAD FUND ST CAP GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD ST INV GRAD FUND LT CAP GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250 IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc786.8 GNMA PRIN PMTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017780
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt021
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07056
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0388
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0412620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0405564
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0412232
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030409
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt030409
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030409
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031016
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0607
IRS990PF/DistributableAmountGrp/TotalTaxAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0616
IRS990PF/FMVAssetsEOYAmt0670855
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0405205
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0412232
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt042172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt041112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0393890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0334176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0593405
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0359
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011570
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0405564
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0412232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0670855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0405564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0412232
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0405564
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0412232
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0104
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt057
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0511
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0629764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022539
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0607225
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09446
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031016
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0620318
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0629764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03838
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1959
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH F POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY T HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10NUTTER 155 SEAPORT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX N184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WESTPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102790
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt027976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.044611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.038153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.059250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.053815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.041757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.030080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0620318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0566298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0416407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0500380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0501374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0561541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt023277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.223055
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt023277
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt023277
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt023277
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELIZABETH F POTTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,232
Liabilities
$0
Net assets
$412,232
Revenue
$33,214
Expenses
$26,158
Net income
$7,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.41$0.88$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.16$0.00$1.02$0.61$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$1.41$0.61$0.80
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.60$0.51$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$1.09$0.45$0.64
2019Summary only. Only limited summary data is available for this year.$3.22$0.00$0.22$0.40$0.18
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$0.23$0.37$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.15$0.39$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.33$0.26$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29