Civic Intelligence

James M Stoneman Charitable Fund

990PF • Fiscal year 2018 • EIN 04-2741931

Jul 01, 2017 to Jun 30, 2018 • Filed on May 19, 2019

Organization Profile
One International Place 32nd FloorBoston, MA 02110

(617) 345-4500

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$42,385,490

Down $644,548 (-1.5%) from 2017

Net Assets

Down

$42,382,204

Down $642,634 (-1.5%) from 2017

Liabilities

Down

$3,286

Down $1,914 (-37%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

Up

$1,411,425

Up $48,925 (+3.6%) from 2017

Expenses

Down

$2,111,335

Down $707,335 (-25%) from 2017

Net Income

Up

-$699,910

Up $756,260 (+52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2011: $35,566,281Liabilities 2011: $02011Assets 2012: $33,395,082Liabilities 2012: $3,6792012Assets 2013: $31,918,728Liabilities 2013: $02013Assets 2014: $31,414,230Liabilities 2014: $02014Assets 2015: $29,475,199Liabilities 2015: $02015Assets 2017: $43,030,038Liabilities 2017: $5,200Net Assets 2017: $43,024,8382017Assets 2018: $42,385,490Liabilities 2018: $3,286Net Assets 2018: $42,382,2042018Assets 2019: $41,082,291Liabilities 2019: $0Net Assets 2019: $41,082,2912019Assets 2020: $38,875,769Liabilities 2020: $3,000Net Assets 2020: $38,872,7692020Assets 2021: $34,023,885Liabilities 2021: $0Net Assets 2021: $34,023,8852021Assets 2022: $33,593,745Liabilities 2022: $32Net Assets 2022: $33,593,7132022Assets 2023: $33,585,243Liabilities 2023: $10,000Net Assets 2023: $33,575,2432023Assets 2024: $30,923,549Liabilities 2024: $20,000Net Assets 2024: $30,903,5492024

Highlighted filing

2018

Assets$42,385,490
Liabilities$3,286
Net Assets$42,382,204
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,804,269Expenses 2011: $2,262,104Net Income 2011: -$457,8352011Revenue 2012: $366,582Expenses 2012: $2,529,089Net Income 2012: -$2,162,5072012Revenue 2013: $1,334,460Expenses 2013: $2,799,546Net Income 2013: -$1,465,0862013Revenue 2014: $2,354,388Expenses 2014: $2,838,457Net Income 2014: -$484,0692014Revenue 2015: $1,137,731Expenses 2015: $3,076,762Net Income 2015: -$1,939,0312015Revenue 2017: $1,362,500Expenses 2017: $2,818,670Net Income 2017: -$1,456,1702017Revenue 2018: $1,411,425Expenses 2018: $2,111,335Net Income 2018: -$699,9102018Revenue 2019: $1,973,725Expenses 2019: $3,235,451Net Income 2019: -$1,261,7262019Revenue 2020: $969,928Expenses 2020: $3,192,486Net Income 2020: -$2,222,5582020Revenue 2021: -$1,789,408Expenses 2021: $1,988,767Net Income 2021: -$3,778,1752021Revenue 2022: $2,025,949Expenses 2022: $2,694,415Net Income 2022: -$668,4662022Revenue 2023: $2,401,351Expenses 2023: $2,728,551Net Income 2023: -$327,2002023Revenue 2024: $3,255,305Expenses 2024: $5,947,912Net Income 2024: -$2,692,6072024

Highlighted filing

2018

Revenue$1,411,425
Expenses$2,111,335
Net Income-$699,910
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 19, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J MORRISSEYTrustee-$0--
THEA STONEMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRIGHAM & WOMEN'S HOSPITALGENERAL SUPPORTPCBOSTON, MA, US$904,190
Paid GrantBOCA RATON REGIONAL HOSPITAL FOUNDATIONGENERAL SUPPORTPCBOCA RATON, FL, US$250,000
Paid GrantBOSTON CHILDREN'S HOSPITALGENERAL SUPPORTPCBOSTON, MA, US$194,900
Paid GrantBOSTON COLLEGEGENERAL SUPPORTPCCHESTNUT HILL, MA, US$100,000
Paid GrantCATHOLIC SCHOOL FOUNDATIONGENERAL SUPPORTPCBOSTON, MA, US$100,000
Paid GrantPARK STREET KIDS INCGENERAL SUPPORTPCBOSTON, MA, US$100,000
Paid GrantCAPE COD HEALTH CARE FOUNDATIONGENERAL SUPPORTPCHYANNIS, MA, US$50,000
Paid GrantBIG BROTHER BIG SISTERS OF CAPE CODGENERAL SUPPORTPCHYANNIS, MA, US$50,000
Paid GrantEXPONENT PHILANTHROPYGENERAL SUPPORTPCWASHINGTON, DC, US$1,500
Paid GrantCAMPAIGN FOR CATHOLIC SCHOOLSGENERAL SUPPORTPCBRAINTREE, MA, US$1,500
Paid GrantMASSACHUSETTS GENERAL HOSPITALGENERAL SUPPORTPCBOSTON, MA, US$1,000
Paid GrantPHILANTHROPY ROUNDTABLEGENERAL SUPPORTPCWASHINGTON, DC, US$1,000
Paid GrantSALVATION ARMYGENERAL SUPPORTPCALEXANDRIA, VA, US$1,000
Paid GrantBELMONT HILL SCHOOLGENERAL SUPPORTPCBELMONT, MA, US$1,000
Paid GrantVANDERBILT UNIVERSITYGENERAL SUPPORTPCNASHVILLE, TN, US$1,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYGENERAL SUPPORTPCRYE BROOK, NY, US$500
Paid GrantLIBRE INITIATIVE INSTITUTEGENERAL SUPPORTPCMISSION, TX, US$500
Paid GrantLAST CALL FOUNDATIONGENERAL SUPPORTPCCOHASSET, MA, US$250
Paid GrantCATHEDRAL HIGH SCHOOLGENERAL SUPPORTPCBOSTON, MA, US$100
Filing and Contact Details

Filer

Filer Name
James M Stoneman Charitable Fund
EIN
04-2741931
Phone
6173454500
Address
ONE INTERNATIONAL PLACE 32ND FLOOR, BOSTON, MA 02110

Signing Officer

Name
Robert J Morrissey
Title
Trustee
Phone
6173454500
Signed
2019-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Dicicco Gulman & Company Llp
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Sarah a Guilmette
Phone
7819375300
Raw XML AppendixShowing 400 of 715 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NORTHERN TRUST #3815 CAPITAL GAINS DIVIDENDS
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03046527
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03046527
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03046527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03069012
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022485
IRS990PF/DistributableAmountGrp/TotalTaxAmt022485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052814
IRS990PF/FMVAssetsEOYAmt063559433
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05200
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03286
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt043024838
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt042382204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt028397307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027911857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048864394
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07467567
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07517157
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07738563
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03701359
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt03711443
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03701359
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt03701359
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03453721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03255117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03255117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043030038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt042385490
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063559433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043030038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt042385490
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043024838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042382204
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt062314965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03226100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047851958
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0934724
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011236907
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03069012
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt061380241
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt062314965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORRISSEY HAWKINS & LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TRUSTEE FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE INTERNATIONAL PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J MORRISSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THEA STONEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE INTERNATIONAL PL 32ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ONE INTERNATIONAL PL 32ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03364251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03375494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02418450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02418450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02587838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02318405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02346158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.062485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt061380241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt051675497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt052062438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt041415035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt040154081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt038733685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01758440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.274049
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01758440
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01758440
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01758440
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT J MORRISSEY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE INTERNATIONAL PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173454500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2904190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12194900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOCA RATON REGIONAL HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOSTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRIGHAM & WOMEN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CAPE COD HEALTH CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EXPONENT PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MASSACHUSETTS GENERAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PHILANTHROPY ROUNDTABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BELMONT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BIG BROTHER BIG SISTERS OF CAPE COD

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,385,490
Liabilities
$3,286
Net assets
$42,382,204
Revenue
$1,411,425
Expenses
$2,111,335
Net income
-$699,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.9$0.02$30.9$3.26$5.95$2.69
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.01$33.6$2.40$2.73$0.33
2022Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$2.03$2.69$0.67
2021Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.79$1.99$3.78
2020Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$0.97$3.19$2.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.00$41.1$1.97$3.24$1.26
2018Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$1.41$2.11$0.70
2017Detailed filing. Detailed filing data is available for this year.$43.0$0.01$43.0$1.36$2.82$1.46
2015Summary only. Only limited summary data is available for this year.$29.5$0.00$1.14$3.08$1.94
2014Summary only. Only limited summary data is available for this year.$31.4$0.00$2.35$2.84$0.48
2013Summary only. Only limited summary data is available for this year.$31.9$0.00$1.33$2.80$1.47
2012Summary only. Only limited summary data is available for this year.$33.4$0.00$0.37$2.53$2.16
2011Summary only. Only limited summary data is available for this year.$35.6$0.00$1.80$2.26$0.46