Civic Intelligence

Harry L Bradley Jr Charitable Fund

990PF • Fiscal year 2018 • EIN 04-2747025

Jul 01, 2017 to Jun 30, 2018 • Filed on May 17, 2019

Organization Profile
One International Place 32nd FLBoston, MA 02110

(617) 345-4500

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

71st percentile

7.5%

Faster asset growth than 71% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$82,023,363

Up $5,726,638 (+7.5%) from 2017

Net Assets

Up

$82,023,363

Up $5,726,638 (+7.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Up

$10,998,636

Up $11,048,891 (+21986%) from 2017

Expenses

Down

$5,271,998

Down $1,099,230 (-17%) from 2017

Net Income

Up

$5,726,638

Up $12,148,121 (+189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150M$100M$50M$0Assets 2011: $105,519,005Liabilities 2011: $02011Assets 2012: $104,393,482Liabilities 2012: $02012Assets 2013: $107,870,079Liabilities 2013: $02013Assets 2014: $99,909,555Liabilities 2014: $02014Assets 2015: $84,075,633Liabilities 2015: $02015Assets 2017: $76,296,725Liabilities 2017: $0Net Assets 2017: $76,296,7252017Assets 2018: $82,023,363Liabilities 2018: $0Net Assets 2018: $82,023,3632018Assets 2019: $80,670,115Liabilities 2019: $0Net Assets 2019: $80,670,1152019Assets 2020: $80,193,075Liabilities 2020: $0Net Assets 2020: $80,193,0752020Assets 2021: $81,376,576Liabilities 2021: $0Net Assets 2021: $81,376,5762021Assets 2022: $85,326,006Liabilities 2022: $0Net Assets 2022: $85,326,0062022Assets 2023: $85,690,922Liabilities 2023: $0Net Assets 2023: $85,690,9222023Assets 2024: $90,079,484Liabilities 2024: $0Net Assets 2024: $90,079,4842024

Highlighted filing

2018

Assets$82,023,363
Liabilities$0
Net Assets$82,023,363
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MRevenue 2011: $6,399,665Expenses 2011: $4,204,304Net Income 2011: $2,195,3612011Revenue 2012: $3,821,146Expenses 2012: $4,946,669Net Income 2012: -$1,125,5232012Revenue 2013: $7,888,301Expenses 2013: $4,411,704Net Income 2013: $3,476,5972013Revenue 2014: $13,983,825Expenses 2014: $21,944,349Net Income 2014: -$7,960,5242014Revenue 2015: $18,500,447Expenses 2015: $34,316,169Net Income 2015: -$15,815,7222015Revenue 2017: -$50,255Expenses 2017: $6,371,228Net Income 2017: -$6,421,4832017Revenue 2018: $10,998,636Expenses 2018: $5,271,998Net Income 2018: $5,726,6382018Revenue 2019: $5,204,353Expenses 2019: $6,007,403Net Income 2019: -$803,0502019Revenue 2020: $4,466,277Expenses 2020: $5,359,649Net Income 2020: -$893,3722020Revenue 2021: $7,121,943Expenses 2021: $5,885,485Net Income 2021: $1,236,4582021Revenue 2022: $10,461,966Expenses 2022: $6,872,427Net Income 2022: $3,589,5392022Revenue 2023: $7,156,470Expenses 2023: $6,801,044Net Income 2023: $355,4262023Revenue 2024: $11,222,552Expenses 2024: $6,949,679Net Income 2024: $4,272,8732024

Highlighted filing

2018

Revenue$10,998,636
Expenses$5,271,998
Net Income$5,726,638
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 17, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J MORRISSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harry L Bradley Jr Charitable Fund
EIN
04-2747025
Phone
6173454500
Address
ONE INTERNATIONAL PLACE 32ND FL, BOSTON, MA 02110

Signing Officer

Name
Robert J Morrissey
Title
Trustee
Phone
6173454500
Signed
2019-05-17
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 726 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/PropertyDesc2ENLINK MIDSTREAM PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPLP II OPPORTUNITIES, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL Z PARTNERS CENTRUE AIV, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FLARE CAPITAL PARTNERS I, LP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WEATHERBIE GROWTH FUND, LP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9KKR & CO. LP
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt082023363
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06545853
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06545853
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06545853
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06735722
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0189869
IRS990PF/DistributableAmountGrp/TotalTaxAmt0189869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04701
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt045449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0120000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0189869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0189869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0189869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt029121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0165449
IRS990PF/FMVAssetsEOYAmt0141227453
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt076296725
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt082023363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0451574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0303155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0312795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048381952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048521136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0106238608
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt019161006
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019620333
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021561577
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07286506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012215991
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012215991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt076296725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt082023363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0141227453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt076296725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt082023363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt076296725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt082023363
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01015687
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01362748
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0898482
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136765920
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08977388
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0109526701
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02051489
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt018261831
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06735722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134714431
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0136765920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORRISSEY HAWKINS AND LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1DICICCO GULMAN AND COMPANY LP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MORRISSEY HAWKINS AND LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0775000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt145241
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt222042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TRUSTEES FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 32ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1150 PRESIDENTIAL WAY SUITE 510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2ONE INTERNATIONAL PLACE 32ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WOBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd101801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J MORRISSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 32ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012597955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012692889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04378700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010661545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032133232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019693711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03148230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.093516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.085668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.205207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.120410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.021271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt094934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0134714431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0125012012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0124452620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0156589256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0163555306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0148007164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03766800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.467582
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03766800
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03766800
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03766800
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
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 32ND FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
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/WebsiteAddressTxt0WWW.HLBJRFUND.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt516000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1611300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL SUPPORT OF RECIPIENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$82,023,363
Liabilities
$0
Net assets
$82,023,363
Revenue
$10,998,636
Expenses
$5,271,998
Net income
$5,726,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.1$0.00$90.1$11.2$6.95$4.27
2023Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$7.16$6.80$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.3$0.00$85.3$10.5$6.87$3.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.4$0.00$81.4$7.12$5.89$1.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.2$0.00$80.2$4.47$5.36$0.89
2019Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$5.20$6.01$0.80
2018Detailed filing. Detailed filing data is available for this year.$82.0$0.00$82.0$11.0$5.27$5.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.3$0.00$76.3$0.05$6.37$6.42
2015Summary only. Only limited summary data is available for this year.$84.1$0.00$18.5$34.3$15.8
2014Summary only. Only limited summary data is available for this year.$99.9$0.00$14.0$21.9$7.96
2013Summary only. Only limited summary data is available for this year.$108$0.00$7.89$4.41$3.48
2012Summary only. Only limited summary data is available for this year.$104$0.00$3.82$4.95$1.13
2011Summary only. Only limited summary data is available for this year.$106$0.00$6.40$4.20$2.20