Civic Intelligence

The White Fund Inc

990PF • Fiscal year 2013 • EIN 04-2761754

Apr 01, 2012 to Mar 31, 2013 • Filed on Oct 23, 2013

Organization Profile
PO Box 1887Lawrence, MA 01842
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

6th percentile

-100%

Higher net margin than 6% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$4,500

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2013 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$932,766

Down $48,828 (-5.0%) from 2012

Net Assets

Down

$932,766

Down $48,828 (-5.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin6th percentile

Revenue

$49,020

No earlier filing loaded for comparison.

Expenses

Down

$97,848

Down $12,930 (-12%) from 2012

Net Income

-$48,828

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $981,594Liabilities 2012: $0Net Assets 2012: $981,5942012Assets 2013: $932,766Liabilities 2013: $0Net Assets 2013: $932,7662013Assets 2014: $917,466Liabilities 2014: $0Net Assets 2014: $917,4662014Assets 2015: $918,315Liabilities 2015: $0Net Assets 2015: $918,3152015Assets 2016: $936,463Liabilities 2016: $0Net Assets 2016: $936,4632016Assets 2017: $963,257Liabilities 2017: $0Net Assets 2017: $963,2572017Assets 2018: $1,004,129Liabilities 2018: $0Net Assets 2018: $1,004,1292018Assets 2019: $1,042,210Liabilities 2019: $0Net Assets 2019: $1,042,2102019Assets 2020: $972,484Liabilities 2020: $0Net Assets 2020: $972,4842020Assets 2021: $1,112,795Liabilities 2021: $0Net Assets 2021: $1,112,7952021Assets 2022: $1,174,502Liabilities 2022: $0Net Assets 2022: $1,174,5022022Assets 2023: $1,075,701Liabilities 2023: $0Net Assets 2023: $1,075,7012023Assets 2024: $1,135,809Liabilities 2024: $0Net Assets 2024: $1,135,8092024Assets 2025: $1,129,282Liabilities 2025: $0Net Assets 2025: $1,129,2822025

Highlighted filing

2013

Assets$932,766
Liabilities$0
Net Assets$932,766
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $110,7782012Revenue 2013: $49,020Expenses 2013: $97,848Net Income 2013: -$48,8282013Revenue 2014: $46,865Expenses 2014: $62,165Net Income 2014: -$15,3002014Revenue 2015: $77,950Expenses 2015: $77,101Net Income 2015: $8492015Revenue 2016: $65,558Expenses 2016: $47,410Net Income 2016: $18,1482016Revenue 2017: $60,024Expenses 2017: $33,230Net Income 2017: $26,7942017Revenue 2018: $91,509Expenses 2018: $50,637Net Income 2018: $40,8722018Revenue 2019: $94,232Expenses 2019: $56,151Net Income 2019: $38,0812019Revenue 2020: $78,631Expenses 2020: $49,128Net Income 2020: $29,5032020Revenue 2021: $87,246Expenses 2021: $45,117Net Income 2021: $42,1292021Revenue 2022: $123,148Expenses 2022: $61,441Net Income 2022: $61,7072022Revenue 2023: $55,058Expenses 2023: $60,267Net Income 2023: -$5,2092023Revenue 2024: -$7,345Expenses 2024: $49,656Net Income 2024: -$57,0012024Revenue 2025: $8,038Expenses 2025: $30,343Net Income 2025: -$22,3052025

Highlighted filing

2013

Revenue$49,020
Expenses$97,848
Net Income-$48,828
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Oct 23, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P DOWDTrustee/President-$4,500-$4,500
EILEEN O'CONNOR BERNALTrustee/Treasurer-$4,500-$4,500
MARY O'BRIEN GUERREROTrustee/Secretary-$4,500-$4,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNOTRE DAME CRISTO REY HIGH SCHOOLSAMENONPROFIT SCHOOLLAWRENCE, MA, US$13,000
Paid GrantFRIENDS OF THE LAWRENCE PUBLIC LIBRARYSAMEPUBLIC CHARITYLAWRENCE, MA, US$6,500
Paid GrantPHILLIPS ACADEMYBREAD LOAFSAMEPUBLIC CHARITYANDOVER, MA, US$5,000
Paid GrantBLESSED STEPHEN BELLESINI SCHOOLSAMEPUBLIC CHARITYLAWRENCE, MA, US$4,000
Paid GrantESSEX ART CENTERSAMEPUBLIC CHARITYLAWRENCE, MA, US$4,000
Paid GrantAUSTIN PREPARATORY SCHOOLSAMEPUBLIC CHARITYREADING, MA, US$3,000
Paid GrantBOYS & GIRLS CLUBS OF LAWRENCESAMENONPROFIT SCHOOLLAWRENCE, MA, US$3,000
Paid GrantBREAD & ROSES HERTIAGE COMMITTEESAMEPUBLIC CHARITYLAWRENCE, MA, US$2,500
Paid GrantLAWRENCE COMMUNITY WORKSSAMEPUBLIC CHARITYLAWRENCE, MA, US$2,500
Paid GrantADDISON GALLERYMORAL & INTELLECTUAL ADVANCEMENT/EDUCPUBLIC CHARITYANDOVER, MA, US$2,000
Paid GrantESSEX COUNTY COMMUNITY FOUNDATIONSAMEPUBLIC CHARITYDANVERS, MA, US$2,000
Paid GrantGROUNDWORK LAWRENCESAMEPUBLIC CHARITYLAWRENCE, MA, US$2,000
Paid GrantLAWRENCE HERITAGE STATE PARKSAMEPUBLIC CHARITYLAWRENCE, MA, US$2,000
Paid GrantMERRIMACK VALLEY YMCASAMEPUBLIC CHARITYLAWRENCE, MA, US$2,000
Paid GrantNORTHEAST INDEPENDENT LIVING PROGRAM INCSAMEPUBLIC CHARITYLAWRENCE, MA, US$2,000
Paid GrantLAWRENCE BOXING CLUBSAMEPUBLIC CHARITYLAWRENCE, MA, US$1,000
Paid GrantLAWRENCE GENERAL HOSPITALSAMEPUBLIC CHARITYLAWRENCE, MA, US$1,000
Paid GrantLAWTOWN BOXING GYM INCSAMEPUBLIC CHARITYLAWRENCE, MA, US$1,000
Paid GrantLAWRENCE CATHOLIC ACADEMYSAMEPUBLIC CHARITYLAWRENCE, MA, US$500
Filing and Contact Details

Filer

EIN
04-2761754
Raw XML AppendixShowing 400 of 761 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/AdjustedNetIncome04200
AccountingFeesSchedule/AccountingFees/Amount05600
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01400
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome04200
GeneralExplanationAttachment/GeneralExplanation/Explanation0APPLICATIONS FOR GRANTSPROCEDURES AND GUIDELINESTHE WHITE FUND, INC.THE PRINCIPAL PURPOSES OF THE WHITE FUND ARE TO SPONSOR A LECTURE SERIES AND TO SUPPORT THE LAWRENCE PUBLIC LIBRARY. TO THE EXTENT THAT ANNUAL INCOME EXCEEDS EXPENSES FOR THESE PRINCIPAL PURPOSES, THE REMAINDER OF THE INCOME IS TO SUPPORT THE MORAL AND INTELLECTUAL ADVANCEMENT AND EDUCATION OF THE RESIDENTS OF THE CITY OF LAWRENCE, PARTICULARLY AMONG YOUNG PEOPLE.APPLICATIONS WILL BE ACCEPTED AT ANY TIME DURING THE FUNDS FISCAL YEAR (APRIL 1ST THROUGH MARCH 31ST). PROPOSALS WILL BE REVIEWED AND VOTED UPON AT THE TRUSTEES MEETINGS DURING THAT YEAR, AND SHOULD BE ACCOMPANIED BY THE FOLLOWING INFORMATION AND DOCUMENTATION.1. STATEMENTS OF THE ORGANIZATIONAL BACKGROUND, THE PURPOSES AND OBJECTIVES OF THE ORGANIZATION AND A LIST OF THE OFFICERS AND BOARD OF DIRECTORS OF THE ORGANIZATION.2. COPY OF CURRENT YEAR PROJECTED BUDGET, PROJECT BUDGET IF REQUESTING FUNDING FOR A SPECIAL PROJECT, TOGETHER WITH THE LATEST ANNUAL REPORT (AUDITORS REPORT IF AVAILABLE).3. STATEMENT OF SOURCES OF FINANCIAL SUPPORT, INCLUDING GRANTS OR ANTICIPATED GRANTS FROM OTHER TRUSTS OR FOUNDATIONS.4. COPY OF MOST RECENT LETTER FROM INTERNAL REVENUE SERVICE EVIDENCING THE STATUS OF THE ORGANIZATION AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.5. FEDERAL EMPLOYERS TAX IDENTIFICATION NUMBER.6. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES MAY BE USEFUL OR HELPFUL IN PROCESSING THE APPLICATION.THE ORIGINAL APPLICATION AND TWO COPIES SHOULD BE MAILED TO THE WHITE FUND, P.O. BOX 1887, LAWRENCE, MA 01842.7. NO GRANTS WILL BE MADE TO INDIVIDUALS.8. IF AWARDED A GRANT, THE RECIPIENT ORGANIZATION WILL BE REQUIRED TO ACKNOWLEDGE THE RECEIPT OF THE FUNDS, AND SUBMIT A FINAL REPORT WHEN THE FUNDS HAVE BEEN EXPENDED.
GeneralExplanationAttachment/GeneralExplanation/Identifier0GRANT APPLICATION PROCEDURE
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0990-PF XV LINE 2B, C, D
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0320219
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0338985
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0RUSSELL STRATEGIC 3.02% BOND 30321 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue029392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue165151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue228942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue390510
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue489447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue573027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue645658
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue738409
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue829053
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue937390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV044070
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV185058
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230362
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3126344
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4126487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV582929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV649600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV752363
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV829057
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV935826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0RUSSELL US SMALL & MIDCAP 1585 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1RUSSELL GLOBAL EQUITY 8644 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2RUSSELL GLOBAL INFRASTRUCTURE FUND 2608 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3RUSSELL US CORE EQUITY 3720 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4RUSSELL U.S. DEFENSIVE EQUITY FUND 3462 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5RUSSELL INTERNATIONAL DEVELOPED MKTS 2596 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6RUSSELL EMERGING MARKETS 2651 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7RUSSELL REAL ESTATE SECURITIES 1283 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8RUSSELL GLOBAL OPPRTNSTC CREDIT FUND 2770 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9RUSSELL COMMODITY STRATEGIES FUND 3911 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount023493
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount023093
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01038
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount01396
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome010754
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm023093
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss013500
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss059000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss023493
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-48828
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0210236
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm01038
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss023093
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm07381
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss011122
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm018
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm018
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0386767
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0320219
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0338985
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0509120
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0526979
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0662096
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PermanentlyRestrictedBOY01000
IRS990PF/BalanceSheets/PermanentlyRestrictedEOY01000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY085707
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV085568
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/UnrestrictedBOY0980594
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-02-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252012-10-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0RUSSELL STRATEGIC BOND E 171.589 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1RUSSELL GLOBAL EQUITY 261.742 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2RUSSELL U.S. CORE EQUITY E 453.014 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3RUSSELL U.S. SMALL & MID CAP E 120.401 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4RUSSELL U.S QUANTITATIVE EQUITY E 478.607 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5RUSSELL STRATEGIC BOND E 1855.679 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6RUSSELL GLOBAL REAL ESTATE SECURITIES 122.439 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7RUSSELL STRATEGIC BOND E 148.564 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8RUSSELL STRATEGIC BOND E 804.586 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9RUSSELL GLOBAL REAL ESTATE SECURITIES 25.90 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10RUSSELL GLOBAL EQUITY 160.894 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11RUSSELL U.S. CORE EQUITY E 74.952 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12RUSSELL U.S. SMALL & MID CAP E 29.103 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13RUSSELL US DEFENSIVE EQUITY FUND 69.169 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14RUSSELL INTERNATIONAL DEVELOPED MKTS 84.196 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15RUSSELL STRATEGIC BOND E 632.689 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16RUSSELL EMERGING MARKETS 30.050 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17RUSSELL GLOBAL REAL ESTATE SECURITIES 23.678 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18RUSSELL U.S. CORE EQUITY E 324.129 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19RUSSELL US DEFENSIVE EQUITY FUND 215.527 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20RUSSELL INTERNATIONAL DEVELOPED MKTS 1837.785 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21RUSSELL STRATEGIC BOND E 3743.322 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22RUSSELL STRATEGIC BOND E 159.189 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23RUSSELL GLOBAL REAL ESTATE SECURITIES 27.765 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24RUSSELL STRATEGIC BOND E 158.537 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25RUSSELL COMMODITY STRATEGY FUND 12.486 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss096
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss43700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6931
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8587
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9207
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11523
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13562
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17208
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses43700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6931
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8587
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9207
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11523
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13562
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1637
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01898
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice157200
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16540
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice241774
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice25115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired25P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-4
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-48828
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0932766
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0981594
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0932766
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted051338
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj051338
IRS990PF/DistributableAmount/DistributableAmountBeforeDed051338
IRS990PF/DistributableAmount/MinimumInvestmentReturn051663
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0325
IRS990PF/DistributableAmount/TotalTax0325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0325
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue045
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0280
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01086649
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01048991
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances085638
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0963353
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015735
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn051663
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01033256
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01048991
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation14500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation24500
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/PersonName0JAMES P DOWD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1EILEEN O'CONNOR BERNAL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARY O'BRIEN GUERRERO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE/PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE/SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1017 RIDGE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11257 MT VERNON STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12149 ABBOTT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LAWRENCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LAWRENCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LAWRENCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$932,766
Liabilities
$0
Net assets
$932,766
Revenue
$49,020
Expenses
$97,848
Net income
-$48,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.01$0.03$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.01$0.05$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.06$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.09$0.05$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.10$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11