Civic Intelligence

Trust UW William E Whitney

990 • Fiscal year 2014 • EIN 04-2795485

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 08, 2014

Organization ProfileN/A
1 Lincoln Street Ssfc 24Boston, MA 02111-2900

(617) 664-3888

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$3,197

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$280,370

Up $5,735 (+2.1%) from 2013

Net Assets

Up

$280,370

Up $5,735 (+2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$17,102

Up $4,114 (+32%) from 2013

Expenses

Down

$11,367

Down $66 (-0.6%) from 2013

Net Income

Up

$5,735

Up $4,180 (+269%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $273,686Liabilities 2011: $0Net Assets 2011: $273,6862011Assets 2012: $273,080Liabilities 2012: $0Net Assets 2012: $273,0802012Assets 2013: $274,635Liabilities 2013: $0Net Assets 2013: $274,6352013Assets 2014: $280,370Liabilities 2014: $0Net Assets 2014: $280,3702014Assets 2015: $279,648Liabilities 2015: $0Net Assets 2015: $279,6482015Assets 2016: $284,179Liabilities 2016: $0Net Assets 2016: $284,1792016Assets 2017: $298,263Liabilities 2017: $0Net Assets 2017: $298,2632017Assets 2018: $315,073Liabilities 2018: $0Net Assets 2018: $315,0732018Assets 2019: $328,609Liabilities 2019: $0Net Assets 2019: $328,6092019Assets 2020: $334,836Liabilities 2020: $0Net Assets 2020: $334,8362020Assets 2021: $352,698Liabilities 2021: $0Net Assets 2021: $352,6982021Assets 2022: $369,132Liabilities 2022: $0Net Assets 2022: $369,1322022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$280,370
Liabilities$0
Net Assets$280,370
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $9,7942011Revenue 2012: $10,878Expenses 2012: $11,484Net Income 2012: -$6062012Revenue 2013: $12,988Expenses 2013: $11,433Net Income 2013: $1,5552013Revenue 2014: $17,102Expenses 2014: $11,367Net Income 2014: $5,7352014Revenue 2015: $16,795Expenses 2015: $17,517Net Income 2015: -$7222015Revenue 2016: $18,625Expenses 2016: $14,094Net Income 2016: $4,5312016Revenue 2017: $29,760Expenses 2017: $15,676Net Income 2017: $14,0842017Revenue 2018: $33,769Expenses 2018: $16,959Net Income 2018: $16,8102018Revenue 2019: $31,586Expenses 2019: $18,050Net Income 2019: $13,5362019Revenue 2020: $24,245Expenses 2020: $18,018Net Income 2020: $6,2272020Revenue 2021: $50,679Expenses 2021: $32,817Net Income 2021: $17,8622021Revenue 2022: $44,918Expenses 2022: $28,484Net Income 2022: $16,4342022Revenue 2023: $46,088Expenses 2023: $19,353Net Income 2023: $26,7352023

Highlighted filing

2014

Revenue$17,102
Expenses$11,367
Net Income$5,735
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 8, 2014
Return Version
2013v3.1
Gross Receipts
$28,049
Mission and Program Overview

Mission

To provide financial support to harvard college

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$274,635$280,370▲ $5,735
Investments in Publicly Traded Securities$272,151$279,013▲ $6,862
Savings and Temporary Cash Investments$2,484$1,357▼ $1,127
Total Assets$274,635$280,370▲ $5,735
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$274,635$280,370▲ $5,735
Total Liabilities and Net Assets / Fund Balance$274,635$280,370▲ $5,735
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
State Street Bank Trust CompanyTrustee$3,197$3,197
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,102
Other Revenue
$0
Change in Net Assets
$5,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,893
Salaries, Compensation, and Employee Benefits$3,197
Other Expenses$277
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,893--$7,893
Current Officers, Directors, Trustees, and Key Employees-$3,197-$3,197
Other Expenses-$28-$28
Total Functional Expenses$7,893$3,474$0$11,367
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2103580-501(c)(3)For the Benefit of the Medical School$7,893
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VII Compensation of Officers, Directors, Trustees

“Consistent with the instructions for this section the amount paid to the institutional trustee is being reported here although there is no requirement to report compensation to an institutional trustee on a form w-2 or 1099-misc.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The trust u/w william e whitney is governed in accordance with its trust document. There is no governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Because there is no governing body there are no committees with authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is prepared and reviewed by the charitable tax group of state street bank and trust co. It is signed by the manager of the charitable tax group before filing with the irs.”

Filing and Contact Details

Filer

EIN
04-2795485
Phone
6176643888

Signing Officer

Name
State Street Bank and Trust Company
Title
Principal
Phone
6176643888
Signed
2014-07-08

Organization Details

Principal Officer
Carolyn Stiles
Formed
1977
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“The governing document and forms 990 are available to the public upon request during regular business hours at the offices of state street bank and trust co. State street bank and trust co. Is located at one lincoln street, boston, ma 02111-2900. Telephone 617-664-3888.”

Estimate of Average Hours Per Week Devoted to Related Organizations

“There are no individual trustees or key employees and thus no time is devoted to related organizations.”

Raw XML Appendix298 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
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10STATE STREET BANK AND TRUST CO
IRS990/BooksInCareOfDetail/PhoneNum06176643888
IRS990/BooksInCareOfDetail/USAddress/AddressLine10ONE LINCOLN STREET SSFC-24
IRS990/BooksInCareOfDetail/USAddress/City0BOSTON
IRS990/BooksInCareOfDetail/USAddress/State0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0021112900
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03197
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07893
IRS990/CYInvestmentIncomeAmt017102
IRS990/CYOtherExpensesAmt0277
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05735
IRS990/CYSalariesCompEmpBnftPaidAmt03197
IRS990/CYTotalExpensesAmt011367
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017102
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FINANCIAL SUPPORT FOR HARVARD COLLEGE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt07893
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt07958
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt07893
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07893
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07893
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018905
IRS990/GrossReceiptsAmt028049
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09144
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09144
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0272151
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0279013
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010947
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT TO HARVARD COLLEGE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0274635
IRS990/NetAssetsOrFundBalancesEOYAmt0280370
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07958
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07958
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX ON DIVIDENDS
IRS990/OtherExpensesGrp/Desc1MASSACHUSETTS FORM PC FILING FEE
IRS990/OtherExpensesGrp/Desc2PROBATE COURT FILING FEE
IRS990/OtherExpensesGrp/Desc3COMMON TRUST FUND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt328
IRS990/OtherExpensesGrp/TotalAmt064
IRS990/OtherExpensesGrp/TotalAmt135
IRS990/OtherExpensesGrp/TotalAmt2150
IRS990/OtherExpensesGrp/TotalAmt328
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CAROLYN STILES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08102
IRS990/PYInvestmentIncomeAmt012988
IRS990/PYOtherExpensesAmt0262
IRS990/PYRevenuesLessExpensesAmt01555
IRS990/PYSalariesCompEmpBnftPaidAmt03069
IRS990/PYTotalExpensesAmt011433
IRS990/PYTotalRevenueAmt012988
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05735
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02484
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01357
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07893
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt07893
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07893
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE BENEFIT OF THE MEDICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10124 MT AUBURN STREET
IRS990ScheduleI/RecipientTable/USAddress/City0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode002138
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL SUPPORT EXCLUSIVELY TO HARVARD COLLEGE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE IS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST U/W WILLIAM E WHITNEY IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED AND REVIEWED BY THE CHARITABLE TAX GROUP OF STATE STREET BANK AND TRUST CO. IT IS SIGNED BY THE MANAGER OF THE CHARITABLE TAX GROUP BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENT AND FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS AT THE OFFICES OF STATE STREET BANK AND TRUST CO. STATE STREET BANK AND TRUST CO. IS LOCATED AT ONE LINCOLN STREET, BOSTON, MA 02111-2900. TELEPHONE 617-664-3888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE ARE NO INDIVIDUAL TRUSTEES OR KEY EMPLOYEES AND THUS NO TIME IS DEVOTED TO RELATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042103580
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CAMBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode002138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07893
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10HARVARD COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0274635
IRS990/TotalAssetsEOYAmt0280370
IRS990/TotalAssetsGrp/BOYAmt0274635
IRS990/TotalAssetsGrp/EOYAmt0280370
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07893
IRS990/TotalFunctionalExpensesGrp/TotalAmt011367
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0274635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0280370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07893
IRS990/TotalReportableCompFromOrgAmt03197
IRS990/TotalRevenueGrp/ExclusionAmt017102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017102
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274635
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0280370
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101 LINCOLN STREET
IRS990/USAddress/City0BOSTON
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode0021112900
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum06176643888
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRUST UW WILLIAM E WHITNEY
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0042795485
ReturnHeader/Filer/PhoneNum06176643888
ReturnHeader/Filer/USAddress/AddressLine101 LINCOLN STREET SSFC 24
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021112900
ReturnHeader/ReturnTs02014-07-10T14:13:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,370
Liabilities
$0
Net assets
$280,370
Revenue
$17,102
Expenses
$11,367
Net income
$5,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.46$0.19$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.45$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.51$0.33$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.24$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.32$0.18$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.34$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.30$0.16$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.11$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.13$0.11$0.02
2012Summary only. Only limited summary data is available for this year.$2.73$0.00$2.73$0.11$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.10