Civic Intelligence

Lovett-Woodsum Foundation Inc

EIN 04-2944183 • Boston, MA

21 Commonwealth AvenueBoston, MA 02116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2212%

Faster revenue growth than 99% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$87,599,707

Up $5,952,285 (+7.3%) from 2023

Liabilities

Up

$12,772

Up $4,517 (+55%) from 2023

Net Assets

Up

$87,586,935

Up $5,947,768 (+7.3%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin93rd percentile

Revenue

Up

$8,166,879

Up $7,813,615 (+2212%) from 2023

Expenses

Up

$2,219,111

Up $731,730 (+49%) from 2023

Net Income

Up

$5,947,768

Up $7,081,885 (+624%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $31,673,588Liabilities 2010: $9,750Net Assets 2010: $31,663,8382010Assets 2011: $36,156,720Liabilities 2011: $9,907Net Assets 2011: $36,146,8132011Assets 2012: $37,079,213Liabilities 2012: $41,000Net Assets 2012: $37,038,2132012Assets 2013: $39,867,078Liabilities 2013: $118,666Net Assets 2013: $39,748,4122013Assets 2014: $42,632,461Liabilities 2014: $2,319,769Net Assets 2014: $40,312,6922014Assets 2015: $39,955,384Liabilities 2015: $5,240Net Assets 2015: $39,950,1442015Assets 2016: $40,825,620Liabilities 2016: $642Net Assets 2016: $40,824,9782016Assets 2017: $41,194,508Liabilities 2017: $623Net Assets 2017: $41,193,8852017Assets 2018: $44,352,232Liabilities 2018: $43,559Net Assets 2018: $44,308,6732018Assets 2019: $44,611,974Liabilities 2019: $29,832Net Assets 2019: $44,582,1422019Assets 2020: $56,438,458Liabilities 2020: $67,860Net Assets 2020: $56,370,5982020Assets 2021: $64,311,801Liabilities 2021: $937Net Assets 2021: $64,310,8642021Assets 2022: $82,773,529Liabilities 2022: $245Net Assets 2022: $82,773,2842022Assets 2023: $81,647,422Liabilities 2023: $8,255Net Assets 2023: $81,639,1672023Assets 2024: $87,599,707Liabilities 2024: $12,772Net Assets 2024: $87,586,9352024

Highlighted filing

2024

Assets$87,599,707
Liabilities$12,772
Net Assets$87,586,935
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $2,325,1942010Expenses 2011: $2,346,9832011Expenses 2012: $2,660,1142012Revenue 2013: $5,364,493Expenses 2013: $2,654,294Net Income 2013: $2,710,1992013Revenue 2014: $3,940,170Expenses 2014: $3,375,890Net Income 2014: $564,2802014Revenue 2015: $2,983,868Expenses 2015: $3,346,416Net Income 2015: -$362,5482015Revenue 2016: $4,645,766Expenses 2016: $3,770,932Net Income 2016: $874,8342016Revenue 2017: $5,083,285Expenses 2017: $4,714,378Net Income 2017: $368,9072017Revenue 2018: $8,691,176Expenses 2018: $5,576,388Net Income 2018: $3,114,7882018Revenue 2019: $4,690,753Expenses 2019: $4,417,284Net Income 2019: $273,4692019Revenue 2020: $16,945,566Expenses 2020: $5,157,110Net Income 2020: $11,788,4562020Revenue 2021: $10,432,325Expenses 2021: $2,492,059Net Income 2021: $7,940,2662021Revenue 2022: $19,597,124Expenses 2022: $1,134,704Net Income 2022: $18,462,4202022Revenue 2023: $353,264Expenses 2023: $1,487,381Net Income 2023: -$1,134,1172023Revenue 2024: $8,166,879Expenses 2024: $2,219,111Net Income 2024: $5,947,7682024

Highlighted filing

2024

Revenue$8,166,879
Expenses$2,219,111
Net Income$5,947,768
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,599,707
Liabilities
$12,772
Net assets
$87,586,935
Revenue
$8,166,879
Expenses
$2,219,111
Net income
$5,947,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$87.6$0.01$87.6$8.17$2.22$5.95
2023Detailed filing. Detailed filing data is available for this year.$81.6$0.01$81.6$0.35$1.49$1.13
2022Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$19.6$1.13$18.5
2021Detailed filing. Detailed filing data is available for this year.$64.3$0.00$64.3$10.4$2.49$7.94
2020Detailed filing. Detailed filing data is available for this year.$56.4$0.07$56.4$16.9$5.16$11.8
2019Detailed filing. Detailed filing data is available for this year.$44.6$0.03$44.6$4.69$4.42$0.27
2018Detailed filing. Detailed filing data is available for this year.$44.4$0.04$44.3$8.69$5.58$3.11
2017Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$5.08$4.71$0.37
2016Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$4.65$3.77$0.87
2015Detailed filing. Detailed filing data is available for this year.$40.0$0.01$40.0$2.98$3.35$0.36
2014Detailed filing. Detailed filing data is available for this year.$42.6$2.32$40.3$3.94$3.38$0.56
2013Detailed filing. Detailed filing data is available for this year.$39.9$0.12$39.7$5.36$2.65$2.71
2012Detailed filing. Detailed filing data is available for this year.$37.1$0.04$37.0$2.66
2011Detailed filing. Detailed filing data is available for this year.$36.2$0.01$36.1$2.35
2010Detailed filing. Detailed filing data is available for this year.$31.7$0.01$31.7$2.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 29, 1930
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne R LovettPresident-$0--
Stephen G WoodsumTreasurer-$0--
David H HopfenbergClerk-$0--
Filing and Contact Details

Filer

Filer Name
Lovett-Woodsum Foundation Inc
EIN
04-2944183
Phone
6172472515
Address
21 Commonwealth Avenue, Boston, MA 02116

Signing Officer

Name
David H Hopfenberg
Title
Clerk
Phone
6178241014
Signed
1930-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Venture Tax Services Inc
Address
6526 S KANNER HWY PMB 273, STUART, FL 34997
Preparer
David Hopfenberg
Phone
4016670504
Raw XML AppendixShowing 400 of 1,392 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Vanguard S/T Bond Index Inst (VBITX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Vanguard Total Bond Market Index Fd (VBTLX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0578134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1167265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0156005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1165332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02369131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111131201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212847186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35619584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4578134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55619584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64218991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02545173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112467933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213952394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35922103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4156005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55922103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65812180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DFA Emerging Mkt Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EAM International Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Vanguard Emerging Market Stk Ix Inst (VEMIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Vanguard Mid Cap (VSPMX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard Total International Stock Index (VTSNX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Vanguard Total US Stock Fund (VTSAX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38039927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5127244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt620858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt715236978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt84504203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt911656107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1018997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Goldman Sachs - cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GSIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HKL I LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MSCI EAFE Common Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NT Asia Discovery
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Quellos Real Assets (E)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Quellos Real Assets (T)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Vanguard Mid Cap (VSPMX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Vanguard Total International Stock Index (VTSNX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Weatherbie (Northern)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Wellington Bay Pond
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Whitehall 2005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2396173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310339427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43872322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt526982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt678232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt717639664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84293387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt914640309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1061780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01774012
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06236302
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0129906
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt026659
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08166879
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08166879
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06236302
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01927710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01927710
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01774012
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01774012
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05947768
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040533482
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04055
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0129906
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0129906
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04055
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06236302
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07885147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt062332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt026659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0138175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0138175
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt052005
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt086326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01927710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0257080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02219111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08142227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08166879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0257080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0291401
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0513
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92004-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102004-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172007-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0104771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12897504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22804295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324815748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4577671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt523005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt624864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt815582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92089227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11609427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1287077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1364237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14131312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1647410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-104771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2153386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-70900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4524788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6506082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-23005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-24864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt924864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-1020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1122753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122622132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142020177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-87077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-64237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt178062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18256056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19327735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-131312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-47410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2387400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24131226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2540014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-104771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2153386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-70900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4524788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt541098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6506082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-23005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-24864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt924864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1122753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122622132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142020177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-87077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-64237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt178062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18256056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19327735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-131312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-47410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2387400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24131226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2540014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt261439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13050890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22733395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325340536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt441098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51083753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt838335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94711359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112629604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13256056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14327735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1587400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16131226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1740014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Northern - Common Fund - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Northern - Common Fund - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Weatherbie (Northern) - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Weatherbie (Northern) - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EAM International Small Cap - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EAM International Small Cap - Wash Sale Adjustment
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6EAM International Small Cap - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SVB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Broadfin
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BMF Liquidating Fund OS Investors LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Oak Hill European
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SP Technology
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Wellington Bay Pond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SP Sustainable Opportunities L/S Fund Limited
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Oak Hill Newbury
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Quellos Real Assets (E)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Quellos Real Assets (T)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SP K2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SP K2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Whitehall 2007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21HKL I LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22HKL I LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Oak Hill Newbury - Gain on Liquidation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24Whitehall 2007 - Gain on Liquidation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25HKL I LLC - Distribution in excess of Basis
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06236302
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05947768
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt087586935
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt081639167
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt087586935
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04537617
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04537617
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04537617
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04647221
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0109604
IRS990PF/DistributableAmountGrp/TotalTaxAmt0109604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt093502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0109604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0109604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0109604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0143502
IRS990PF/FMVAssetsEOYAmt0101302441
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt08255
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt012772
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0243
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01741988
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02842909
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02842909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020456020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0745399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0321337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034411526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt042383811
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt046777891
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025037645
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt041627588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt051360304
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt081639167
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt087586935
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt081647422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087599707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0101302441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012772
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt081647422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087599707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt081639167
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt087586935
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt094359816
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03092486
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047900324
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01415397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt043367006
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04647221
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt092944419
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt094359816
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Weatherbie Capital LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1EAM International Small Cap
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Northern Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0106482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt130032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt226403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Management & Custodial Fees
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0265 Franklin Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1215 Highway 101 Suite 216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt250 South LaSalle Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Solana Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd192075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd260603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Anne R Lovett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stephen G Woodsum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David H Hopfenberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Clerk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0117 Cromwell Point Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt125 Card Sound Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210142 Heronwood Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Holderness

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $50M-$100M nonprofits