Civic Intelligence

Mclaneharper Charitable Foundation Inc

990PF • Fiscal year 2018 • EIN 04-2944189

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 11, 2019

Organization Profile
C/O PA Mclane 200 Clarendon St Fl56Boston, MA 02116

(617) 574-6700

Siviq Scores

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

Liabilities / Assets

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.15x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

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

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

47th percentile

4.2%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$25,339,502

Up $2,580,995 (+11%) from 2017

Net Assets

Up

$24,517,002

Up $3,290,328 (+16%) from 2017

Liabilities

Down

$822,500

Down $709,333 (-46%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin91st percentile

Revenue

Up

$5,599,410

Up $225,383 (+4.2%) from 2017

Expenses

Up

$2,309,082

Up $433,143 (+23%) from 2017

Net Income

Down

$3,290,328

Down $207,760 (-5.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,153,264Liabilities 2011: $02011Assets 2012: $15,471,293Liabilities 2012: $02012Assets 2013: $16,285,541Liabilities 2013: $0Net Assets 2013: $16,285,5412013Assets 2014: $18,135,627Liabilities 2014: $230,000Net Assets 2014: $17,905,6272014Assets 2015: $18,153,786Liabilities 2015: $410,000Net Assets 2015: $17,743,7862015Assets 2016: $17,990,086Liabilities 2016: $261,500Net Assets 2016: $17,728,5862016Assets 2017: $22,758,507Liabilities 2017: $1,531,833Net Assets 2017: $21,226,6742017Assets 2018: $25,339,502Liabilities 2018: $822,500Net Assets 2018: $24,517,0022018Assets 2019: $38,648,453Liabilities 2019: $704,9002019Assets 2020: $39,314,786Liabilities 2020: $1,660,947Net Assets 2020: $37,653,8392020Assets 2021: $47,923,857Liabilities 2021: $1,323,755Net Assets 2021: $46,600,1022021Assets 2022: $48,013,091Liabilities 2022: $256,500Net Assets 2022: $47,756,5912022Assets 2023: $58,664,273Liabilities 2023: $291,800Net Assets 2023: $58,372,4732023Assets 2024: $65,574,100Liabilities 2024: $330,000Net Assets 2024: $65,244,1002024

Highlighted filing

2018

Assets$25,339,502
Liabilities$822,500
Net Assets$24,517,002
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,079,102Expenses 2011: $674,815Net Income 2011: $404,2872011Revenue 2012: $1,036,604Expenses 2012: $1,718,575Net Income 2012: -$681,9712012Revenue 2013: $2,700,709Expenses 2013: $1,886,461Net Income 2013: $814,2482013Revenue 2014: $2,960,509Expenses 2014: $1,340,423Net Income 2014: $1,620,0862014Revenue 2015: $1,440,282Expenses 2015: $1,602,123Net Income 2015: -$161,8412015Revenue 2016: $1,814,688Expenses 2016: $1,829,888Net Income 2016: -$15,2002016Revenue 2017: $5,374,027Expenses 2017: $1,875,939Net Income 2017: $3,498,0882017Revenue 2018: $5,599,410Expenses 2018: $2,309,082Net Income 2018: $3,290,3282018Revenue 2019: $16,118,000Expenses 2019: $2,691,449Net Income 2019: $13,426,5512019Revenue 2020: $2,894,410Expenses 2020: $3,184,124Net Income 2020: -$289,7142020Revenue 2021: $11,245,846Expenses 2021: $2,299,583Net Income 2021: $8,946,2632021Revenue 2022: $2,094,653Expenses 2022: $2,106,696Net Income 2022: -$12,0432022Revenue 2023: $12,937,187Expenses 2023: $2,321,305Net Income 2023: $10,615,8822023Revenue 2024: $10,780,464Expenses 2024: $3,908,837Net Income 2024: $6,871,6272024

Highlighted filing

2018

Revenue$5,599,410
Expenses$2,309,082
Net Income$3,290,328
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 11, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
P ANDREWS MCLANEPresident-$0--
LINDA MCLANETreasurer-$0--
DAVID H HOPFENBERGClerk-$0--
Filing and Contact Details

Filer

Filer Name
Mclaneharper Charitable Foundation Inc
EIN
04-2944189
Phone
6175746700
Address
C/O PA MCLANE 200 CLARENDON ST FL56, BOSTON, MA 02116

Signing Officer

Name
David H Hopfenberg
Title
Clerk
Phone
4016670504
Signed
2019-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Venture Tax Services Inc
Address
31 HOME DEPOT DRIVE PMB 294, PLYMOUTH, MA 02360
Preparer
David H Hopfenberg
Phone
6175531497
Raw XML AppendixShowing 400 of 1,009 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0VENTURE TAX SERVICES, INC.
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
AppliedToPriorYearElection/ElectionDesc0ELECTIONS CAN BE MADE UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2)-----------------------------------------------------------------------------------------------THE FOUNDATION MANAGERS DECLARE THAT THE FOUNDATION IS MAKING THIS ELECTION UNDER THE ABOVE SUBPARAGRAPH, AND A DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2012.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231004819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2413169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25487371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2633167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt277418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4442871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9144161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14329551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15329510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16256936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171009891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18487956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19335015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20187468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211007171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2213169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23487371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2433167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUTNAM SHORT DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUTNAM SHORT DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUTNAM SHORT DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUTNAM SHORT DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4YOYA INTERMEDIATE BOND FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5YOYA INTERMEDIATE BOND FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6YOYA INTERMEDIATE BOND FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7YOYA INTERMEDIATE BOND FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PUTNAM SHORT DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ADAGE CAPITAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11TA INVESTORS III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LOOMIS SAYLES SR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13HOTCHKIS & WILEY HIGH YIELD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HOTCHKIS & WILEY HIGH YIELD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LOOMIS SAYLES SR FLOATING RATE & FIXED INCOME FUND CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WISDOMTREE EUROPE HEDGED EQUITY FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WISDOMTREE EUROPE HEDGED EQUITY FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WISDOMTREE EUROPE HEDGED EQUITY FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19TEMPUR SEALY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20TEMPUR SEALY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21TEMPUR SEALY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22TEMPUR SEALY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23TEMPUR SEALY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24ADAGE CAPITAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26TA INVESTORS III LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03846007
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03290328
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024517002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021226674
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024517002
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01881077
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01881077
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01881077
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01921581
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040504
IRS990PF/DistributableAmountGrp/TotalTaxAmt040504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt046902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt056902
IRS990PF/FMVAssetsEOYAmt038011011
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03370152
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01146874
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01146874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09438927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013708772
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021264640
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09949428
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010483856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015599497
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01531833
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0822500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021226674
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024517002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022758507
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt025339502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038011011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01531833
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0822500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022758507
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt025339502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021226674
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024517002
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039016870
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01791220
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021287497
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0585253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt015938153
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01921581
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038431617
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039016870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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/PersonNm0P ANDREWS MCLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA MCLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID H HOPFENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt077 DEAN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt177 DEAN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2122 NORTH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAUNDERSTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202874
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01862012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01902516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01694387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01702186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01527414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01207435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01838424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt040504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt038431617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt034368882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt034031510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt034376078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt033403489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt029484377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02089721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242249
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02049217
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02089721
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt040504
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02089721
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,339,502
Liabilities
$822,500
Net assets
$24,517,002
Revenue
$5,599,410
Expenses
$2,309,082
Net income
$3,290,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.6$0.33$65.2$10.8$3.91$6.87
2023Detailed filing. Detailed filing data is available for this year.$58.7$0.29$58.4$12.9$2.32$10.6
2022Detailed filing. Detailed filing data is available for this year.$48.0$0.26$47.8$2.09$2.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$47.9$1.32$46.6$11.2$2.30$8.95
2020Detailed filing. Detailed filing data is available for this year.$39.3$1.66$37.7$2.89$3.18$0.29
2019Summary only. Only limited summary data is available for this year.$38.6$0.70$16.1$2.69$13.4
2018Detailed filing. Detailed filing data is available for this year.$25.3$0.82$24.5$5.60$2.31$3.29
2017Detailed filing. Detailed filing data is available for this year.$22.8$1.53$21.2$5.37$1.88$3.50
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.26$17.7$1.81$1.83$0.02
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.41$17.7$1.44$1.60$0.16
2014Detailed filing. Detailed filing data is available for this year.$18.1$0.23$17.9$2.96$1.34$1.62
2013Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$2.70$1.89$0.81
2012Summary only. Only limited summary data is available for this year.$15.5$0.00$1.04$1.72$0.68
2011Summary only. Only limited summary data is available for this year.$16.2$0.00$1.08$0.67$0.40