Civic Intelligence

Cardinal Brook Trust

990PF • Fiscal year 2016 • EIN 04-3050557

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization Profile
C/O Klr 800 South Street No 300Waltham, MA 02453

(781) 547-8800

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.02x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

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.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

99th percentile

372%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$28,454,063

Up $22,422,407 (+372%) from 2015

Net Assets

Up

$27,929,063

Up $22,397,407 (+405%) from 2015

Liabilities

Up

$525,000

Up $25,000 (+5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin98th percentile

Revenue

Up

$23,562,903

Up $23,587,866 (+94491%) from 2015

Expenses

Up

$1,165,496

Up $267,708 (+30%) from 2015

Net Income

Up

$22,397,407

Up $23,320,158 (+2527%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150M$100M$50M$0Assets 2010: $5,869,540Liabilities 2010: $0Net Assets 2010: $5,869,5402010Assets 2011: $5,795,117Liabilities 2011: $0Net Assets 2011: $5,795,1172011Assets 2012: $6,087,731Liabilities 2012: $0Net Assets 2012: $6,087,7312012Assets 2013: $7,047,418Liabilities 2013: $0Net Assets 2013: $7,047,4182013Assets 2014: $6,454,407Liabilities 2014: $0Net Assets 2014: $6,454,4072014Assets 2015: $6,031,656Liabilities 2015: $500,000Net Assets 2015: $5,531,6562015Assets 2016: $28,454,063Liabilities 2016: $525,000Net Assets 2016: $27,929,0632016Assets 2017: $48,189,281Liabilities 2017: $0Net Assets 2017: $48,189,2812017Assets 2018: $53,202,839Liabilities 2018: $0Net Assets 2018: $53,202,8392018Assets 2019: $54,893,994Liabilities 2019: $0Net Assets 2019: $54,893,9942019Assets 2020: $52,333,007Liabilities 2020: $0Net Assets 2020: $52,333,0072020Assets 2021: $51,747,797Liabilities 2021: $0Net Assets 2021: $51,747,7972021Assets 2022: $53,788,650Liabilities 2022: $0Net Assets 2022: $53,788,6502022Assets 2023: $103,661,109Liabilities 2023: $51,190Net Assets 2023: $103,609,9192023Assets 2024: $124,608,800Liabilities 2024: $199,152Net Assets 2024: $124,409,6482024

Highlighted filing

2016

Assets$28,454,063
Liabilities$525,000
Net Assets$27,929,063
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $434,7522010Expenses 2011: $196,0352011Expenses 2012: $82,5012012Revenue 2013: $1,060,082Expenses 2013: $100,395Net Income 2013: $959,6872013Revenue 2014: $181,991Expenses 2014: $775,002Net Income 2014: -$593,0112014Revenue 2015: -$24,963Expenses 2015: $897,788Net Income 2015: -$922,7512015Revenue 2016: $23,562,903Expenses 2016: $1,165,496Net Income 2016: $22,397,4072016Revenue 2017: $22,272,376Expenses 2017: $2,012,158Net Income 2017: $20,260,2182017Revenue 2018: $8,059,607Expenses 2018: $3,046,049Net Income 2018: $5,013,5582018Revenue 2019: $5,169,032Expenses 2019: $2,928,929Net Income 2019: $2,240,1032019Revenue 2020: $3,583,411Expenses 2020: $6,144,398Net Income 2020: -$2,560,9872020Revenue 2021: $2,898,495Expenses 2021: $3,483,705Net Income 2021: -$585,2102021Revenue 2022: $4,873,717Expenses 2022: $2,832,864Net Income 2022: $2,040,8532022Revenue 2023: $50,394,251Expenses 2023: $572,982Net Income 2023: $49,821,2692023Revenue 2024: $23,714,697Expenses 2024: $2,914,968Net Income 2024: $20,799,7292024

Highlighted filing

2016

Revenue$23,562,903
Expenses$1,165,496
Net Income$22,397,407
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANNAH JOHNSONTrustee-$0--
NATHAN DAVISTrustee-$0--
JACOB DAVISTrustee-$0--
REBECCA KOHLBERG-DAVISTrustee-$0--
KAREN DAVISTrustee-$0--
DAVID DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cardinal Brook Trust
EIN
04-3050557
Phone
7815478800
Address
C/O KLR 800 SOUTH STREET NO 300, WALTHAM, MA 02453

Signing Officer

Name
Karen Davis
Title
Trustee
Phone
7815478800
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
800 SOUTH STREET SUITE 300, WALTHAM, MA 02453
Preparer
David Desmarais
Phone
7815478800
Raw XML AppendixShowing 400 of 770 raw XML fields

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

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0484178
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022397407
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027929063
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05531656
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027929063
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0479879
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0479879
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0479879
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01091
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0486734
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05764
IRS990PF/DistributableAmountGrp/TotalTaxAmt06855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt021658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt021658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt027422
IRS990PF/FMVAssetsEOYAmt027583763
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt07000469
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt07000469
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01846911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01623769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01717450
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt0525000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03994830
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024924911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023960930
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2468813
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019928594
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0189915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01905383
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01905383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06031656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028454063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027583763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0525000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06031656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028454063
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05531656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027929063
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09882928
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0456844
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09426084
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0148244
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0486734
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09734684
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09882928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HANNAH JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NATHAN DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACOB DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3REBECCA KOHLBERG-DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KAREN DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DAVID DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O KLR 800 SOUTH STREET STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd502453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0581949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0587713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0888622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0735031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt078589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt069770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0185195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.142151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.106890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.012345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.011775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09734684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06251236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06876499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06366001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05925015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07193587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01035085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.298905
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01029321
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01035085
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05764
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01035085
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O KLR 800 SOUTH STREET STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALTHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002453
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07815478800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,454,063
Liabilities
$525,000
Net assets
$27,929,063
Revenue
$23,562,903
Expenses
$1,165,496
Net income
$22,397,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$125$0.20$124$23.7$2.91$20.8
2023Detailed filing. Detailed filing data is available for this year.$104$0.05$104$50.4$0.57$49.8
2022Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$4.87$2.83$2.04
2021Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$2.90$3.48$0.59
2020Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$3.58$6.14$2.56
2019Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$5.17$2.93$2.24
2018Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$8.06$3.05$5.01
2017Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$22.3$2.01$20.3
2016Detailed filing. Detailed filing data is available for this year.$28.5$0.53$27.9$23.6$1.17$22.4
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.50$5.53$0.02$0.90$0.92
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.18$0.78$0.59
2013Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$1.06$0.10$0.96
2012Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.08
2011Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.20
2010Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.43