Civic Intelligence

Cardinal Brook Trust

990PF • Fiscal year 2023 • EIN 04-3050557

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
CO Klr 99 Summer Street 520Boston, MA 02110

(781) 547-8800

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

97th percentile

93%

Faster asset growth than 97% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

934%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$103,661,109

Up $49,872,459 (+93%) from 2022

Net Assets

Up

$103,609,919

Up $49,821,269 (+93%) from 2022

Liabilities

Up

$51,190

Up $51,190 from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin98th percentile

Revenue

Up

$50,394,251

Up $45,520,534 (+934%) from 2022

Expenses

Down

$572,982

Down $2,259,882 (-80%) from 2022

Net Income

Up

$49,821,269

Up $47,780,416 (+2341%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$103,661,109
Liabilities$51,190
Net Assets$103,609,919
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$50,394,251
Expenses$572,982
Net Income$49,821,269
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

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

Filer

Filer Name
Cardinal Brook Trust
EIN
04-3050557
Phone
7815478800
Address
CO KLR 99 SUMMER STREET 520, BOSTON, MA 02110

Signing Officer

Name
David Davis
Title
Trustee
Phone
7815478800
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
99 SUMMER STREET SUITE 520, BOSTON, MA 02110
Preparer
Paul Nadeau
Phone
6172368098
Raw XML AppendixShowing 400 of 608 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/GrossSalesPriceAmt1111740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALLIANCE BERNSTEIN (DETAIL AVAILABLE UPON REQUEST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALLIANCE BERNSTEIN (DETAIL AVAILABLE UPON REQUEST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KOHLBERG IX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GENERAL ATLANTIC PARTNERS 93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GENERAL ATLANTIC PARTNERS 87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GENERAL ATLANTIC PARTNERS BERMUDA II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIRSTMARK CAPITAL V
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIRSTMARK CAPITAL OF III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ALLIANCE BERNSTEIN 1.5 DEGREES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9AB GLOBAL DISRUPTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ALLIANCE BERNSTEIN FINANCIAL SERVICES OPPORTUNITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ALLIANCE BERNSTEIN SECURITIZED ASSETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ALLIANCE BERNSTEIN LSV PARTNERS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ALLIANCE BERNSTEIN LSV PARTNERS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ALLIANCE BERNSTEIN ARYA PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ALLIANCE BERNSTEIN ASTURIAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ALLIANCE BERNSTEIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17KOHLBERG IX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01726058
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt049821269
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0103609919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt053788650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0103609919
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04385176
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04385176
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04385176
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04459537
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt074361
IRS990PF/DistributableAmountGrp/TotalTaxAmt074361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt076966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt076327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt075000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt074361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt076966
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt074361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt074361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0151327
IRS990PF/FMVAssetsEOYAmt0109544941
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt07000469
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt07000469
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019174758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt074508115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt053803119
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030184188
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026739759
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt053328587
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt051190
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01134000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01649000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01134000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01134000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045788181
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt095609450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02780704
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01279235
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01279235
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt053788650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0103661109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0109544941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt051190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt053788650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0103661109
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt053788650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0103609919
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt090548974
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06439632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt084109342
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01358235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04459537
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089190739
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt090548974
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 AURES
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 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O KLR 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O KLR 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O KLR 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O KLR 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O KLR 99 SUMMER STREET SUITE 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BOSTON
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/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd502110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt061973
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt061973
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ORDINARY INCOME FROM PASSTHROUGH K-1
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,661,109
Liabilities
$51,190
Net assets
$103,609,919
Revenue
$50,394,251
Expenses
$572,982
Net income
$49,821,269
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