Civic Intelligence

The Bromley Charitable Trust

990PF • Fiscal year 2021 • EIN 04-3237138

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
299 Clapboardtree StreetWestwood, MA 02090

(617) 523-3588

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

81st percentile

48%

Higher net margin than 81% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

85th percentile

32%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

94%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$15,855,520

Up $3,981,764 (+34%) from 2020

Net Assets

Up

$15,843,535

Up $3,798,772 (+32%) from 2020

Liabilities

Up

$11,985

Up $11,984 (+1198400%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$7,933,801

Up $3,837,798 (+94%) from 2020

Expenses

Up

$4,132,385

Up $1,983,035 (+92%) from 2020

Net Income

Up

$3,801,416

Up $1,854,763 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,232,974Liabilities 2011: $02011Assets 2012: $6,129,001Liabilities 2012: $02012Assets 2013: $7,481,291Liabilities 2013: $02013Assets 2014: $7,095,758Liabilities 2014: $02014Assets 2015: $7,642,493Liabilities 2015: $02015Assets 2019: $10,074,661Liabilities 2019: $0Net Assets 2019: $10,074,6612019Assets 2020: $11,873,756Liabilities 2020: $1Net Assets 2020: $12,044,7632020Assets 2021: $15,855,520Liabilities 2021: $11,985Net Assets 2021: $15,843,5352021Assets 2022: $12,529,972Liabilities 2022: $4,215Net Assets 2022: $12,525,7572022Assets 2023: $14,161,593Liabilities 2023: $1,4982023Assets 2024: $13,798,871Liabilities 2024: $26,241Net Assets 2024: $13,772,6302024

Highlighted filing

2021

Assets$15,855,520
Liabilities$11,985
Net Assets$15,843,535
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,090,466Expenses 2011: $2,765,456Net Income 2011: -$1,674,9902011Revenue 2012: $3,592,679Expenses 2012: $2,692,103Net Income 2012: $900,5762012Revenue 2013: $3,207,528Expenses 2013: $1,853,466Net Income 2013: $1,354,0622013Revenue 2014: $2,656,331Expenses 2014: $3,044,733Net Income 2014: -$388,4022014Revenue 2015: $5,010,756Expenses 2015: $4,470,287Net Income 2015: $540,4692015Revenue 2019: $2,113,712Expenses 2019: $2,045,177Net Income 2019: $68,5352019Revenue 2020: $4,096,003Expenses 2020: $2,149,350Net Income 2020: $1,946,6532020Revenue 2021: $7,933,801Expenses 2021: $4,132,385Net Income 2021: $3,801,4162021Revenue 2022: $682,837Expenses 2022: $4,000,615Net Income 2022: -$3,317,7782022Revenue 2023: $4,619,285Expenses 2023: $2,984,947Net Income 2023: $1,634,3382023Revenue 2024: $6,828,428Expenses 2024: $7,215,893Net Income 2024: -$387,4652024

Highlighted filing

2021

Revenue$7,933,801
Expenses$4,132,385
Net Income$3,801,416
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUNCAN MCFARLANDTrustee-$0--
ELLEN B MCFARLANDTrustee-$0--
NANCY E DEMPZETrustee-$0--
ALICE FARMERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bromley Charitable Trust
EIN
04-3237138
Phone
6175233588
Address
299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090

Signing Officer

Name
Duncan M Mcfarland
Title
Trustee
Phone
6175233588
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Investment Management Inc
Address
100 HIGH ST STE 1000, BOSTON, MA 02110-2301
Preparer
Christopher Harris
Phone
6175233588
Raw XML AppendixShowing 400 of 973 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONDUIT ELECTION STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE BROMLEY CHARITABLE TRUST, 04-3237138THE FOUNDATION FOR TAX YEAR 2021 HAS ELECTED TO BE TREATED AS A CONDUIT PURSUANT TO THE PROVISIONS OF CODE SECTION 170(B) (1) (F) (II). THE DISTRIBUTABLE INCOME FOR THE CURRENT YEAR IS $372,992. THE FOUNDATION MADE GRANTS OF $3,810,422 TO VARIOUS CHARITABLE ORGANIZATIONS IN 2021. THESE GRANTS CREATED AN EXCESS DISTRIBUTION OF $3,437,430 FOR THE CURRENT YEAR. DUNCAN MCFARLAND CONTRIBUTED CASH AND SECURITIES OF $7,718,171 TO THE FOUNDATION DURING 2021. THE FOUNDATION NEEDED TO DISTRIBUTE $4,280,741 BY MARCH 15, 2022, IN ORDER TO MEET THE REQUIREMENTS OF THE ABOVE-REFERENCED CODE SECTION. THE FOUNDATION HAS EXCESS DISTRIBUTION CARRYOVER OF $7,518,657 FROM TAX YEAR 2020. THEREFORE, WE APPLY UNUSED EXCESS DISTRIBUTION TO FULFILL THE AMOUNT OF $4,280,741 BY MARCH 15, 2022.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt080737
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22150382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05,000 ISHARES MSCI HONG KONG INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,030 ISHRS CORE MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHRS CORE MSCI EMERGING MKTS REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,000 SPDR DJ INTL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,500 SPDR DJ INTL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5738 SPDR S&P DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm610,032.397 INVESCO GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INVESCO GLOBAL REAL ESTATE REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,291.156 VANGUARD INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,922.830 VANGUARD INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10964.688 VANGUARD INTL GROWTH REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112,471.566 VANGUARD INTL VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1323,490 VANGUARD DIVIDEND GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD DIVIDEND GROWTH REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1533,000 NEW AMERICA HIGH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NEW AMERICA HIGH INCOME REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1714,733.126 PRUDENTIAL HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm186,409.573 PRUDENTIAL HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1954,737.752 PRUDENTIAL HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202,948.915 PRUDENTIAL HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PRUDENTIAL HIGH YIELD FUND REINVEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223,789.873 VANGUARD GLOBAL ESG SELECT STK ADM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARCHIPELAGO HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WELLINGTON MGMT INVESTORS (IGUAZU)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-07-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-03-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-03-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-03-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21114759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2751255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3418115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4942078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5495815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt770175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8142298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9592862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10748917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11420624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1275327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1347475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1441145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1531650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1612976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21114759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2757335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3423309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4951053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5503071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt770587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8143134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9598026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10753316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11423678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1276160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1348000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1441600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1532000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1613120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21114759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0257 SHS, NEW AMERICA HIGH INCOME D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11 SHS, NEW AMERICA HIGH INCOME D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22,655 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,484 SHS,SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43,919 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,073 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61 SH, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7180 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8365 SHS,SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,525 SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,921 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,324 SHS,SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12238 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13150 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14130 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15100 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1641 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc178 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc183 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc192 SHS, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201 SH, SNOWFLAKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04910154
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03801416
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02644
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015846179
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012044763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015843535
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0372992
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0372992
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0372992
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0440757
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067765
IRS990PF/DistributableAmountGrp/TotalTaxAmt067765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt079000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt094718
IRS990PF/FMVAssetsEOYAmt019363609
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011985
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08251801
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08251801
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0107956
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068573
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02528239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02566087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03798892
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt08378877
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt08313191
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt08378877
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt08378877
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01084777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01084777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03360061
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03792962
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07591734
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03757206
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03757206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012044763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015855520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019363609
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012044763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015855520
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012044763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015843535
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08949387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01834540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07114847
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134241
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0440757
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08815146
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08949387
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/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DUNCAN MCFARLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN B MCFARLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NANCY E DEMPZE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALICE FARMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0299 CLAPBOARDTREE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1299 CLAPBOARDTREE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2HEMENWAY BARNES - 75 STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31213 N STREET NW UNIT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03965820
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03965820
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,855,520
Liabilities
$11,985
Net assets
$15,843,535
Revenue
$7,933,801
Expenses
$4,132,385
Net income
$3,801,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.03$13.8$6.83$7.22$0.39
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.00$4.62$2.98$1.63
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.68$4.00$3.32
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.8$7.93$4.13$3.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$12.0$4.10$2.15$1.95
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$2.11$2.05$0.07
2015Summary only. Only limited summary data is available for this year.$7.64$0.00$5.01$4.47$0.54
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$2.66$3.04$0.39
2013Summary only. Only limited summary data is available for this year.$7.48$0.00$3.21$1.85$1.35
2012Summary only. Only limited summary data is available for this year.$6.13$0.00$3.59$2.69$0.90
2011Summary only. Only limited summary data is available for this year.$5.23$0.00$1.09$2.77$1.67