Civic Intelligence

Swartz Foundation

990PF • Fiscal year 2020 • EIN 04-3255974

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
CO Ropes Gray Llp 800 BoylstonBoston, MA 02199-3600

(617) 951-7000

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$276,490

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

23rd percentile

-0.4%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$176,638,868

Down $701,644 (-0.4%) from 2019

Net Assets

$176,638,868

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin82nd percentile

Revenue

Up

$12,876,168

Up $2,582,818 (+25%) from 2019

Expenses

Up

$9,226,547

Up $1,037,591 (+13%) from 2019

Net Income

Up

$3,649,621

Up $1,545,227 (+73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$300M$200M$100M$0Assets 2011: $227,336,863Liabilities 2011: $02011Assets 2012: $213,825,374Liabilities 2012: $02012Assets 2013: $203,526,923Liabilities 2013: $02013Assets 2014: $185,031,505Liabilities 2014: $02014Assets 2015: $187,430,320Liabilities 2015: $02015Assets 2019: $177,340,512Liabilities 2019: $02019Assets 2020: $176,638,868Liabilities 2020: $0Net Assets 2020: $176,638,8682020Assets 2021: $192,978,017Liabilities 2021: $0Net Assets 2021: $192,978,0172021Assets 2022: $195,438,630Liabilities 2022: $0Net Assets 2022: $195,438,6302022Assets 2023: $210,367,347Liabilities 2023: $0Net Assets 2023: $210,367,3472023Assets 2024: $220,801,315Liabilities 2024: $0Net Assets 2024: $220,801,3152024

Highlighted filing

2020

Assets$176,638,868
Liabilities$0
Net Assets$176,638,868
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $115,247,516Expenses 2011: $16,896,046Net Income 2011: $98,351,4702011Revenue 2012: $8,470,942Expenses 2012: $17,349,933Net Income 2012: -$8,878,9912012Revenue 2013: $20,599,825Expenses 2013: $13,339,287Net Income 2013: $7,260,5382013Revenue 2014: $7,961,484Expenses 2014: $31,631,092Net Income 2014: -$23,669,6082014Revenue 2015: $4,291,054Expenses 2015: $6,505,009Net Income 2015: -$2,213,9552015Revenue 2019: $10,293,350Expenses 2019: $8,188,956Net Income 2019: $2,104,3942019Revenue 2020: $12,876,168Expenses 2020: $9,226,547Net Income 2020: $3,649,6212020Revenue 2021: $21,718,732Expenses 2021: $5,579,526Net Income 2021: $16,139,2062021Revenue 2022: $17,509,121Expenses 2022: $1,852,118Net Income 2022: $15,657,0032022Revenue 2023: $11,556,492Expenses 2023: $10,202,308Net Income 2023: $1,354,1842023Revenue 2024: $23,722,214Expenses 2024: $13,328,988Net Income 2024: $10,393,2262024

Highlighted filing

2020

Revenue$12,876,168
Expenses$9,226,547
Net Income$3,649,621
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT N SHAPIRO - COMPENSATION ISTrustee-$276,490-$276,490
SYDNEY W SWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swartz Foundation
EIN
04-3255974
Phone
6179517000
Address
CO ROPES GRAY LLP 800 BOYLSTON, BOSTON, MA 02199-3600

Signing Officer

Name
Robert N Shapiro
Title
Trustee
Phone
6179517000
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
176 FEDERAL STREET, BOSTON, MA 02110
Preparer
Catherine a Abati
Phone
6176193350
Raw XML AppendixShowing 400 of 1,026 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/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt016480
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt024598
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09833004
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011250749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01107696
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0642
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0100162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0211914
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0211914
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0114054
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0309587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08468000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01670568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09226547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012921317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012876168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0118546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01670568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0877093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119638234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26577225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1132922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt246045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31179604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4601877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt534897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6595992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt897263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91092119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-8582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114783895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-215939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131372775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1548282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1132922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt246045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31179604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4601877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt534897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6595992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt897263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91092119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-8582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114783895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-215939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131372775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1548282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt176225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1132922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt246045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31179604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4601877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt534897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6595992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt897263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91092119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104783895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1119422295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1448282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166225
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/PropertyDesc0ADAMAS OPPORTUNITIES LP (1YR)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ADAMAS OPPORTUNITIES LP (3YR)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADAMAS PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BAUPOST VALUE PARTNERS LP IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIMI OPPORTUNITY V, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIMI OPPORTUNITY 6, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FINEPOINT CAPITAL PARTNERS II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GS CAPITAL PARTNERS V INSTITUTIONAL, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GUARDIAN POINT LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HIGHVISTA II LIMITED PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NB CROSSROADS FUND XVIII ASSET ALLOCATION LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SHELBY OAKS MACOMB LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ROPES & GRAY - 7133C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ROPES & GRAY - 8503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ROPES & GRAY - 8503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DISTRESSED MANAGERS III OFFSHORE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ETON PARK OVERSEAS FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SOWOOD ALPHA FUND LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09785990
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03649621
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt015049754
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010698489
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0191688622
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0177340512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0176638868
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09610298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09610298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09610298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09766683
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0156385
IRS990PF/DistributableAmountGrp/TotalTaxAmt0156385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0198758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0195159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0160000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0156385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0198758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0156385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0156385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0355159
IRS990PF/FMVAssetsEOYAmt0213349209
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0143580540
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0143580540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt037259699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt035537240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt036745527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt058353976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt055132449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt083820546
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075585846
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt076085477
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt082899434
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt033759972
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt033058328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06140991
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09883703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09883703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0177340512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0176638868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0213349209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0177340512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0176638868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0177340512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0176638868
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0198308289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06160765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0192147524
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02974624
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09766683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0195333665
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0198308289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIDUCIARY WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1COMMUNITY CAPITAL MANAGEMENT INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ROPES & GRAY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0115088
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt196826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt278460

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,638,868
Liabilities
$0
Net assets
$176,638,868
Revenue
$12,876,168
Expenses
$9,226,547
Net income
$3,649,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$221$0.00$221$23.7$13.3$10.4
2023Detailed filing. Detailed filing data is available for this year.$210$0.00$210$11.6$10.2$1.35
2022Detailed filing. Detailed filing data is available for this year.$195$0.00$195$17.5$1.85$15.7
2021Detailed filing. Detailed filing data is available for this year.$193$0.00$193$21.7$5.58$16.1
2020Detailed filing. Detailed filing data is available for this year.$177$0.00$177$12.9$9.23$3.65
2019Summary only. Only limited summary data is available for this year.$177$0.00$10.3$8.19$2.10
2015Summary only. Only limited summary data is available for this year.$187$0.00$4.29$6.51$2.21
2014Summary only. Only limited summary data is available for this year.$185$0.00$7.96$31.6$23.7
2013Summary only. Only limited summary data is available for this year.$204$0.00$20.6$13.3$7.26
2012Summary only. Only limited summary data is available for this year.$214$0.00$8.47$17.3$8.88
2011Summary only. Only limited summary data is available for this year.$227$0.00$115$16.9$98.4