Civic Intelligence

The Santayana Fund Inc

990PF • Fiscal year 2014 • EIN 04-3322480

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profile

View Organization Page

59 Parsons StreetNewton, MA 02465

(617) 928-3408

Siviq Scores

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

Liabilities / Assets

87th percentile

0.28x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$17,500

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

95th percentile

157%

Faster asset growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$63,973

Up $39,089 (+157%) from 2013

Net Assets

Up

$46,260

Up $33,458 (+261%) from 2013

Liabilities

Up

$17,713

Up $5,631 (+47%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin69th percentile

Revenue

Down

$259,612

Down $1,196 (-0.5%) from 2013

Expenses

Down

$226,154

Down $42,446 (-16%) from 2013

Net Income

Up

$33,458

Up $41,250 (+529%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $146,319Liabilities 2010: $43,851Net Assets 2010: $102,4682010Assets 2011: $65,808Liabilities 2011: $12,5932011Assets 2012: $34,890Liabilities 2012: $14,296Net Assets 2012: $20,5942012Assets 2013: $24,884Liabilities 2013: $12,082Net Assets 2013: $12,8022013Assets 2014: $63,973Liabilities 2014: $17,713Net Assets 2014: $46,2602014Assets 2015: $42,663Liabilities 2015: $14,875Net Assets 2015: $27,7882015Assets 2016: $79,284Liabilities 2016: $18,020Net Assets 2016: $61,2642016Assets 2017: $135,919Liabilities 2017: $15,131Net Assets 2017: $120,7882017Assets 2018: $120,366Liabilities 2018: $19,999Net Assets 2018: $100,3672018Assets 2019: $86,448Liabilities 2019: $18,005Net Assets 2019: $68,4432019Assets 2020: $41,151Liabilities 2020: $18,174Net Assets 2020: $22,9772020Assets 2021: $100,275Liabilities 2021: $20,507Net Assets 2021: $79,7682021Assets 2022: $96,413Liabilities 2022: $32,161Net Assets 2022: $64,2522022Assets 2023: $90,995Liabilities 2023: $34,640Net Assets 2023: $56,3552023Assets 2024: $30,438Liabilities 2024: $31,699Net Assets 2024: -$1,2612024

Highlighted filing

2014

Assets$63,973
Liabilities$17,713
Net Assets$46,260
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $477,4842010Revenue 2011: $476,891Expenses 2011: $526,144Net Income 2011: -$49,2532011Expenses 2012: $293,1332012Revenue 2013: $260,808Expenses 2013: $268,600Net Income 2013: -$7,7922013Revenue 2014: $259,612Expenses 2014: $226,154Net Income 2014: $33,4582014Revenue 2015: $279,041Expenses 2015: $297,513Net Income 2015: -$18,4722015Revenue 2016: $289,654Expenses 2016: $256,178Net Income 2016: $33,4762016Revenue 2017: $308,018Expenses 2017: $248,494Net Income 2017: $59,5242017Revenue 2018: $268,416Expenses 2018: $281,768Net Income 2018: -$13,3522018Revenue 2019: $261,610Expenses 2019: $293,534Net Income 2019: -$31,9242019Revenue 2020: $347,343Expenses 2020: $392,809Net Income 2020: -$45,4662020Revenue 2021: $322,532Expenses 2021: $265,741Net Income 2021: $56,7912021Revenue 2022: $329,596Expenses 2022: $345,112Net Income 2022: -$15,5162022Revenue 2023: $337,607Expenses 2023: $345,504Net Income 2023: -$7,8972023Revenue 2024: $283,874Expenses 2024: $341,490Net Income 2024: -$57,6162024

Highlighted filing

2014

Revenue$259,612
Expenses$226,154
Net Income$33,458
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM SOLOClerk & Executive Director-$17,500-$17,500
JENNIFER LUTZDirector-$0--
SALLY S LUTZPresident & Director-$0--
CHRISTOPHER H LUTZDirector-$0--
IAN R LUTZTreasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Santayana Fund Inc
EIN
04-3322480
Phone
6179283408
Address
59 PARSONS STREET, NEWTON, MA 02465

Signing Officer

Name
Pam Solo
Title
Clerk
Phone
6179283408
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
KENNETH FREED & COMPANY CPA'S
Address
396 COMMONWEALTH AVENUE, BOSTON, MA 02215
Preparer
Kenneth Freed CPA
Phone
6174241100
Raw XML AppendixShowing 400 of 621 raw XML fields

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

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AccountingFeesSchedule/AccountingFeesDetail/Amt1200
AccountingFeesSchedule/AccountingFeesDetail/Amt28275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KENNETH FREED & COMPANY (ACCOUNTING & TAX)
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1STANTON & COMPANY (ACCOUNTING)
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2KATHY SCHELLONG (BOOKKEEPING)
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0258940
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-12-16
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES RUSSELL MIDCAP INDEX FUND - 217 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES RUSSELL MIDCAP INDEX FUND - 217 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES RUSSELL 2000 INDEX FUND - 283 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES RUSSELL 2000 INDEX FUND - 283 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES RUSSELL MIDCAP INDEX FUND - 207 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES RUSSELL MIDCAP INDEX FUND - 207 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-23
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02370
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt017713
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012802
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046260
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt012802
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt046260
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt217500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4IAN R LUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK & EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0551 WHEELER CAMP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt175 RICHDALE AVENUE UNIT 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215 HOWARD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt375 RICHDALE AVENUE UNIT 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4551 WHEELER CAMP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PERKINSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PERKINSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005151
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202158
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd405151
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0131
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0131
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0111
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0111
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01996-10-21
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0214312
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01260406
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0267105
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0289218
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0489771
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0214312
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01260406
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0267105
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0289218
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0489771
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01741
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt09071
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01575
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01724
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt04031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0246823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0247957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0265623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0289218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0489771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0497812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0621778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt04.727056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt05.621056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt05.592212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt04.050506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt03.428127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt04.943377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt052215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt047255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt051718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0120916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0145214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0125780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0214312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt023.635278
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0214312
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0214312
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0214312
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt059 PARSONS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002465
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAM SOLO
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179283408
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,973
Liabilities
$17,713
Net assets
$46,260
Revenue
$259,612
Expenses
$226,154
Net income
$33,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.32$0.01$2.84$3.41$0.58
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.35$0.56$3.38$3.46$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.32$0.64$3.30$3.45$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.21$0.80$3.23$2.66$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.18$0.23$3.47$3.93$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.18$0.68$2.62$2.94$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.20$1.00$2.68$2.82$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.15$1.21$3.08$2.48$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.18$0.61$2.90$2.56$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.15$0.28$2.79$2.98$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.18$0.46$2.60$2.26$0.33
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.12$0.13$2.61$2.69$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.35$0.14$0.21$2.93
2011Summary only. Only limited summary data is available for this year.$0.66$0.13$4.77$5.26$0.49
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.44$1.02$4.77