Civic Intelligence

The Jennison Charitable Foundation

990PF • Fiscal year 2018 • EIN 04-3332800

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 17, 2019

Organization Profile
150 Mount Vernon Street No 500Boston, MA 02125

(617) 822-7350

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,772,824

Up $579,313 (+18%) from 2017

Net Assets

Up

$3,772,824

Up $579,313 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Down

$929,063

Down $225,267 (-20%) from 2017

Expenses

Up

$198,996

Up $62,727 (+46%) from 2017

Net Income

Down

$730,067

Down $287,994 (-28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,905,750Liabilities 2011: $02011Assets 2012: $2,908,281Liabilities 2012: $02012Assets 2013: $3,178,413Liabilities 2013: $02013Assets 2014: $2,896,240Liabilities 2014: $02014Assets 2015: $2,606,457Liabilities 2015: $02015Assets 2017: $3,193,511Liabilities 2017: $0Net Assets 2017: $3,193,5112017Assets 2018: $3,772,824Liabilities 2018: $0Net Assets 2018: $3,772,8242018Assets 2019: $4,587,165Liabilities 2019: $0Net Assets 2019: $4,587,1652019Assets 2020: $4,254,881Liabilities 2020: $0Net Assets 2020: $4,254,8812020Assets 2021: $4,789,894Liabilities 2021: $1Net Assets 2021: $4,789,8942021Assets 2022: $4,889,289Liabilities 2022: $0Net Assets 2022: $4,889,2892022Assets 2023: $4,443,061Liabilities 2023: $12023Assets 2024: $3,863,206Liabilities 2024: $0Net Assets 2024: $3,863,2062024

Highlighted filing

2018

Assets$3,772,824
Liabilities$0
Net Assets$3,772,824
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,000,528Expenses 2011: $8,000Net Income 2011: $992,5282011Revenue 2012: $1,006,316Expenses 2012: $3,500Net Income 2012: $1,002,8162012Revenue 2013: $631,185Expenses 2013: $114,500Net Income 2013: $516,6852013Revenue 2014: $312,253Expenses 2014: $229,220Net Income 2014: $83,0332014Revenue 2015: $227,266Expenses 2015: $388,165Net Income 2015: -$160,8992015Revenue 2017: $1,154,330Expenses 2017: $136,269Net Income 2017: $1,018,0612017Revenue 2018: $929,063Expenses 2018: $198,996Net Income 2018: $730,0672018Revenue 2019: $1,004,618Expenses 2019: $190,277Net Income 2019: $814,3412019Revenue 2020: -$74,584Expenses 2020: $256,869Net Income 2020: -$331,4532020Revenue 2021: $1,077,377Expenses 2021: $542,364Net Income 2021: $535,0132021Revenue 2022: $297,835Expenses 2022: $198,440Net Income 2022: $99,3952022Revenue 2023: $162,990Expenses 2023: $609,218Net Income 2023: -$446,2282023Revenue 2024: $72,647Expenses 2024: $652,502Net Income 2024: -$579,8552024

Highlighted filing

2018

Revenue$929,063
Expenses$198,996
Net Income$730,067
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY A JENNISONTrustee-$0--
CAROLE JENNISONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Jennison Charitable Foundation
EIN
04-3332800
Phone
6178227350
Address
150 MOUNT VERNON STREET NO 500, BOSTON, MA 02125

Signing Officer

Name
Gary a Jennison
Title
Trustee
Phone
6178227350
Signed
2019-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Kevin P Martin Associates Pc
Address
10 FORBES WEST, BRAINTREE, MA 02184
Preparer
Jolanta Tuck CPA
Phone
7813803520
Raw XML AppendixShowing 400 of 598 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/GrossSalesPriceAmt2528800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FACEBOOK INC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NETFLIX INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NETFLIX INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NETFLIX INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4OCCIDENTAL PTEROLEUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OCCIDENTAL PTEROLEUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NETFLIX INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AT&T INC COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BRIGHTHOUSE FINL INC COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CMS ENERGY CORP COM / CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COMCAST CORP COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CONOCOPHILLIPS.COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CONSOLIDATED EDISON INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GENERAL ELECTRIC CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GENERAL ELECTRIC CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GENERAL ELECTRIC CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GENERAL ELECTRIC CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LIMITED BRANDS INC COM/ CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18OCCIDENTAL PTEROLEUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19OCCIDENTAL PTEROLEUM CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21STARBUCKS CORP COM /CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SYNCHRONY FINANCIAL COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SYNCHRONY FINANCIAL COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24WELLS FARGO & COMPANY COM/CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MONSATO CO CSH MRG $128/SH 06/07/18/ CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0730067
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0150754
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03923578
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03193511
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03772824
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0281001
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0281001
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0281001
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0284383
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03382
IRS990PF/DistributableAmountGrp/TotalTaxAmt03382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04720
IRS990PF/FMVAssetsEOYAmt05822781
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0262068
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt065984
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt065984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02931443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03669677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05719634
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03193511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03772824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05822781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03193511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03772824
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03193511
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03772824
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03193511
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03772824
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05774280
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05621985
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt086614
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0284383
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05687666
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05774280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY A JENNISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE JENNISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0150 MOUNT VERNON ST SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1150 MOUNT VERNON ST SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0316405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0318096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0179531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0379200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0219000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0114500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.030160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.101120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05687666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04430510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03714281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03749985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03592969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03046625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0188598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.278150
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0188598
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0188598
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0188598
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
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/AddressLine1Txt0C/O CORCORAN JENNISON 150 MOUNT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0VERNON ST SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002125
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELLEN THOMPSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178227350
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS TO SUPPORT EDUCATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0173000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt477500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,772,824
Liabilities
$0
Net assets
$3,772,824
Revenue
$929,063
Expenses
$198,996
Net income
$730,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.07$0.65$0.58
2023Detailed filing. Detailed filing data is available for this year.$4.44$0.00$0.16$0.61$0.45
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.30$0.20$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$1.08$0.54$0.54
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.07$0.26$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$1.00$0.19$0.81
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.93$0.20$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$1.15$0.14$1.02
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$0.23$0.39$0.16
2014Summary only. Only limited summary data is available for this year.$2.90$0.00$0.31$0.23$0.08
2013Summary only. Only limited summary data is available for this year.$3.18$0.00$0.63$0.11$0.52
2012Summary only. Only limited summary data is available for this year.$2.91$0.00$1.01$0.00$1.00
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$1.00$0.01$0.99