Civic Intelligence

Piecework Partners

990PF • Fiscal year 2016 • EIN 04-3340127

Dec 01, 2015 to Nov 30, 2016 • Filed on Oct 14, 2017

Todd Pond Road PO Box 309Lincoln, MA 01773

(781) 259-9626

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-249%

Higher net margin than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,022,575

Down $87,511 (-1.7%) from 2015

Net Assets

Down

$5,022,575

Down $87,511 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$147,751

Down $634,008 (-81%) from 2015

Expenses

Up

$515,954

Up $53,700 (+12%) from 2015

Net Income

Down

-$368,203

Down $687,708 (-215%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,827,383Liabilities 2010: $0Net Assets 2010: $4,827,3832010Assets 2011: $4,589,764Liabilities 2011: $0Net Assets 2011: $4,589,7642011Assets 2012: $4,967,896Liabilities 2012: $0Net Assets 2012: $4,967,8962012Assets 2013: $5,235,147Liabilities 2013: $0Net Assets 2013: $5,235,1472013Assets 2014: $4,790,581Liabilities 2014: $0Net Assets 2014: $4,790,5812014Assets 2015: $5,110,086Liabilities 2015: $0Net Assets 2015: $5,110,0862015Assets 2016: $5,022,575Liabilities 2016: $0Net Assets 2016: $5,022,5752016Assets 2017: $4,500,794Liabilities 2017: $0Net Assets 2017: $4,500,7942017Assets 2018: $4,533,675Liabilities 2018: $0Net Assets 2018: $4,533,6752018Assets 2019: $4,172,990Liabilities 2019: $0Net Assets 2019: $4,172,9902019Assets 2020: $3,859,068Liabilities 2020: $0Net Assets 2020: $3,859,0682020Assets 2021: $3,816,289Liabilities 2021: $0Net Assets 2021: $3,816,2892021Assets 2022: $4,703,601Liabilities 2022: $0Net Assets 2022: $4,703,6012022Assets 2023: $4,675,378Liabilities 2023: $0Net Assets 2023: $4,675,3782023Assets 2024: $5,242,327Liabilities 2024: $0Net Assets 2024: $5,242,3272024

Highlighted filing

2016

Assets$5,022,575
Liabilities$0
Net Assets$5,022,575

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $475,9882010Expenses 2011: $514,2912011Expenses 2012: $468,0712012Revenue 2013: $774,424Expenses 2013: $492,528Net Income 2013: $281,8962013Revenue 2014: -$28,736Expenses 2014: $430,475Net Income 2014: -$459,2112014Revenue 2015: $781,759Expenses 2015: $462,254Net Income 2015: $319,5052015Revenue 2016: $147,751Expenses 2016: $515,954Net Income 2016: -$368,2032016Revenue 2017: $209,323Expenses 2017: $450,412Net Income 2017: -$241,0892017Revenue 2018: $510,316Expenses 2018: $477,435Net Income 2018: $32,8812018Revenue 2019: $73,798Expenses 2019: $434,483Net Income 2019: -$360,6852019Revenue 2020: -$44,771Expenses 2020: $269,151Net Income 2020: -$313,9222020Revenue 2021: $137,576Expenses 2021: $180,355Net Income 2021: -$42,7792021Revenue 2022: $195,050Expenses 2022: $301,434Net Income 2022: -$106,3842022Revenue 2023: $47,171Expenses 2023: $314,996Net Income 2023: -$267,8252023Revenue 2024: $313,187Expenses 2024: $416,098Net Income 2024: -$102,9112024

Highlighted filing

2016

Revenue$147,751
Expenses$515,954
Net Income-$368,203
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Oct 14, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN BIRMINGHAMTrusteePT$0--
RICHARD O'TOOLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Piecework Partners
EIN
04-3340127
Phone
7812599626
Address
TODD POND ROAD PO BOX 309, LINCOLN, MA 01773

Signing Officer

Name
Carolyn Birmingham
Title
Trustee
Phone
7812599626
Signed
2017-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Schofer Dillberg & Company Inc
Address
190 N MAIN STREET THIRD FLOOR, NATICK, MA 01760
Preparer
Ronald Tull
Phone
5085458405
Raw XML AppendixShowing 400 of 428 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05181651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0488203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.425680
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0487203
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0488203
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0488203
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME CONSISTS OF INTEREST, DIVIDENDS AND CAPITAL
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1GAINS/LOSSES. THIS INCOME IS THE PRIMARY MEANS BY WHICH THE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2ORGANIZATION ACCOMPLISHES IT'S CHARITABLE PURPOSE.
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/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/IndividualWithBooksNm0CAROLYN BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 TODD POND ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LINCOLN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001773
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812599626
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES DISADVANTAGED YOUTHS WITH SOCIAL SERVICES, EXTRACURRICULAR ACTIVITIES AND MENTORS IN ORDER TO ENCOURAGE THEM TO STAY IN SCHOOL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION'S ACTIVITIES BENEFIT STUDENTS IN THE FOLLOWING MASSACHUSETTS COMMUNITIES: FITCHBURG, CLINTON, FRAMINGHAM AND STOUGHTON.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0488203
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING, THE PURPOSE OF THE EDUCATION ASSISTANCE NEEDED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROLYN BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07812599626
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07 TODD POND ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001773
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CAROLYN BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AMALIE KASS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOHN AND NANCY HAMMOND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016 TODD POND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt146 WINTER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001773
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101773
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DIRECTORS - PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2GROUP ACTIVITIES - STP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MENTORS - PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TUITIONS - PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUMMER PROGRAM - TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SUMMER PROGRAM - TUITION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUMMER PROGRAM - SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10SUPPORT STAFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12INDIVIDUAL MENTEE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13ALUMNI GRANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139239
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt236551
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3149848
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4883
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt517684
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt683780
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt713343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt87507
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9102
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1015458
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117024
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1221373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1381638
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3149848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt517684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt683780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt713343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt87507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1015458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1221373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1381638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0280692
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BALLENTINE PARTNERS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027751
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt09523
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09523

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.31$0.42$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.05$0.31$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.20$0.30$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.14$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.04$0.27$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.07$0.43$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.51$0.48$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.21$0.45$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.15$0.52$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.78$0.46$0.32
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.03$0.43$0.46
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.77$0.49$0.28
2012Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.47
2011Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.51
2010Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.48