Civic Intelligence

The Shapiro Foundation

EIN 04-3541595 • Needham, MA

View Organization Page

197 First Avenue Suite 300Needham, MA 02494
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

11th percentile

-19%

Higher net margin than 11% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2024

Asset Growth

20th percentile

-1.1%

Faster asset growth than 20% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$123,741,333

Down $1,341,132 (-1.1%) from 2023

Liabilities

Down

$6,914

Down $16,432 (-70%) from 2023

Net Assets

Down

$123,734,419

Down $1,324,700 (-1.1%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin11th percentile

Revenue

Up

$7,022,439

Up $2,379,038 (+51%) from 2023

Expenses

Down

$8,385,011

Down $6,226,531 (-43%) from 2023

Net Income

Up

-$1,362,572

Up $8,605,569 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $29,276,394Liabilities 2011: $02011Assets 2012: $38,919,188Liabilities 2012: $02012Assets 2013: $45,355,304Liabilities 2013: $0Net Assets 2013: $45,355,3042013Assets 2014: $50,590,861Liabilities 2014: $0Net Assets 2014: $50,590,8612014Assets 2015: $95,990,362Liabilities 2015: $0Net Assets 2015: $95,990,3622015Assets 2016: $99,629,757Liabilities 2016: $0Net Assets 2016: $99,629,7572016Assets 2017: $120,082,238Liabilities 2017: $20,042Net Assets 2017: $120,062,1962017Assets 2018: $139,489,778Liabilities 2018: $23,947Net Assets 2018: $139,465,8312018Assets 2019: $159,264,836Liabilities 2019: $28,092Net Assets 2019: $159,236,7442019Assets 2020: $143,613,014Liabilities 2020: $4,001Net Assets 2020: $143,609,0132020Assets 2021: $157,349,001Liabilities 2021: $9,992Net Assets 2021: $157,339,0092021Assets 2022: $136,345,794Liabilities 2022: $21,812Net Assets 2022: $136,323,9822022Assets 2023: $125,082,465Liabilities 2023: $23,346Net Assets 2023: $125,059,1192023Assets 2024: $123,741,333Liabilities 2024: $6,914Net Assets 2024: $123,734,4192024

Highlighted filing

2024

Assets$123,741,333
Liabilities$6,914
Net Assets$123,734,419
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50M$0-$50MRevenue 2011: $11,208,765Expenses 2011: $1,707,336Net Income 2011: $9,501,4292011Revenue 2012: $12,299,630Expenses 2012: $2,656,836Net Income 2012: $9,642,7942012Revenue 2013: $10,003,494Expenses 2013: $3,567,378Net Income 2013: $6,436,1162013Revenue 2014: $8,802,518Expenses 2014: $3,566,961Net Income 2014: $5,235,5572014Revenue 2015: $49,706,985Expenses 2015: $4,307,484Net Income 2015: $45,399,5012015Revenue 2016: $10,598,672Expenses 2016: $6,959,277Net Income 2016: $3,639,3952016Revenue 2017: $29,171,556Expenses 2017: $8,739,117Net Income 2017: $20,432,4392017Revenue 2018: $33,028,060Expenses 2018: $13,147,455Net Income 2018: $19,880,6052018Revenue 2019: $328,455Expenses 2019: $11,393,572Net Income 2019: -$11,065,1172019Revenue 2020: -$23,969,781Expenses 2020: $10,092,397Net Income 2020: -$34,062,1782020Revenue 2021: $11,545,549Expenses 2021: $9,194,241Net Income 2021: $2,351,3082021Revenue 2022: $10,733,675Expenses 2022: $11,493,755Net Income 2022: -$760,0802022Revenue 2023: $4,643,401Expenses 2023: $14,611,542Net Income 2023: -$9,968,1412023Revenue 2024: $7,022,439Expenses 2024: $8,385,011Net Income 2024: -$1,362,5722024

Highlighted filing

2024

Revenue$7,022,439
Expenses$8,385,011
Net Income-$1,362,572
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,741,333
Liabilities
$6,914
Net assets
$123,734,419
Revenue
$7,022,439
Expenses
$8,385,011
Net income
-$1,362,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$124$0.01$124$7.02$8.39$1.36
2023Detailed filing. Detailed filing data is available for this year.$125$0.02$125$4.64$14.6$9.97
2022Detailed filing. Detailed filing data is available for this year.$136$0.02$136$10.7$11.5$0.76
2021Detailed filing. Detailed filing data is available for this year.$157$0.01$157$11.5$9.19$2.35
2020Detailed filing. Detailed filing data is available for this year.$144$0.00$144$24.0$10.1$34.1
2019Detailed filing. Detailed filing data is available for this year.$159$0.03$159$0.33$11.4$11.1
2018Detailed filing. Detailed filing data is available for this year.$139$0.02$139$33.0$13.1$19.9
2017Detailed filing. Detailed filing data is available for this year.$120$0.02$120$29.2$8.74$20.4
2016Detailed filing. Detailed filing data is available for this year.$99.6$0.00$99.6$10.6$6.96$3.64
2015Detailed filing. Detailed filing data is available for this year.$96.0$0.00$96.0$49.7$4.31$45.4
2014Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$8.80$3.57$5.24
2013Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$10.0$3.57$6.44
2012Summary only. Only limited summary data is available for this year.$38.9$0.00$12.3$2.66$9.64
2011Summary only. Only limited summary data is available for this year.$29.3$0.00$11.2$1.71$9.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD L SHAPIROTrusteePT$0--
BARBARA J SHAPIROTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Shapiro Foundation
EIN
04-3541595
Phone
8186102900
Address
197 FIRST AVENUE SUITE 300, NEEDHAM, MA 02494

Signing Officer

Name
Edward Shapiro
Title
Trustee
Phone
8186102900
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Esmond & Associates Inc
Address
23901 CALABASAS RD SUITE 1010, CALABASAS, CA 91302
Preparer
Lenny Esmond CPA
Phone
8186102900
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd301
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd401
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0150194
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-1914042
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07113946
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-91507
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07022439
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt042516
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010629
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt053145
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04686773
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05181775
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05181775
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0355141
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0355141
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1362572
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025246710
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01076433
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01049108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01049108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01076433
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06359114
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05294622
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt021825
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021825
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0536000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0582000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt084576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0587417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0672007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0935875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-740924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0558465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0558465
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt094398
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07411
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0101809
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06652722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01732275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08385011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07026897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07022439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01470947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01732275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03203236
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0128667
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0128667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011850295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13364272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22245000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3959452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42140918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-959452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45637863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-959452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45637863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011857929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13365000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22245000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37778781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY #0253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY #0253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY #0253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SHORT TERM CAPITAL GAIN (LOSS) FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG TERM CAPITAL GAIN (LOSS) FROM PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04686773
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1362572
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt037872
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0123734419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0125059119
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0123734419
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06124061
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06124061
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06124061
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0135088
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06332744
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073595
IRS990PF/DistributableAmountGrp/TotalTaxAmt0208683
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0127652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0201247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0127652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt073595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt073595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0201247
IRS990PF/FMVAssetsEOYAmt0139084513
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011078385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt012530362
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt012530362
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt015508379
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt010500879
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt010500879
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt096869949
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt097185211
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0112528391
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt023346
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06914
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0125059119
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0123734419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0893860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01237371
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01237371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0125082465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0123741333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0139084513
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt023346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0125082465
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0123741333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0125059119
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0123734419
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0731892
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02287510
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02287510
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0128583633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06541250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017342793
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01928754
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0104699590
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06332744
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0126654879
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0128583633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0352000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt046000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt123000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LAWRENCE L TOBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KAYLA W ROWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0FDTN DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0197 FIRST AVENUE SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1197 FIRST AVENUE SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd002494
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd102494
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0AIMEE MITCHELL AND ASSOCIATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ESMOND & ASSOCIATES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0243903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1185514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2102670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt353145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt04 HALE CLOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt15503 LITTLE HARBOUR ROAD

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