Civic Intelligence

Foundation M

990PF • Fiscal year 2014 • EIN 04-3559359

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 18, 2014

Organization Profile
PO Box 3219Andover, MA 01810-0804

(978) 475-9028

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

68th percentile

7.6%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$9,818,636

Up $692,295 (+7.6%) from 2013

Net Assets

$9,818,636

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Up

$1,269,362

Up $490,126 (+63%) from 2013

Expenses

Up

$677,606

Up $48,074 (+7.6%) from 2013

Net Income

Up

$591,756

Up $442,052 (+295%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2012: $8,976,637Liabilities 2012: $02012Assets 2013: $9,126,341Liabilities 2013: $02013Assets 2014: $9,818,636Liabilities 2014: $0Net Assets 2014: $9,818,6362014Assets 2015: $10,818,066Liabilities 2015: $02015Assets 2019: $10,947,911Liabilities 2019: $0Net Assets 2019: $10,947,9112019Assets 2020: $11,250,636Liabilities 2020: $0Net Assets 2020: $11,250,6362020Assets 2021: $11,862,055Liabilities 2021: $0Net Assets 2021: $11,862,0552021Assets 2022: $11,722,318Liabilities 2022: $0Net Assets 2022: $11,722,3182022Assets 2023: $13,072,939Liabilities 2023: $0Net Assets 2023: $13,072,9392023Assets 2024: $13,153,186Liabilities 2024: $0Net Assets 2024: $13,153,1862024

Highlighted filing

2014

Assets$9,818,636
Liabilities$0
Net Assets$9,818,636
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $565,372Expenses 2012: $579,126Net Income 2012: -$13,7542012Revenue 2013: $779,236Expenses 2013: $629,532Net Income 2013: $149,7042013Revenue 2014: $1,269,362Expenses 2014: $677,606Net Income 2014: $591,7562014Revenue 2015: $1,688,554Expenses 2015: $689,124Net Income 2015: $999,4302015Revenue 2019: $525,331Expenses 2019: $839,686Net Income 2019: -$314,3552019Revenue 2020: $1,186,527Expenses 2020: $883,802Net Income 2020: $302,7252020Revenue 2021: $1,455,939Expenses 2021: $844,520Net Income 2021: $611,4192021Revenue 2022: $876,841Expenses 2022: $1,016,578Net Income 2022: -$139,7372022Revenue 2023: $2,364,745Expenses 2023: $1,014,124Net Income 2023: $1,350,6212023Revenue 2024: $1,062,505Expenses 2024: $967,876Net Income 2024: $94,6292024

Highlighted filing

2014

Revenue$1,269,362
Expenses$677,606
Net Income$591,756
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 18, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA WOOLFORDTrusteePT$12,000-$12,000
CASPER MARTINTrustee-$0--
Filing and Contact Details

Filer

EIN
04-3559359
Phone
9784759028

Signing Officer

Name
Casper Martin
Title
Trustee
Phone
9784759028
Signed
2014-11-18
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix291 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03875
CompensationExplanation/CompensationExplanationGrp/PersonNm0CASPER MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm1LINDA WOOLFORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03873143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15878609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LOWELL, BLAKE & ASSOCIATES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HARRIS ASSOCIATES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WATER PLANET FILM PROD LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04842942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19226216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0591756
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03076431
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01194833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt063586
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0408
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0584600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0677606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01269362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01269362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt099006
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0517839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt178940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21466376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0148747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2870118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0148747
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01013276
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0591756
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0100539
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09818636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09126341
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09818636
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0569022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0569022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0569022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0592919
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023897
IRS990PF/DistributableAmountGrp/TotalTaxAmt023897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023897
IRS990PF/FMVAssetsEOYAmt014146214
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020977
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027054
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027056
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07860993
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09126341
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01244371
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014146214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01041169
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010997804
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180585
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0592919
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011858388
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012038973
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA WOOLFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10C/O LOWELL BLAKE 141 TREMONT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11C/O LOWELL BLAKE 141 TREMONT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002111
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049670
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CASPER MARTIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10C/O LOWELL BLAKE 141 TREMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine20STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0021111209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175428155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CASPER MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0578600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10211 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0578600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09101
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0575499
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0569022
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0584600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0559921
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0575499
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES & OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1602
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1602
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0100539
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PRIOR INVESTMENT ADJUSTMENT IN LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt063586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt063586
TaxesSchedule/TaxesDetail/Amt0408
TaxesSchedule/TaxesDetail/Amt118477
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0408
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASPER MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784759028
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOUNDATION M
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0043559359
ReturnHeader/Filer/PhoneNum09784759028
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3219
ReturnHeader/Filer/USAddress/City0ANDOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0018100804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10211 CONGRESS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021102480
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-18T09:19:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,818,636
Liabilities
$0
Net assets
$9,818,636
Revenue
$1,269,362
Expenses
$677,606
Net income
$591,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.06$0.97$0.09
2023Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.36$1.01$1.35
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.88$1.02$0.14
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.46$0.84$0.61
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.19$0.88$0.30
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.53$0.84$0.31
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$1.69$0.69$1.00
2014Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$1.27$0.68$0.59
2013Summary only. Only limited summary data is available for this year.$9.13$0.00$0.78$0.63$0.15
2012Summary only. Only limited summary data is available for this year.$8.98$0.00$0.57$0.58$0.01