Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
23rd percentile
Higher top officer pay than 23% of similar nonprofits.
Top officer pay equals 0.2% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Up$21,443,315
Up $2,292,790 (+12%) from 2020
Net Assets
Up$21,443,315
Up $2,292,790 (+12%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Up$26,552,695
Up $22,699,481 (+589%) from 2020
Expenses
Up$25,761,198
Up $24,315,975 (+1683%) from 2020
Net Income
Down$791,497
Down $1,616,494 (-67%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Nov 15, 2021
- Return Version
- 2020v4.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Wendy S Holding | Trustee | - | $42,070 | - | $42,070 |
| W Andrew Mims | Trustee | - | $42,069 | - | $42,069 |
| James E Brooks | Trustee | - | $0 | - | - |
| Cherie Wendelken | Trustee | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | Cornell University | General Support | PC | Ithaca, NY, US | $25,000,000 |
| Paid Grant | Healthreach Community Health Centers | General Support | PC | Waterville, ME, US | $60,000 |
| Paid Grant | Southern Maine Community College Foundation | General Support | PC | South Portland, ME, US | $50,000 |
| Paid Grant | Portland Stage Company | General Support | PC | Portland, ME, US | $32,500 |
| Paid Grant | Good Shepherd Food Bank | General Support | PC | Auburn, ME, US | $20,000 |
| Paid Grant | Mayo Street Arts | General Support | PC | Portland, ME, US | $20,000 |
| Paid Grant | United Way of Greater Portland | General Support | PC | Portland, ME, US | $15,000 |
| Paid Grant | Build Health International | General Support | PC | Beverly, MA, US | $10,000 |
| Paid Grant | Doctors Without Borders USA | General Support | PC | New York, NY, US | $10,000 |
| Paid Grant | Family & Children's Services of Ithaca | Dispositional Alternatives Program | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | Food Bank of Central New York | General Support | PC | Syracuse, NY, US | $10,000 |
| Paid Grant | Food Bank of Western New York Inc | General Support | PC | Buffalo, NY, US | $10,000 |
| Paid Grant | Foodlink Inc | General Support | PC | Rochester, NY, US | $10,000 |
| Paid Grant | Foodnet Meals on Wheels | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | Healthy Smiles for ME | General Support | PC | Oxford, ME, US | $10,000 |
| Paid Grant | International Vision Volunteers | General Support | PC | Walnut Creek, CA, US | $10,000 |
| Paid Grant | Ithaca City of AsylumCenter for Transformative Action | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | Ithaca College | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | Ithaca Waldorf School | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | Kennebec Valley Dental Coalition DBA Waterville Community Dental Center | General Support | PC | Oakland, ME, US | $10,000 |
| Paid Grant | Partners in Health | General Support | PC | Boston, MA, US | $10,000 |
| Paid Grant | Saving Smiles Inc | General Support | PC | Circleville, NY, US | $10,000 |
| Paid Grant | The Catholic Charities Food Bank of the Southern Tier | General Support | PC | Elmira, NY, US | $10,000 |
| Paid Grant | Tompkins County Workers Center | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | United Way of Androscoggin County | General Support | PC | Lewiston, ME, US | $10,000 |
| Paid Grant | United Way of Aroostook | General Support | PC | Presque Isle, ME, US | $10,000 |
| Paid Grant | United Way of Broome County | General Support | PC | Vestal, NY, US | $10,000 |
| Paid Grant | United Way of Central New York | General Support | PC | Syracuse, NY, US | $10,000 |
| Paid Grant | United Way of Cortland County | General Support | PC | Cortland, NY, US | $10,000 |
| Paid Grant | United Way of Eastern Maine | General Support | PC | Bangor, ME, US | $10,000 |
| Paid Grant | United Way of Mid-Maine | General Support | PC | Waterville, ME, US | $10,000 |
| Paid Grant | United Way of Tompkins County | General Support | PC | Ithaca, NY, US | $10,000 |
| Paid Grant | United Way of Tri-Valley Area | General Support | PC | Framingham, MA, US | $10,000 |
| Paid Grant | Waynflete School | General Support | PC | Portland, ME, US | $10,000 |
| Paid Grant | Aguaclara Reach | General Support | PC | Ithaca, NY, US | $5,000 |
| Paid Grant | Amref Health Africa | General Support | PC | New York, NY, US | $5,000 |
| Paid Grant | Childrens Initiative | General Support | PC | San Diego, CA, US | $5,000 |
| Paid Grant | Community Partners International | General Support | PC | San Francisco, CA, US | $5,000 |
| Paid Grant | Eco-Soap Bank | General Support | PC | Pittsburgh, PA, US | $5,000 |
| Paid Grant | Friends of the Portland Community Free Clinic | General Support | PC | Portland, ME, US | $5,000 |
| Paid Grant | Grassroots International | General Support | PC | Boston, MA, US | $5,000 |
| Paid Grant | Greater Portland Health | COHP Bright Smiles | PC | Portland, ME, US | $5,000 |
| Paid Grant | Health Equity International (FBO St Boniface Haiti Foundation) | General Support | PC | Newton, MA, US | $5,000 |
| Paid Grant | Maine Public | General Support | PC | Lewiston, ME, US | $5,000 |
| Paid Grant | OK International | General Support | PC | San Francisco, CA, US | $5,000 |
| Paid Grant | Planned Parenthood Federation of America | General Support | PC | New York, NY, US | $5,000 |
| Paid Grant | Preble Street Resource Center | General Support | PC | Portland, ME, US | $5,000 |
| Paid Grant | Regional Food Bank of Northeastern New York | General Support | PC | Latham, NY, US | $5,000 |
| Paid Grant | Rise Up Alternative Radio | General Support | PC | Boulder, CO, US | $5,000 |
| Paid Grant | Sunrise Opportunities (FBO Washington County Childrens Program) | General Support | PC | Machias, ME, US | $5,000 |
| Paid Grant | Sunrise Opportunities (FBO WCCP Tooth Ferry) | General Support | PC | Machias, ME, US | $5,000 |
| Paid Grant | Trustees of Hamilton College | General Support | PC | Clinton, NY, US | $5,000 |
| Paid Grant | Bangor Area Homeless Center | General Support | PC | Bangor, ME, US | $3,000 |
| Paid Grant | Friendship with Cambodia | General Support | PC | Eugene, OR, US | $3,000 |
| Paid Grant | Madre | General Support | PC | New York, NY, US | $3,000 |
| Paid Grant | Rain for the Sahel and Sahara | General Support | PC | Portsmouth, NH, US | $3,000 |
| Paid Grant | Standish Food Pantry | General Support | PC | Standish, ME, US | $3,000 |
| Paid Grant | Water is Life Inc | General Support | PC | Pasadena, CA, US | $3,000 |
| Paid Grant | Zambian Childrens Fund | General Support | PC | Tucson, AZ, US | $3,000 |
| Paid Grant | Cayuga Heights Fire Company | General Support | PC | Ithaca, NY, US | $2,000 |
| Paid Grant | Common Dreams | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | Democracy Now | General Support | PC | New York, NY, US | $2,000 |
| Paid Grant | First Presbyterian Church of Dryden (FBO the Dryden Kitchen Cupboard) | General Support | PC | Dryden, NY, US | $2,000 |
| Paid Grant | Friendship Donations Network | General Support | PC | Ithaca, NY, US | $2,000 |
| Paid Grant | Gadabout Transportation Services Inc | General Support | PC | Ithaca, NY, US | $2,000 |
| Paid Grant | Greater Portland Landmarks | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | History Center in Tompkins County | General Support | PC | Ithaca, NY, US | $2,000 |
| Paid Grant | Indigo Arts Alliance | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | Maine Childrens Home for Little Wanderers | General Support | PC | Waterville, ME, US | $2,000 |
| Paid Grant | Maine Humanities Council | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | Maine Media Workshops and College | General Support | PC | Rockport, ME, US | $2,000 |
| Paid Grant | Mid-Maine Homeless Shelter | General Support | PC | Waterville, ME, US | $2,000 |
| Paid Grant | Portland Education Foundation | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | Portland Symphony Orchestra | General Support | PC | Portland, ME, US | $2,000 |
| Paid Grant | University of Southern Maine | School of Music | PC | Portland, ME, US | $2,000 |
| Paid Grant | Womens Opportunities Resource Center | General Support | PC | Philadelphia, PA, US | $2,000 |
| Paid Grant | Educate the Children International | General Support | PC | Ithaca, NY, US | $1,000 |
| Paid Grant | Franziska Racker Centers | General Support | PC | Ithaca, NY, US | $1,000 |
| Paid Grant | Friends of Mount Auburn Cemetery | General Support | PC | Cambridge, MA, US | $1,000 |
| Paid Grant | Friends of the Blaine House Inc | General Support | PC | Augusta, ME, US | $1,000 |
| Paid Grant | Hope and Comfort | General Support | PC | Needham, MA, US | $1,000 |
| Paid Grant | OAR of Tompkins County | General Support | PC | Ithaca, NY, US | $1,000 |
| Paid Grant | Speech Therapy Cambodia | General Support | PC | San Francisco, CA, US | $1,000 |
| Paid Grant | Wikimedia Foundation Inc | General Support | PC | San Francisco, CA, US | $1,000 |
Filing and Contact Details
Filer
- Filer Name
- Brooks Family Foundation
- EIN
- 04-3582018
- Phone
- 6175236531
- Address
- co LWC 230 Congress Street, Boston, MA 02110
Signing Officer
- Name
- James E Brooks
- Title
- Trustee
- Phone
- 6175236531
- Signed
- 2021-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baker Newman & Noyes
- Address
- PO Box 507, Portland, ME 04112
- Preparer
- Nicholas E Porto
- Phone
- 2078792100
Raw XML AppendixShowing 400 of 1,232 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 |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 5500 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | Tax Preparation |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 2750 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 2750 |
| GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc | 0 | Form 990-PF, Part VII-B, Question 1A(4) and Part VIII: |
| GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt | 0 | Officers, Directors, Trustees, Foundation Managers and their compensation and hours per week:The time spent by the trustees managing the affairs of the Foundation varies from week to week and year to year. For Form 990-PF reporting purposes, an estimate of 3-hours per week has been indicated in Part VIII. The trustees employ accounting, support, and tax compliance staff to assist with the administration of the Foundation's relationships. The 3-hours of time noted in Part VIII reflects an estimate of the time spent by the trustees as well as their agents or employees. The actual time spent may differ from this estimate in any given week or year. The trustee fees noted also include an investment advisory component which is based in part on the Foundation's investment assets and which varies from quarter to quarter based on the assets' fair market value.The fees reported in Part VIII have been approved by the Foundation's trustees and are considered to be reasonable and necessary for the continuing operation of the Foundation in support of its exempt purpose are not excessive. Therefore, the trustee fees did not fail to qualify under the exceptions described in Regulations Section 53.4941(d)-3 and are thus not acts of self-dealing. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 269394 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 241737 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 344016 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 228268 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 334867 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 154426 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 241359 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 265676 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 154678 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 161569 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 202022 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 71030 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 215251 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 236831 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 245085 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 193856 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 405250 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 276318 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 241777 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 159927 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 230269 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 218643 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 216179 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 217072 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 149266 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 249341 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 278496 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 131162 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 211064 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 223298 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 108686 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 40950 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 134184 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 269394 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 241737 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 344016 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 228268 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 334867 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 154426 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 241359 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 265676 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 154678 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 161569 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 202022 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 71030 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 215251 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 236831 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 245085 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 193856 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 405250 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 276318 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 241777 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 159927 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 230269 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 218643 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 216179 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 217072 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 149266 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 249341 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 278496 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 131162 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 211064 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 223298 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 108686 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 40950 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 134184 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 460 units Adobe Systems Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 99 units Alphabet Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 100 units Amazon.com |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 845 units American Tower Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 2445 units Apple Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 635 units Becton Dickinson |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 610 units Costco Wholesale Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 990 units Danaher Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 880 units Walt Disney Productions |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 1560 units Edwards Lifesciences Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 1890 units Fiserv Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 1265 units Hannon Armstrong |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 675 units Home Depot Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 375 units Idexx Labs |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 500 units Intuit |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 800 units IQVIA Holdings Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 1110 units Mastercard Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 1020 units Microsoft Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 1565 units Nike Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 440 units PayCom Software Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 790 units Paypal Holdings Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 465 units Roper Industries Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 885 units Salesforce.com |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 395 units Servicenow Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 1335 units Starbucks Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 960 units Stryker Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 3600 units Trade Desk Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 260 units Thermo Fisher Scientific Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 2065 units Trex Company |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | 955 units Visa Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 1030 units Canadian National Railway |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 700 units Unilever PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | 2780 units Novozymes |
| InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt | 0 | 0 |
| InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt | 0 | 0 |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 1099903 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 1099903 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 515358 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 10686 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 298986 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | Domini Impact Investments |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | Equity Resource Fund XI |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | Cayuga Venture Fund V |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 515358 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 10686 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 298986 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | FMV |
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| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 374578 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 33815 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd | 0 | 523000 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | Net Income from Partnership Interests |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 4768 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 105022 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 447673 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 105022 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 552695 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 2750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 2750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 5500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 374578 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 42069 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 42070 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 84139 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 25620500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 25620500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 26000000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 34512 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 34512 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 791497 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 1029153 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 33815 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 33815 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 10775 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt | 0 | 10775 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 374578 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 396902 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 736 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 1236 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 4768 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 109790 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 4420 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 4420 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 795 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 34628 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 25676594 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 50771 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 25761198 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 447673 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 26552695 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 56094 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 50771 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 140698 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 644125 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 10450 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 385028 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | -10450 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 385028 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | -10450 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 1029153 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | Publicly Traded Securities |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | Capital Gains from Partnership |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 374578 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 791497 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 1501293 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 21443315 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 19150525 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 21443315 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 1018512 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 1008512 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 1018512 |
| IRS990PF/DistributableAmountGrp/IncomeTaxAmt | 0 | 16378 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 1030407 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 10000 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 5517 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 21895 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 11683 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 17200 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 5517 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 11683 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 5517 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 5517 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 17200 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 5177821 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 7051947 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 7051947 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt | 0 | 19150525 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 851333 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 825030 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 825030 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 11522146 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 12466435 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 12466435 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 19150525 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 19150525 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 19150525 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 21443315 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 1599225 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 1099903 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 1099903 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 20921961 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 12147807 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 7949124 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 313829 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 825030 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 1030407 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 20608132 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 20921961 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 42070 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 42069 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | Wendy S Holding |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | W Andrew Mims |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | James E Brooks |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 3 | Cherie Wendelken |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 3 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 230 Congress Street |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 230 Congress Street |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | 364 Spring Street |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 3 | 364 Spring Street |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | Boston |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | Boston |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | Portland |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 3 | Portland |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | MA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | ME |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 3 | ME |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 02110 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 02110 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 04102 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 3 | 04102 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 25676594 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 25676594 |
| IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 25676594 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | c/o LWC 230 Congress Street |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | Boston |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | MA |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 02110 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | MA |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | Loring Wolcott & Coolidge Trust |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 6175236531 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt | 0 | N/A |
| IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt | 0 | 0 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 1 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 2 | 3000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 3 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 4 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 5 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 6 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 7 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 8 | 25000000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 9 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 10 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 11 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 12 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 13 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 14 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 15 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 16 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 17 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 18 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 19 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 20 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 21 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 22 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 23 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 24 | 3000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 25 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 26 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 27 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 28 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 29 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 30 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 31 | 60000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 32 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 33 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 34 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 35 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 36 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 37 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 38 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 39 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 40 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 41 | 3000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 42 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 43 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 44 | 2000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 45 | 5000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 46 | 20000 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $21,443,315
- Liabilities
- $0
- Net assets
- $21,443,315
- Revenue
- $26,552,695
- Expenses
- $25,761,198
- Net income
- $791,497
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