Civic Intelligence

Edwards Scholarship Fund

990PF • Fiscal year 2022 • EIN 04-6002496

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 14, 2023

Organization Profile
Hemenway Barnes Box 961209Boston, MA 02109

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

82nd percentile

39%

Higher net margin than 82% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-60%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,936,430

Down $1,524,391 (-12%) from 2021

Net Assets

$10,936,430

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Down

$905,899

Down $1,355,917 (-60%) from 2021

Expenses

Up

$548,361

Up $11,795 (+2.2%) from 2021

Net Income

Down

$357,538

Down $1,367,712 (-79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,488,713Liabilities 2011: $02011Assets 2012: $7,905,831Liabilities 2012: $3,312Net Assets 2012: $7,902,5192012Assets 2013: $8,598,329Liabilities 2013: $02013Assets 2014: $9,001,767Liabilities 2014: $1Net Assets 2014: $9,001,7672014Assets 2015: $8,837,846Liabilities 2015: $1Net Assets 2015: $8,837,8462015Assets 2016: $9,011,422Liabilities 2016: $0Net Assets 2016: $9,011,4222016Assets 2017: $9,374,769Liabilities 2017: $0Net Assets 2017: $9,374,7692017Assets 2018: $9,790,377Liabilities 2018: $0Net Assets 2018: $9,790,3772018Assets 2019: $10,124,137Liabilities 2019: $0Net Assets 2019: $10,124,1372019Assets 2020: $10,661,661Liabilities 2020: $1Net Assets 2020: $10,661,6612020Assets 2021: $12,460,821Liabilities 2021: $12021Assets 2022: $10,936,430Liabilities 2022: $0Net Assets 2022: $10,936,4302022Assets 2023: $10,679,045Liabilities 2023: $12023Assets 2024: $10,571,573Liabilities 2024: $12024Assets 2025: $10,753,268Liabilities 2025: $0Net Assets 2025: $10,753,2682025

Highlighted filing

2022

Assets$10,936,430
Liabilities$0
Net Assets$10,936,430
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $870,951Expenses 2011: $391,603Net Income 2011: $479,3482011Expenses 2012: $353,3732012Revenue 2013: $470,164Expenses 2013: $344,898Net Income 2013: $125,2662013Revenue 2014: $787,050Expenses 2014: $357,922Net Income 2014: $429,1282014Revenue 2015: $1,286,755Expenses 2015: $405,228Net Income 2015: $881,5272015Revenue 2016: $469,107Expenses 2016: $407,834Net Income 2016: $61,2732016Revenue 2017: $289,105Expenses 2017: $522,338Net Income 2017: -$233,2332017Revenue 2018: $908,168Expenses 2018: $563,926Net Income 2018: $344,2422018Revenue 2019: $1,650,416Expenses 2019: $547,585Net Income 2019: $1,102,8312019Revenue 2020: $2,188,335Expenses 2020: $507,198Net Income 2020: $1,681,1372020Revenue 2021: $2,261,816Expenses 2021: $536,566Net Income 2021: $1,725,2502021Revenue 2022: $905,899Expenses 2022: $548,361Net Income 2022: $357,5382022Revenue 2023: $286,973Expenses 2023: $544,169Net Income 2023: -$257,1962023Revenue 2024: $453,574Expenses 2024: $556,458Net Income 2024: -$102,8842024Revenue 2025: $1,751,443Expenses 2025: $602,431Net Income 2025: $1,149,0122025

Highlighted filing

2022

Revenue$905,899
Expenses$548,361
Net Income$357,538
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 14, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD BONN IIITrusteePT$0--
MARGARET FLANAGANTrusteePT$0--
TIMOTHY BLANKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Edwards Scholarship Fund
EIN
04-6002496
Phone
6172277940
Address
HEMENWAY BARNES BOX 961209, BOSTON, MA 02109

Signing Officer

Name
Bernard Bonn Iii
Title
Trustee
Phone
6172277940
Signed
2023-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Yuping Zhang CPA
Phone
6172277940
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41166 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5120 GOLDMAN SACHS GRP INC (GS)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81225 COCA COLA CO (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9128 COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10131 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11137 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12145 ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13160 LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14163 NORTHROP GRUMMAN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151640 EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16165 EATON CORP PLC SHS (ETN)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18185 PEPSICO INC NC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191927 VANGUARD EXTENDED MKT ETF (VXF)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21210 MC DONALDS CORP (MCD)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23215 STRYKER CORP (SYK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24217 BERKSHTRE HATHAWAY CL-B
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26225 PNC FINL SVCS GP (PNC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27233 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282361 COMCAST CORP (NEW) CLASS A (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29250 AMERICAN EXPRESS CO (AXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30250 ANALOG DEVICES INC (ADI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31250 CHUBB LTD (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32250 HONEYWELL INTL INC (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33262 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34275 JOHNSON & JOHNSON (JNJ)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38292 AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39295 MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40300 AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41300 TARGET CORPORATION (TGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42315 CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43320 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44330 ABBVIE INC COM (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45335 QUALCOMM INC (QCOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46340 WALT DISNEY CO HLDG CO (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473428 ISHARES CORE MSCI EMERGING (IEMG)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49387 HONEYWELL INTL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm514501 ISHARES CORE MSCI EAFE ETF (IEFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52460 NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53483 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54495 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55496 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56520 ALPHABET INC CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57525 MERCK & CO INC NEW COM (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58543 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59544 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60592 NIKE INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61600 DUPONT DE NEMOURS INC (DD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62625 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63625 EMERSON ELECTRIC CO (EMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64645 RAYTHEON TECHNOLOGIES CORP (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65652 CITIGROUP INC NEW ( C )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6670 PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67707 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68755 APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69755 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7080 COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71800 TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72807 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7385 ADOBE INC (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74876 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7590 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76950 CISCO SYS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77961 MONSTER BEVERAGE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78975 SCHLUMBERGER LTD (SLB)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt222824.571 BLACKROCK EVENT DRIVEN EQ INST (BILPX)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt528949.038 BLACKROCK STRATEGIC INC OPP I (BSIIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63128.499 GATEWAY FUND Y (GTEYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73215 ISHARES GOLD TRUST (IAU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84225 GLOBAL X MLP & ENERGY INFRAS
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,936,430
Liabilities
$0
Net assets
$10,936,430
Revenue
$905,899
Expenses
$548,361
Net income
$357,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.75$0.60$1.15
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$0.45$0.56$0.10
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$0.29$0.54$0.26
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.91$0.55$0.36
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$2.26$0.54$1.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$2.19$0.51$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$1.65$0.55$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.91$0.56$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.29$0.52$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$0.47$0.41$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$1.29$0.41$0.88
2014Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.79$0.36$0.43
2013Summary only. Only limited summary data is available for this year.$8.60$0.00$0.47$0.34$0.13
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.90$0.35
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$0.87$0.39$0.48