Civic Intelligence

Edwards Scholarship Fund

990PF • Fiscal year 2023 • EIN 04-6002496

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 27, 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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

8th percentile

-90%

Higher net margin than 8% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

24th percentile

-2.4%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,679,045

Down $257,385 (-2.4%) from 2022

Net Assets

Down

$10,679,045

Down $257,385 (-2.4%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$286,973

Down $618,926 (-68%) from 2022

Expenses

Down

$544,169

Down $4,192 (-0.8%) from 2022

Net Income

Down

-$257,196

Down $614,734 (-172%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th 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: $1Net Assets 2022: $10,936,4302022Assets 2023: $10,679,045Liabilities 2023: $0Net Assets 2023: $10,679,0452023Assets 2024: $10,571,573Liabilities 2024: $12024Assets 2025: $10,753,268Liabilities 2025: $0Net Assets 2025: $10,753,2682025

Highlighted filing

2023

Assets$10,679,045
Liabilities$0
Net Assets$10,679,045
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$286,973
Expenses$544,169
Net Income-$257,196
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 27, 2023
Return Version
2022v5.0
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
2023-11-27
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/StockNm1110 LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2114 THERMO FISHER SCIENTIFIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4124 COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5125 META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6134 NORTHROP GRUMMAN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7139 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8142 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9150 MC DONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101522 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11162 ELILILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12164 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13165 VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141652 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15172 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161732 MONSTER BEVERAGE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17185 PEPSICO INC NC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18191 UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19192 BERKSHTRE HATHAWAY CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201924 VANGUARD EXTENDED MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2120 ADOBE INC (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22200 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23205 META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24210 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25210 PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26215 STRYKER CORP (SYK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27225 ANALOG DEVICES INC (ADI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28225 ZOETIS INC CLASS-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29227 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30230 ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31240 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32246 THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33250 AMERICAN EXPRESS CO (AXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34250 CHUBB LTD (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35250 HONEYWELL INTL INC (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36254 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37255 AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38275 JOHNSON & JOHNSON (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39280 ADVANCED MICRO DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40280 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412861 SPDR MSCI EM MKT STRGCFACTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42290 PROCTER & GAMBLE (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43294 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44315 CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45315 MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46325 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47330 ABBVIE INC COM (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483681 SPDR MSCI EAFE STRATEGICFACTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49380 APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50387 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51400 AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52400 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5345 ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54450 EMERSON ELECTRIC CO (EMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55450 STANLEY BLACK & DECKER INC450 STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56452 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57460 NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58491 SALEFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59510 DUPONT DE NEMOURS INC (DD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60525 MERCK & CO INC NEW COM (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61540 TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62540 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63548 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64600 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65600 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66605 ALPHABET INC CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67625 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68633 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69645 RAYTHEON TECHNOLOGIES CORP (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7065 EATON CORP PLC SHS (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71663 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72677 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73690 SCHLUMBERGER LTD (SLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74755 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75780 CISCO SYS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7680 COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77806 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78837 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79877 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8095 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81952 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82981 COCA COLA CO (KO)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2165 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt321275.96 BLACKROCK EVENT DRIVEN EQ INST (BILPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42826 REAL ESTATE SELECT SECT SPDR (XLRE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt528528.559 BLACKROCK STRATEGIC INC OPP I (BSIIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63897 GLOBAL X MLP & ENERGY INFRAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7513 PROLOGIC INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8700 REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt980196 BLACKROCK BATS: SERIES M PTF (BRAMX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109183 BLACKROCK BATS: SERIES C PTF (BRACX)
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,679,045
Liabilities
$0
Net assets
$10,679,045
Revenue
$286,973
Expenses
$544,169
Net income
-$257,196
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$10.7$0.29$0.54$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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