Civic Intelligence

Edwards Scholarship Fund

990PF • Fiscal year 2025 • EIN 04-6002496

Aug 01, 2024 to Jul 31, 2025 • Filed on Dec 03, 2025

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

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

39th percentile

1.7%

Faster asset growth than 39% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

286%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,753,268

Up $181,695 (+1.7%) from 2024

Net Assets

$10,753,268

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Up

$1,751,443

Up $1,297,869 (+286%) from 2024

Expenses

Up

$602,431

Up $45,973 (+8.3%) from 2024

Net Income

Up

$1,149,012

Up $1,251,896 (+1217%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth39th 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: $12023Assets 2024: $10,571,573Liabilities 2024: $12024Assets 2025: $10,753,268Liabilities 2025: $0Net Assets 2025: $10,753,2682025

Highlighted filing

2025

Assets$10,753,268
Liabilities$0
Net Assets$10,753,268
Open 2025 Filing

Operations Trend

Revenue Growth97th 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

2025

Revenue$1,751,443
Expenses$602,431
Net Income$1,149,012
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th 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
2025-12-03
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/StockNm1100 STRYKER CORP (SYK)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3105 LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4108 META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5115 MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6120 TESLA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81250.744 AMERICAN NEW WORLD F2 (NFFFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9130 GE VERNOVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10135 VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11145 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12146 BERKSHIRE HATHAWAY CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13146 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141483 ISHARES CORE S&P U.S. GROWTH (IUSG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15150 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16155 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171560 U S BANCORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18170 EATON CORP PLC SHS (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19171 UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20175 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211778 ISHARES CORE MSCI EMERGING (IEMG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22185 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23185 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24185 PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251855 ISHARES CORE MSCI EAFE ETF (IEFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26193 VANGUARD SM CAP GROWTH ETF (VBK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27200 CHUBB LTD (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28200 GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29205 ABBVIE INC COM (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30209 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31211 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32220 DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332204 ISHARES CORE S&P U.S. VALUE (IUSV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34224 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35229 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36230 PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37234 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38241 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392473 SPDR PORTFOLIO S&P 600 SMALL (SPSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40250 CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41260 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42268 VANGUARD SM CAP VALUE ETF (VBR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432715.686 AMERICAN EUPAC F2 (AEPFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44275 ABBVIE INC COM (ABBY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45280 DUKE ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46281 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47285 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482891 SPDR PORTFOLIO S&P 400 MID C (SPMD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49292 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50300 APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51315 ALPHABET INC CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52330 TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53345 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54349 UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55360 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56375 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57380 AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58391 VANGUARD MIDCAP GROWTH ETF (VDT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59397 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60400 NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61443 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6245 COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6345 TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64450 TAPESTRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65451 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66475 CHARLES SCHWAB NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6749 ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6850 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69504 GILEAD SCIENCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70510 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71520 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7254 ELILILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7356 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74601 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75603 ADVANCED MICRO DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76610 ISHARES CORE S&P 500 ETF (IVV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77627 VANGUARD MID CAP VALUE ETF (VOE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78645 WELLS FARGO & CO NEW (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79650 DUPONT DE NEMOURS INC (DD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80699 CHIPOTLE MEXICAN GRILL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81704 WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82721 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83740 CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84746 MONSTER BEVERAGE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8575 QUANTA SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86819 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87830 NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88865 INVESCO S&P 500 EQUAL WEIGHT E (RSP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8987 TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9090 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91918 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9296 GOLDMAN SACHS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93982 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94994 APPLE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119607.843 BLACKSTONE BCRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2205 AMERICAN TOWER CORP (AMT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt321358.394 OAKTREE STRATEGIC CF-I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5250000 HAMILTON LANE PAF (I) ESC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6295 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7330 WELLTOWER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500000 K-PEC-CLASS I ESC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9519 PROLOGIC INC COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116971 BLACKROCK BATS: SERIES A PTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12739 WILLIAMS CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137917 BLACKROCK BATS: SERIES C PTF (BRACX)
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Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,753,268
Liabilities
$0
Net assets
$10,753,268
Revenue
$1,751,443
Expenses
$602,431
Net income
$1,149,012
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
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