Civic Intelligence

Hurdle Hill Foundation

990PF • Fiscal year 2014 • EIN 04-6012782

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 04, 2015

Woodstock Services CO 27 School StNo 200Boston, MA 02108

(617) 227-0600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$286,240

Up $16,551 (+6.1%) from 2013

Net Assets

Up

$286,240

Up $16,551 (+6.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$76,043

Up $19,489 (+34%) from 2013

Expenses

Up

$59,490

Up $2,291 (+4.0%) from 2013

Net Income

Up

$16,553

Up $17,198 (+2666%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $275,688Liabilities 2011: $02011Assets 2012: $270,333Liabilities 2012: $02012Assets 2013: $269,689Liabilities 2013: $0Net Assets 2013: $269,6892013Assets 2014: $286,240Liabilities 2014: $0Net Assets 2014: $286,2402014Assets 2015: $315,165Liabilities 2015: $0Net Assets 2015: $315,1652015Assets 2016: $332,400Liabilities 2016: $0Net Assets 2016: $332,4002016Assets 2017: $361,408Liabilities 2017: $0Net Assets 2017: $361,4082017Assets 2018: $423,240Liabilities 2018: $0Net Assets 2018: $423,2402018Assets 2019: $427,934Liabilities 2019: $0Net Assets 2019: $427,9342019Assets 2020: $473,521Liabilities 2020: $0Net Assets 2020: $473,5212020Assets 2021: $528,810Liabilities 2021: $0Net Assets 2021: $528,8102021Assets 2022: $602,162Liabilities 2022: $0Net Assets 2022: $602,1622022Assets 2023: $631,938Liabilities 2023: $0Net Assets 2023: $631,9382023Assets 2024: $788,756Liabilities 2024: $0Net Assets 2024: $788,7562024

Highlighted filing

2014

Assets$286,240
Liabilities$0
Net Assets$286,240

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $99,209Expenses 2011: $83,563Net Income 2011: $15,6462011Revenue 2012: $57,484Expenses 2012: $62,838Net Income 2012: -$5,3542012Revenue 2013: $56,554Expenses 2013: $57,199Net Income 2013: -$6452013Revenue 2014: $76,043Expenses 2014: $59,490Net Income 2014: $16,5532014Revenue 2015: $93,260Expenses 2015: $64,335Net Income 2015: $28,9252015Revenue 2016: $70,304Expenses 2016: $53,071Net Income 2016: $17,2332016Revenue 2017: $87,769Expenses 2017: $58,761Net Income 2017: $29,0082017Revenue 2018: $125,801Expenses 2018: $63,969Net Income 2018: $61,8322018Revenue 2019: $76,438Expenses 2019: $71,742Net Income 2019: $4,6962019Revenue 2020: $125,762Expenses 2020: $80,175Net Income 2020: $45,5872020Revenue 2021: $137,637Expenses 2021: $82,348Net Income 2021: $55,2892021Revenue 2022: $149,096Expenses 2022: $75,747Net Income 2022: $73,3492022Revenue 2023: $139,448Expenses 2023: $109,672Net Income 2023: $29,7762023Revenue 2024: $339,166Expenses 2024: $182,348Net Income 2024: $156,8182024

Highlighted filing

2014

Revenue$76,043
Expenses$59,490
Net Income$16,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY P PHIPPENTrustee-$0--
WILLIAM L PHIPPENTrustee-$0--
PETER D PHIPPENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hurdle Hill Foundation
EIN
04-6012782
Phone
6172270600
Address
WOODSTOCK SERVICES CO 27 SCHOOL ST, NO 200, BOSTON, MA 02108

Signing Officer

Name
Henry P Phippen
Title
Trustee
Phone
6178968563
Signed
2015-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Woodstock Services Co LLC
Address
27 SCHOOL STREET SUITE 200, BOSTON, MA 02108
Preparer
Thomas J Lespasio
Phone
6172270600
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DistributionFromCorpusElection/ElectionDesc0HURDLE HILL FOUNDATION 04-6012782 ATTACHMENT TO FORM 990PF 2008IN ACCORDANCE WITH SECTIONS 4942(H)(2) AND REG. 53.4942(A)-3(D)(2) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED, HURDLE HILL FOUNDATION HEREBY ELECTS TO TREAT CERTAIN CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE FROM CORPUS. IN 2008 THE FOUNDATION RECEIVED $111,332. IN CONTRIBUTIONS OF CASH AND SECURITIES FROM INDIVIDUALS. THE FOUNDATION'S DISTRIBUTABLE AMOUNT FOR 2008 WAS $14,148. THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS IN 2008 IN THE AMOUNT OF $135,556. DISTRIBUTIONS OUT OF CORPUS (TO WHICH THIS ELECTION APPLIES) WITH RESPECT TO 2008 CONTRIBUTION RECEIVED TO SATISFY THE REQUIREMENTS OF SECTION 170(B)(1)(E) OR 4942(G)(3) WERE $135,556. THE AMOUNT OF QUALIFYING DISTRIBUTIONS APPLIED TO THE 2008 DISTRIBUTABLE AMOUNT TOTALLED $0.00 EXCESS DISTRIBUTION CARRYOVER APPLIED TO THE 2008 DISTRIBUTABLE AMOUNT TOTALED $14,148.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 SHS ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 SHS ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc275 SHS NEXTRA ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 SHS 3M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.3333 CDK GLOBAL HOLDINGS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc533 SHS CDK GLOBAL HOLDINGS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650 SHS COCA COLA CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725 SHS INTERNATIONAL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820 SHS ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc921 SHS ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1014 SHS ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1126 SHS ALLERGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CLASS ACTION SETTLEMENT WYETH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016553
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0286242
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0269689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0286240
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020908
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020908
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020908
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021805
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0897
IRS990PF/DistributableAmountGrp/TotalTaxAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01800
IRS990PF/FMVAssetsEOYAmt0476188
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0269689
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0286240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0260782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0280828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0470776
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05412
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0269689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0286240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0476188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0269689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0286240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0269689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0286240
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0442740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018278
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0424462
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06641
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021805
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0436099
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0442740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY P PHIPPEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM L PHIPPEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER D PHIPPEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O AGAWAM TRUST MANAGEMENT 27
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O AGAWAM TRUST MANAGEMENT 27
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O AGAWAM TRUST MANAGEMENT 27
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SCHOOL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1SCHOOL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2SCHOOL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0111248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0111696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt051390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt055843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt077904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0111342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.255097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.135451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.168091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.253012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.289266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.429665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0436099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0379399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0332219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0307906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0291158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0259137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt051999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.275485
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt051999
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt051999
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt051999

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$3.39$1.82$1.57
2023Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$1.39$1.10$0.30
2022Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$1.49$0.76$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$1.38$0.82$0.55
2020Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$1.26$0.80$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.76$0.72$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$1.26$0.64$0.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.88$0.59$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.70$0.53$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.93$0.64$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.76$0.59$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.57$0.57$0.01
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.57$0.63$0.05
2011Summary only. Only limited summary data is available for this year.$2.76$0.00$0.99$0.84$0.16