Civic Intelligence

Elisha V Ashton Trust UW

EIN 04-6016303 • Boston, MA

Choate Hall Stewart LLP Two IntBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$31,429

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

198%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$19,927,359

Up $2,798,170 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$19,927,359

Up $2,798,170 (+16%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin78th percentile

Revenue

Up

$1,854,116

Up $1,232,906 (+198%) from 2023

Expenses

Up

$1,274,384

Up $436,486 (+52%) from 2023

Net Income

Up

$579,732

Up $796,420 (+368%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $11,860,886Liabilities 2011: $02011Assets 2012: $11,818,114Liabilities 2012: $02012Assets 2013: $12,177,400Liabilities 2013: $02013Assets 2014: $17,291,824Liabilities 2014: $02014Assets 2015: $15,953,116Liabilities 2015: $02015Assets 2019: $16,819,829Liabilities 2019: $02019Assets 2020: $17,071,505Liabilities 2020: $0Net Assets 2020: $17,071,5052020Assets 2021: $20,312,365Liabilities 2021: $0Net Assets 2021: $20,312,3652021Assets 2022: $16,998,418Liabilities 2022: $0Net Assets 2022: $16,998,4182022Assets 2023: $17,129,189Liabilities 2023: $0Net Assets 2023: $17,129,1892023Assets 2024: $19,927,359Liabilities 2024: $0Net Assets 2024: $19,927,3592024

Highlighted filing

2024

Assets$19,927,359
Liabilities$0
Net Assets$19,927,359
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $821,354Expenses 2011: $842,593Net Income 2011: -$21,2392011Revenue 2012: $804,350Expenses 2012: $841,321Net Income 2012: -$36,9712012Revenue 2013: $1,382,522Expenses 2013: $1,023,785Net Income 2013: $358,7372013Revenue 2014: $922,895Expenses 2014: $1,032,760Net Income 2014: -$109,8652014Revenue 2015: $1,098,839Expenses 2015: $1,021,737Net Income 2015: $77,1022015Revenue 2019: $1,290,839Expenses 2019: $783,059Net Income 2019: $507,7802019Revenue 2020: $642,697Expenses 2020: $755,493Net Income 2020: -$112,7962020Revenue 2021: $1,656,694Expenses 2021: $1,181,529Net Income 2021: $475,1652021Revenue 2022: $719,714Expenses 2022: $374,299Net Income 2022: $345,4152022Revenue 2023: $621,210Expenses 2023: $837,898Net Income 2023: -$216,6882023Revenue 2024: $1,854,116Expenses 2024: $1,274,384Net Income 2024: $579,7322024

Highlighted filing

2024

Revenue$1,854,116
Expenses$1,274,384
Net Income$579,732
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,927,359
Liabilities
$0
Net assets
$19,927,359
Revenue
$1,854,116
Expenses
$1,274,384
Net income
$579,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.85$1.27$0.58
2023Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.62$0.84$0.22
2022Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.72$0.37$0.35
2021Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.66$1.18$0.48
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.64$0.76$0.11
2019Summary only. Only limited summary data is available for this year.$16.8$0.00$1.29$0.78$0.51
2015Summary only. Only limited summary data is available for this year.$16.0$0.00$1.10$1.02$0.08
2014Summary only. Only limited summary data is available for this year.$17.3$0.00$0.92$1.03$0.11
2013Summary only. Only limited summary data is available for this year.$12.2$0.00$1.38$1.02$0.36
2012Summary only. Only limited summary data is available for this year.$11.8$0.00$0.80$0.84$0.04
2011Summary only. Only limited summary data is available for this year.$11.9$0.00$0.82$0.84$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard K NicholsTrustee-$31,429-$31,429
Kristin T AbatiTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elisha V Ashton Trust UW
EIN
04-6016303
Phone
6172484760
Address
Choate Hall Stewart LLP Two Int, Boston, MA 02110

Signing Officer

Name
Kristin T Abati
Title
Trustee
Phone
6172484760
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
6172484760
Raw XML AppendixShowing 400 of 775 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.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9No part of any grant has been used for other than its intended purpose.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Boston Fatherless & Widows Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Rutland Corner Foundation fka Rutland Corner House
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2Managers of the Boston Port & Seaman's Aid Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3The Chickering Foundation fka Dedham Temporary Home for Women & Children
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4The Fragment Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5Boston Marine Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6Boston Pilot's Relief Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7Boston Fatherless & Widows Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8Boston Pilot's Relief Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9Managers of the Boston Port & Seaman's Aid Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10Managers of the Boston Port & Seaman's Aid Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11The Fragment Society
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0August 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1August 2025
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3August 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4August 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt5August 2025
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt7Reports remain pending.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8Reports remain pending.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt10Reports remain pending.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11August 2025
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-10-23
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0For grants to needy women in the Boston area to assist them in meeting their expenses for food, housing, clothing and medical purposes.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1For grants to public charities for support programs for girls and young women of need.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3For grants to public charities for religious, charitable, scientific, literary or educational purposes or the prevention of cruelty to children or animals.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4For grants to furnish indigent and needy people, primarily children, with clothing, bedding and other necessities.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5For grants to public charities, including Maritime schools, and to needy individuals to assist them in meeting their expenses for food, housing, clothing and medical purposes.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7For grants to needy women in the Boston area to assist them in meeting their expenses for food, housing, clothing and medical purposes.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8The society was incorporated by a special act of the legislature, Chapter 91 of the Acts of 1966, with the purpose of providing relief for sea pilots and their families
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10For grants to maritime focused public charities and for expenses incurred in the operation of the Mariner House, a home at 11 North Square, Boston, MA providing low-cost, sober accommodation for qualified seafarers.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11For grants to furnish indigent and needy people, primarily children, with clothing, bedding and other necessities.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0In August 2025, the trustees received a report from the grantee for all remaining grants still open through the period ending March 31, 2025. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1In August 2025, the trustees received a report from the grantee for all remaining grants still open through the period ending November 30, 2024. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2The grantee has not yet provided its repor t for 2024. The trustees have been making diligent attempts to acquire the report through frequent requests to the grantee, and will continue to do so. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3In August 2025, the trustees received reports from the grantee for all remaining grants still open through the period ending December 31, 2024. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4In August 2025, the trustees received a report from the grantee for all remaining grants still open through the period ending December 31, 2024. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5In August 2025, the trustees received a report from the grantee for all remaining grants still open through the period ending December 31, 2024. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6The grantee has not yet provided its report for 2024. The trustees have been making diligent attempts to acquire the report through frequent requests to the grantee, and will continue to do so. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10The grantee has not yet provided a report for grants made during the tax period covered by this return. The trustees have been making diligent attempts to obtain the report with frequent requests. The trustees will continue their efforts until all reports are received. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder. Given the nature of the grantee's activities and the Trust's history and relationship with the grantee, the Trust has no reason to believe or any indication that the granted funds were used for anything other than qualified charitable purposes and as intended pursuant to the grant agreement.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11In August 2025, the trustees received a report from the grantee for all remaining grants still open through the period ending December 31, 2024. In addition to the report, the grantor requires acceptance by the grantee of the requirements imposed by section 4945(h) of the Internal Revenue Code and the regulations thereunder.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0c/o Sullivan Worcester LLP One Post
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1c/o Grants Management Associates 2
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2c/o Weston Patrick 84 State Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3c/o Fiduciary Trust Company 53
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4c/o Linda Lee Leahy Treasurer 60
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5c/o Lisa V Walsh Executive Director
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6256 Marginal Street Building 11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7c/o Sullivan Worcester LLP One Post
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8256 Marginal Street Building 11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt9c/o Weston Patrick 84 State Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt10c/o Weston Patrick 84 State Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt11c/o Linda Lee Leahy Treasurer 60
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt0Office Squ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt1Liberty Square
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt211th Floor
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt3State Street
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt4Denny Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt5100 1st Ave
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt6Office Square
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt711th Floor
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt811th Floor
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt9Denny Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4Chestnut Hill
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6East Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8East Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm11Chestnut Hill
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6MA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd10MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd11MA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd2021092299
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd402467
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd602128
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-08-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-08-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22024-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-08-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-08-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52024-08-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62024-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72023-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt82023-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt92023-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt102023-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt112024-08-01
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part VII-B, Line 5a(4) and 5b:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Transitional Rule
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Trust was established under the Will of Elisha V. Ashton, who died in 1884. Under the provisions of the Will, the Trustees are required to distribute the income of the Trust to a specific group of recipients, some of which are organizations that are not public charities described in sections 509(a)(1) or 509(a)(2) of the Code.Because of the transitional rule of Treasury Regulations 53.4945-5(f)(2)(ii), these distributions are not taxable expenditures. However, out of an abundance of caution and to confirm that all distributions are made exclusively for charitable purposes, the Trust nevertheless follows the expenditure responsibility rules of section 4945(h) of the Code to the extent possible, and therefore is, in this Statement 13, voluntarily providing the expenditure responsibility reports called for under section 4945(h)(3) of the Code.
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