Civic Intelligence

Rome Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6017410

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
One Beacon St 33rd FLBoston, MA 02108

(617) 726-7286

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$786

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$202,840

Up $14,731 (+7.8%) from 2016

Net Assets

Up

$202,840

Up $14,731 (+7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$43,380

Up $18,808 (+77%) from 2016

Expenses

Down

$21,060

Down $2,206 (-9.5%) from 2016

Net Income

Up

$22,320

Up $21,014 (+1609%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2011: $177,415Liabilities 2011: $02011Assets 2012: $181,910Liabilities 2012: $02012Assets 2013: $189,630Liabilities 2013: $02013Assets 2014: $185,086Liabilities 2014: $02014Assets 2015: $187,095Liabilities 2015: $02015Assets 2016: $188,109Liabilities 2016: $0Net Assets 2016: $188,1092016Assets 2017: $202,840Liabilities 2017: $0Net Assets 2017: $202,8402017Assets 2018: $196,473Liabilities 2018: $0Net Assets 2018: $196,4732018Assets 2019: $183,894Liabilities 2019: $0Net Assets 2019: $183,8942019Assets 2020: $192,633Liabilities 2020: $0Net Assets 2020: $192,6332020Assets 2021: $177,666Liabilities 2021: $0Net Assets 2021: $177,6662021Assets 2022: $167,296Liabilities 2022: $0Net Assets 2022: $167,2962022Assets 2023: $163,725Liabilities 2023: $0Net Assets 2023: $163,7252023Assets 2024: $137,080Liabilities 2024: $0Net Assets 2024: $137,0802024

Highlighted filing

2017

Assets$202,840
Liabilities$0
Net Assets$202,840
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $6,552Expenses 2011: $20,230Net Income 2011: -$13,6782011Revenue 2012: $22,752Expenses 2012: $18,623Net Income 2012: $4,1292012Revenue 2013: $25,822Expenses 2013: $18,104Net Income 2013: $7,7182013Revenue 2014: $16,672Expenses 2014: $20,910Net Income 2014: -$4,2382014Revenue 2015: $21,300Expenses 2015: $20,597Net Income 2015: $7032015Revenue 2016: $24,572Expenses 2016: $23,266Net Income 2016: $1,3062016Revenue 2017: $43,380Expenses 2017: $21,060Net Income 2017: $22,3202017Revenue 2018: $11,532Expenses 2018: $25,311Net Income 2018: -$13,7792018Revenue 2019: $14,634Expenses 2019: $27,307Net Income 2019: -$12,6732019Revenue 2020: $34,312Expenses 2020: $25,570Net Income 2020: $8,7422020Revenue 2021: $14,219Expenses 2021: $29,187Net Income 2021: -$14,9682021Revenue 2022: $27,183Expenses 2022: $37,553Net Income 2022: -$10,3702022Revenue 2023: $29,559Expenses 2023: $33,129Net Income 2023: -$3,5702023Revenue 2024: $15,229Expenses 2024: $41,875Net Income 2024: -$26,6462024

Highlighted filing

2017

Revenue$43,380
Expenses$21,060
Net Income$22,320
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOSTON TRUST INV MGMT COCo-Trustee-$786-$786
JOAN ROME SUCCESSOR CO-TRUSTEECo-Trustee-$400-$400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEBREW SENIOR LIFERESPECT & PROMOTE ELDERPCBOSTON, MA, US$3,859
Paid GrantBETH ISRAEL HOSPITALHOSPITALPCBOSTON, MA, US$3,359
Paid GrantCOMBINED JEWISH PHILANTHROPIESCARE FOR THE VULNERABLEPCBOSTON, MA, US$1,680
Paid GrantHEBREW UNIVERSITYSTRENGTHEN HEBREWPCNEW YORK, NY, US$1,008
Paid GrantTEMPLE BETH AVODAHRELIGIOUSPCNEWTON, MA, US$1,000
Paid GrantJEWISH FAMILY & CHILDRENS SERVICEHUMAN SERVICE & HEALTH CAREPCWALTHAM, MA, US$840
Paid GrantHEBREW FREE SCHOOLEDUCATIONALPCBROOKLINE, MA, US$840
Paid GrantUNIVERSITY OF COLORADO CANCER CTR FUNDCANCER RESEARCHPCAURORA, CO, US$504
Paid GrantBOSTON UNIVERSITYHIGHER EDUCATIONPCBOSTON, MA, US$336
Paid GrantNATIONAL JEWISH HEALTHMEDICAL RESEARCHPCDENVER, CO, US$336
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYMOBILIZE PEOPLE & RESOURCESPCBOSTON, MA, US$300
Paid GrantALZHEIMER'S ASSOCRESEARCH & CARE FORPCWATERTOWN, MA, US$300
Paid GrantNEWTON SENIOR CENTERELDERLYPCNEWTON, MA, US$300
Paid GrantORT AMERICAADVANCEMENT OF JEWISHPCNEW YORK, NY, US$300
Paid GrantAMERICAN DIABETES ASSOCPREVENT+CURE DIABETES & AIDPCBOSTON, MA, US$200
Paid GrantPROJECT BREADANTI-HUNGER ORGANIZATIONPCEAST BOSTON, MA, US$135
Paid GrantMUSEUM OF FINE ARTSPRESERVES REEMINENTPCBOSTON, MA, US$110
Paid GrantVETERANS OF FOREIGN WARSVETERANS ASSOCIATIONPCBOSTON, MA, US$100
Paid GrantWGBHENRICH PEOPLE'S LIVESPCALLSTON, MA, US$100
Paid GrantAMERICAN LUNG ASSOCIATIONEDUCATION RESEARCH &PCWALTHAM, MA, US$100
Paid GrantUS OLYMPICSSUPPORT US ATHLETESPCALBERT LEA, MN, US$100
Paid GrantJEWISH NATIONAL FUNDCARETAKER OF THE LAND OFPCBOSTON, MA, US$100
Paid GrantMARCH OF DIMESRESEARCH-SAVE BABIES FROMPCWESTBOROUGH, MA, US$100
Paid GrantDOCTORS WITHOUT BORDERSRELIEF/ VICTIMS ARMED OFPCNEW YORK, NY, US$100
Paid GrantSMILE TRAINSOLVE CLEFT LIP AND PALATEPCWASHINGTON, DC, US$100
Paid GrantAMERICAN HEART ASSOCLIVES FREE OF HEART DISEASEPCFRAMINGHAM, MA, US$100
Paid GrantMAKE A WISHGRANTS WISHES OF ILLPCBOSTON, MA, US$100
Paid GrantWORLD WILDLIFE FUNDCONSERVATION OF NATUREPCWASHINGTON, DC, US$100
Paid GrantMADDSTOP DRUNK DRIVINGPCBURLINGTON, MA, US$90
Paid GrantARTHRITIS FOUNDATIONIMPROVE LIVES VIAPCNEWTON, MA, US$50
Paid GrantMACULAR DEGENERATION RESEARCHFOR ORGANIZATION'S GENERALPCBOSTON, MA, US$50
Paid GrantHABITAT FOR HUMANITYDECENT PLACES FOR EVERYONEPCBOSTON, MA, US$50
Paid GrantSPECIAL OLYMPICSSPORTS-INDIVIDUALS WPCMARLBOROUGH, MA, US$50
Filing and Contact Details

Filer

Filer Name
Rome Charitable Trust
EIN
04-6017410
Phone
6177267286
Address
ONE BEACON ST 33RD FL, BOSTON, MA 02108

Signing Officer

Name
Officer
Title
Tax Manager
Phone
6177267286
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Debra Cleary
Phone
6175879025
Raw XML AppendixShowing 400 of 858 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0BOSTON TRUST & INV MGMT CO
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0INVESTMENT MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3439920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1010703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt164384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt269660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2912390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt307826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3331590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3447437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3510079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INTL BUSINESS MACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BARD C R INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PNC FINANCIAL SERVICES GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DONALDSON CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23APTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AUTOMATIC DATA PROCESSING, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WATERS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COMMERCE BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29METTLER-TOLEDO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BOSTON TRUST ASSET MGMT #102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHARTER COMMUNICATIONS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt026170
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt026271
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09211
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034118
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEE REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt051
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043380
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034118
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0889
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016797
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016797
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09211
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09211
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt046121
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034118
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040227
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01834
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt043380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72002-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81982-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122008-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151989-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt153566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025. APPLE COMPUTER INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150. AUTOMATIC DATA PROCESSING INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220. BARD C R CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330. BARD C R CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc46. CHARTER COMMUNICATIONS INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5.45 COMMERCE BANCSHARES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6.65 COMMERCE BANCSHARES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710. COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820. INTL BUSINESS MACHINES CORP CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95. METTLER-TOLEDO INTL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1020. NIKE INC CL B COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110. OMNICOM GROUP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240. OMNICOM GROUP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310. ROSS STORES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1431. ROSS STORES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1520. 3M COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034118
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022320
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07589
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0210429
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0188109
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0202840
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020637
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020637
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020637
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021442
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0805
IRS990PF/DistributableAmountGrp/TotalTaxAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0215
IRS990PF/FMVAssetsEOYAmt0455374
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0188109
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0202840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0154164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0144579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0397012
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07775
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0188109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0202840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0455374
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0188109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0202840
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0188109
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0202840
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt026170
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt026170
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt026271
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0435360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026650
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0408710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06530
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021442
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0428830
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0435360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BOSTON TRUST & INV MGMT CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01834
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE BEACON ST 33RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BOSTON TRUST INV MGMT CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN ROME SUCCESSOR CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE BEACON ST 33RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14117 GREAT MEADOW RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0428830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0386664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0376112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0357776

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,840
Liabilities
$0
Net assets
$202,840
Revenue
$43,380
Expenses
$21,060
Net income
$22,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.15$0.42$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.30$0.33$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.27$0.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.29$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.34$0.26$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.15$0.27$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.12$0.25$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.43$0.21$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.25$0.23$0.01
2015Summary only. Only limited summary data is available for this year.$1.87$0.00$0.21$0.21$0.01
2014Summary only. Only limited summary data is available for this year.$1.85$0.00$0.17$0.21$0.04
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.26$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$1.82$0.00$0.23$0.19$0.04
2011Summary only. Only limited summary data is available for this year.$1.77$0.00$0.07$0.20$0.14