Civic Intelligence

Mccarthy Family Foundation

990PF • Fiscal year 2014 • EIN 04-6020152

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$30,809

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,965,755

Down $37,267 (-1.2%) from 2013

Net Assets

$2,965,755

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin8th percentile

Revenue

Up

$108,774

Up $24,677 (+29%) from 2013

Expenses

Up

$171,896

Up $8,368 (+5.1%) from 2013

Net Income

Up

-$63,122

Up $16,309 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,953,533Liabilities 2011: $02011Assets 2012: $3,079,944Liabilities 2012: $02012Assets 2013: $3,003,022Liabilities 2013: $02013Assets 2014: $2,965,755Liabilities 2014: $0Net Assets 2014: $2,965,7552014Assets 2015: $3,023,689Liabilities 2015: $02015Assets 2016: $3,103,262Liabilities 2016: $0Net Assets 2016: $3,103,2622016Assets 2018: $3,546,683Liabilities 2018: $0Net Assets 2018: $3,546,6832018Assets 2019: $3,550,929Liabilities 2019: $0Net Assets 2019: $3,550,9292019Assets 2020: $3,598,725Liabilities 2020: $0Net Assets 2020: $3,598,7252020Assets 2021: $4,216,796Liabilities 2021: $0Net Assets 2021: $4,216,7962021Assets 2022: $3,848,246Liabilities 2022: $0Net Assets 2022: $3,848,2462022Assets 2023: $3,749,438Liabilities 2023: $0Net Assets 2023: $3,749,4382023Assets 2024: $3,904,111Liabilities 2024: $0Net Assets 2024: $3,904,1112024

Highlighted filing

2014

Assets$2,965,755
Liabilities$0
Net Assets$2,965,755
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $174,701Expenses 2011: $167,467Net Income 2011: $7,2342011Revenue 2012: $288,658Expenses 2012: $160,698Net Income 2012: $127,9602012Revenue 2013: $84,097Expenses 2013: $163,528Net Income 2013: -$79,4312013Revenue 2014: $108,774Expenses 2014: $171,896Net Income 2014: -$63,1222014Revenue 2015: $240,043Expenses 2015: $200,873Net Income 2015: $39,1702015Revenue 2016: $294,445Expenses 2016: $205,174Net Income 2016: $89,2712016Revenue 2018: $373,033Expenses 2018: $222,063Net Income 2018: $150,9702018Revenue 2019: $246,133Expenses 2019: $192,567Net Income 2019: $53,5662019Revenue 2020: $268,289Expenses 2020: $209,823Net Income 2020: $58,4662020Revenue 2021: $834,425Expenses 2021: $244,213Net Income 2021: $590,2122021Revenue 2022: -$105,914Expenses 2022: $262,913Net Income 2022: -$368,8272022Revenue 2023: $132,986Expenses 2023: $230,627Net Income 2023: -$97,6412023Revenue 2024: $393,027Expenses 2024: $234,132Net Income 2024: $158,8952024

Highlighted filing

2014

Revenue$108,774
Expenses$171,896
Net Income-$63,122
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$30,809-$30,809
CLAUDIA LUCKCo-Trustee-$1,999-$1,999
J DAVID MORANCo-Trustee-$1,999-$1,999
ELTON MCCAUSLANDCo-Trustee-$1,999-$1,999
Filing and Contact Details

Filer

Filer Name
Mccarthy Family Foundation
EIN
04-6020152
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
8003577094
Signed
2015-04-29
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE, RATHER, BANK OF AMERICA'S COMPENSATION IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036806
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0132500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0132500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt079166
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt082689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63122
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0147676
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023216
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt085496
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0917
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01283
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0171896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0102418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0108774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023369
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016922
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039396
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt074703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt235805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt075000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06836.828 PIMCO TOTAL RETURN FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14553.734 PIMCO TOTAL RETURN FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63122
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03017
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt028872
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02968772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03003022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02965755
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0179972
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0179972
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0179972
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0181682
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01710
IRS990PF/DistributableAmountGrp/TotalTaxAmt01710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01316
IRS990PF/FMVAssetsEOYAmt03671361
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03003022
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02965755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02865758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02864006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03569612
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0111051
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026213
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101749
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03003022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02965755
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03671361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03003022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02965755
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03003022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02965755
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03688971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt045308
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03643663
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055335
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0181682
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03633636
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03688971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAUDIA LUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J DAVID MORAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELTON MCCAUSLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0225 FRANKLIN ST FL 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt183 BANKS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt236 HARBOR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt345 HIGH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SWAMPSCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MARBLEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3IPSWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201945
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301938
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0165345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0166200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0139972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0138573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0148367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0167825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0122681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03633636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03449464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03233838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03210167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03078350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02829619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0155869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227521

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,965,755
Liabilities
$0
Net assets
$2,965,755
Revenue
$108,774
Expenses
$171,896
Net income
-$63,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.39$0.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.13$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.11$0.26$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.83$0.24$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.27$0.21$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.25$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.37$0.22$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.29$0.21$0.09
2015Summary only. Only limited summary data is available for this year.$3.02$0.00$0.24$0.20$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.11$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$0.08$0.16$0.08
2012Summary only. Only limited summary data is available for this year.$3.08$0.00$0.29$0.16$0.13
2011Summary only. Only limited summary data is available for this year.$2.95$0.00$0.17$0.17$0.01