Civic Intelligence

Isaac Harris Cary Educational Fund

990PF • Fiscal year 2022 • EIN 04-6023807

May 01, 2021 to Apr 30, 2022 • Filed on Jun 13, 2022

Organization Profile
PO Box 644Lexington, MA 02420

(781) 862-7730

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

66th percentile

5.7%

Faster asset growth than 66% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

273%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,123,012

Up $60,310 (+5.7%) from 2021

Net Assets

Up

$1,123,012

Up $60,310 (+5.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin81st percentile

Revenue

Up

$160,538

Up $117,472 (+273%) from 2021

Expenses

Up

$100,228

Up $4,260 (+4.4%) from 2021

Net Income

Up

$60,310

Up $113,212 (+214%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $982,746Liabilities 2012: $02012Assets 2013: $963,585Liabilities 2013: $02013Assets 2014: $957,169Liabilities 2014: $02014Assets 2015: $997,403Liabilities 2015: $02015Assets 2016: $990,113Liabilities 2016: $02016Assets 2020: $1,115,604Liabilities 2020: $02020Assets 2021: $1,062,702Liabilities 2021: $0Net Assets 2021: $1,062,7022021Assets 2022: $1,123,012Liabilities 2022: $0Net Assets 2022: $1,123,0122022Assets 2023: $1,144,125Liabilities 2023: $1Net Assets 2023: $1,144,1252023Assets 2024: $1,099,767Liabilities 2024: $12024Assets 2025: $1,187,215Liabilities 2025: $0Net Assets 2025: $1,187,2152025

Highlighted filing

2022

Assets$1,123,012
Liabilities$0
Net Assets$1,123,012
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KRevenue 2012: $58,356Expenses 2012: $76,241Net Income 2012: -$17,8852012Revenue 2013: $54,096Expenses 2013: $73,257Net Income 2013: -$19,1612013Revenue 2014: $79,359Expenses 2014: $85,775Net Income 2014: -$6,4162014Revenue 2015: $124,963Expenses 2015: $84,729Net Income 2015: $40,2342015Revenue 2016: $82,628Expenses 2016: $89,918Net Income 2016: -$7,2902016Revenue 2020: $121,210Expenses 2020: $73,273Net Income 2020: $47,9372020Revenue 2021: $43,066Expenses 2021: $95,968Net Income 2021: -$52,9022021Revenue 2022: $160,538Expenses 2022: $100,228Net Income 2022: $60,3102022Revenue 2023: $127,508Expenses 2023: $106,395Net Income 2023: $21,1132023Revenue 2024: $61,756Expenses 2024: $106,114Net Income 2024: -$44,3582024Revenue 2025: $183,152Expenses 2025: $95,704Net Income 2025: $87,4482025

Highlighted filing

2022

Revenue$160,538
Expenses$100,228
Net Income$60,310
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Jun 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS SHAWPresident-$0--
CHRISTINE MITCHELLVice President-$0--
JAMES AVERYClerk-$0--
JEANNE KRIEGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Isaac Harris Cary Educational Fund
EIN
04-6023807
Phone
7818627730
Address
PO BOX 644, LEXINGTON, MA 02420

Signing Officer

Name
Jeanne Krieger
Title
Treasurer
Phone
7818627730
Signed
2022-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Howell & Minchello Llp
Address
30 MONUMENT SQUARE SUITE 155, CONCORD, MA 01742
Preparer
Michael J Minchello CPA
Phone
7818632444
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOT LABS - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BECTON DICKINSON & CO - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BERKSHIRE HATHAWAY CLASS B - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACK KNIGHT INC - 260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CATERPILLAR INC - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CISCO SYSTEMS - 670 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COLGATE-PALOLIVE - 230 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COMCAST CORP - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CROWN CASTLE INTL - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DELAWARE SMALL CAP CORE - 1,181 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EASTON VANCE SMALL CAP - 4,325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ECOLAB INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EXXON MOBIL CORP - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14META PLATFORMS INC. - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIDELITY NAT'L - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FIRST REPUBLIC BANK - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HOME DEPOT INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES CORE MSCI - 740 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JOHNSON & JOHNSON - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN CHASE & CO - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LAZARD INTL STRATEGIC - 3,087 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MARRIOTT INTL - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCCORMICK & CO - 380 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALT DISNEY CO - 150 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WATSCO INC. - 85 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt313429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt618651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt911666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1014316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt621469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt928962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WASTE MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHUBB LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HOME DEPOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MEDTRONIC PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SMITH A O
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STRYKER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RAYTHEON TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CORESITE REALTY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0122433
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt060310
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01123012
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01062702
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01123012
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089677
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089677
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089677
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091736
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02059
IRS990PF/DistributableAmountGrp/TotalTaxAmt02059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01977
IRS990PF/FMVAssetsEOYAmt01708534
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021773
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt028004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt028004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0312526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0381618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0365582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0703691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0691794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01293352
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01062702
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01123012
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024712
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021596
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01062702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01123012
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01708534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01062702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01123012
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01062702
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01123012
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01862666
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025487
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01837179
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027940
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091736
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01834726
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01862666
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINE MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES AVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEANNE KRIEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 TODD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1145 ST BOTOLPH STREET UNIT 34
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28 DANIELS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt344 WEBSTER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt087142
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt087142
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,123,012
Liabilities
$0
Net assets
$1,123,012
Revenue
$160,538
Expenses
$100,228
Net income
$60,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.18$0.10$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$0.06$0.11$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.10$0.05
2020Summary only. Only limited summary data is available for this year.$1.12$0.00$0.12$0.07$0.05
2016Summary only. Only limited summary data is available for this year.$0.99$0.00$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.12$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.08$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.06$0.08$0.02