Civic Intelligence

Isaac Harris Cary Educational Fund

990PF • Fiscal year 2024 • EIN 04-6023807

May 01, 2023 to Apr 30, 2024 • Filed on Sep 03, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-72%

Higher net margin than 7% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-3.9%

Faster asset growth than 22% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,099,767

Down $44,358 (-3.9%) from 2023

Net Assets

Down

$1,099,767

Down $44,358 (-3.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Down

$61,756

Down $65,752 (-52%) from 2023

Expenses

Down

$106,114

Down $281 (-0.3%) from 2023

Net Income

Down

-$44,358

Down $65,471 (-310%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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: $0Net Assets 2024: $1,099,7672024Assets 2025: $1,187,215Liabilities 2025: $0Net Assets 2025: $1,187,2152025

Highlighted filing

2024

Assets$1,099,767
Liabilities$0
Net Assets$1,099,767
Open 2024 Filing

Operations Trend

Revenue Growth6th 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

2024

Revenue$61,756
Expenses$106,114
Net Income-$44,358
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 3, 2024
Return Version
2023v5.1
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--
NICOLE KEFALASTrustee-$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
2024-09-03
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/EOYFMVAmt3817682
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/StockNm4COLGATE-PALOLIVE - 230 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EASTON VANCE SMALL CAP - 4,491 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ECOLAB INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL CORP - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HOME DEPOT INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES CORE MSCI - 740 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JOHNSON & JOHNSON - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JP MORGAN CHASE & CO - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LAZARD INTL STRATEGIC - 3,087 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MCCORMICK & CO - 380 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MCDONALD'S CORP - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MEDTRONIC PLC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MICROSOFT CORP - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NEXTERA ENERGY - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PEPSICO INC - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TEXAS INSTRUMENTS - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNION PACIFIC CORP - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VISA INC - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WALT DISNEY CO - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD FTSE EMERGING MKTS - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WATSCO INC. - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMAZON.COM - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26APPLE INC. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BROOKFIELD ASSET MGMT - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BROOKFIELD CORP - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTUIT INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30S&P GLOBAL INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31THERMO FISHER - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ALPHABET INC. CLASS C -490 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt616684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt79245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt331779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91351
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/PropertyDesc0DIAGEO CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SANOFI 3.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB GOVT MONEY INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DELAWARE SMALL CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ALCON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CROWN CASTLE INC REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7UNION PACIFIC COEP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BNSF, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024341
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-44358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01099767
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01144125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01099767
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079491
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079491
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079491
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080152
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0661
IRS990PF/DistributableAmountGrp/TotalTaxAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0956
IRS990PF/FMVAssetsEOYAmt01666347
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049433
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016143
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0411015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0346338
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0330626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0627051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0664019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01246311
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01144125
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01099767
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt056626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt073267
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt073267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01144125
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01099767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01666347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01144125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01099767
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01144125
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01099767
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01627447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037881
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01589566
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024412
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01603035
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01627447
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/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINE MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES AVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEANNE KRIEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NICOLE KEFALAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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/AddressLine1Txt419 HILLCREST 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/CityNm4LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt090521
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt090521
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
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,099,767
Liabilities
$0
Net assets
$1,099,767
Revenue
$61,756
Expenses
$106,114
Net income
-$44,358
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$1.10$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