Civic Intelligence

James C Melvin Trust UW Brenda S Diana Et Al Trustees

990PF • Fiscal year 2015 • EIN 04-6029004

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 21, 2016

Organization Profile
C/O Ropes Gray Llp 800 Boylston StBoston, MA 02199-3600

(617) 951-7000

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,963,202

Down $68,769 (-1.4%) from 2014

Net Assets

Down

$4,963,202

Down $68,769 (-1.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Down

$268,229

Down $78,820 (-23%) from 2014

Expenses

Up

$342,617

Up $49,586 (+17%) from 2014

Net Income

Down

-$74,388

Down $128,406 (-238%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,020,182Liabilities 2010: $0Net Assets 2010: $5,020,1822010Assets 2011: $5,043,914Liabilities 2011: $0Net Assets 2011: $5,043,9142011Assets 2012: $5,005,651Liabilities 2012: $0Net Assets 2012: $5,005,6512012Assets 2013: $4,977,953Liabilities 2013: $0Net Assets 2013: $4,977,9532013Assets 2014: $5,031,971Liabilities 2014: $0Net Assets 2014: $5,031,9712014Assets 2015: $4,963,202Liabilities 2015: $0Net Assets 2015: $4,963,2022015Assets 2016: $5,028,762Liabilities 2016: $0Net Assets 2016: $5,028,7622016Assets 2017: $4,969,431Liabilities 2017: $0Net Assets 2017: $4,969,4312017Assets 2018: $4,941,186Liabilities 2018: $0Net Assets 2018: $4,941,1862018Assets 2019: $4,878,343Liabilities 2019: $0Net Assets 2019: $4,878,3432019Assets 2020: $5,022,669Liabilities 2020: $0Net Assets 2020: $5,022,6692020Assets 2021: $5,275,161Liabilities 2021: $0Net Assets 2021: $5,275,1612021Assets 2022: $5,459,269Liabilities 2022: $0Net Assets 2022: $5,459,2692022Assets 2023: $5,886,116Liabilities 2023: $0Net Assets 2023: $5,886,1162023Assets 2024: $6,164,060Liabilities 2024: $0Net Assets 2024: $6,164,0602024

Highlighted filing

2015

Assets$4,963,202
Liabilities$0
Net Assets$4,963,202
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $274,7952010Expenses 2011: $297,1812011Expenses 2012: $302,1672012Revenue 2013: $290,326Expenses 2013: $318,481Net Income 2013: -$28,1552013Revenue 2014: $347,049Expenses 2014: $293,031Net Income 2014: $54,0182014Revenue 2015: $268,229Expenses 2015: $342,617Net Income 2015: -$74,3882015Revenue 2016: $381,074Expenses 2016: $311,460Net Income 2016: $69,6142016Revenue 2017: $231,286Expenses 2017: $289,983Net Income 2017: -$58,6972017Revenue 2018: $278,070Expenses 2018: $312,173Net Income 2018: -$34,1032018Revenue 2019: $256,251Expenses 2019: $319,715Net Income 2019: -$63,4642019Revenue 2020: $461,485Expenses 2020: $319,847Net Income 2020: $141,6382020Revenue 2021: $590,284Expenses 2021: $338,318Net Income 2021: $251,9662021Revenue 2022: $137,848Expenses 2022: $384,097Net Income 2022: -$246,2492022Revenue 2023: $254,348Expenses 2023: $363,939Net Income 2023: -$109,5912023Revenue 2024: $902,946Expenses 2024: $363,566Net Income 2024: $539,3802024

Highlighted filing

2015

Revenue$268,229
Expenses$342,617
Net Income-$74,388
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS L COOLIDGETrustee-$0--
EDWARD P LAWRENCETrustee-$0--
BRENDA S DIANATrustee-$0--
ROBERT N SHAPIROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James C Melvin Trust Uw
EIN
04-6029004
Phone
6179517000
Address
C/O ROPES GRAY LLP 800 BOYLSTON ST, BOSTON, MA 02199-3600

Signing Officer

Name
Robert N Shapiro
Title
Trustee
Phone
6179517000
Signed
2016-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Alfonso Perillo
Phone
6172276161
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0EDWARD P LAWRENCE, FRANCIS L COOLIDGE, BRENDA S DIANA, & ROBERT N SHAPIRO, TRUSTEES, ARE NOT COMPENSATED DIRECTLY FROM THIS TRUST. HOWEVER, THEY ARE ACTIVE PARTNERS (BRENDA S DIANA AND ROBERT N SHAPIRO) AND RETIRED PARTNERS (EDWARD P LAWRENCE AND FRANCIS L COOLIDGE) OF THE LAW FIRM ROPES & GRAY LLP, WHICH PROVIDES INVESTMENT AND LEGAL ADVICE AND OTHER FIDUCIARY SERVICES.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1027,036.444 SHS TRANSAMERICA INTERNATIONAL SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116,396.729 SHS VANGUARD SMALL-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124,507.023 SHS OAK RIDGE SMALL CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1310,819.434 SHS MATTHEWS ASIA DIVIDEND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143,619.777 SHS THIRD AVENUE REAL ESTATE VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0710534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1702777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2195057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3192282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5166343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6275370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7250888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8184182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9285359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10311460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11339346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12157881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13166078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14103996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0106002
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0162213
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0268229
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0268229
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0163899
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0230000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0230000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0106002
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0106002
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-74388
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01053125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03345
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03345
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06690
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162213
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0224208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt052573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt037573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt090146
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02640
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0288088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0342617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0269915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0268229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt058088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt045707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0890912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0110396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0110396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01001308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DISALLOWED LOSSES FROM WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0163899
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-74388
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05619
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04963202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05031971
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04963202
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0264714
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0264714
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0264714
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0266956
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02242
IRS990PF/DistributableAmountGrp/TotalTaxAmt02242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06160
IRS990PF/FMVAssetsEOYAmt05194441
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05031971
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04963202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0815932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0789683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01000703
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04039011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04042756
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04062975
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0177028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0130763
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0130763
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05031971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04963202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05194441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05031971
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04963202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05031971
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04963202
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05420421
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0153896
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05266525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081306
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0266956
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05339115
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05420421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROPES & GRAY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt084067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL, MGMT. & INVESTMENT MGMT.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,963,202
Liabilities
$0
Net assets
$4,963,202
Revenue
$268,229
Expenses
$342,617
Net income
-$74,388
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.$6.16$0.00$6.16$0.90$0.36$0.54
2023Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.14$0.38$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.59$0.34$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.46$0.32$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26$0.32$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.28$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.23$0.29$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.38$0.31$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.27$0.34$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.35$0.29$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.29$0.32$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.30
2011Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.30
2010Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.27