Civic Intelligence

James C Melvin Trust UW Brenda S Diana Et Al Trustees

990PF • Fiscal year 2018 • EIN 04-6029004

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 25, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,941,186

Down $28,245 (-0.6%) from 2017

Net Assets

Down

$4,941,186

Down $28,245 (-0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin21st percentile

Revenue

Up

$278,070

Up $46,784 (+20%) from 2017

Expenses

Up

$312,173

Up $22,190 (+7.7%) from 2017

Net Income

Up

-$34,103

Up $24,594 (+42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$4,941,186
Liabilities$0
Net Assets$4,941,186
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$278,070
Expenses$312,173
Net Income-$34,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA S DIANATrustee-$0--
MARTIN HALLTrustee-$0--
JENNIFER S EWINGTrustee-$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
Brenda S Diana
Title
Trustee
Phone
6179517000
Signed
2019-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Scott Kaplowitch
Phone
6172276161
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1(A)(4)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART II, LINE 10B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION OF A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1INVESTMENTS - CORPORATE STOCK
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PAYMENTS IN THE AMOUNT OF $75,980 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR INVESTMENT MANAGEMENT, LEGAL, TAX & ADMINISTRATIVE SERVICES PROVIDED BY THE FIRM. BRENDA S DIANA, MARTIN HALL & JENNIFER S. EWING, TRUSTEES, ARE NOT COMPENSATED DIRECTLY FROM THIS TRUST. HOWEVER, THEY ARE ACTIVE PARTNERS OF THE LAW FIRM HAVING APPROXIMATELY 300 ACTIVE PARTNERS.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04941186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04969431
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04941186
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0284039
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0284039
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0284039
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0288958
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04919
IRS990PF/DistributableAmountGrp/TotalTaxAmt04919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03840
IRS990PF/FMVAssetsEOYAmt05312338
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04969431
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04941186
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0332581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0255559
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0353382
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04425051
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04537050
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04810379
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0208430
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0148577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0148577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04969431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04941186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05312338
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04969431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04941186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04969431
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04941186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05867165
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0182903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05684262
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088007
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0288958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05779158
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05867165
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROPES & GRAY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt075980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT, TAX & ADMINISTRATIVE SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRENDA S DIANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER S EWING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ROPES GRAY 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1ROPES GRAY 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ROPES GRAY 800 BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0280763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0283223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0249005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0270320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0285846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0239949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0274226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05779158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05600371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05241392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05339115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05591835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05438229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0269386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242911
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0269386
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0269386
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0269386
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROPES GRAY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 BOYLSTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021993600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179517000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt535000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP/AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP/AID

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,941,186
Liabilities
$0
Net assets
$4,941,186
Revenue
$278,070
Expenses
$312,173
Net income
-$34,103
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