Civic Intelligence

Storer Trust Century Bank & Trust Co

990PF • Fiscal year 2016 • EIN 04-6034836

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

400 Mystic AvenueMedford, MA 02155

(781) 393-4602

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

36th percentile

-2.8%

Higher net margin than 36% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$776,734

Down $1,447 (-0.2%) from 2015

Net Assets

Down

$776,734

Down $1,447 (-0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$51,455

Down $115,127 (-69%) from 2015

Expenses

Up

$52,902

Up $1,728 (+3.4%) from 2015

Net Income

Down

-$1,447

Down $116,855 (-101%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $711,786Liabilities 2011: $0Net Assets 2011: $711,7862011Assets 2012: $675,342Liabilities 2012: $0Net Assets 2012: $675,3422012Assets 2013: $668,067Liabilities 2013: $0Net Assets 2013: $668,0672013Assets 2014: $662,773Liabilities 2014: $0Net Assets 2014: $662,7732014Assets 2015: $778,181Liabilities 2015: $0Net Assets 2015: $778,1812015Assets 2016: $776,734Liabilities 2016: $0Net Assets 2016: $776,7342016Assets 2017: $841,957Liabilities 2017: $0Net Assets 2017: $841,9572017Assets 2018: $821,357Liabilities 2018: $0Net Assets 2018: $821,3572018Assets 2019: $849,792Liabilities 2019: $0Net Assets 2019: $849,7922019Assets 2020: $791,615Liabilities 2020: $0Net Assets 2020: $791,6152020Assets 2021: $864,973Liabilities 2021: $0Net Assets 2021: $864,9732021Assets 2022: $789,631Liabilities 2022: $0Net Assets 2022: $789,6312022Assets 2023: $792,165Liabilities 2023: $0Net Assets 2023: $792,1652023Assets 2024: $805,454Liabilities 2024: $0Net Assets 2024: $805,4542024

Highlighted filing

2016

Assets$776,734
Liabilities$0
Net Assets$776,734

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $42,5352011Expenses 2012: $44,5242012Revenue 2013: $37,653Expenses 2013: $44,928Net Income 2013: -$7,2752013Revenue 2014: $41,749Expenses 2014: $47,043Net Income 2014: -$5,2942014Revenue 2015: $166,582Expenses 2015: $51,174Net Income 2015: $115,4082015Revenue 2016: $51,455Expenses 2016: $52,902Net Income 2016: -$1,4472016Revenue 2017: $111,989Expenses 2017: $46,766Net Income 2017: $65,2232017Revenue 2018: $33,066Expenses 2018: $53,666Net Income 2018: -$20,6002018Revenue 2019: $83,814Expenses 2019: $55,379Net Income 2019: $28,4352019Revenue 2020: -$2,929Expenses 2020: $55,248Net Income 2020: -$58,1772020Revenue 2021: $128,796Expenses 2021: $55,438Net Income 2021: $73,3582021Revenue 2022: -$11,338Expenses 2022: $64,004Net Income 2022: -$75,3422022Revenue 2023: $58,333Expenses 2023: $55,799Net Income 2023: $2,5342023Revenue 2024: $76,449Expenses 2024: $63,160Net Income 2024: $13,2892024

Highlighted filing

2016

Revenue$51,455
Expenses$52,902
Net Income-$1,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEWMAN FLANAGANTrustee-$0--
BARRY R SLOANETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Storer Trust
EIN
04-6034836
Phone
7813934602
Address
400 MYSTIC AVENUE, MEDFORD, MA 02155

Signing Officer

Name
Barry R Sloane
Title
Trustee
Phone
7813934602
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
Paul Ford CPA
Phone
6177311222
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt95508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt980720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1039780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1178649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12260
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/PropertyDesc0500 SHS APACHE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1300 SHS DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS GENERAL ELECTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3250 SHS WALMART STORES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc465 SHS CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5330 SHS GENERAL ELCTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc656 SHS INTL BUSINESS MACHS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 SHS KRAFT HEINZ CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80.667 LAMB WESTON HLDGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9715 SHS ISHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102,415.028 SHS MFS UTILITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114,404.742 SHS PUTNAM EQ INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031071
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1447
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0776734
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0778181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0776734
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041008
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041008
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041008
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt041435
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0427
IRS990PF/DistributableAmountGrp/TotalTaxAmt0427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02532
IRS990PF/FMVAssetsEOYAmt0838193
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt056651
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt056651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt024570
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0439477
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0250869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0304385
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0446952
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0455328
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0721530
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0720083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0238488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt053910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt053910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0778181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0776734
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0838193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0778181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0776734
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0778181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0776734
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0841313
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0153574
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0687739
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012620
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt041435
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0828693
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0841313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NEWMAN FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARRY R SLOANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O CENTURY BANK 400 MYSTIC AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O CENTURY BANK 400 MYSTIC AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt039575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt040002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt037500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0828693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0878885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0893508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0838644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0785562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0782233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238782

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.76$0.63$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.58$0.56$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.11$0.64$0.75
2021Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$1.29$0.55$0.73
2020Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.03$0.55$0.58
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.84$0.55$0.28
2018Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.33$0.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$1.12$0.47$0.65
2016Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.51$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.67$0.51$1.15
2014Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.42$0.47$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.38$0.45$0.07
2012Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.45
2011Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.43