Civic Intelligence

Lawrence Model Lodging Houses Trust

990PF • Fiscal year 2021 • EIN 04-6034850

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 02, 2021

Organization Profile
Burns Levinson Llp 125 High StreeBoston, MA 02110

(617) 345-3000

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

80th percentile

42%

Higher net margin than 80% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$6,117

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

875%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$798,579

Up $91,602 (+13%) from 2020

Net Assets

$798,579

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin80th percentile

Revenue

Up

$219,382

Up $196,874 (+875%) from 2020

Expenses

Up

$127,535

Up $17,421 (+16%) from 2020

Net Income

Up

$91,847

Up $179,453 (+205%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $871,408Liabilities 2012: $02012Assets 2013: $857,982Liabilities 2013: $02013Assets 2014: $836,523Liabilities 2014: $02014Assets 2015: $831,418Liabilities 2015: $0Net Assets 2015: $831,4182015Assets 2016: $873,762Liabilities 2016: $0Net Assets 2016: $873,7622016Assets 2017: $836,246Liabilities 2017: $0Net Assets 2017: $836,2462017Assets 2018: $777,600Liabilities 2018: $0Net Assets 2018: $777,6002018Assets 2019: $794,938Liabilities 2019: $0Net Assets 2019: $794,9382019Assets 2020: $706,977Liabilities 2020: $02020Assets 2021: $798,579Liabilities 2021: $0Net Assets 2021: $798,5792021Assets 2022: $824,143Liabilities 2022: $0Net Assets 2022: $824,1432022Assets 2023: $863,676Liabilities 2023: $0Net Assets 2023: $863,6762023Assets 2024: $938,711Liabilities 2024: $0Net Assets 2024: $938,7112024Assets 2025: $1,050,658Liabilities 2025: $0Net Assets 2025: $1,050,6582025

Highlighted filing

2021

Assets$798,579
Liabilities$0
Net Assets$798,579
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $48,500Expenses 2012: $82,991Net Income 2012: -$34,4912012Revenue 2013: $70,874Expenses 2013: $84,300Net Income 2013: -$13,4262013Revenue 2014: $84,853Expenses 2014: $106,312Net Income 2014: -$21,4592014Revenue 2015: $93,697Expenses 2015: $98,802Net Income 2015: -$5,1052015Revenue 2016: $145,164Expenses 2016: $102,820Net Income 2016: $42,3442016Revenue 2017: $72,583Expenses 2017: $110,099Net Income 2017: -$37,5162017Revenue 2018: $81,503Expenses 2018: $140,149Net Income 2018: -$58,6462018Revenue 2019: $150,188Expenses 2019: $133,313Net Income 2019: $16,8752019Revenue 2020: $22,508Expenses 2020: $110,114Net Income 2020: -$87,6062020Revenue 2021: $219,382Expenses 2021: $127,535Net Income 2021: $91,8472021Revenue 2022: $141,929Expenses 2022: $134,648Net Income 2022: $7,2812022Revenue 2023: $150,422Expenses 2023: $112,325Net Income 2023: $38,0972023Revenue 2024: $142,251Expenses 2024: $64,577Net Income 2024: $77,6742024Revenue 2025: $244,459Expenses 2025: $139,961Net Income 2025: $104,4982025

Highlighted filing

2021

Revenue$219,382
Expenses$127,535
Net Income$91,847
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD E VAUGHANTrustee-$6,117-$6,117
ASHLEY BROOKSTrustee-$4,588-$4,588
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARITAS COMMUNITIESTO HELP SUPPORT HOUSING FOR THE NEEDYPCBRAINTREE, MA, US$10,000
Paid GrantLAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSINGTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$10,000
Paid GrantFENWAY COMMUNITY DEVELOPMENT CORPTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$7,500
Paid GrantSOJOURNER HOUSEO HELP SUPPORT HOUSING FOR THE NEEDYPCROXBURY, MA, US$7,500
Paid GrantJAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPTO HELP SUPPORT HOUSING FOR THE NEEDYPCJAMACA PLAIN, MA, US$7,000
Paid GrantMETROPOLITAN BOSTON HOUSINGTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$6,000
Paid GrantBOSTON BUILDING RESOURCESTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$5,000
Paid GrantFRIENDS OF BOSTON'S HOMELESSTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$5,000
Paid GrantGREATER BOSTON LEGAL SERVICESTO HELP SUPPORT LEGAL SERVICES FOR THE NEEDYPCBOSTON, MA, US$5,000
Paid GrantNEW ENGLAND CENTER AND HOME FOR VETERANSTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$5,000
Paid GrantVICTORY PROGRAMSTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$5,000
Paid GrantROGERSON COMMUNITIESTO HELP SUPPORT HOUSING FOR THE NEEDYPCROSLINDALE, MA, US$2,500
Paid GrantBROOKVIEW HOUSETO HELP SUPPORT HOUSING FOR THE NEEDYPCDORCHESTER, MA, US$2,500
Paid GrantPINE STREET INNTO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$1,500
Paid GrantHORIZON FOR HOMELESS CHILDRENTO HELP SUPPORT HOUSING FOR THE NEEDYPCDORCHESTER, MA, US$1,250
Paid GrantCASA MYRNATO HELP SUPPORT HOUSING FOR THE NEEDYPCBOSTON, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
Lawrence Model Lodging Houses Trust
EIN
04-6034850
Phone
6173453000
Address
BURNS LEVINSON LLP 125 HIGH STREE, BOSTON, MA 02110

Signing Officer

Name
Donald a Vaughan
Title
Trustee
Phone
6173453000
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Burns & Levinson Llp
Address
125 HIGH STREET, BOSTON, MA 02110
Preparer
Howard E Schwartz
Phone
6173453000
Raw XML AppendixShowing 400 of 699 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0950
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO BK 3.50% 12/28/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS BK 3.30% 8/27/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS BK 3.15% 6/17/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3MORGAN STANLEY BK 1.70% 2/22/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CARLISLE COS INC 3.50% 12/1/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt026314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt127342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226222
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt371215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt455003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027204
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt128467
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt227408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt371021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt454198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt019353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt320065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt525274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt127001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1524947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1629962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1724135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1824870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1984615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2049636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2130552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2229606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2329488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2630648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2725296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt070215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt567410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt668504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt838352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt965657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1045509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1172188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1271867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1347462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1479529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1564177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1632903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1747298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1979764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2047890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2159329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2240928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2364837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2422020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2638300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2726977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN INTNL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FIFTH THIRD BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8TRAVELERS COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10NOVO NORDISK AS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13IPG PHOTONICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WP CAREY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANECK VECTORS ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ALPHACENTRIC INCOME OPP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIRST TR EXCHANGE-TRADED FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ENTERPRISE PRODUCT PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MODERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GLOBAL PMTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NRG ENERGY INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024394
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0192970
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0689
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0VIA ENTERPRISE PRODUCTS PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01313
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0218069
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01313
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0219382
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt026412
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0192970
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05353
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05352
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt024394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024394
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt091847
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0253395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010943
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03648
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt014591
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0192970
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0193060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0689
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019117
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt026412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0102437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0127535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0218069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0219382
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41963-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52004-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102004-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122003-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1325067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt313853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt414164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt629855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt828832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt914157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1211976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt313853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt414164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt520440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt629855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt828832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt914157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1211976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt529520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt632327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt831994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325000
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/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020 SHRS ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc170 SHRS EDWARDS LIFESCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250 SHRS MASTERCARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3275 SHRS TJX COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150 SHRS JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5260 SHRS TRAVELERS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6190 SHRS MODERNA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc730 NXP SEMICONDUCTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc870 SHRS BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100 SHRS WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1055 SHRS EDWARDS LIFESCIENCES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1115 SHRS MASTERCARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12190 SHRS TJX COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1325,000 BERKSHIRE HATHAWAY FIN CORP 4.25% 1/15/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410 SHRS AMERICAN INTNL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151 SHRS AMERICAN INTNL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0192970
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt091847
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0798824
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0706977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0798579
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074085
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074085
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074085
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076769
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02684
IRS990PF/DistributableAmountGrp/TotalTaxAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01105
IRS990PF/FMVAssetsEOYAmt01658253
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0904327
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0904327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0104412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0206096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0208298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0575578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0568863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01426335
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt05575
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt06825
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt05575
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt05575
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-197350
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-105748
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020162
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018045
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0706977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0798579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01658253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0706977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0798579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0706977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0798579
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01558765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt089485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01240623
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023381
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0228657
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt076769
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01535384
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01558765
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD E VAUGHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ASHLEY BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0BURNS LEVINSON LLP 125 HIGH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1SULLIVAN WORCESTER 1 POST OFFICE SQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0102437
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0102437
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0102437
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,579
Liabilities
$0
Net assets
$798,579
Revenue
$219,382
Expenses
$127,535
Net income
$91,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.24$0.14$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.14$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.15$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.22$0.13$0.09
2020Summary only. Only limited summary data is available for this year.$0.71$0.00$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.15$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.08$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.05$0.08$0.03