Civic Intelligence

Reed & Barton Foundation Inc Aka Taunton-South Shore Foundation

990PF • Fiscal year 2019 • EIN 04-6040591

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
100 Boston Turnpike Road - J9bShrewsbury, MA 01545

(617) 852-6336

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.15x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$10,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

51%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,617,267

Up $289,449 (+22%) from 2018

Net Assets

Up

$1,608,407

Up $286,074 (+22%) from 2018

Liabilities

Up

$8,860

Up $3,375 (+62%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$59,360

Up $19,947 (+51%) from 2018

Expenses

Up

$110,787

Up $9,710 (+9.6%) from 2018

Net Income

Up

-$51,427

Up $10,237 (+17%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,350,079Liabilities 2010: $4,341Net Assets 2010: $1,345,7382010Assets 2011: $1,264,400Liabilities 2011: $2,619Net Assets 2011: $1,261,7812011Assets 2012: $1,323,123Liabilities 2012: $2,321Net Assets 2012: $1,320,8022012Assets 2013: $1,529,912Liabilities 2013: $5,639Net Assets 2013: $1,524,2732013Assets 2014: $1,550,795Liabilities 2014: $7,255Net Assets 2014: $1,543,5402014Assets 2015: $1,435,565Liabilities 2015: $9,658Net Assets 2015: $1,425,9072015Assets 2017: $1,508,048Liabilities 2017: $6,655Net Assets 2017: $1,501,3932017Assets 2018: $1,327,818Liabilities 2018: $5,485Net Assets 2018: $1,322,3332018Assets 2019: $1,617,267Liabilities 2019: $8,860Net Assets 2019: $1,608,4072019Assets 2020: $1,747,938Liabilities 2020: $10,643Net Assets 2020: $1,737,2952020Assets 2021: $1,951,371Liabilities 2021: $15,862Net Assets 2021: $1,935,5092021Assets 2022: $1,543,629Liabilities 2022: $12,572Net Assets 2022: $1,531,0572022Assets 2023: $1,730,062Liabilities 2023: $15,810Net Assets 2023: $1,714,2522023Assets 2024: $1,837,013Liabilities 2024: $14,471Net Assets 2024: $1,822,5422024

Highlighted filing

2019

Assets$1,617,267
Liabilities$8,860
Net Assets$1,608,407
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KExpenses 2010: $60,4302010Expenses 2011: $61,6012011Expenses 2012: $70,4552012Revenue 2013: $95,718Expenses 2013: $88,172Net Income 2013: $7,5462013Revenue 2014: $85,237Expenses 2014: $83,829Net Income 2014: $1,4082014Revenue 2015: $58,842Expenses 2015: $86,596Net Income 2015: -$27,7542015Revenue 2017: $44,407Expenses 2017: $104,898Net Income 2017: -$60,4912017Revenue 2018: $39,413Expenses 2018: $101,077Net Income 2018: -$61,6642018Revenue 2019: $59,360Expenses 2019: $110,787Net Income 2019: -$51,4272019Revenue 2020: $110,834Expenses 2020: $103,084Net Income 2020: $7,7502020Revenue 2021: $100,291Expenses 2021: $123,019Net Income 2021: -$22,7282021Revenue 2022: $77,975Expenses 2022: $118,331Net Income 2022: -$40,3562022Revenue 2023: $178,833Expenses 2023: $121,207Net Income 2023: $57,6262023Revenue 2024: $105,367Expenses 2024: $114,020Net Income 2024: -$8,6532024

Highlighted filing

2019

Revenue$59,360
Expenses$110,787
Net Income-$51,427
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DALYTreasurer-$10,000-$10,000
REBECCA MORETrustee-$0--
ROSA HALLOWELLTrustee-$0--
CHARLES WEEKSPresident-$0--
MARK B STEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Taunton-south Shore Foundation Inc
EIN
04-6040591
Phone
6178526336
Address
100 BOSTON TURNPIKE ROAD - J9B, SHREWSBURY, MA 01545

Signing Officer

Name
Charles Daly
Title
Treasurer
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Leahy Cody & Odonnell LLC
Address
63 Winthrop Street, Taunton, MA 02780
Preparer
Michael J Leahy CPA
Phone
5088246622
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt94400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1020106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-12010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt237575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1024907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212570
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/PropertyDesc050000 ORACLE NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13000 SHS MANNING & NAPIER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400 SHS CELGENE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHS CAP[ITAL ONE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SHS VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61700 SHS SILICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000 SHS TJX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950 SHS MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100 SHS ANSYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 SHS VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121000 SHS KAYNE ANDERSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032137
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-51427
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0337501
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01608407
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01322333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01608407
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072297
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072297
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072297
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt072523
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0226
IRS990PF/DistributableAmountGrp/TotalTaxAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0775
IRS990PF/FMVAssetsEOYAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02535
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02535
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011066
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08479
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100585
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt051060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt051060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01019033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01251452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01251452
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01322333
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075170
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0256100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0256100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02950
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06325
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0790
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0547
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0121174
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt049629
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt049629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01327818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01327818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01617267
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01322333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01608407
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01472544
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt095175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01376700
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022088
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0669
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt072523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01450456
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01472544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REBECCA MORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES DALY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROSA HALLOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES WEEKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARK B STEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 BOSTON TURNPIKE RD J9B 292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SHREWSBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401545
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt068112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt068338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt070907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt069410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt072340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt062598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01450456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01395827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01430548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01395299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01470583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01517249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234797

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,617,267
Liabilities
$8,860
Net assets
$1,608,407
Revenue
$59,360
Expenses
$110,787
Net income
-$51,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.82$0.11$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.02$1.71$0.18$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.08$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.94$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.04$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$0.09$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$0.10$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06