Civic Intelligence

Louis E Wolfson Foundation C/O Paul Bishop Esquire Gilmore Rees

990PF • Fiscal year 2018 • EIN 04-6053295

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 21, 2019

Organization Profile
70 Walnut StreetWellesley, MA 02481

(617) 431-9788

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$15,793,976

Flat from 2018

Net Assets

Flat

$15,753,594

Flat from 2018

Liabilities

Flat

$40,382

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,130,357

Flat from 2018

Expenses

Flat

$1,085,584

Flat from 2018

Net Income

Flat

$44,773

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $18,628,517Liabilities 2010: $33,782Net Assets 2010: $18,594,7352010Assets 2011: $18,603,001Liabilities 2011: $44,165Net Assets 2011: $18,558,8362011Assets 2012: $18,549,530Liabilities 2012: $44,055Net Assets 2012: $18,505,4752012Assets 2013: $15,849,376Liabilities 2013: $52,804Net Assets 2013: $15,796,5722013Assets 2014: $16,010,038Liabilities 2014: $55,059Net Assets 2014: $15,954,9792014Assets 2015: $16,490,032Liabilities 2015: $58,8192015Assets 2016: $15,642,799Liabilities 2016: $48,410Net Assets 2016: $15,594,3892016Assets 2017: $15,857,420Liabilities 2017: $57,715Net Assets 2017: $15,799,7052017Assets 2018: $15,793,976Liabilities 2018: $40,382Net Assets 2018: $15,753,5942018Assets 2018: $15,793,976Liabilities 2018: $40,382Net Assets 2018: $15,753,5942018Assets 2019: $16,493,910Liabilities 2019: $40,382Net Assets 2019: $16,453,5282019Assets 2020: $16,681,405Liabilities 2020: $40,379Net Assets 2020: $16,641,0262020Assets 2021: $16,952,913Liabilities 2021: $40,379Net Assets 2021: $16,912,5342021Assets 2022: $16,755,593Liabilities 2022: $40,379Net Assets 2022: $16,715,2142022Assets 2023: $528,804Liabilities 2023: $21,5402023Assets 2024: $509,817Liabilities 2024: $12024Assets 2025: $515,099Liabilities 2025: $0Net Assets 2025: $515,0992025

Highlighted filing

2018

Assets$15,793,976
Liabilities$40,382
Net Assets$15,753,594
Open 2018 Filing

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2010: $918,1322010Expenses 2011: $951,6142011Expenses 2012: $883,3602012Revenue 2013: -$1,730,590Expenses 2013: $978,313Net Income 2013: -$2,708,9032013Revenue 2014: $1,168,837Expenses 2014: $1,010,430Net Income 2014: $158,4072014Revenue 2015: $1,500,557Expenses 2015: $1,024,323Net Income 2015: $476,2342015Revenue 2016: $1,586,021Expenses 2016: $994,570Net Income 2016: $591,4512016Revenue 2017: $1,240,146Expenses 2017: $1,034,830Net Income 2017: $205,3162017Revenue 2018: $1,130,357Expenses 2018: $1,085,584Net Income 2018: $44,7732018Revenue 2018: $1,130,357Expenses 2018: $1,085,584Net Income 2018: $44,7732018Revenue 2019: $1,782,915Expenses 2019: $1,082,981Net Income 2019: $699,9342019Revenue 2020: $1,243,656Expenses 2020: $1,056,158Net Income 2020: $187,4982020Revenue 2021: $1,472,267Expenses 2021: $1,200,759Net Income 2021: $271,5082021Revenue 2022: $1,498,768Expenses 2022: $1,696,088Net Income 2022: -$197,3202022Revenue 2023: $1,032,364Expenses 2023: $17,240,314Net Income 2023: -$16,207,9502023Revenue 2024: $19,062Expenses 2024: $16,509Net Income 2024: $2,5532024Revenue 2025: $17,450Expenses 2025: $12,168Net Income 2025: $5,2822025

Highlighted filing

2018

Revenue$1,130,357
Expenses$1,085,584
Net Income$44,773
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 21, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT CULLEN JRTrustee-$0--
HENRY KLAPHOLZ MDTrustee-$0--
JACK LONDONTrustee-$0--
ROBERT PENNTrustee-$0--
JULES DIENSTAG MDChairman-$0--
MARTIN COHNETrustee-$0--
KAREN ANTMAN MDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Louis E Wolfson Foundation
EIN
04-6053295
Phone
6174319788
Address
70 WALNUT STREET, WELLESLEY, MA 02481

Signing Officer

Name
Jules Dienstag
Title
Trustee
Phone
6174319788
Signed
2019-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Marini & Associates Inc
Address
41 WEST CENTRAL STREET, NATICK, MA 01760
Preparer
Anthony a Marini CPA
Phone
5086500018
Raw XML AppendixShowing 400 of 618 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.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015634089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018066228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0453684
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COHEN & STEERS INTL REALTY I : IRFIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DFA EMERGING MKTS PORT INSTL : DFEMX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA INTL SMALL CAP VALUE PORT INSTL : DISVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DFA US LARGE CO PORTFOLIO : DFUSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GMO INTL EQTY FD III : GMOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5T ROWE PRICE GWTH STOCK FD I : PRUFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COHEN & STEERS INTL REALTY I : IRFIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DFA EMERGING MKTS PORT INSTL : DFEMX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DFA US LARGE CAP VALUE PORT INSTL : DFLVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DFA US LARGE CO PORTFOLIO : DFUSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DODGE & COX STOCK FUND : DODGX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11T ROWE PRICE GWTH STOCK FD I : PRUFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD DIV GROWTH FD INVESTOR SHRS : VDIGX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VANGUARD SMALL CAP INDEX ADMIRAL SHARE : VSMDZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14COHEN & STEERS INTL REALTY I : CSRIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15COHEN & STEERS INTL REALTY I : IRFIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16DFA INTERM GOVT FIXED INCM PORT INSTL : DFIGX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LOOMIS SAYLES BOND FUND I : LSBDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PIMCO FOREIGN BD USD HEDGED CL INST: PFORX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PIMCO FOREIGN BD USD HEDGED CL INST: PFORX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PIMCO TOTAL RETURN FUND INSTAL CL : PTTRX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0676673
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt044773
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090884
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015844478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015799705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015753594
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0922287
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0922287
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0922287
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0932747
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010460
IRS990PF/DistributableAmountGrp/TotalTaxAmt010460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011448
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011448
IRS990PF/FMVAssetsEOYAmt018226115
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt049715
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt040382
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt091176
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0107587
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0107587
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015712838
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015634089
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018066228
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051982
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050876
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015857420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015793976
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018226115
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt057715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt040382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015857420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015793976
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015799705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015753594
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt015799705
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt015753594
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018939016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018871799
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0284085
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01426
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0932747
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018654931
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018939016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0KASPICK & COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BLUMSHAPIRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2GILMORE REES & CALSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt084310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt118000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt27000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt31685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0JANET MATTOZZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE BEACON STREET 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt14 BATTERYMARCH PARK 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt220 EMMETT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt370 WALNUT STREET 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2DEDHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102169
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd302481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT CULLEN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HENRY KLAPHOLZ MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT PENN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULES DIENSTAG MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARTIN COHNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KAREN ANTMAN MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt070 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt170 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt270 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt370 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt470 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt570 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt670 WALNUT STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6WELLESLEY
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/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd502481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd602481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0946253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0956713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0916475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0882273

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,793,976
Liabilities
$40,382
Net assets
$15,753,594
Revenue
$1,130,357
Expenses
$1,085,584
Net income
$44,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.02$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.02$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.02$1.03$17.2$16.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.04$16.7$1.50$1.70$0.20
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.04$16.9$1.47$1.20$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.04$16.6$1.24$1.06$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.04$16.5$1.78$1.08$0.70
2018Detailed filing. Detailed filing data is available for this year.$15.8$0.04$15.8$1.13$1.09$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.04$15.8$1.13$1.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.06$15.8$1.24$1.03$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.05$15.6$1.59$0.99$0.59
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.06$1.50$1.02$0.48
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.06$16.0$1.17$1.01$0.16
2013Detailed filing. Detailed filing data is available for this year.$15.8$0.05$15.8$1.73$0.98$2.71
2012Detailed filing. Detailed filing data is available for this year.$18.5$0.04$18.5$0.88
2011Detailed filing. Detailed filing data is available for this year.$18.6$0.04$18.6$0.95
2010Detailed filing. Detailed filing data is available for this year.$18.6$0.03$18.6$0.92