Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 04-6053295

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 19, 2021

Organization Profile
70 Walnut StreetWellesley, MA 02481

(617) 431-9788

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$16,681,405

Up $187,495 (+1.1%) from 2019

Net Assets

Up

$16,641,026

Up $187,498 (+1.1%) from 2019

Liabilities

Down

$40,379

Down $3 (-0.0%) from 2019

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin68th percentile

Revenue

Down

$1,243,656

Down $539,259 (-30%) from 2019

Expenses

Down

$1,056,158

Down $26,823 (-2.5%) from 2019

Net Income

Down

$187,498

Down $512,436 (-73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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 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

2020

Assets$16,681,405
Liabilities$40,379
Net Assets$16,641,026
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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 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

2020

Revenue$1,243,656
Expenses$1,056,158
Net Income$187,498
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 19, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT CULLEN JRTrustee-$0--
HENRY KLAPHOLZ MDChariman-$0--
JACK LONDONTrustee-$0--
ROBERT PENNTrustee-$0--
JULES DIENSTAG MDTrustee-$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
Henry Klapholz Md
Title
Chariman
Signed
2021-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Marini & Associates Inc
Address
41 W CENTRAL ST, NATICK, MA 01760
Preparer
Anthony a Marini CPA
Phone
5086500018
Raw XML AppendixShowing 400 of 508 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COHEN & STEERS INST REALTY SHARES: C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HARBOR INTERNATIONAL FUND INST CL: H
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PIMCO TOTAL RETURN FUND SNSTL CL : P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY INTL EQTY FD CL I : M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DFA INTERM GOVT FIXED INCM PORT INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5T ROWE PRICE GWTH STOCK FD INVESTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LOOMIS SAYLES BOND FUND I: LSBDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD DIV GROWTH FD INVESTOR SHRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PIMCO HIGH YIELD FUND INST CL : PHIY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD SMALL CAP INDEX ADMIRAL SHA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PIMCO INTL BOND US DOLLAR HEDGED INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PIMCO TOTAL RETURN FUND INST CL: PTT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12T ROWE PRICE GWTH STOCK FC I : PRUFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DFA EMERGING MKTS PORT INSTL: DFEMX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DFA INSTL SMALL CAP VALUE PORT INST:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DFA US LARGE CARP VALUE PORT INSTL:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16DFA US LARGE CO PORT INST: DFUSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17DFA US SMALL CAP VALUE PORT INSTL: D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18DODGE & COX STUCK FUND: DODG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GMO INTL EQTY FD III: GMOIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0690188
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0187498
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016641026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016453528
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016641026
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0867022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0867022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0867022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0890289
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023267
IRS990PF/DistributableAmountGrp/TotalTaxAmt023267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020940
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020940
IRS990PF/FMVAssetsEOYAmt017095890
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt040382
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt040379
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt065646
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020185
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05120541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04808044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04935220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011265552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011791854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012079163
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt016453528
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt016641026
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt040747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt059898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt059898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016493910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016681405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017095890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt040382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt040379
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016493910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016681405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016453528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016641026
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018076929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt080844
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017994659
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0271154
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01426
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0890289
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017805775
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018076929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0KASPICK & COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt080322
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE BEACON STREET 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/TitleTxt1CHARIMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0921057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0932690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0969212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0972725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0916475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0882273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0935924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017805775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017950767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt018654931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017872271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017381848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018544579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0930000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258642
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0930000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0930000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0930000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0136 HARRISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0OFFICE OF THE DEAN TUFTS SCHOOL OF
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0MEDICINE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176366565
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,681,405
Liabilities
$40,379
Net assets
$16,641,026
Revenue
$1,243,656
Expenses
$1,056,158
Net income
$187,498
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
2020Detailed filing. Detailed filing data is available for this year.$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
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