Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2022 • EIN 04-6065605

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 2023

Organization Profile
2 Liberty Square 5th FloorBoston, MA 02109

(617) 697-4191

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.07x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$45,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

8th percentile

-18%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-50%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$41,877,533

Down $9,131,920 (-18%) from 2021

Net Assets

Down

$41,741,409

Down $9,012,128 (-18%) from 2021

Liabilities

Down

$136,124

Down $119,792 (-47%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin14th percentile

Revenue

Down

$1,849,069

Down $1,847,678 (-50%) from 2021

Expenses

Down

$2,409,204

Down $64,424 (-2.6%) from 2021

Net Income

Down

-$560,135

Down $1,783,254 (-146%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2010: $32,302,120Liabilities 2010: $100,955Net Assets 2010: $32,201,1652010Assets 2011: $29,427,835Liabilities 2011: $65,839Net Assets 2011: $29,361,9962011Assets 2012: $31,281,798Liabilities 2012: $102,807Net Assets 2012: $31,178,9912012Assets 2013: $36,107,062Liabilities 2013: $149,036Net Assets 2013: $35,958,0262013Assets 2014: $36,331,252Liabilities 2014: $163,255Net Assets 2014: $36,167,9972014Assets 2015: $34,565,824Liabilities 2015: $102,505Net Assets 2015: $34,463,3192015Assets 2016: $34,026,664Liabilities 2016: $96,429Net Assets 2016: $33,930,2352016Assets 2017: $37,434,622Liabilities 2017: $156,209Net Assets 2017: $37,278,4132017Assets 2018: $36,378,423Liabilities 2018: $94,822Net Assets 2018: $36,283,6012018Assets 2019: $42,285,527Liabilities 2019: $141,088Net Assets 2019: $42,144,4392019Assets 2020: $44,892,071Liabilities 2020: $187,886Net Assets 2020: $44,704,1852020Assets 2021: $51,009,453Liabilities 2021: $255,916Net Assets 2021: $50,753,5372021Assets 2022: $41,877,533Liabilities 2022: $136,124Net Assets 2022: $41,741,4092022Assets 2023: $44,500,085Liabilities 2023: $181,036Net Assets 2023: $44,319,0492023Assets 2024: $47,553,512Liabilities 2024: $32,864Net Assets 2024: $47,520,6482024

Highlighted filing

2022

Assets$41,877,533
Liabilities$136,124
Net Assets$41,741,409
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,623,9042010Expenses 2011: $1,949,7492011Expenses 2012: $1,791,8622012Revenue 2013: $4,627,891Expenses 2013: $2,249,417Net Income 2013: $2,378,4742013Revenue 2014: $1,866,619Expenses 2014: $2,180,311Net Income 2014: -$313,6922014Revenue 2015: $3,275,997Expenses 2015: $2,012,013Net Income 2015: $1,263,9842015Revenue 2016: $1,860,732Expenses 2016: $2,119,304Net Income 2016: -$258,5722016Revenue 2017: $2,562,542Expenses 2017: $2,143,541Net Income 2017: $419,0012017Revenue 2018: $4,221,095Expenses 2018: $2,207,992Net Income 2018: $2,013,1032018Revenue 2019: $2,796,217Expenses 2019: $2,298,211Net Income 2019: $498,0062019Revenue 2020: $1,560,232Expenses 2020: $2,320,458Net Income 2020: -$760,2262020Revenue 2021: $3,696,747Expenses 2021: $2,473,628Net Income 2021: $1,223,1192021Revenue 2022: $1,849,069Expenses 2022: $2,409,204Net Income 2022: -$560,1352022Revenue 2023: $1,908,228Expenses 2023: $2,516,734Net Income 2023: -$608,5062023Revenue 2024: $16,468,761Expenses 2024: $2,755,465Net Income 2024: $13,713,2962024

Highlighted filing

2022

Revenue$1,849,069
Expenses$2,409,204
Net Income-$560,135
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$45,000-$45,000
Lavinia B ChaseTrustee-$15,000-$15,000
Kristen J McCormackTrustee-$15,000-$15,000
Joseph CorradoTrusteePT$15,000-$15,000
Lily E MendezTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William E Schrafft and Bertha E Schrafft Charitable Trust
EIN
04-6065605
Phone
6176974191
Address
2 Liberty Square 5th Floor, Boston, MA 02109

Signing Officer

Name
Karen Faulkner
Title
Trustee
Phone
6176974191
Signed
2023-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Shabshelowitz & Co CPAs
Address
263 Walnut St, Fall River, MA 02720
Preparer
Andrew Shabshelowitz
Phone
5086722182
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159725 shares of Merck
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183897 shares of Paychex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1910406 shares of Pfizer
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221500 shares of Verisk Analytics Inc CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2319531 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242775 shares of Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252250 shares of Abbvie Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26800 shares of Adobie Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271600 shares of American Tower Corp
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm293443 shares of Crown Castle REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30400 shares of Equinix Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31750 shares of Estee Lauder Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm325670 shares of Mondelez Intl Inc
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352656 shares of Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36800 shares of United Health Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373700 shares of Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383800 shares of Qualcomm Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm399029 shares of Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402000 shares of Renaissancre Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm417649 shares of Fastenal Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423742 shares of Johnson and Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432920 shares of Nestle SA Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm443955 shares of Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm453067 shares of United Parcel Service CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462400 shares of First Rep Bk San Fran
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471500 shares of Iqvia Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483440 shares of JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493500 shares of Lamb Weston Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501000 shares of Watsco Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511964 shares of Air Prod Chemical Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm527651 shares of Comcast Corp Special Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532500 shares of Fiserv Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54500 shares of MSCI Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5526765 shares of Nintendo Ltd ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561000 shares of Public Storage Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57800 shares of Stryker Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm582000 shares of Waste Connections Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592500 shares of Xylem Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601600 shares of Meta Platform Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm614804 shares of Progressive Corp Ohio
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623700 shares of Sysco Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 shares of Broadcom Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm647528 shares of Fidelity Natl Info Svcs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm654000 shares of Fortive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661200 shares of Palo Alto Networks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67800 shares of SP Global Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0540966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2414678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3979030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4237636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Bio Ventures Investors IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Harmony Partners Fund I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Harmony Partners Fund II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Harmony Partners Fund III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Harmony Partners Fund V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0540966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2414678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3979030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4237636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0884271
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0945350
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt019448
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01849069
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01849069
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0945350
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt039000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01996600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01996600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0884271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0884271
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-560135
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07901343
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019448
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0945350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01571832
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0260019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0261619
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04373
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02035600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0277237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02409204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01849069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01849069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0277237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0412604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06955993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0761624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1183726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0761624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1183726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07717617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1183726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From K-1s
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0945350
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-560135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08618149
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0166156
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050359558
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt050753537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041741409
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02184045
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02184045
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02184045
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02205893
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021848
IRS990PF/DistributableAmountGrp/TotalTaxAmt021848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt052000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052000
IRS990PF/FMVAssetsEOYAmt041877533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07030998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03902220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03902220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037154103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029514816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt029514816
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt050753537
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt041741409
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02362564
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02206664
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02206664
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0255916
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0136124
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04461788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01732200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01732200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt051009453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041877533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041877533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0255916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0136124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt051009453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041877533
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt050753537
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041741409
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04521633
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04521633
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044789705
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02796943
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt041992762
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0671846
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02205893
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044117859
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044789705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0106155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt230588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0Middleton Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1Merrill Lynch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm2GMA Foundations Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investments Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Grant Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0600 Atlantic Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt175 Rockefeller Plaza
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22 Liberty Square Suite 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,877,533
Liabilities
$136,124
Net assets
$41,741,409
Revenue
$1,849,069
Expenses
$2,409,204
Net income
-$560,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.03$47.5$16.5$2.76$13.7
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.18$44.3$1.91$2.52$0.61
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.14$41.7$1.85$2.41$0.56
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.26$50.8$3.70$2.47$1.22
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.19$44.7$1.56$2.32$0.76
2019Detailed filing. Detailed filing data is available for this year.$42.3$0.14$42.1$2.80$2.30$0.50
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.09$36.3$4.22$2.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$37.4$0.16$37.3$2.56$2.14$0.42
2016Detailed filing. Detailed filing data is available for this year.$34.0$0.10$33.9$1.86$2.12$0.26
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.10$34.5$3.28$2.01$1.26
2014Detailed filing. Detailed filing data is available for this year.$36.3$0.16$36.2$1.87$2.18$0.31
2013Detailed filing. Detailed filing data is available for this year.$36.1$0.15$36.0$4.63$2.25$2.38
2012Detailed filing. Detailed filing data is available for this year.$31.3$0.10$31.2$1.79
2011Detailed filing. Detailed filing data is available for this year.$29.4$0.07$29.4$1.95
2010Detailed filing. Detailed filing data is available for this year.$32.3$0.10$32.2$1.62