Civic Intelligence

Abraham Kaplan Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-6067737

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

Organization Profile
Donald Kaplan 89 Front St No 310Marblehead, MA 01945

(617) 633-5115

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

28th percentile

-9.7%

Higher net margin than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$14,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-1.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$1,903,218

Down $37,756 (-1.9%) from 2019

Net Assets

$1,880,509

No earlier filing loaded for comparison.

Liabilities

Flat

$22,709

Flat from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin28th percentile

Revenue

Down

$321,169

Down $126,721 (-28%) from 2019

Expenses

Down

$352,427

Down $25,480 (-6.7%) from 2019

Net Income

Down

-$31,258

Down $101,241 (-145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,228,200Liabilities 2011: $8,0002011Assets 2012: $1,317,397Liabilities 2012: $8,0002012Assets 2013: $1,407,022Liabilities 2013: $8,0002013Assets 2014: $1,466,396Liabilities 2014: $3,0002014Assets 2015: $1,597,519Liabilities 2015: $22,7002015Assets 2019: $1,940,974Liabilities 2019: $22,7092019Assets 2020: $1,903,218Liabilities 2020: $22,709Net Assets 2020: $1,880,5092020Assets 2021: $2,015,659Liabilities 2021: $22,709Net Assets 2021: $1,992,9502021Assets 2022: $2,095,470Liabilities 2022: $22,709Net Assets 2022: $2,072,7612022Assets 2023: $2,154,123Liabilities 2023: $22,7092023Assets 2024: $2,212,150Liabilities 2024: $14,385Net Assets 2024: $2,197,7652024

Highlighted filing

2020

Assets$1,903,218
Liabilities$22,709
Net Assets$1,880,509
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $245,698Expenses 2011: $187,603Net Income 2011: $58,0952011Revenue 2012: $303,031Expenses 2012: $212,035Net Income 2012: $90,9962012Revenue 2013: $329,275Expenses 2013: $233,793Net Income 2013: $95,4822013Revenue 2014: $326,530Expenses 2014: $257,317Net Income 2014: $69,2132014Revenue 2015: $354,320Expenses 2015: $238,923Net Income 2015: $115,3972015Revenue 2019: $447,890Expenses 2019: $377,907Net Income 2019: $69,9832019Revenue 2020: $321,169Expenses 2020: $352,427Net Income 2020: -$31,2582020Revenue 2021: $496,260Expenses 2021: $379,819Net Income 2021: $116,4412021Revenue 2022: $450,038Expenses 2022: $367,231Net Income 2022: $82,8072022Revenue 2023: $441,991Expenses 2023: $378,838Net Income 2023: $63,1532023Revenue 2024: $523,243Expenses 2024: $452,492Net Income 2024: $70,7512024

Highlighted filing

2020

Revenue$321,169
Expenses$352,427
Net Income-$31,258
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD M KAPLANTrustee/ManagerPT$14,000-$14,000
SHELLEY DRIESMANTrustee-$0--
JONATHAN KAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Abraham Kaplan Charitable Foundation
EIN
04-6067737
Phone
6176335115
Address
DONALD KAPLAN 89 FRONT ST NO 310, MARBLEHEAD, MA 01945

Signing Officer

Name
Donald Kaplan
Title
Trustee/manager
Phone
6176335115
Signed
2021-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Coles & Bodoin Llp
Address
75 SECOND AVENUE, NEEDHAM, MA 02494
Preparer
James Bodoin CPA
Phone
7814551400
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1830615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt918919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1027065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1162025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1355227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1569417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1618385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt177796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1830615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc013.909 SHS INVESCO DEV MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145.152 SHS DFA US COR EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2206.259 SHS DOUBLELN T/R BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3133.597 SHS EV ATL CAP SMID
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc459.429 SHS FIRST EAGLE GLB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5426 SHS ISHS MSCI EAFE INDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6197.641 SHS LOOMIS BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc759.496 SHS VNGRD EQ INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8263.29 SHS VNGRD PRIMECAP COR INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9562.064 SHS INVESCO DEV MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,424.474 SHS DFA US COR EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115,780.56 SHS DOUBLELN T/R BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12774.336 SHS EV ATL CAP SMID
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131,030.733 SHS FIRST EAGLE GLB I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14358 SHS ISHS CORE S&P SMCP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc155,111.745 SHS LOOMIS BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16259.175 SHS VNGRD EQ INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17263.706 SHS VNGRD PRIMECAP COR INVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-10171
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31258
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06498
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01887007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01918265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01880509
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0240466
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0240466
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0240466
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0243607
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03141
IRS990PF/DistributableAmountGrp/TotalTaxAmt03141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08520
IRS990PF/FMVAssetsEOYAmt05150555
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09021
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01588115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01614831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02577894
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0194119
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0418445
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0234432
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0224326
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02508600
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt022709
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt022709
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01909244
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01871488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118427
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt064061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt064061
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01940974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01903218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05150555
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt022709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01940974
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01903218
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01918265
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01880509
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04946341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0173582
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02294459
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt074195
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02478300
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0243607
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04872146
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04946341
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD M KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHELLEY DRIESMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JONATHAN KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt089 FRONT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1240 MINE HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2112 CHENERY ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARBLEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001945
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0247041
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0247041
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0247041
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,903,218
Liabilities
$22,709
Net assets
$1,880,509
Revenue
$321,169
Expenses
$352,427
Net income
-$31,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.01$2.20$0.52$0.45$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.02$0.44$0.38$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.02$2.07$0.45$0.37$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.02$1.99$0.50$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.32$0.35$0.03
2019Summary only. Only limited summary data is available for this year.$1.94$0.02$0.45$0.38$0.07
2015Summary only. Only limited summary data is available for this year.$1.60$0.02$0.35$0.24$0.12
2014Summary only. Only limited summary data is available for this year.$1.47$0.00$0.33$0.26$0.07
2013Summary only. Only limited summary data is available for this year.$1.41$0.01$0.33$0.23$0.10
2012Summary only. Only limited summary data is available for this year.$1.32$0.01$0.30$0.21$0.09
2011Summary only. Only limited summary data is available for this year.$1.23$0.01$0.25$0.19$0.06
Peer Organizations

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