Civic Intelligence

George B Henderson Foundation Jh5090

990PF • Fiscal year 2021 • EIN 04-6089310

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
Hemenway Barnes PO Box 961209Boston, MA 02109

(617) 523-6800

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

75th percentile

38%

Higher net margin than 75% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$20,539

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

5.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

25%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,723,422

Up $300,551 (+5.5%) from 2020

Net Assets

Up

$5,723,422

Up $300,551 (+5.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin75th percentile

Revenue

Up

$824,490

Up $162,936 (+25%) from 2020

Expenses

Up

$512,901

Up $15,992 (+3.2%) from 2020

Net Income

Up

$311,589

Up $146,944 (+89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,509,056Liabilities 2011: $02011Assets 2012: $5,396,222Liabilities 2012: $02012Assets 2013: $5,431,503Liabilities 2013: $02013Assets 2014: $5,467,790Liabilities 2014: $02014Assets 2015: $5,913,716Liabilities 2015: $02015Assets 2016: $5,707,555Liabilities 2016: $0Net Assets 2016: $5,707,5552016Assets 2017: $5,293,163Liabilities 2017: $0Net Assets 2017: $5,293,1632017Assets 2018: $5,373,427Liabilities 2018: $0Net Assets 2018: $5,373,4272018Assets 2019: $5,259,758Liabilities 2019: $0Net Assets 2019: $5,259,7582019Assets 2020: $5,422,871Liabilities 2020: $0Net Assets 2020: $5,422,8712020Assets 2021: $5,723,422Liabilities 2021: $0Net Assets 2021: $5,723,4222021Assets 2022: $5,701,894Liabilities 2022: $0Net Assets 2022: $5,701,8942022Assets 2023: $5,629,078Liabilities 2023: $0Net Assets 2023: $5,629,0782023Assets 2024: $5,836,954Liabilities 2024: $0Net Assets 2024: $5,836,9542024

Highlighted filing

2021

Assets$5,723,422
Liabilities$0
Net Assets$5,723,422
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $255,706Expenses 2011: $403,581Net Income 2011: -$147,8752011Revenue 2012: $391,620Expenses 2012: $504,235Net Income 2012: -$112,6152012Revenue 2013: $425,115Expenses 2013: $389,852Net Income 2013: $35,2632013Revenue 2014: $499,943Expenses 2014: $467,213Net Income 2014: $32,7302014Revenue 2015: $949,693Expenses 2015: $508,428Net Income 2015: $441,2652015Revenue 2016: $292,067Expenses 2016: $502,131Net Income 2016: -$210,0642016Revenue 2017: $24,705Expenses 2017: $445,727Net Income 2017: -$421,0222017Revenue 2018: $568,865Expenses 2018: $480,426Net Income 2018: $88,4392018Revenue 2019: $368,369Expenses 2019: $478,791Net Income 2019: -$110,4222019Revenue 2020: $661,554Expenses 2020: $496,909Net Income 2020: $164,6452020Revenue 2021: $824,490Expenses 2021: $512,901Net Income 2021: $311,5892021Revenue 2022: $536,312Expenses 2022: $549,432Net Income 2022: -$13,1202022Revenue 2023: $453,626Expenses 2023: $514,048Net Income 2023: -$60,4222023Revenue 2024: $736,655Expenses 2024: $518,568Net Income 2024: $218,0872024

Highlighted filing

2021

Revenue$824,490
Expenses$512,901
Net Income$311,589
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN K HERBERT IIITrustee-$20,539-$20,539
THOMAS E BATORTrustee-$20,538-$20,538
BARCLAY C S HENDERSONTrustee-$10,271-$10,271
ERIC U HENDERSONTrustee-$10,265-$10,265
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOOTLIGHT CLUBEXTERIOR HISTORICAL ELEMENTS IN THE ELIOT HALL ACCESSIBILITY PROJECTPCJAMAICA PLAIN, MA, US$50,000
Paid GrantFIRST BAPTIST CHURCH IN DORCHESTERRESTORATION OF THE STAINED GLASS WINDOWPCDORCHESTER, MA, US$40,000
Paid GrantNATIONAL CENTER OF AFRO-AMERICAN ARTISTS INCEXTERIOR ROOF REPLACEMENT PROJECT AT THE ABBOTSFORD MANSIONPCBOSTON, MA, US$40,000
Paid GrantHALEY HOUSEREPAIR AND RESTORATION OF THE FRONT STEPS OF 23 DARTMOUTH STREETPCBOSTON, MA, US$40,000
Paid GrantST LUKE'S CHAPLETHE REPAIR AND RESTORATION OF THE LYDIA LYMAN PAINE WINDOW AND WOODEN FRAME AS WELL AS SMALLER REPAIRS TO THE REMAINING WINDOWSPCROXBURY, MA, US$40,000
Paid GrantTHE FUND FOR PARKS & RECREATION IN BOSTONFOR THE BENEFIT FO THE HISTORIC BURYING GROUNDS INITIATIVE FOR GRAVE MARKER CONSERVATION AT ELIOT BURYING GROUNDPCBOSTON, MA, US$40,000
Paid GrantARTISTS FOR HUMANITYTWO SETS OF ORNAMENTAL AWNINGS ON THE EPICENTER BUILDINGPCBOSTON, MA, US$39,601
Paid GrantOLD NORTH FOUNDATION OF BOSTON INCTHE CHAPEL WINDOW RESTORATION AS OUTLINED IN THE QUOTE FROM WESTMILL PRESERVATION SERVICESPCBOSTON, MA, US$38,700
Paid GrantHUNTINGTON THEATRE COMPANY INCHARD COSTS FOR THE RESTORATION OF HISTORIC DOORS AND WINDOWSPCBOSTON, MA, US$30,000
Paid GrantSOUTHWEST CORRIDOR PARK CONSERVANCYRESTORATION OF THE DURHAM STREET GARDEN OVAL, INCLUDING REMOVAL, GRADING AND PLANTINGPCBOSTON, MA, US$20,000
Paid GrantARTISTS FOR HUMANITYARTISTS FOR HUMANITY EPICENTER SIDEWALK MURALPCBOSTON, MA, US$7,000
Paid GrantTHE FIRST BAPTIST IN DORCHESTERPHASE ONE OF THE STAINED GLASS WINDOW PRESERVATIONPCDORCHESTER, MA, US$5,137
Paid GrantBOSTON CITY LIGHTS FOUNDATIONCITY LIGHT SECOND ENTRYWAYPCBOSTON, MA, US$4,638
Paid GrantGIBSON SOCIETY INCREPAIR AND PRESERVATION WORK ON THE FRONT FACADE AND REAR ELEVATIONPCBOSTON, MA, US$1,088
Filing and Contact Details

Filer

Filer Name
George B Henderson Foundation
EIN
04-6089310
Phone
6175236800
Address
HEMENWAY BARNES PO BOX 961209, BOSTON, MA 02109

Signing Officer

Name
John K Herbert Iii
Title
Trustee
Phone
6175236800
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Yuping Zhang CPA
Phone
6172277940
Raw XML AppendixShowing 400 of 661 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART VIII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0JOHN K. HERBERT III, BARCLAY C.S. HENDERSON, ERIC U. HENDERSON AND THOMAS E. BATOR SERVE AS THE TRUSTEES OF THE HENDERSON FOUNDATION. THE GREATER PORTION OF THE TRUSTEE FEE IS FOR THE MANAGEMENT OF THE INVESTMENTS OF THE FOUNDATION. THE FEE IS DETERMINED AS A PERCENTAGE OF THE ASSETS (APPROXIMATELY 1.3%) AND THEN ALLOCATED BY AGREEMENT AMONGST THE TRUSTEES: 16.5% TO BARCLAY HENDERSON, 16.5% TO MR. ERIC HENDERSON, AND 67% TO MR. HERBERT AND MR. BATOR. A SMALL PORTION OF THE AGGREGATE TRUSTEE FEE IS FOR MR. HERBERT'S AND MR. BATOR'S PROFESSIONAL TRUSTEE SERVICES NOT RELATED TO INVESTMENTS. THE TRUSTEES MEET PERIODICALLY TO REVIEW INVESTMENTS, ATTEND TO THE ADMINISTRATIVE ASPECTS OF THE FOUNDATION, AND MONITOR THE BOARD OF DESIGNATORS. THE TRUSTEES EACH DEVOTE SEVERAL HOURS EACH QUARTER TO THESE VARIOUS TASKS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2129165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt389092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-15514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt729978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10108296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1124493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1231991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1325317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1488184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2129165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt389092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt427142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt541261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-15514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt729978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10108296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1124493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1231991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1325317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1488184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2170061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt397340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt429498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt544796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt677765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt739796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10205696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1247816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1341923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14153047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0270 SHS ORGANON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 SHS ALPHABET INC CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc270 SHS ALPHABET INC CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3700 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63,000 SHS AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7105 SHS MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200,000 SHS U.S. TREASURY NOTES 1.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200,000 SHS U.S. TREASURY NOTES 2.625%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc104,000 SHS CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11550 SHS NOVARTIS AG SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12300 SHS PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300 SHS PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,250 SHS RAYTHEON TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0641875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0311589
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011038
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05734460
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05422871
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05723422
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0487837
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0487837
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0487837
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0498350
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010513
IRS990PF/DistributableAmountGrp/TotalTaxAmt010513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08040
IRS990PF/FMVAssetsEOYAmt010278757
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03083540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03293209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07819860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0442178
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0742729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0912657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0244290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0244231
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05422871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05723422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010278757
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05422871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05723422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05422871
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05723422
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01426674
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02185923
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02214666
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010118785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01125159
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08993626
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0151782
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0498350
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09967003
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010118785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210271
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN K HERBERT III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIC U HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BARCLAY C S HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS E BATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt050 CONGRESS STREET SUITE 832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt113 KINNAIRD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26 HUBBARD PARK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt350 CONGRESS STREET SUITE 832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0442886
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0442886
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN K HERBERT III NICHOLS PRAT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 CONGRESS STREET SUITE 832
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,723,422
Liabilities
$0
Net assets
$5,723,422
Revenue
$824,490
Expenses
$512,901
Net income
$311,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.74$0.52$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.45$0.51$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.54$0.55$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.82$0.51$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.66$0.50$0.16
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.37$0.48$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.57$0.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.02$0.45$0.42
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.29$0.50$0.21
2015Summary only. Only limited summary data is available for this year.$5.91$0.00$0.95$0.51$0.44
2014Summary only. Only limited summary data is available for this year.$5.47$0.00$0.50$0.47$0.03
2013Summary only. Only limited summary data is available for this year.$5.43$0.00$0.43$0.39$0.04
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$0.39$0.50$0.11
2011Summary only. Only limited summary data is available for this year.$5.51$0.00$0.26$0.40$0.15