Civic Intelligence

George B Henderson Foundation Jh5090

990PF • Fiscal year 2017 • EIN 04-6089310

Jan 01, 2017 to Dec 31, 2017 • Filed on May 16, 2018

Organization Profile
Hemenway Barnes PO Box 961209Boston, MA 02196-1209

(617) 523-6800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$5,293,163

Down $414,392 (-7.3%) from 2016

Net Assets

Down

$5,293,163

Down $414,392 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$24,705

Down $267,362 (-92%) from 2016

Expenses

Down

$445,727

Down $56,404 (-11%) from 2016

Net Income

Down

-$421,022

Down $210,958 (-100%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,293,163
Liabilities$0
Net Assets$5,293,163
Open 2017 Filing

Operations Trend

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

2017

Revenue$24,705
Expenses$445,727
Net Income-$421,022
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 16, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN K HERBERT IIITrustee-$21,841-$21,841
THOMAS E BATORTrustee-$21,841-$21,841
BARCLAY C S HENDERSONTrustee-$10,922-$10,922
ERIC U HENDERSONTrustee-$10,916-$10,916
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDORCHESTER HISTORICAL SOCIETYLEMUEL CLAP HOUSE EXTERIOR RESTORATIONPCDORCHESTER CENTER, MA, US$43,500
Paid GrantROSIE'S PLACE INCKIP TIERNAN MEMORIALPCBOSTON, MA, US$40,000
Paid GrantNEW ENGLAND CENTER AND HOME FOR VETERANSCANOPY RESTORATIONPCBOSTON, MA, US$40,000
Paid GrantPARK STREET CHURCHRESTORATION OF CHURCH STEEPLEPCBOSTON, MA, US$40,000
Paid GrantHALEY HOUSEEXTERIOR REPAIRS TO 23 DARTMOUTH STREET.PCBOSTON, MA, US$40,000
Paid GrantFRIENDS OF MEMORIAL HALLMEMORIAL HALL RESTORATION AND RENOVATION PROJECTPCARLINGTON, MA, US$35,888
Paid GrantCAMPAIGN FOR THE AYER MANSION INCRESTORATION OF THE TIFFANY ENTRYWAY MOSAICSPCBOSTON, MA, US$30,000
Paid GrantEPISCOPAL CHURCH OF THE HOLY SPIRITRESTORATION OF STAINED GLASS WINDOWSPCMATTAPAN, MA, US$20,850
Paid GrantJAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATIONRESTORATION PROJECTPCJAMAICA PLAIN, MA, US$20,000
Paid GrantEPISCOPAL CHURCH OF THE HOLY SPIRITRESTORATION OF STAINED GLASS WINDOWSPCMATTAPAN, MA, US$10,425
Paid GrantEPISCOPAL CHURCH OF THE HOLY SPIRITRESTORATION OF STAINED GLASS WINDOWSPCMATTAPAN, MA, US$6,255
Paid GrantFRIENDS OF MEMORIAL HALLMEMORIAL HALL RESTORATION AND RENOVATION PROJECTPCARLINGTON, MA, US$4,112
Paid GrantFOOTLIGHT CLUBBULKHEAD REPLACEMENT AT ELIOT HALLPCJAMAICA PLAIN, MA, US$2,500
Filing and Contact Details

Filer

Filer Name
George B Henderson Foundation
EIN
04-6089310
Phone
6175236800
Address
HEMENWAY BARNES PO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Trustee
Title
Trustee
Phone
6175236800
Signed
2018-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Richard L Tougas Ea Mba
Phone
6172277940
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-54767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-109550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt321047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-64348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt542633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt633381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-46491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0127320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2158396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt339863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt489598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt589518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt665467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7141336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt849914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9174315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10523031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11474304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1249704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1374573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1424858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1539773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18201730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01800 CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29000 GENERAL ELECTRIC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45000 KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5750 MONSANTO CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6600 PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72250 SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9175000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10525000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11475000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1375000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1425000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1540000 U.S. TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100000 U.S. TREASURY NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17100000 U.S. TREASURY NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18200000 U.S. TREASURY TIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-158715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-421022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06630
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05293163
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05707555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05293163
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0399859
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0399859
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0399859
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0402102
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02243
IRS990PF/DistributableAmountGrp/TotalTaxAmt02243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07200
IRS990PF/FMVAssetsEOYAmt08314057
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040630
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt069541
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt069541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03701624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02941147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05940671
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0726862
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0312470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0424261
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0731665
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0732597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05707555
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05293163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08314057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05707555
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05293163
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05707555
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05293163
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01541040
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01550810
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01571248
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08164510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0534027
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07630483
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0122468
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0402102
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08042042
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08164510
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/CompensationAmt021841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt321841
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0395556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0396677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0424699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0421066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0387699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0306482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0440371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08042042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07957895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08433345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08571878

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,293,163
Liabilities
$0
Net assets
$5,293,163
Revenue
$24,705
Expenses
$445,727
Net income
-$421,022
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