Civic Intelligence

George B Henderson Foundation Jh5090

990PF • Fiscal year 2019 • EIN 04-6089310

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 25, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

27th percentile

-2.1%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,259,758

Down $113,669 (-2.1%) from 2018

Net Assets

Down

$5,259,758

Down $113,669 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin14th percentile

Revenue

Down

$368,369

Down $200,496 (-35%) from 2018

Expenses

Down

$478,791

Down $1,635 (-0.3%) from 2018

Net Income

Down

-$110,422

Down $198,861 (-225%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$5,259,758
Liabilities$0
Net Assets$5,259,758
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$368,369
Expenses$478,791
Net Income-$110,422
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E BATORTrustee-$22,793-$22,793
JOHN K HERBERT IIITrustee-$22,792-$22,792
BARCLAY C S HENDERSONTrustee-$11,398-$11,398
ERIC U HENDERSONTrustee-$11,391-$11,391
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
Trustee
Title
Trustee
Phone
6175236800
Signed
2020-06-25
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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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/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/PropertyDesc01200 SHRS GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SHRS MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2175 SHRS MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32500 SHRS QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41200 SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200000 U.S. TREASURY NOTES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61900 SHRS COLGATE PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71200 SHRS EMERSON ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8600 FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9500 SHRS FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0172622
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-110422
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04112
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0865
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05263870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05373427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05259758
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0434137
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0434137
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0434137
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0440075
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05938
IRS990PF/DistributableAmountGrp/TotalTaxAmt05938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05078
IRS990PF/FMVAssetsEOYAmt09355586
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04980693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03057090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02812436
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06875471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0392734
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0279065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0583178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0404894
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0407232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05373427
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05259758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09355586
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05373427
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05259758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05373427
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05259758
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01733159
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02042428
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02072883
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08935541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0760795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08174746
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134033
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0440075
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08801508
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08935541
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/CompensationAmt022792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt211398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt322793
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/AdjNetVlNoncharitableAssetsAmt0430077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0433046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0407519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0380044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0424699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0421066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0387699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08801508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08395688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08042042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07957895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08433345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08571878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0404774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244322
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0404774
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0404774
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0404774
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

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,259,758
Liabilities
$0
Net assets
$5,259,758
Revenue
$368,369
Expenses
$478,791
Net income
-$110,422
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