Civic Intelligence

Tr UW G Gorham Peters 7550-XXXXXX07373

990PF • Fiscal year 2014 • EIN 04-6111827

May 01, 2013 to Apr 30, 2014 • Filed on Aug 15, 2014

Organization Profile
45 School St 5th FloorBoston, MA 02108-3204

(617) 523-1635

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$13,019

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$10,848,457

Down $152,352 (-1.4%) from 2013

Net Assets

Down

$10,848,457

Down $152,352 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin12th percentile

Revenue

Up

$831,520

Up $122,291 (+17%) from 2013

Expenses

Up

$988,872

Up $88,480 (+9.8%) from 2013

Net Income

Up

-$157,352

Up $33,811 (+18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,709,799Liabilities 2011: $0Net Assets 2011: $11,709,7992011Assets 2012: $11,191,972Liabilities 2012: $02012Assets 2013: $11,000,809Liabilities 2013: $0Net Assets 2013: $11,000,8092013Assets 2014: $10,848,457Liabilities 2014: $0Net Assets 2014: $10,848,4572014Assets 2015: $10,888,164Liabilities 2015: $0Net Assets 2015: $10,888,1642015Assets 2016: $10,785,401Liabilities 2016: $0Net Assets 2016: $10,785,4012016Assets 2017: $10,464,067Liabilities 2017: $0Net Assets 2017: $10,464,0672017Assets 2018: $10,831,694Liabilities 2018: $0Net Assets 2018: $10,831,6942018Assets 2019: $10,825,859Liabilities 2019: $0Net Assets 2019: $10,825,8592019Assets 2020: $11,297,467Liabilities 2020: $0Net Assets 2020: $11,297,4672020Assets 2021: $11,663,468Liabilities 2021: $0Net Assets 2021: $11,663,4682021Assets 2022: $11,494,096Liabilities 2022: $0Net Assets 2022: $11,494,0962022Assets 2023: $11,502,531Liabilities 2023: $0Net Assets 2023: $11,502,5312023Assets 2024: $11,717,804Liabilities 2024: $0Net Assets 2024: $11,717,8042024Assets 2025: $12,277,492Liabilities 2025: $0Net Assets 2025: $12,277,4922025

Highlighted filing

2014

Assets$10,848,457
Liabilities$0
Net Assets$10,848,457
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $852,4162011Revenue 2012: $355,277Expenses 2012: $873,104Net Income 2012: -$517,8272012Revenue 2013: $709,229Expenses 2013: $900,392Net Income 2013: -$191,1632013Revenue 2014: $831,520Expenses 2014: $988,872Net Income 2014: -$157,3522014Revenue 2015: $1,113,139Expenses 2015: $1,067,537Net Income 2015: $45,6022015Revenue 2016: $881,064Expenses 2016: $983,827Net Income 2016: -$102,7632016Revenue 2017: $707,547Expenses 2017: $1,031,864Net Income 2017: -$324,3172017Revenue 2018: $1,489,447Expenses 2018: $1,121,820Net Income 2018: $367,6272018Revenue 2019: $1,118,437Expenses 2019: $1,129,513Net Income 2019: -$11,0762019Revenue 2020: $1,630,637Expenses 2020: $1,159,029Net Income 2020: $471,6082020Revenue 2021: $1,596,232Expenses 2021: $1,230,231Net Income 2021: $366,0012021Revenue 2022: $1,330,629Expenses 2022: $1,500,002Net Income 2022: -$169,3732022Revenue 2023: $1,447,378Expenses 2023: $1,438,943Net Income 2023: $8,4352023Revenue 2024: $1,667,311Expenses 2024: $1,452,038Net Income 2024: $215,2732024Revenue 2025: $2,128,647Expenses 2025: $1,568,959Net Income 2025: $559,6882025

Highlighted filing

2014

Revenue$831,520
Expenses$988,872
Net Income-$157,352
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA S LEWISTrustee-$13,019-$13,019
BENJAMIN J WILLIAMS JRTrustee-$0--
THEODORE E OBERTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6111827
Phone
6175231635

Signing Officer

Name
Benjamin J Williams Jr
Title
Trustee
Phone
6175231635
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Wayne R Kurpiel
Phone
6175231635
Raw XML AppendixShowing 400 of 775 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt078832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1214101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt363948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt423927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6130429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7199194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8220615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9131554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10234883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt064846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-19375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3139392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt574279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-18210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-23456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9175258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-50511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt064846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-19375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3139392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt416565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt574279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-18210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-23456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9175258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-50511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0143678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1194726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3203340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt577039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6112219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8197159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9306812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10184372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02500. EMERSON ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15000. EXPEDITORS INTL WASH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000. JOHNSON CTLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34000. JOHNSON CTLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000. PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63700. SUNCOR ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200000. U S TREASURY NOTE DTD 08/15/03 4.25% 08/
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84000. VANGUARD FTSE ALL-WORLD EX-US ETF (MKT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93107. VORNADO REALTY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc106000. NOBLE CORP PLC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0403677
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-157352
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt025000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010873457
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011000809
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010848457
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0870292
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0870292
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0870292
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0877560
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07268
IRS990PF/DistributableAmountGrp/TotalTaxAmt07268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06108
IRS990PF/FMVAssetsEOYAmt017760763
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011000809
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010848457
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01364
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01457
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0801964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01407744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01434782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09631935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09086255
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015969145
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0166452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0153101
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0153101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011000809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010848457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017760763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011000809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010848457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011000809
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010848457
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0399094
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0199900
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0202278
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017818472
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02019
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017816453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0267277
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0877560
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017551195
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017818472
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt113019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BENJAMIN J WILLIAMS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA S LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THEODORE E OBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10C/O WELCH AND FORBES 45 SCHOOL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1132 BRIDGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12C/O WELCH AND FORBES 45 SCHOOL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1NEWPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode202108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0866766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0874034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0793894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0770000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0755000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0828710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0628000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07268

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,848,457
Liabilities
$0
Net assets
$10,848,457
Revenue
$831,520
Expenses
$988,872
Net income
-$157,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.13$1.57$0.56
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.67$1.45$0.22
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.45$1.44$0.01
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.33$1.50$0.17
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.60$1.23$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.63$1.16$0.47
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.12$1.13$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$1.49$1.12$0.37
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.5$0.00$10.5$0.71$1.03$0.32
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.8$0.00$10.8$0.88$0.98$0.10
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.11$1.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.83$0.99$0.16
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.71$0.90$0.19
2012Summary only. Only limited summary data is available for this year.$11.2$0.00$0.36$0.87$0.52
2011Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.85
Peer Organizations

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