Civic Intelligence

Samuel C Endicott Fund

990PF • Fiscal year 2023 • EIN 04-6124121

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
CO Hemenway Barnes PO Box 961209Boston, MA 02196

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-43%

Higher net margin than 15% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,714

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.3%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

43%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$253,242

Down $8,736 (-3.3%) from 2022

Net Assets

Down

$253,242

Down $8,736 (-3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin15th percentile

Revenue

Up

$19,668

Up $5,955 (+43%) from 2022

Expenses

Up

$28,170

Up $584 (+2.1%) from 2022

Net Income

Up

-$8,502

Up $5,371 (+39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2009: $328,532Liabilities 2009: $02009Assets 2010: $300,826Liabilities 2010: $02010Assets 2011: $310,230Liabilities 2011: $02011Assets 2012: $308,201Liabilities 2012: $02012Assets 2013: $299,406Liabilities 2013: $02013Assets 2014: $292,565Liabilities 2014: $02014Assets 2015: $284,577Liabilities 2015: $02015Assets 2016: $270,784Liabilities 2016: $0Net Assets 2016: $270,7842016Assets 2017: $265,107Liabilities 2017: $0Net Assets 2017: $265,1072017Assets 2018: $261,796Liabilities 2018: $0Net Assets 2018: $261,7962018Assets 2019: $259,920Liabilities 2019: $0Net Assets 2019: $259,9202019Assets 2020: $288,140Liabilities 2020: $0Net Assets 2020: $288,1402020Assets 2021: $275,950Liabilities 2021: $0Net Assets 2021: $275,9502021Assets 2022: $261,978Liabilities 2022: $0Net Assets 2022: $261,9782022Assets 2023: $253,242Liabilities 2023: $0Net Assets 2023: $253,2422023Assets 2024: $238,967Liabilities 2024: $0Net Assets 2024: $238,9672024

Highlighted filing

2023

Assets$253,242
Liabilities$0
Net Assets$253,242
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2009: $25,728Expenses 2009: $25,128Net Income 2009: $6002009Revenue 2010: $4,486Expenses 2010: $30,837Net Income 2010: -$26,3512010Revenue 2011: $47,398Expenses 2011: $37,690Net Income 2011: $9,7082011Revenue 2012: $36,543Expenses 2012: $38,572Net Income 2012: -$2,0292012Revenue 2013: $27,637Expenses 2013: $36,432Net Income 2013: -$8,7952013Revenue 2014: $29,421Expenses 2014: $36,224Net Income 2014: -$6,8032014Revenue 2015: $28,067Expenses 2015: $36,028Net Income 2015: -$7,9612015Revenue 2016: $22,863Expenses 2016: $36,715Net Income 2016: -$13,8522016Revenue 2017: $19,823Expenses 2017: $25,508Net Income 2017: -$5,6852017Revenue 2018: $33,203Expenses 2018: $36,514Net Income 2018: -$3,3112018Revenue 2019: $34,921Expenses 2019: $36,797Net Income 2019: -$1,8762019Revenue 2020: $38,347Expenses 2020: $10,121Net Income 2020: $28,2262020Revenue 2021: $25,782Expenses 2021: $38,031Net Income 2021: -$12,2492021Revenue 2022: $13,713Expenses 2022: $27,586Net Income 2022: -$13,8732022Revenue 2023: $19,668Expenses 2023: $28,170Net Income 2023: -$8,5022023Revenue 2024: $25,899Expenses 2024: $40,403Net Income 2024: -$14,5042024

Highlighted filing

2023

Revenue$19,668
Expenses$28,170
Net Income-$8,502
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD NOTIS-MCCONARTYTrustee-$2,714-$2,714
PRISCILLA ENDICOTTTrustee-$0--
PRISCILLA POTTERTrustee-$0--
PETER ENDICOTTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Endicott Fund
EIN
04-6124121
Phone
6172277940
Address
CO HEMENWAY BARNES PO BOX 961209, BOSTON, MA 02196

Signing Officer

Name
Edward Notis-mcconarty
Title
Trustee
Phone
6172277940
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Hanh H Vo
Phone
6172277940
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-2054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc035. PAYPAL HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000. US TREASURY NOTE 1.5% 03/31/2023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215. ANALOG DEVICES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3150. UNILEVER PLC SPON ADR NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410000. US TREASURY NOTE 1.375% 06/30/2023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510. ADVANCED MICRO DEVICES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625. BRISTOL-MYERS SQUIBB CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc760. CVS CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810. NESTLE S A SPONSORED ADR (REPSTG REG SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc920. NOVARTIS AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1010. RTX CORPORATION COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110. ROCKWELL INTL CORP (NEW)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210000. US TREASURY NOTE 0.125% 10/15/2023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13.3333 VERALTO CORP COM SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1420. BRISTOL-MYERS SQUIBB CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1530. CVS CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1665. WALT DISNEY COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1725. NOVARTIS AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1821. SANDOZ GROUP AG SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1913. VERALTO CORP COM SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc205. PAYPAL HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012511
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8502
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0234
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0253476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0261978
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0253242
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019556
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019556
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019556
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019716
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0160
IRS990PF/DistributableAmountGrp/TotalTaxAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0242
IRS990PF/FMVAssetsEOYAmt0405740
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0275950
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0275950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0148145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0133265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0286448
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-13972
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-22708
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021880
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021880
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0261978
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0253242
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0405740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0261978
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0253242
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0261978
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0253242
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt080207
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt098097
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt097412
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0400320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0361584
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06005
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019716
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0394315
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0400320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32714
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/PersonNm0PRISCILLA ENDICOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PRISCILLA POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER ENDICOTT

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,242
Liabilities
$0
Net assets
$253,242
Revenue
$19,668
Expenses
$28,170
Net income
-$8,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.26$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.20$0.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.14$0.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.26$0.38$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.38$0.10$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.35$0.37$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.33$0.37$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.20$0.26$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.23$0.37$0.14
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$0.28$0.36$0.08
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$0.29$0.36$0.07
2013Summary only. Only limited summary data is available for this year.$2.99$0.00$0.28$0.36$0.09
2012Summary only. Only limited summary data is available for this year.$3.08$0.00$0.37$0.39$0.02
2011Summary only. Only limited summary data is available for this year.$3.10$0.00$0.47$0.38$0.10
2010Summary only. Only limited summary data is available for this year.$3.01$0.00$0.04$0.31$0.26
2009Summary only. Only limited summary data is available for this year.$3.29$0.00$0.26$0.25$0.01