Civic Intelligence

Dewing Greek Numismatic Foundation

990PF • Fiscal year 2017 • EIN 04-6130118

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

(860) 749-0779

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$583,591

Down $1,526 (-0.3%) from 2016

Net Assets

Down

$583,591

Down $1,526 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin17th percentile

Revenue

Up

$8,857

Up $1,942 (+28%) from 2016

Expenses

Down

$10,379

Down $968 (-8.5%) from 2016

Net Income

Up

-$1,522

Up $2,910 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2010: $596,493Liabilities 2010: $0Net Assets 2010: $596,4932010Assets 2011: $593,410Liabilities 2011: $0Net Assets 2011: $593,4102011Assets 2012: $596,983Liabilities 2012: $0Net Assets 2012: $596,9832012Assets 2013: $591,159Liabilities 2013: $0Net Assets 2013: $591,1592013Assets 2014: $592,475Liabilities 2014: $0Net Assets 2014: $592,4752014Assets 2015: $589,563Liabilities 2015: $0Net Assets 2015: $589,5632015Assets 2016: $585,117Liabilities 2016: $0Net Assets 2016: $585,1172016Assets 2017: $583,591Liabilities 2017: $0Net Assets 2017: $583,5912017Assets 2018: $580,194Liabilities 2018: $0Net Assets 2018: $580,1942018Assets 2019: $627,540Liabilities 2019: $0Net Assets 2019: $627,5402019Assets 2020: $628,543Liabilities 2020: $0Net Assets 2020: $628,5432020Assets 2021: $617,453Liabilities 2021: $0Net Assets 2021: $617,4532021Assets 2022: $607,289Liabilities 2022: $0Net Assets 2022: $607,2892022Assets 2023: $596,460Liabilities 2023: $0Net Assets 2023: $596,4602023Assets 2024: $587,531Liabilities 2024: $0Net Assets 2024: $587,5312024

Highlighted filing

2017

Assets$583,591
Liabilities$0
Net Assets$583,591
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $8,4972010Expenses 2011: $9,0092011Expenses 2012: $2,7472012Revenue 2013: $10,303Expenses 2013: $16,126Net Income 2013: -$5,8232013Revenue 2014: $11,852Expenses 2014: $10,536Net Income 2014: $1,3162014Revenue 2015: $7,981Expenses 2015: $10,893Net Income 2015: -$2,9122015Revenue 2016: $6,915Expenses 2016: $11,347Net Income 2016: -$4,4322016Revenue 2017: $8,857Expenses 2017: $10,379Net Income 2017: -$1,5222017Revenue 2018: $7,703Expenses 2018: $11,100Net Income 2018: -$3,3972018Revenue 2019: $59,857Expenses 2019: $12,511Net Income 2019: $47,3462019Revenue 2020: $12,961Expenses 2020: $11,958Net Income 2020: $1,0032020Revenue 2021: $1,996Expenses 2021: $13,086Net Income 2021: -$11,0902021Revenue 2022: $2,829Expenses 2022: $12,993Net Income 2022: -$10,1642022Revenue 2023: $2,226Expenses 2023: $13,055Net Income 2023: -$10,8292023Revenue 2024: $6,294Expenses 2024: $15,223Net Income 2024: -$8,9292024

Highlighted filing

2017

Revenue$8,857
Expenses$10,379
Net Income-$1,522
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN S AVERYTrustee-$0--
ROGER AVERYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dewing Greek Numismatic Foundation
EIN
04-6130118
Phone
8607490779
Address
45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3204

Signing Officer

Name
Jonathan Avery
Title
Trustee
Phone
8607490779
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Welch & Forbes LLC
Address
45 SCHOOL STREET, BOSTON, MA 02108-3204
Preparer
Wayne R Kurpiel
Phone
6175231635
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc060. AFLAC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc170. GENERAL ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc230. GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320. INTERNATIONAL BUSINESS MACHS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410. NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc540. ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63. ADIENT PLC ORD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc733. JOHNSON CTLS INTL PLC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05454
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1522
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0583595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0585117
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0583591
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08393
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08393
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08393
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08522
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/DistributableAmountGrp/TotalTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048
IRS990PF/FMVAssetsEOYAmt0658558
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt073
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt073
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt074
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0585117
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0583591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033486
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt034460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt062915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt061719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0135711
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0482035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0482035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0482035
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06606
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06278
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0585117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0583591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0658558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0585117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0583591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0585117
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0583591
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0173029
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010594
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0162435
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0170434
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0173029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JONATHAN S AVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROGER AVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07 MEETINGHOUSE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15305 WHITCOMB DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GRANBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.077958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.002792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0170434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0156726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0166593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0168762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0158265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0143970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234545
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07959
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07959
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07959
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt045 SCHOOL STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELCH & FORBES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175231635
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$583,591
Liabilities
$0
Net assets
$583,591
Revenue
$8,857
Expenses
$10,379
Net income
-$1,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.06$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.02$0.13$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.03$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.02$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.13$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.60$0.13$0.47
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.08$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.07$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.08$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.10$0.16$0.06
2012Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.03
2011Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.09
2010Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.08