Civic Intelligence

David Greenewalt Charitable Trust Geoffrey M Mason Trustee

990PF • Fiscal year 2017 • EIN 04-6145922

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

Organization Profile
C/O Ropes Gray Llp800 Boylston StBoston, MA 02199-3600

(617) 951-7000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$19,351

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-0.5%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,781,640

Up $27,499 (+1.6%) from 2016

Net Assets

Up

$1,781,640

Up $27,499 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin81st percentile

Revenue

Down

$110,206

Down $533 (-0.5%) from 2016

Expenses

Down

$79,582

Down $30,836 (-28%) from 2016

Net Income

Up

$30,624

Up $30,303 (+9440%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,747,521Liabilities 2011: $02011Assets 2012: $1,747,924Liabilities 2012: $02012Assets 2013: $1,778,301Liabilities 2013: $02013Assets 2014: $1,777,822Liabilities 2014: $0Net Assets 2014: $1,777,8222014Assets 2015: $1,754,240Liabilities 2015: $0Net Assets 2015: $1,754,2402015Assets 2016: $1,754,141Liabilities 2016: $0Net Assets 2016: $1,754,1412016Assets 2017: $1,781,640Liabilities 2017: $0Net Assets 2017: $1,781,6402017Assets 2018: $1,803,318Liabilities 2018: $0Net Assets 2018: $1,803,3182018Assets 2019: $1,776,630Liabilities 2019: $0Net Assets 2019: $1,776,6302019Assets 2020: $1,856,647Liabilities 2020: $0Net Assets 2020: $1,856,6472020Assets 2021: $2,124,585Liabilities 2021: $0Net Assets 2021: $2,124,5852021Assets 2022: $2,033,763Liabilities 2022: $0Net Assets 2022: $2,033,7632022Assets 2023: $2,366,281Liabilities 2023: $0Net Assets 2023: $2,366,2812023Assets 2024: $2,549,653Liabilities 2024: $0Net Assets 2024: $2,549,6532024Assets 2025: $2,766,104Liabilities 2025: $0Net Assets 2025: $2,766,1042025

Highlighted filing

2017

Assets$1,781,640
Liabilities$0
Net Assets$1,781,640
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $202,462Expenses 2011: $117,574Net Income 2011: $84,8882011Revenue 2012: $118,981Expenses 2012: $118,578Net Income 2012: $4032012Revenue 2013: $139,467Expenses 2013: $111,561Net Income 2013: $27,9062013Revenue 2014: $140,240Expenses 2014: $141,519Net Income 2014: -$1,2792014Revenue 2015: $105,969Expenses 2015: $129,551Net Income 2015: -$23,5822015Revenue 2016: $110,739Expenses 2016: $110,418Net Income 2016: $3212016Revenue 2017: $110,206Expenses 2017: $79,582Net Income 2017: $30,6242017Revenue 2018: $143,274Expenses 2018: $117,409Net Income 2018: $25,8652018Revenue 2019: $82,478Expenses 2019: $109,036Net Income 2019: -$26,5582019Revenue 2020: $201,227Expenses 2020: $120,935Net Income 2020: $80,2922020Revenue 2021: $384,827Expenses 2021: $113,807Net Income 2021: $271,0202021Revenue 2022: $96,274Expenses 2022: $186,887Net Income 2022: -$90,6132022Revenue 2023: $66,484Expenses 2023: $106,118Net Income 2023: -$39,6342023Revenue 2024: $235,598Expenses 2024: $135,169Net Income 2024: $100,4292024Revenue 2025: $470,740Expenses 2025: $131,372Net Income 2025: $339,3682025

Highlighted filing

2017

Revenue$110,206
Expenses$79,582
Net Income$30,624
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY M MASONTrustee-$19,351-$19,351
W HUGH M MORTONCo-Trustee-$3,438-$3,438
DAVID L GREENEWALTCo-Trustee-$0--
SARA C GREENEWALTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
David Greenewalt Charitable Trust
EIN
04-6145922
Phone
6179517000
Address
C/O ROPES GRAY LLP800 BOYLSTON ST, BOSTON, MA 02199-3600

Signing Officer

Name
Geoffrey M Mason
Title
Trustee
Phone
6179517000
Signed
2018-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Ropes & Gray Llp
Address
800 BOYLSTON ST 26TH FL, BOSTON, MA 02199-3600
Preparer
Joe a Waters
Phone
6179517000
Raw XML AppendixShowing 400 of 579 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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AccountingFeesSchedule/AccountingFeesDetail/Amt010823
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ROPES & GRAY LLP (TAX PREPARATION FEE)
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05411
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05412
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VIII, LINE 1C
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF - PART VIII - OFFICERS & COMPENSATIONTHE TRUSTEE, GEOFFREY M. MASON, IS A PARTNER OF ROPES & GRAY, LLP,AND BY AGREEMENT WITH ROPES & GRAY, LLP, TURNS OVER ALL FEES RECEIVED TO THE FIRM. ADDITIONALLY, PAYMENTS IN THE AMOUNT OF $10,823. WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR TAX PREPARATION SERVICES PROVIDED BY THE FIRM. TRUSTEE, GEOFFREY M. MASON, IS A PARTNER OF THAT FIRM HAVING MORE THAN 300 ACTIVE PARTNERS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2621409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC CL A - 142 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BANK OF NEW YORK MELLON CORP - 290 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BERKSHIRE HATHAWAY INC CL B - 128 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CERNER CORP - 253 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COMCAST CORP - 593 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DOLLAR GENERAL CORP - 240 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EBAY INC - 478 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXPEDITORS INTL WASH INC - 194 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HONEYWELL INTL INC - 147 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JP MORGAN CHASE & CO - 188 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICROSOFT CORP - 142 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NESTLE SA SPONS ADR - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12OMNICOM GROUP - 186 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ORACLE CORP - 234 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PACCAR INC - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15POTASH CORP SASK INC - 746 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PROGRESSIVE CORP OHIO - 359 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SCHLUMBERGER LTD - 224 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STANLEY BLACK & DECKER INC - 111 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TE CONNECTIVITY LIMITED - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TWENTY-FIRST CENTURY FOX INC CL A - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21TWENTY-FIRST CENTURY FOX INC CL B - 428 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNILEVER PLS SPD ADR - 164 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UNITEDHEALTH GROUP INC - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CENTURYLINK INC 639 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25QUEST DIAGNOSTICS INC 102 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26TJX COS INC 280 SHS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN INTL VALUE FUND-INV - 3,934.088 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK STRATEGIC INC OPP FD - 4,460.579 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DRIEHAUS EMERGING MKTS GR FD - 2,129.902 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EDGEWOOD GROWTH FUND INS - 7,774.335 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MATTHEWS ASIA DIVIDENDS INS 4,195.992 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5METROPOLITAN WEST T/E BOND - 20,333.353 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MILLER CONVERTIBLE BOND FD - 3,506.862 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7N B CORE BND FD-I - 20,870.942 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TRANSAMERICA INTL SMALL CAP VALUE FD - 10,063.985 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD SMALL CAP IDX FD - 2,761.349 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WCM FOCUSED INTL GROWTH FD - 9,503.125 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ARTISAN HIGH INCOME ADV 11,151.383 SHS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0100323
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0100323
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0100323
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102046
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/DistributableAmountGrp/TotalTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03599
IRS990PF/FMVAssetsEOYAmt02221101
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01754141
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01324
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0367976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0291875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0446180
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01320949
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01382862
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01668018
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0105579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0105579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01754141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02221101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01754141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01754141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01781640
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02072001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084354
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01987647
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031080
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102046
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02040921
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02072001
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/CompensationAmt019351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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/PersonNm0GEOFFREY M MASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W HUGH M MORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID L GREENEWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARA C GREENEWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O ROPES GRAY LLP 800 BOYLSTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O ROPES GRAY LLP 800 BOYLSTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ROPES GRAY LLP 800 BOYLSTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O ROPES GRAY LLP 800 BOYLSTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
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/ZIPCd0021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0100079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt086507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt099166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0114277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt086717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt094440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02040921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01861280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01991771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02093007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01996593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01856031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt056636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245179
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt056636
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt056636
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt056636
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/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/IndividualWithBooksNm0ROPES GRAY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 BOYLSTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021993600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179517706
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLY IN WRITING. AGM FORMAT IS ACCEPTABLE. INCLUDE INFORMATION ON THE NATURE OF THE CHARITABLE SERVICE, ENCLOSE 3 COPIES OF YOUR IRS LETTER OF TAX EXEMPT STATUS, 3 COPIES OF 2 MOST RECENT YEARS ANNUAL FINANCIAL REPORTS AND A DESCRIPTION AND BUDGET FOR THE PROPOSED PROJECT TO BE FUNDED. SEND THREE COPIES OF APPLICATION AND ALL ATTACHMENTS/ENCLOSURES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GEOFFREY M MASON TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06179517057
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O ROPES GRAY LLP 800 BOYLSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0021993600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0GENERALLY MAY 15 AND NOVEMBER 1 (SUBJECT TO CHANGE EACH YEAR)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,781,640
Liabilities
$0
Net assets
$1,781,640
Revenue
$110,206
Expenses
$79,582
Net income
$30,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.47$0.13$0.34
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.24$0.14$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.38$0.11$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.08$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$1.78$0.00$0.14$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.20$0.12$0.08