Civic Intelligence

David Greenewalt Charitable Trust Geoffrey M Mason Trustee

990PF • Fiscal year 2018 • EIN 04-6145922

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 22, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,135

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,803,318

Up $21,678 (+1.2%) from 2017

Net Assets

Up

$1,803,318

Up $21,678 (+1.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

Up

$143,274

Up $33,068 (+30%) from 2017

Expenses

Up

$117,409

Up $37,827 (+48%) from 2017

Net Income

Down

$25,865

Down $4,759 (-16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$1,803,318
Liabilities$0
Net Assets$1,803,318
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$143,274
Expenses$117,409
Net Income$25,865
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY M MASONTrustee-$20,135-$20,135
W HUGH M MORTONCo-Trustee-$3,700-$3,700
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
2019-08-22
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 639 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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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 $12,228. 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/StockNm0ACCENTURE PLC CL A - 95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BANK OF NEW YORK MELLON CORP - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BERKSHIRE HATHAWAY INC CL B - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CENTURYLINK INC 546 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CERNER CORP - 207 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DOLLAR GENERAL CORP - 207 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EBAY INC - 444 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXPEDITORS INTL WASH INC - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HONEYWELL INTL INC - 127 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JP MORGAN CHASE & CO - 162 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10NESTLE SA SPONS ADR - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11OMNICOM GROUP - 155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ORACLE CORP - 236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PACCAR INC - 147 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14QUEST DIAGNOSTICS INC 151 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SCHLUMBERGER LTD - 263 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STANLEY BLACK & DECKER INC - 97 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17TE CONNECTIVITY LIMITED - 92 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18TJX COS INC 270 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TWENTY-FIRST CENTURY FOX INC CL B - 466 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNILEVER PLS SPD ADR - 228 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21UNITEDHEALTH GROUP INC - 79 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHUBB LTD - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOLLAR TREE INC - 112 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FRANKLIN RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MASCO CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PEPSICO INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PPG INDS INC - 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SMITH & NEPHEW PLC SPD ADR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN INTL VALUE FUND-INV - 4,076.885 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKROCK STRATEGIC INC OPP FD - 4,460.579 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DRIEHAUS EMERGING MKTS GR FD - 2,399.664 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EDGEWOOD GROWTH FUND INS - 8,994.541 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MATTHEWS ASIA DIVIDENDS INS 4,741.445 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6METROPOLITAN WEST T/E BOND - 25,610.513 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MILLER CONVERTIBLE BOND FD - 3,569.189 SHS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD SMALL CAP IDX FD - 2,129.610 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WCM FOCUSED INTL GROWTH FD - 9,855.243 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt096643
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt025865
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04187
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01807505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01781640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01803318
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0105136
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0105136
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0105136
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107486
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02350
IRS990PF/DistributableAmountGrp/TotalTaxAmt02350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02350
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02376
IRS990PF/FMVAssetsEOYAmt01998106
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01803318
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0291875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0295332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0375983
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01382862
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01426448
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01540585
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0105579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01803318
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01998106
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01803318
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01781640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01803318
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02182451
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt088854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02093597
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032737
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107486
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02149714
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02182451
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/CompensationAmt020135
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13700
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/AdjNetVlNoncharitableAssetsAmt095467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt056636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt086507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt099166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0114277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt086717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.027750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02149714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02040921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01861280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01991771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02093007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01996593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt093094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222046
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt093094
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt093094
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt093094
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/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

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,803,318
Liabilities
$0
Net assets
$1,803,318
Revenue
$143,274
Expenses
$117,409
Net income
$25,865
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