Civic Intelligence

Ogden Codman Trust UW Dorothy Sfm Codman

990PF • Fiscal year 2023 • EIN 04-6225360

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
One Federal Street - 20th FloorBoston, MA 02110

(617) 951-1151

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-236%

Higher net margin than 4% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$18,046

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

18th percentile

-6.2%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,446,949

Down $227,690 (-6.2%) from 2022

Net Assets

Down

$3,446,949

Down $227,690 (-6.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$94,191

Down $530,485 (-85%) from 2022

Expenses

Down

$316,075

Down $16,001 (-4.8%) from 2022

Net Income

Down

-$221,884

Down $514,484 (-176%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,848,067Liabilities 2011: $02011Assets 2012: $2,789,932Liabilities 2012: $02012Assets 2013: $2,788,366Liabilities 2013: $02013Assets 2014: $2,675,484Liabilities 2014: $02014Assets 2015: $2,840,828Liabilities 2015: $02015Assets 2019: $3,272,687Liabilities 2019: $0Net Assets 2019: $3,272,6872019Assets 2020: $3,270,198Liabilities 2020: $0Net Assets 2020: $3,270,1982020Assets 2021: $3,385,266Liabilities 2021: $0Net Assets 2021: $3,385,2662021Assets 2022: $3,674,639Liabilities 2022: $0Net Assets 2022: $3,674,6392022Assets 2023: $3,446,949Liabilities 2023: $0Net Assets 2023: $3,446,9492023Assets 2024: $5,794,784Liabilities 2024: $0Net Assets 2024: $5,794,7842024

Highlighted filing

2023

Assets$3,446,949
Liabilities$0
Net Assets$3,446,949
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $377,248Expenses 2011: $221,569Net Income 2011: $155,6792011Revenue 2012: $178,682Expenses 2012: $236,817Net Income 2012: -$58,1352012Revenue 2013: $256,811Expenses 2013: $247,328Net Income 2013: $9,4832013Revenue 2014: $230,897Expenses 2014: $265,635Net Income 2014: -$34,7382014Revenue 2015: $391,977Expenses 2015: $233,324Net Income 2015: $158,6532015Revenue 2019: $540,796Expenses 2019: $260,911Net Income 2019: $279,8852019Revenue 2020: $267,729Expenses 2020: $270,822Net Income 2020: -$3,0932020Revenue 2021: $390,558Expenses 2021: $275,409Net Income 2021: $115,1492021Revenue 2022: $624,676Expenses 2022: $332,076Net Income 2022: $292,6002022Revenue 2023: $94,191Expenses 2023: $316,075Net Income 2023: -$221,8842023Revenue 2024: $2,682,650Expenses 2024: $333,337Net Income 2024: $2,349,3132024

Highlighted filing

2023

Revenue$94,191
Expenses$316,075
Net Income-$221,884
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN T MONAHANTrusteePT$18,046-$18,046
MICHAEL F O'CONNELL SEE STATEMENT 1Trustee-$16,046-$16,046
STACIE KOSINSKI SEE STATEMENT 11Trustee-$16,046-$16,046
Filing and Contact Details

Filer

Filer Name
Ogden Codman Tr Uwo Dorothy Sfm Codman
EIN
04-6225360
Phone
6179511151
Address
ONE FEDERAL STREET - 20TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
MICHAEL F O'CONNELL
Title
Trustee
Phone
6179511151
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Anthony & Dodge Pc
Address
227 WILLOW STREET SUITE B101, SOUTH HAMILTON, MA 01982-2289
Preparer
Brenda M Hiltz CPA
Phone
9784687338
Raw XML AppendixShowing 400 of 577 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0TRUSTEE FEES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0TRUSTEE FEES PAID TO VERRILL DANA LLP, THE LAW FIRM AT WHICH MICHAEL F O'CONNELL AND STACIE KOSINSKI ARE PARTNERS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4105131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt520194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt628010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt843943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt966525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1040131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1161073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1260824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1329028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1454431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1547946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1732620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1845904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1978576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2150816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2257026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2348614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2652551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2740087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2818982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2948426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3030009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3193726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3233988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3314705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3454729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3563923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3644131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3731204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3840197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3948230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4046420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4146360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4246908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4449279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0110070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1123976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2105273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3279380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4227910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5134771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6101025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt787364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt884175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt959070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1071332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11162360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12196380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1358648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14118590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1555797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1686392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1747000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1894370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19125006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2062696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2182142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2285302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23357238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2475182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2592685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2666814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2781428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2860582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29101904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3050114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31100968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3249730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3336565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3478105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3578825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3636116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37116415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3868616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3944748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4051030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4147442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4264874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4452647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASTRAZENECA PLD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BANK AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CANADIAN PACIFIC RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CROWN CASTLE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NESTLE SA SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NOVARTIS AG SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30RAYONIER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SANOFI-AVENTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WALT DISNEY CO HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38XYLEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SANDOZ GROUP AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNITEDHEALTH GP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0199374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2200964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4345302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES CORE S&P SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES S&P MIDCAP 400 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD INTL EQUITY INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD TTL STK MKT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0211088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2221720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4379552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0103794
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-25866
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016263
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt094191
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt094191
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt029483
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049138
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103794
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103794
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-221884
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01194683
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016263
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016263
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011864
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011864
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-25866
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt097268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03787
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02986
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0293286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0316075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0120057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022789
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01986-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0644988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1368903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3103103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4102757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-59701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-3242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-59701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0640085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1309202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt399931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt499515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52212
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/PropertyDesc0MORGAN STANLEY ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2175 SH AUTOMATIC DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100000 SH BANK OF AMERICA6250 *63NV10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100000 SH JPMORGAN CHASE 6125 *63NV10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-25866
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-221884
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03452755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03674639
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03446949
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273852
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273852
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273852
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0275204
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01352
IRS990PF/DistributableAmountGrp/TotalTaxAmt01352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08364
IRS990PF/FMVAssetsEOYAmt05920383
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03270198
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03270198
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011137
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0205860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01848737
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01883104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04274915
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0991779
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0846494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0928117
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0404441
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0176751
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0281110
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0706214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0706214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03674639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03446949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05920383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03674639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03446949
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03674639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03446949
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0347153
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05587906
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0438313
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05149593
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt083819
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0275204
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05504087
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05587906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt216046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN T MONAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL F O'CONNELL SEE STATEMENT 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STACIE KOSINSKI SEE STATEMENT 11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE FEDERAL STREET 20TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1VERRILL DANA LLP ONE FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2VERRILL DANA LLP ONE FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt020TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt120TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0293286
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0293286
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
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/IndividualWithBooksNm0SUSAN MONAHAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE FEDERAL STREET 20TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,446,949
Liabilities
$0
Net assets
$3,446,949
Revenue
$94,191
Expenses
$316,075
Net income
-$221,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.68$0.33$2.35
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.09$0.32$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.62$0.33$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.39$0.28$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.27$0.27$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.54$0.26$0.28
2015Summary only. Only limited summary data is available for this year.$2.84$0.00$0.39$0.23$0.16
2014Summary only. Only limited summary data is available for this year.$2.68$0.00$0.23$0.27$0.03
2013Summary only. Only limited summary data is available for this year.$2.79$0.00$0.26$0.25$0.01
2012Summary only. Only limited summary data is available for this year.$2.79$0.00$0.18$0.24$0.06
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$0.38$0.22$0.16