Civic Intelligence

The Perls Foundation 90150376

990PF • Fiscal year 2021 • EIN 04-6864032

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 27, 2022

Organization Profile
Lwct 230 Congress StBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

73rd percentile

34%

Higher net margin than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$75,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

39th percentile

4.9%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

55%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,178,091

Up $706,042 (+4.9%) from 2020

Net Assets

Up

$15,178,091

Up $706,042 (+4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$2,057,512

Up $730,936 (+55%) from 2020

Expenses

Up

$1,351,470

Up $78,536 (+6.2%) from 2020

Net Income

Up

$706,042

Up $652,400 (+1216%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,285,514Liabilities 2010: $0Net Assets 2010: $18,285,5142010Assets 2011: $17,732,256Liabilities 2011: $0Net Assets 2011: $17,732,2562011Assets 2012: $17,222,376Liabilities 2012: $12012Assets 2013: $16,858,713Liabilities 2013: $0Net Assets 2013: $16,858,7132013Assets 2014: $16,418,514Liabilities 2014: $0Net Assets 2014: $16,418,5142014Assets 2015: $15,824,219Liabilities 2015: $0Net Assets 2015: $15,824,2192015Assets 2016: $15,025,124Liabilities 2016: $0Net Assets 2016: $15,025,1242016Assets 2017: $14,741,917Liabilities 2017: $0Net Assets 2017: $14,741,9172017Assets 2018: $14,585,064Liabilities 2018: $0Net Assets 2018: $14,585,0642018Assets 2019: $14,418,407Liabilities 2019: $0Net Assets 2019: $14,418,4072019Assets 2020: $14,472,049Liabilities 2020: $0Net Assets 2020: $14,472,0492020Assets 2021: $15,178,091Liabilities 2021: $0Net Assets 2021: $15,178,0912021Assets 2022: $14,316,991Liabilities 2022: $0Net Assets 2022: $14,316,9912022Assets 2023: $13,789,058Liabilities 2023: $0Net Assets 2023: $13,789,0582023Assets 2024: $12,853,855Liabilities 2024: $0Net Assets 2024: $12,853,8552024

Highlighted filing

2021

Assets$15,178,091
Liabilities$0
Net Assets$15,178,091
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $682,1832010Expenses 2011: $1,076,6652011Revenue 2012: $645,502Expenses 2012: $1,155,382Net Income 2012: -$509,8802012Revenue 2013: $734,511Expenses 2013: $1,098,174Net Income 2013: -$363,6632013Revenue 2014: $686,804Expenses 2014: $1,197,368Net Income 2014: -$510,5642014Revenue 2015: $600,479Expenses 2015: $1,194,774Net Income 2015: -$594,2952015Revenue 2016: $699,648Expenses 2016: $1,498,743Net Income 2016: -$799,0952016Revenue 2017: $1,016,005Expenses 2017: $1,299,827Net Income 2017: -$283,8222017Revenue 2018: $693,971Expenses 2018: $850,824Net Income 2018: -$156,8532018Revenue 2019: $1,055,943Expenses 2019: $1,222,600Net Income 2019: -$166,6572019Revenue 2020: $1,326,576Expenses 2020: $1,272,934Net Income 2020: $53,6422020Revenue 2021: $2,057,512Expenses 2021: $1,351,470Net Income 2021: $706,0422021Revenue 2022: $707,115Expenses 2022: $1,568,215Net Income 2022: -$861,1002022Revenue 2023: $822,195Expenses 2023: $1,350,128Net Income 2023: -$527,9332023Revenue 2024: $400,543Expenses 2024: $1,335,746Net Income 2024: -$935,2032024

Highlighted filing

2021

Revenue$2,057,512
Expenses$1,351,470
Net Income$706,042
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANNES BRABERGIndependent ContractorPT$75,000-$75,000
LENNART C BRABERGTrusteePT$65,000-$65,000
KATHERINE M PERLSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Perls Foundation
EIN
04-6864032
Phone
6175236531
Address
LWCT 230 CONGRESS ST, BOSTON, MA 02110

Signing Officer

Name
Katherine Perls
Title
Trustee
Phone
6175236531
Signed
2022-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Mary Harn
Phone
6175236531
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TAXPAYER MAY BE REQUIRED TO FILE U.S. FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERSHIP EXCEPTION.THE TAXPAYER HAS AN INTEREST IN THE FOLLOWING PARTNERSHIP:1. MICROVEST SHORT-DURATION FUND,LP,7315 WISCONSIN AVENUE, SUITE 300W, BETHESDA, MD 20814EIN: 27-2981077, WHICH FILED FORM 8865'S OR WAS A PARTNER IN FUNDS THAT FILED 8865'S FOR THE YEAR ENDED 12/31/21.
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01029150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01029150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0281879
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0282197
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0706042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03438142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01560
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01560
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01744453
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01895361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07774
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07774
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0121616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0127516
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01175175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0161833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01351470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02057194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02057512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0146025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0161833
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0322320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01635627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt335379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01784199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-7422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-15261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-35379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01784199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-7422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-15261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-35379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03419826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LWC: CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LWC: CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1: NALCAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1: MICROVEST+PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1: MICROVEST SHORT DURATION FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1: MICROVEST II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01744453
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0706042
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015178091
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014472049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015178091
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01372944
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01372944
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01372944
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01399290
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026346
IRS990PF/DistributableAmountGrp/TotalTaxAmt026346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011694
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt022000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011694
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038040
IRS990PF/FMVAssetsEOYAmt029592515
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012102
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02780
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0204382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0204242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0189740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06823903
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08552852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022935005
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04897662
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04632217
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04678990
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02534000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01786000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01786000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029592515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014472049
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015178091
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028411975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02792776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021397504
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0426180
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04221695
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01399290
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027985795
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028411975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt165000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt275000
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/PersonNm0KATHERINE M PERLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LENNART C BRABERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HANNES BRABERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2INDEPENDENT CONTRACTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LWCT 230 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O LWCT 230 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O LWCT 230 CONGRESS ST
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/ExpensesAndContributionsAmt01175175
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01175175
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,178,091
Liabilities
$0
Net assets
$15,178,091
Revenue
$2,057,512
Expenses
$1,351,470
Net income
$706,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.40$1.34$0.94
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.82$1.35$0.53
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.71$1.57$0.86
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.06$1.35$0.71
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.33$1.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.06$1.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.69$0.85$0.16
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.02$1.30$0.28
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.70$1.50$0.80
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.60$1.19$0.59
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.69$1.20$0.51
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.73$1.10$0.36
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$0.65$1.16$0.51
2011Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.08
2010Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.68