Civic Intelligence

The Perls Foundation 90150376

990PF • Fiscal year 2022 • EIN 04-6864032

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 01, 2023

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

6th percentile

-122%

Higher net margin than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$55,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.7%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-66%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,316,991

Down $861,100 (-5.7%) from 2021

Net Assets

Down

$14,316,991

Down $861,100 (-5.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Down

$707,115

Down $1,350,397 (-66%) from 2021

Expenses

Up

$1,568,215

Up $216,745 (+16%) from 2021

Net Income

Down

-$861,100

Down $1,567,142 (-222%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$14,316,991
Liabilities$0
Net Assets$14,316,991
Open 2022 Filing

Operations Trend

Revenue Growth8th 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

2022

Revenue$707,115
Expenses$1,568,215
Net Income-$861,100
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENNART C BRABERGTrusteePT$55,000-$55,000
KATHERINE M PERLSTrusteePT$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
2023-08-01
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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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01227500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0288464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0282164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-861100
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02678571
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0404983
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0560563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt095900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0114903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0210803
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt038538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01378525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0152852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01568215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0713415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0707115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0151025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0152852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0340715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0654019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11618290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-300386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1665599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt533163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-300386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1665599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt47881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt533163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0353633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12283889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt433163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LWC: PUBLIC SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LWC: CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1: MICROVEST SHORT DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1: NALCAB CATALYST FUND I LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1: MICROVEST+ PLUS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0404983
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-861100
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014316991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015178091
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014316991
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01200482
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01200482
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01200482
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01208274
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07792
IRS990PF/DistributableAmountGrp/TotalTaxAmt07792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt026360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026360
IRS990PF/FMVAssetsEOYAmt021954915
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02780
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05693
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0204242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08552852
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07319115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015124882
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03755
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04632217
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04759183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04591340
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014316991
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01786000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02233000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02233000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014316991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021954915
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014316991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015178091
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014316991
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024533475
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02095132
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018292389
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0368002
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04145954
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01208274
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024165473
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024533475
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt090000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0HANNES BRABERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0501 BEALE ST UNIT 1B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt155000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE M PERLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LENNART C BRABERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LWCT 230 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O LWCT 230 CONGRESS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01378525
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01378525
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

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,316,991
Liabilities
$0
Net assets
$14,316,991
Revenue
$707,115
Expenses
$1,568,215
Net income
-$861,100
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