Civic Intelligence

Davis Publications Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6880358

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

50 Portland StreetSuite01608-2013
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$220,687

Up $8,858 (+4.2%) from 2011

Net Assets

$220,687

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,522

Up $891 (+6.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $221,920Liabilities 2010: $0Net Assets 2010: $221,9202010Assets 2011: $211,829Liabilities 2011: $12011Assets 2012: $220,687Liabilities 2012: $0Net Assets 2012: $220,6872012Assets 2013: $231,126Liabilities 2013: $0Net Assets 2013: $231,1262013Assets 2014: $228,696Liabilities 2014: $0Net Assets 2014: $228,6962014Assets 2015: $213,246Liabilities 2015: $0Net Assets 2015: $213,2462015Assets 2016: $308,823Liabilities 2016: $0Net Assets 2016: $308,8232016Assets 2017: $322,155Liabilities 2017: $0Net Assets 2017: $322,1552017Assets 2018: $288,496Liabilities 2018: $0Net Assets 2018: $288,4962018Assets 2019: $304,820Liabilities 2019: $0Net Assets 2019: $304,8202019Assets 2020: $321,502Liabilities 2020: $0Net Assets 2020: $321,5022020Assets 2021: $329,225Liabilities 2021: $0Net Assets 2021: $329,2252021Assets 2022: $260,261Liabilities 2022: $0Net Assets 2022: $260,2612022Assets 2023: $262,267Liabilities 2023: $0Net Assets 2023: $262,2672023Assets 2024: $265,693Liabilities 2024: $0Net Assets 2024: $265,6932024

Highlighted filing

2012

Assets$220,687
Liabilities$0
Net Assets$220,687

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $13,3342010Revenue 2011: $3,540Expenses 2011: $13,631Net Income 2011: -$10,0912011Expenses 2012: $14,5222012Revenue 2013: $6,829Expenses 2013: $16,878Net Income 2013: -$10,0492013Revenue 2014: $17,315Expenses 2014: $13,988Net Income 2014: $3,3272014Revenue 2015: $19,284Expenses 2015: $15,225Net Income 2015: $4,0592015Revenue 2016: $121,085Expenses 2016: $14,698Net Income 2016: $106,3872016Revenue 2017: $13,296Expenses 2017: $18,307Net Income 2017: -$5,0112017Revenue 2018: $16,778Expenses 2018: $20,075Net Income 2018: -$3,2972018Revenue 2019: $12,884Expenses 2019: $32,709Net Income 2019: -$19,8252019Revenue 2020: $15,658Expenses 2020: $19,692Net Income 2020: -$4,0342020Revenue 2021: $22,329Expenses 2021: $24,228Net Income 2021: -$1,8992021Revenue 2022: $15,821Expenses 2022: $23,681Net Income 2022: -$7,8602022Revenue 2023: -$9,853Expenses 2023: $23,643Net Income 2023: -$33,4962023Revenue 2024: $9,441Expenses 2024: $19,782Net Income 2024: -$10,3412024

Highlighted filing

2012

Revenue-
Expenses$14,522
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WYATT R WADETrustee-$0--
MARK W DAVISTrustee-$0--
P JEFFREY DAVISTrustee-$0--
ELAINE REIDTrustee-$0--
ERIKA D WADETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF CENTRAL MASSACHUSETTSGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$2,500
Paid GrantJOY OF MUSIC PROGRAMGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$1,146
Paid GrantWORCESTER EDUCATION DEVELOPMENT FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$1,146
Paid GrantARTS WORCESTERGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$1,000
Paid GrantWORCESTER ART MUSEUMGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$1,000
Paid GrantWORCESTER HISTORICAL MUSEUMGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$250
Paid GrantWORCESTER ANIMAL RESCUE LEAGUEGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$200
Paid GrantANNA MARIA COLLEGEGENERAL PURPOSEPUBLIC CHARITYPAXTON, MA, US$150
Paid GrantASSUMPTION COLLEGEGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$150
Paid GrantCLARK UNIVERSITYGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$150
Paid GrantCOLLEGE OF THE HOLY CROSSGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$150
Paid GrantWORCESTER POLYTECHNIC INSTITUTEGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$150
Paid GrantTHE NATIONAL ART EDUCATION ASSOCIATIONGENERAL PURPOSEPUBLIC CHARITYRESTON, VA, US$100
Paid GrantWORCESTER CENTER FOR CRAFTSGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$100
Paid GrantWORCESTER STATE COLLEGEGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$100
Filing and Contact Details

Filer

EIN
04-6880358
Raw XML AppendixShowing 400 of 429 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
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AccountingFeesSchedule/AccountingFees/Category0GRANT THORNTON LLP
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01788
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount04503
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0TD BANK REALIZED
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases014184
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0352
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0216348
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances09382
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0206966
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03245
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010655
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0213103
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0216348
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WYATT R WADE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARK W DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2P JEFFREY DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ELAINE REID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ERIKA D WADE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104 BUCKLEY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11604 SOUTHWEST 18TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123910 INGOMAR STREET NW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1311 LORING STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine144 BUCKLEY ROAD
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IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05087547201
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WORCESTER
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001608
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2150
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51146
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111146
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ANNA MARIA COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ARTS WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ASSUMPTION COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CLARK UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14COLLEGE OF THE HOLY CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15JOY OF MUSIC PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16THE NATIONAL ART EDUCATION ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17UNITED WAY OF CENTRAL MASSACHUSETTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18WORCESTER ANIMAL RESCUE LEAGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19WORCESTER ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110WORCESTER CENTER FOR CRAFTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111WORCESTER EDUCATION DEVELOPMENT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112WORCESTER HISTORICAL MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113WORCESTER POLYTECHNIC INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114WORCESTER STATE COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus14PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1050 SUNSET LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11660 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12500 SALISBURY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13950 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141 COLLEGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151 GORHAM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161916 ASSOCIATION DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17484 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18139 HOLDEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1955 SALISBURY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11025 SAGAMORE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11120 IRVING STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11230 ELM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113100 INSTITUTE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114486 CHANDLER STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PAXTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6RESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City14WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State14MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001612
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3016101477
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode501605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode6201911590
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode710608
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode801606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode901609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1010605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1110609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1210609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1301609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1401602
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08292
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear010114
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010559
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10426
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301382
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40916
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50853
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0445
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0445
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50408
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02724
IRS990PF/UndistributedIncome/ExcessFromYear10426
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear301382
IRS990PF/UndistributedIncome/ExcessFromYear40916
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions010114
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TotalCorpus03132
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03577
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0MA FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherIncreasesSchedule/OtherIncreases/Amount014184
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02620
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TD WEALTH MANAGEMENT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.09$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.10$0.24$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.16$0.24$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.22$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13$0.33$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.17$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.13$0.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.21$0.15$1.06
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.19$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.17$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.15
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.04$0.14$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.13