Civic Intelligence

Shepherd Brooks Charitable Endowment Fund

990PF • Fiscal year 2020 • EIN 04-6900178

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
PO Box 55806Boston, MA 02205-5806

(617) 482-5270

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

99th percentile

205%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$42,753

Down $3,348 (-7.3%) from 2019

Net Assets

$42,753

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$1,633

Down $4,959 (-149%) from 2019

Expenses

Down

$1,715

Down $5,092 (-75%) from 2019

Net Income

Up

-$3,348

Up $133 (+3.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2011: $68,414Liabilities 2011: $02011Assets 2012: $67,980Liabilities 2012: $02012Assets 2013: $67,000Liabilities 2013: $02013Assets 2014: $67,149Liabilities 2014: $02014Assets 2015: $56,094Liabilities 2015: $02015Assets 2019: $46,101Liabilities 2019: $02019Assets 2020: $42,753Liabilities 2020: $0Net Assets 2020: $42,7532020Assets 2021: $46,071Liabilities 2021: $1Net Assets 2021: $46,0712021Assets 2022: $47,403Liabilities 2022: $12022Assets 2023: $51,645Liabilities 2023: $12023

Highlighted filing

2020

Assets$42,753
Liabilities$0
Net Assets$42,753
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KRevenue 2011: $2,273Expenses 2011: $1,592Net Income 2011: $6812011Revenue 2012: $1,790Expenses 2012: $2,199Net Income 2012: -$4092012Revenue 2013: $1,421Expenses 2013: $2,301Net Income 2013: -$8802013Revenue 2014: $2,648Expenses 2014: $2,385Net Income 2014: $2632014Revenue 2015: $1,422Expenses 2015: $12,439Net Income 2015: -$11,0172015Revenue 2019: $3,326Expenses 2019: $6,807Net Income 2019: -$3,4812019Revenue 2020: -$1,633Expenses 2020: $1,715Net Income 2020: -$3,3482020Revenue 2021: $5,145Expenses 2021: $1,827Net Income 2021: $3,3182021Revenue 2022: $3,190Expenses 2022: $1,858Net Income 2022: $1,3322022Revenue 2023: $6,068Expenses 2023: $1,826Net Income 2023: $4,2422023

Highlighted filing

2020

Revenue-$1,633
Expenses$1,715
Net Income-$3,348
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Brooks Char Endowment
EIN
04-6900178
Phone
6174825270
Address
PO BOX 55806, BOSTON, MA 02205-5806

Signing Officer

Name
Fiduciary Trust Company
Title
Trustee
Phone
6174825270
Signed
2021-05-13
Raw XML Appendix305 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-04-02
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06174825270
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANT ARE MADE TO CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01033
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04299
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018708
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX PREPARATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE - FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0998
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0682
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY TRUST CO MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0682
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174825270
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD BROOKS CHAR ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0046900178
ReturnHeader/Filer/PhoneNum06174825270
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0022055806
ReturnHeader/ReturnTs02021-05-13T15:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,753
Liabilities
$0
Net assets
$42,753
Revenue
-$1,633
Expenses
$1,715
Net income
-$3,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$51.6$0.00$6.07$1.83$4.24
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.00$3.19$1.86$1.33
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$46.1$0.00$46.1$5.15$1.83$3.32
2020Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$1.63$1.72$3.35
2019Summary only. Only limited summary data is available for this year.$46.1$0.00$3.33$6.81$3.48
2015Summary only. Only limited summary data is available for this year.$56.1$0.00$1.42$12.4$11.0
2014Summary only. Only limited summary data is available for this year.$67.1$0.00$2.65$2.39$0.26
2013Summary only. Only limited summary data is available for this year.$67.0$0.00$1.42$2.30$0.88
2012Summary only. Only limited summary data is available for this year.$68.0$0.00$1.79$2.20$0.41
2011Summary only. Only limited summary data is available for this year.$68.4$0.00$2.27$1.59$0.68