Civic Intelligence

Shaich Family Foundation

990PF • Fiscal year 2020 • EIN 20-0499971

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 22, 2021

Organization Profile
23 Prescott StreetBrookline, MA 02446-4020

(617) 232-2044

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2020 filings • $50M-$100M 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

209%

Higher net margin than 99% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.5%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $50M-$100M 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 / Assets12th percentile

Assets

Up

$78,337,660

Up $4,752,043 (+6.5%) from 2019

Net Assets

$78,337,660

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$3,263,338

Down $4,564,661 (-351%) from 2019

Expenses

Up

$3,559,979

Up $964,109 (+37%) from 2019

Net Income

Down

-$6,823,317

Down $5,528,770 (-427%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$100M$50M$0Assets 2010: $7,986,990Liabilities 2010: $0Net Assets 2010: $7,986,9902010Assets 2011: $7,725,748Liabilities 2011: $0Net Assets 2011: $7,725,7482011Assets 2012: $8,637,118Liabilities 2012: $12012Assets 2013: $8,617,424Liabilities 2013: $0Net Assets 2013: $8,617,4242013Assets 2014: $8,393,702Liabilities 2014: $0Net Assets 2014: $8,393,7022014Assets 2015: $8,203,105Liabilities 2015: $0Net Assets 2015: $8,203,1052015Assets 2016: $7,869,921Liabilities 2016: $0Net Assets 2016: $7,869,9212016Assets 2019: $73,585,617Liabilities 2019: $02019Assets 2020: $78,337,660Liabilities 2020: $0Net Assets 2020: $78,337,6602020Assets 2021: $82,077,495Liabilities 2021: $0Net Assets 2021: $82,077,4952021Assets 2022: $67,514,673Liabilities 2022: $0Net Assets 2022: $67,514,6732022Assets 2023: $75,915,772Liabilities 2023: $0Net Assets 2023: $75,915,7722023Assets 2024: $82,493,344Liabilities 2024: $0Net Assets 2024: $82,493,3442024

Highlighted filing

2020

Assets$78,337,660
Liabilities$0
Net Assets$78,337,660
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $248,9972010Expenses 2011: $407,4412011Revenue 2012: $1,187,912Expenses 2012: $276,919Net Income 2012: $910,9932012Revenue 2013: $277,701Expenses 2013: $371,590Net Income 2013: -$93,8892013Revenue 2014: $177,866Expenses 2014: $500,858Net Income 2014: -$322,9922014Revenue 2015: $147,062Expenses 2015: $512,620Net Income 2015: -$365,5582015Revenue 2016: $206,257Expenses 2016: $525,734Net Income 2016: -$319,4772016Revenue 2019: $1,301,323Expenses 2019: $2,595,870Net Income 2019: -$1,294,5472019Revenue 2020: -$3,263,338Expenses 2020: $3,559,979Net Income 2020: -$6,823,3172020Revenue 2021: $6,635,871Expenses 2021: $6,446,154Net Income 2021: $189,7172021Revenue 2022: $911,307Expenses 2022: $1,485,201Net Income 2022: -$573,8942022Revenue 2023: $619,751Expenses 2023: $3,574,362Net Income 2023: -$2,954,6112023Revenue 2024: $2,485,370Expenses 2024: $3,688,716Net Income 2024: -$1,203,3462024

Highlighted filing

2020

Revenue-$3,263,338
Expenses$3,559,979
Net Income-$6,823,317
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald M ShaichTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFidelity Investments Charitable Gift FundGeneral operating supportPCBoston, MA, US$2,416,770
Paid GrantClark UniversityGeneral operating supportPCWorcester, MA, US$1,000,000
Filing and Contact Details

Filer

Filer Name
Shaich Family Foundation
EIN
20-0499971
Phone
6172322044
Address
23 Prescott Street, Brookline, MA 02446-4020

Signing Officer

Name
Ronald M Shaich
Title
Trustee
Phone
6172322044
Signed
2021-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Courtney Francis
Phone
2078792100
Raw XML AppendixShowing 400 of 500 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/Amt04000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0220953.327 shs FCNVX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm151954.114 shs VBTLX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2110000 shs JPMorgan Chase & CO Bond (CUSIP: 48128BAF8)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3112000 shs MetLife Inc. Bond (CUSIP: 59156RCA4)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4104000 shs Schwab Charles Bond (CUSIP: 808513BD6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5152000 shs Berkshire Hathaway Note (CUSIP: 084664BQ3)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6103000 CME Group Note (CUSIP: 12572QAE5)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7158000 Bank of America MTN (CUSIP: 06051GEU9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8106000 shs Microsoft Corp Note (CUSIP: 594918AT1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9107000 shs General Motors Note (CUSIP: 37045XAL0)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1086000 shs Georgia PAC Corp Note (CUSIP: 373298CF3)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11149000 shs US Bancorp Note (CUSIP: 91159HHG8)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12214000 shs Oracle Corp Note (CUSIP: 68389XBT1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1399000 shs Southwest Airlines Note (CUSIP: 844741BJ6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14102000 shs AT&T Note (CUSIP: 00206RCN0)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15100000 shs Precision Cast Parts Corp (CUSIP: 740189AM7)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16105000 shs CVS Health Corp Note (CUSIP: 126650CL2)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17100000 shs National Rural Utilities Bond (CUSIP: 637432NG6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18109000 shs Visa Note (CUSIP: 92826CAD4)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19112000 shs Air Lease Corp (CUSIP: 00914AAJ1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20103000 shs Anheuser-Busch Note (CUSIP: 03522AAG5)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2197000 shs Pulte Group Note (CUSIP: 745867AX9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22207000 shs Goldman Sachs Note (CUSIP: 38141GWB6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2398000 shs Crown Castle Note (CUSIP: 22822VAE1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24100000 shs Verizon Bond (CUSIP: 92343VDY7)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25202000 shs Kaiser Foundation Hospital Bond (CUSIP: 48305QAC7)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26110000 shs Borgwarner Note (CUSIP: 099724AL0)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27106000 shs Lear Corp Note (CUSIP: 521865AY1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28103000 shs Comcast Corp Note (CUSIP: 20030NCA7)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29144000 shs Campbell Soup Note (CUSIP: 134429BG3)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30100000 shs Advocate Health Bond (CUSIP: 007589AA2)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3196000 shs Fiserv Note (CUSIP: 337738AR9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32100000 shs RELX Capital Note (CUSIP: 74949LAC6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33108000 shs Parker-Hannifin Corp Note (CUSIP: 701094AN4)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34104000 shs Commonspirit Health Bond (CUSIP: 20268JAB9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35108000 shs Diamondback Energy Note (CUSIP: 25278XAN9)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36109000 shs VF Corp Note (CUSIP: 918204BC1)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37110000 shs Magna International Note (CUSIP: 559222AV6)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3897000 shs Marriott Note (CUSIP: 571903BE2)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39113000 shs Pioneer Note (CUSIP: 723787AQ0)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40113000 shs Johnson Note (CUSIP: 47837RAA8)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02222790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1603707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2118015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3119490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4116296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5155149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6108634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7169975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8111207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9115902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10108105
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11165653
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12231337
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13115481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14113811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15110640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16120733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17111922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18122444
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19119710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20117994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21116697
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22239659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23113856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24119072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25229190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26119837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27120100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28117473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29171123
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30116632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31115469
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32119854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33122727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34115069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35115694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36121210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37118446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt38114027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39112837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40115946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02222790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1603707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2118015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3119490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4116296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5155149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6108634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7169975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8111207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9115902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10108105
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11165653
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12231337
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13115481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14113811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15110640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16120733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17111922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18122444
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19119710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20117994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21116697
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22239659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23113856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24119072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25229190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26119837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27120100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28117473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29171123
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30116632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31115469
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32119854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33122727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34115069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35115694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36121210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37118446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38114027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39112837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40115946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0755499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14032864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21859229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34048094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44474488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51399120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61017351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71050470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8884545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93210140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101595408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113500622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123565126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1331342295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0755499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14032864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21859229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34048094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44474488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51399120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61017351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71050470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8884545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93210140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101595408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113500622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123565126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331342295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm056464.812 shs FIKLX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1218110.520 shs TQTIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2100336.149 shs DSEEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm366988.152 shs CNRYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm489903.312 shs HJPIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm595503.068 shs GLIFX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm645847.274 shs SPYGX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm749480.455 shs PGINX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm850059.163 shs TIREX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99262.602 shs VFIAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104250 shs IVV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1174150 shs VEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1271146 shs VWO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13161027 shs VTI
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0831219
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0831219
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01432365
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01432365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0267858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt180896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Aviator Capital Fund IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Truebridge Capital Partners Fund VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0267858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt180896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01087765
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-4343796
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Income from Passthrough K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-7307
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-3263338
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-3263338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03416770
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03416770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01087765
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01087765
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6823317
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022331803
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4343796
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0982577
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-7307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-7307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt067449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt074943
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028432
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03426764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt097881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03559979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01080458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-3263338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt097881
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0143209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026675599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4406482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4406482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022269117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt262419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From Pass-through Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4343796
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6823317
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011575360
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt078337660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt073585617
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt078337660
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03416877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03416877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03416877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03430535
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013658
IRS990PF/DistributableAmountGrp/TotalTaxAmt013658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034000
IRS990PF/FMVAssetsEOYAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012108225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07913913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07913913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt056489854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt062735251
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt062735251
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt04420120
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt04420120
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0244303
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0348754
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0348754
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt073585617
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02731251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0656038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0656038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt073585617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt073585617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt073585617
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt078337660
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02011984
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02263584
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02263584
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt069655539
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0691818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068614967
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01044833
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0348754
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03430535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt068610706
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt069655539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Ballentine Partners
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt074943
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0230 3rd Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Waltham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ronald M Shaich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt023 Prescott Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Brookline
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0024464020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03426764
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03426764
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03426764
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/PayCompDisqualifiedPrsnInd00
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/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ronald M Shaich
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 Prescott Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Brookline
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0024464020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172322044
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Ronald M Shaich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12416770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Clark University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Fidelity Investments Charitable Gift Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,337,660
Liabilities
$0
Net assets
$78,337,660
Revenue
-$3,263,338
Expenses
$3,559,979
Net income
-$6,823,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$2.49$3.69$1.20
2023Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$0.62$3.57$2.95
2022Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$0.91$1.49$0.57
2021Detailed filing. Detailed filing data is available for this year.$82.1$0.00$82.1$6.64$6.45$0.19
2020Detailed filing. Detailed filing data is available for this year.$78.3$0.00$78.3$3.26$3.56$6.82
2019Summary only. Only limited summary data is available for this year.$73.6$0.00$1.30$2.60$1.29
2016Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.21$0.53$0.32
2015Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.15$0.51$0.37
2014Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.18$0.50$0.32
2013Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.28$0.37$0.09
2012Summary only. Only limited summary data is available for this year.$8.64$0.00$1.19$0.28$0.91
2011Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.41
2010Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.25