Civic Intelligence

Jonspin Charitable Trust Edward J Joyce Et Al Trustees

990PF • Fiscal year 2017 • EIN 22-2621945

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

C/O Ropes Gray Llp 800 Boylston StBoston, MA 02199-3600

(617) 951-7000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$743,439

Down $16,510 (-2.2%) from 2016

Net Assets

Down

$743,439

Down $16,510 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$43,010

Up $9,955 (+30%) from 2016

Expenses

Up

$59,443

Up $2,757 (+4.9%) from 2016

Net Income

Up

-$16,433

Up $7,198 (+30%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $636,685Liabilities 2010: $0Net Assets 2010: $636,6852010Assets 2011: $728,199Liabilities 2011: $0Net Assets 2011: $728,1992011Assets 2012: $750,410Liabilities 2012: $0Net Assets 2012: $750,4102012Assets 2013: $756,275Liabilities 2013: $0Net Assets 2013: $756,2752013Assets 2014: $786,457Liabilities 2014: $0Net Assets 2014: $786,4572014Assets 2015: $783,315Liabilities 2015: $0Net Assets 2015: $783,3152015Assets 2016: $759,949Liabilities 2016: $0Net Assets 2016: $759,9492016Assets 2017: $743,439Liabilities 2017: $0Net Assets 2017: $743,4392017Assets 2018: $743,330Liabilities 2018: $0Net Assets 2018: $743,3302018Assets 2019: $718,818Liabilities 2019: $0Net Assets 2019: $718,8182019Assets 2020: $716,253Liabilities 2020: $0Net Assets 2020: $716,2532020Assets 2021: $737,943Liabilities 2021: $0Net Assets 2021: $737,9432021Assets 2022: $779,966Liabilities 2022: $0Net Assets 2022: $779,9662022Assets 2023: $814,664Liabilities 2023: $0Net Assets 2023: $814,6642023Assets 2024: $878,763Liabilities 2024: $0Net Assets 2024: $878,7632024

Highlighted filing

2017

Assets$743,439
Liabilities$0
Net Assets$743,439

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $35,4322010Expenses 2011: $35,0592011Expenses 2012: $36,1182012Revenue 2013: $34,416Expenses 2013: $28,551Net Income 2013: $5,8652013Revenue 2014: $45,763Expenses 2014: $28,365Net Income 2014: $17,3982014Revenue 2015: $38,739Expenses 2015: $41,809Net Income 2015: -$3,0702015Revenue 2016: $33,055Expenses 2016: $56,686Net Income 2016: -$23,6312016Revenue 2017: $43,010Expenses 2017: $59,443Net Income 2017: -$16,4332017Revenue 2018: $59,436Expenses 2018: $60,325Net Income 2018: -$8892018Revenue 2019: $38,820Expenses 2019: $63,454Net Income 2019: -$24,6342019Revenue 2020: $59,645Expenses 2020: $62,007Net Income 2020: -$2,3622020Revenue 2021: $93,434Expenses 2021: $71,754Net Income 2021: $21,6802021Revenue 2022: $35,347Expenses 2022: $73,686Net Income 2022: -$38,3392022Revenue 2023: $18,931Expenses 2023: $73,211Net Income 2023: -$54,2802023Revenue 2024: $63,320Expenses 2024: $28,830Net Income 2024: $34,4902024

Highlighted filing

2017

Revenue$43,010
Expenses$59,443
Net Income-$16,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA S DIANATrustee-$0--
MARTIN HALLTrustee-$0--
REV J BRYAN HEHIRTrustee-$0--
CAMERON CASEYTrustee-$0--
JENNIFER S EWINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jonspin Charitable Trust
EIN
22-2621945
Phone
6179517000
Address
C/O ROPES GRAY LLP 800 BOYLSTON ST, BOSTON, MA 02199-3600

Signing Officer

Name
Cameron Casey
Title
Trustee
Phone
6179517000
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Scott Kaplowitch
Phone
6172276161
Raw XML AppendixShowing 400 of 413 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/Amt02400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1(A)(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION OF A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PAYMENTS IN THE AMOUNT OF $14,693 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR INVESTMENT, MANAGEMENT, TAX AND LEGAL SERVICES PROVIDED BY THE FIRM. TRUSTEES BRENDA S DIANA, MARTIN HALL, CAMERON CASEY AND JENNIFER S EWING ARE ACTIVE PARTNERS OF THAT FIRM HAVING APPROXIMATELY 300 ACTIVE PARTNERS.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0127396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1117586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt268543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt427687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt530219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt629875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt750103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt845775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt927471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1054182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1136976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1216748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1340794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt011,900.837 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112,305.882 SHS NEUBERGER BERMAN CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24,046.331 SHS FMI LARGE CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3381.888 SHS VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41,316.449 SHS ARTISAN INTERNATIONAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5992.523 SHS DRIEHAUS EMERGING MARKETS GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61,804.323 SHS MATTHEWS ASIA DIVIDEND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74,277.243 SHS TRANSAMERICA INTERNATIONAL SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8983.538 SHS VANGUARD SMALL-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92,681.811 SHS BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102,695.650 SHS EDGEWOOD GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113,028.900 SHS WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121,312.197 SHS MILLER CONVERTIBLE BOND FUND-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134,096.022 SHS ARTISAN HIGH INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0126863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1127120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt286875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt394257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt450789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt635599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt760095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt869615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt926711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1079683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1147675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1216967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1340673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019583
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023378
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt049
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043010
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023378
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042163
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019182
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019583
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107094
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03794
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023378
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010899
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0152
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt083716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt098167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16433
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt077
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0743516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0759949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0743439
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042820
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042820
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042820
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043105
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/DistributableAmountGrp/TotalTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0298
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0298
IRS990PF/FMVAssetsEOYAmt0922249
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0759949
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0743439
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0569
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0569
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0740099
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0723426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0902236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019444
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019444
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0759949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0743439
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0922249
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0759949
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0743439
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0759949
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0743439
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0875227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014168
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0861059
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013128
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043105
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0862099
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0875227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRENDA S DIANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REV J BRYAN HEHIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAMERON CASEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JENNIFER S EWING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O ROPESGRAY LLP 800 BOYLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O ROPESGRAY LLP 800 BOYLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ROPESGRAY LLP 800 BOYLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O ROPESGRAY LLP 800 BOYLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O ROPESGRAY LLP 800 BOYLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4021993600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.031615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.022261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0862099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0846130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0863444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0872970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.105524
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045010
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045295
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0285
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045295
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROPES GRAY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 BOYLSTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021993600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179517000
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/GrantOrContributionPdDurYrGrp/Amt042163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL EXPENSE SCHOLARSHIPS TO NEEDY NURSING STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROMAN CATHOLIC ARCHDIOCESE OF BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 BROOKS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRAINTREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002184
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042163
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08262
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037033
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045295
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034558
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037033
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL, TAX AND ADMINISTRATIVE SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01897
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03794
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01897
OtherDecreasesSchedule/OtherDecreasesDetail/Amt077
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0YEAR OVER YEAR TIMING DIFFERENCES ON INVESTMENT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010899
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010899
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0152
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMERON CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179517000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONSPIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAMERON CASEY ET AL TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0JONS
ReturnHeader/Filer/EIN0222621945
ReturnHeader/Filer/PhoneNum06179517000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ROPES GRAY LLP 800 BOYLSTON ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021993600
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BF7B59384A5F0335E7334C3E3948748C245A0205
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1284B650163F101757B7047818B4EE77766F5D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.111.9.114
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:20:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.63$0.29$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$0.19$0.73$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.80$0.00$7.80$0.35$0.74$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.93$0.72$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$0.60$0.62$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.39$0.63$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.59$0.60$0.01
2017Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.43$0.59$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.33$0.57$0.24
2015Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.39$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.46$0.28$0.17
2013Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.34$0.29$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.50$0.00$7.50$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.00$7.28$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.00$6.37$0.35