Civic Intelligence

The Patrick J Mcgovern Foundation Inc.

990PF • Fiscal year 2017 • EIN 22-3021586

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization Profile
2 LIBERTY SQUARE No 500Boston, MA 02109

(617) 338-2590

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Net Margin

98th percentile

81%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Top Officer Pay

4th percentile

$100,000

Higher top officer pay than 4% of similar nonprofits.

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

2017 filings • $1B+ nonprofits • Source year 2017

Asset Growth

100th percentile

90762%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

83137892%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$944,612,148

Up $943,572,538 (+90762%) from 2016

Net Assets

Up

$944,495,988

Up $943,598,425 (+105129%) from 2016

Liabilities

Down

$116,160

Down $25,887 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Up

$1,154,786,707

Up $1,154,785,318 (+83137892%) from 2016

Expenses

Up

$217,491,001

Up $216,689,552 (+27037%) from 2016

Net Income

Up

$937,295,706

Up $938,095,766 (+117253%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2012: $961Liabilities 2012: $02012Assets 2013: $625Liabilities 2013: $02013Assets 2014: $216Liabilities 2014: $02014Assets 2015: $2,271,007Liabilities 2015: $573,384Net Assets 2015: $1,697,6232015Assets 2016: $1,039,610Liabilities 2016: $142,047Net Assets 2016: $897,5632016Assets 2017: $944,612,148Liabilities 2017: $116,160Net Assets 2017: $944,495,9882017Assets 2018: $1,213,426,888Liabilities 2018: $9,049,760Net Assets 2018: $1,204,377,1282018Assets 2019: $1,269,507,526Liabilities 2019: $9,258,452Net Assets 2019: $1,260,249,0742019Assets 2020: $1,274,909,758Liabilities 2020: $7,620,270Net Assets 2020: $1,267,289,4882020Assets 2021: $1,660,673,846Liabilities 2021: $8,424,476Net Assets 2021: $1,652,249,3702021Assets 2022: $1,394,714,122Liabilities 2022: $5,177,488Net Assets 2022: $1,389,536,6342022Assets 2023: $1,476,764,247Liabilities 2023: $6,504,348Net Assets 2023: $1,470,259,8992023Assets 2024: $1,528,279,575Liabilities 2024: $8,260,256Net Assets 2024: $1,520,019,3192024

Highlighted filing

2017

Assets$944,612,148
Liabilities$116,160
Net Assets$944,495,988
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5B$1.0B$500M$0-$500MRevenue 2012: $1,000Expenses 2012: $161Net Income 2012: $8392012Revenue 2013: $0Expenses 2013: $336Net Income 2013: -$3362013Revenue 2014: $0Expenses 2014: $409Net Income 2014: -$4092014Revenue 2015: $12,000,589Expenses 2015: $10,303,182Net Income 2015: $1,697,4072015Revenue 2016: $1,389Expenses 2016: $801,449Net Income 2016: -$800,0602016Revenue 2017: $1,154,786,707Expenses 2017: $217,491,001Net Income 2017: $937,295,7062017Revenue 2018: $238,675,793Expenses 2018: $20,077,981Net Income 2018: $218,597,8122018Revenue 2019: $35,512,528Expenses 2019: $15,725,924Net Income 2019: $19,786,6042019Revenue 2020: $15,401,238Expenses 2020: $30,529,673Net Income 2020: -$15,128,4352020Revenue 2021: $20,910,577Expenses 2021: $46,479,093Net Income 2021: -$25,568,5162021Revenue 2022: $18,432,891Expenses 2022: $79,315,426Net Income 2022: -$60,882,5352022Revenue 2023: $13,495,563Expenses 2023: $76,692,307Net Income 2023: -$63,196,7442023Revenue 2024: $8,264,994Expenses 2024: $77,952,201Net Income 2024: -$69,687,2072024

Highlighted filing

2017

Revenue$1,154,786,707
Expenses$217,491,001
Net Income$937,295,706
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH S MCGOVERNTrustee/President/ClerkPT$100,000-$100,000
PATRICK J MCGOVERN IIITrustee/TreasurerPT$100,000-$100,000
LAURETTE M VERBINSKITrustee/Vice PresidentPT$75,000-$75,000
Suzanne DiBiancaTrusteePT$12,500-$12,500
Vilas DharTrusteePT$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
The Mcgovern Foundation Inc
EIN
22-3021586
Phone
6173382590
Address
2 LIBERTY SQUARE No 500, BOSTON, MA 02109

Signing Officer

Name
Patrick J McGovern III
Title
Treasurer
Phone
6173382590
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax LLP
Address
50 South Sixth Street, Minneapolis, MN 55402
Preparer
Sarah Redden
Phone
6123974000
Raw XML AppendixShowing 400 of 696 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION IS TREATING $2,200,000 OF DISTRIBUTIONS TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND AND $1,100,000 OF DISTRIBUTIONS TO THE SCHWAB CHARITABLE FUND AS A QUALIFYING DISTRIBUTION. THE USE OF THE FUNDS WITHIN THE DONOR ADVISED FUNDS IS RESTRICTED TO CHARITABLE PURPOSES AS ALLOWED BY IRC SEC 170(C)(2)(B). ACCORDINGLY, THE FUNDS WILL BE USED TO SUPPORT THE CHARITABLE MISSIONS AND ACTIVITIES OF PUBLIC CHARITIES.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06302719
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0944495988
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0897563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0944495988
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018669064
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018669064
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018669064
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018741462
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072398
IRS990PF/DistributableAmountGrp/TotalTaxAmt072398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt072418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0113
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt072398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt072398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt072512
IRS990PF/FMVAssetsEOYAmt0944612148
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0101547
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt043743
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0816630
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt06879
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0816630
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0816630
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0509243605
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0509243605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt091527000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt091527000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt040500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0343024913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0343024913
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt072417
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0897563
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0944495988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01012731
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01039610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0944612148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0944612148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0142047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0116160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01039610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0944612148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0897563
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0944495988
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0380537301
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0280028046
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05708060
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0100509255
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018741462
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0374829241
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0380537301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE PHILANTHROPIC INITIATIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ERIC B UPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2GEORGE U SAUTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0281349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt075 ARLINGTON STREET 10TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt312500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt412500
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/PersonNm0ELIZABETH S MCGOVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURETTE M VERBINSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICK J MCGOVERN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Suzanne DiBianca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Vilas Dhar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PRESIDENT/CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32 LIBERTY SQUARE SUITE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42 LIBERTY SQUARE SUITE 500
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/ZIPCd002109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0790457146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0790493345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01197160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09729497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt02.108846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.879752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt07.725888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.964623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.431877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.542088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt036199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0374829241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01360793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01259337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0217306826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt010.544228
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0217306826
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0217306826
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0217306826
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$944,612,148
Liabilities
$116,160
Net assets
$944,495,988
Revenue
$1,154,786,707
Expenses
$217,491,001
Net income
$937,295,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,528$8.26$1,520$8.26$78.0$69.7
2023Detailed filing. Detailed filing data is available for this year.$1,477$6.50$1,470$13.5$76.7$63.2
2022Detailed filing. Detailed filing data is available for this year.$1,395$5.18$1,390$18.4$79.3$60.9
2021Detailed filing. Detailed filing data is available for this year.$1,661$8.42$1,652$20.9$46.5$25.6
2020Detailed filing. Detailed filing data is available for this year.$1,275$7.62$1,267$15.4$30.5$15.1
2019Detailed filing. Detailed filing data is available for this year.$1,270$9.26$1,260$35.5$15.7$19.8
2018Detailed filing. Detailed filing data is available for this year.$1,213$9.05$1,204$239$20.1$219
2017Detailed filing. Detailed filing data is available for this year.$945$0.12$944$1,155$217$937
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.14$0.90$0.00$0.80$0.80
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.57$1.70$12.0$10.3$1.70
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00