Civic Intelligence

Victor Herbert Foundation Inc.

990PF • Fiscal year 2018 • EIN 23-7044623

May 01, 2017 to Apr 30, 2018 • Filed on Oct 09, 2018

Organization Profile
11 Doris CircleNewton, MA 02458

(617) 965-3325

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

6.1%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

362%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,607,149

Up $150,657 (+6.1%) from 2017

Net Assets

Up

$2,607,149

Up $150,657 (+6.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin91st percentile

Revenue

Up

$214,063

Up $167,714 (+362%) from 2017

Expenses

Down

$95,574

Down $30,565 (-24%) from 2017

Net Income

Up

$118,489

Up $198,279 (+249%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,618,758Liabilities 2014: $0Net Assets 2014: $2,618,7582014Assets 2015: $2,581,305Liabilities 2015: $0Net Assets 2015: $2,581,3052015Assets 2016: $2,378,054Liabilities 2016: $0Net Assets 2016: $2,378,0542016Assets 2017: $2,456,492Liabilities 2017: $0Net Assets 2017: $2,456,4922017Assets 2018: $2,607,149Liabilities 2018: $0Net Assets 2018: $2,607,1492018Assets 2019: $2,700,170Liabilities 2019: $0Net Assets 2019: $2,700,1702019Assets 2020: $2,480,998Liabilities 2020: $0Net Assets 2020: $2,480,9982020Assets 2021: $2,832,573Liabilities 2021: $0Net Assets 2021: $2,832,5732021Assets 2022: $2,717,058Liabilities 2022: $0Net Assets 2022: $2,717,0582022Assets 2023: $2,638,406Liabilities 2023: $0Net Assets 2023: $2,638,4062023Assets 2024: $2,533,389Liabilities 2024: $0Net Assets 2024: $2,533,3892024Assets 2025: $2,717,017Liabilities 2025: $0Net Assets 2025: $2,717,0172025

Highlighted filing

2018

Assets$2,607,149
Liabilities$0
Net Assets$2,607,149
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $149,817Expenses 2014: $182,859Net Income 2014: -$33,0422014Revenue 2015: $221,369Expenses 2015: $150,620Net Income 2015: $70,7492015Revenue 2016: $15,630Expenses 2016: $139,132Net Income 2016: -$123,5022016Revenue 2017: $46,349Expenses 2017: $126,139Net Income 2017: -$79,7902017Revenue 2018: $214,063Expenses 2018: $95,574Net Income 2018: $118,4892018Revenue 2019: $154,512Expenses 2019: $97,897Net Income 2019: $56,6152019Revenue 2020: $115,242Expenses 2020: $184,237Net Income 2020: -$68,9952020Revenue 2021: $230,129Expenses 2021: $164,281Net Income 2021: $65,8482021Revenue 2022: $252,723Expenses 2022: $127,940Net Income 2022: $124,7832022Revenue 2023: $180,124Expenses 2023: $142,672Net Income 2023: $37,4522023Revenue 2024: $108,186Expenses 2024: $206,979Net Income 2024: -$98,7932024Revenue 2025: $121,901Expenses 2025: $125,950Net Income 2025: -$4,0492025

Highlighted filing

2018

Revenue$214,063
Expenses$95,574
Net Income$118,489
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Jacoby GabbayPresident/Director-$0--
Jonathan A JacobyTreasurer/Director-$0--
Philip David JacobySecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Victor Herbert Foundation
EIN
23-7044623
Phone
6179653325
Address
11 Doris Circle, Newton, MA 02458

Signing Officer

Name
Carolyn Jacoby Gabbay
Title
President
Phone
6179653325
Signed
2018-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Daniel O'Dea
Phone
5852322956
Raw XML AppendixShowing 400 of 653 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/Amt02550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02550
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0HARTFORD FINL SVC GRP 7.875% TO 4/15/22 FLOATS AFTER (HGH) (HGH)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PUTNAM DIVERSIFIED INC TRY (PDVYX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CDK GLOBAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DELTAAIR LINES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FREEPORT-MCMORAN COPPER & GOLD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ALLY FINANCIAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6AUTOZONE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7TEXAS INSTRUMENTS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CENTURYLINK, INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9SMUCKER (J.M.) CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10ICAHN ENTERPRISES FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11PHILLIPS 66
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12BP CAPITAL MARKETS PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13TELEFONAKTIEBOLAGET LM ERICSSON (PUBL)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14QUALCOMM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15TRIBUNE MEDIA COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16CABLEVISION SYSTEMS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17WASHINGTON REAL ESTATE INVESTMENT TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18DISH DBS CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19ADT CORPORATION REGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20GENERAL MOTORS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21LEUCADIA NATIONAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22AES CORP/VA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23JANUS CAPITAL GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24VISA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25ARCONIC INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26DELL COMPUTER CORP DEBENTURES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27SPRINT CAPITAL CORP COMPANY GUARANTEE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28LIBERTY MEDIA CORP GROUP DEBENTURES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29HARTFORD FINL SVC GRP 7 .875% TO 4/15/22 FLOATS AFTER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30FEDERAL GOVERNMENT SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31CORPORATE FIXED INCOME ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt057960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt144279
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt210039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt510050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt615293
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt79956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt810219
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt915090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt105056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1115526
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1214964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt139913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149749
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1510125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt169850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1715071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt188662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt194678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2010304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2115609
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2210225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2310364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt249752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2510331
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2610925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2710200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2810775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt298694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3024328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt312859
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt057960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt144279
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt210039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt510050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt615293
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt79956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt810219
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt915090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt105056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1115526
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1214964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt139913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149749
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1510125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt169850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1715071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt188662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt194678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2010304
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2115609
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2210225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2310364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2510331
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2610925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2710200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2810775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt298694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3024328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt312859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt052344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt864680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt944290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1046626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1138875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1246200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1343404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1438715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1543488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1654390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1764168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1842292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1940750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2046760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2140978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2251254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2335707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2461482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2547182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2655465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2763440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2843827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2949020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3044926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3168100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3267970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3368805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3457010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3561580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3694880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3764508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3851560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3968310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt052344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt240032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt532725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt641704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt750044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt864680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt944290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1046626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1138875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1246200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1343404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1438715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1543488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1654390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1764168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1842292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1940750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2046760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2140978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2251254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2335707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2461482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2547182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2655465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2763440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2843827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2949020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3044926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3168100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3267970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3368805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3457010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3561580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3694880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3764508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3851560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3968310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMGEN INC (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANALOG DEVICES INC (ADI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ANHEUSER BUSCH INBEV SA SPON (BUD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY CL-B NEW (BRK'B)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BHP BILLITON LTD (BHP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BRISTOL MYERS SQUIBB CO (BMY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHURCH & DWIGHT CO INC (CHD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CONSTELLATION BRANDS INC CL A (STZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EXXON MOBIL CORP (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HONEYWELL INTERNATIONAL INC (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTEL CORP (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INTL BUSINESS MACHINES CORP (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LOCKHEED MARTIN CORP (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LYONDELLBASELL NV CL-A (LYB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MARSH & MCLENNAN COS INC (MMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23QUALCOMM INC (QCOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24RAYTHEON CO (NEW) (RTN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ROYAL DUTCH SHELL PLC (RDS'A)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VALERO ENERGY GP DELA NEW (VLO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TOTAL SA SPON ADR (TOT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ALPS ETF TR RIVRFRNT STR INC (RIGS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIRST TRST DYN DEVEL INT ETF (RFDI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FT NORTH AMERICAN ENERGY INFRA (EMLP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FT-PREFERRED SEGUR & INC ETF (FPE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GLOBAL X MLP & ENERGY INFR ETF (MLPX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MATERIALS SEL SECT SPDR FD (XLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SPDR BBG BAR INVES GRADE FLTG (FLRN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SPDR BLACKSTONE GSO SEN LOAN (SRLN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37THE FINANCIAL SEL SECT SPDR FD (XLF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UTILITIES SEL SECT SPDR FUND (XLU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VANGUARD FTSE EUROPE ETF (VGK)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt078310
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0134153
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01600
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0214063
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0214063
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0134153
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078310
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078310
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0118489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0789625
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0134153
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0191126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021709
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0637
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01228
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt095574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0214063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0214063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0655472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0134153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0134153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0789625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Investment Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0134153
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0118489
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt032168
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02607149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02456492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02607149
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0124463
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0124463
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0124463
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128286
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03823
IRS990PF/DistributableAmountGrp/TotalTaxAmt03823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03855
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0389700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0430669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0430669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01698603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02060647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02060647
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt033167
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02456492
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0334844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082666
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02456492
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02456492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02607149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02456492
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02607149
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02604795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0174339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02397289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039072
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt033167
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128286
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02565723
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02604795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carolyn Jacoby Gabbay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jonathan A Jacoby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Philip David Jacoby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2In C/O the Organization
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0126249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0128160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0102297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0111920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0123324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0138110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0138252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02565723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02425240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02361164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02546579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02556480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02560388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt072637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246028
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt072637
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt072637
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt072637
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,607,149
Liabilities
$0
Net assets
$2,607,149
Revenue
$214,063
Expenses
$95,574
Net income
$118,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.12$0.13$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.11$0.21$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.18$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.25$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.23$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.12$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.21$0.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.05$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.22$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.15$0.18$0.03