Civic Intelligence

Jane'S Trust Foundation

990PF • Fiscal year 2020 • EIN 27-3422536

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
Hemenway Barnes Llp PO Box 96120Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

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

Liabilities / Revenue

11th percentile

0.00x

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

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

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

18th percentile

$38,181

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

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

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$51,990,111

Up $7,945,928 (+18%) from 2019

Net Assets

Up

$51,990,111

Up $7,945,928 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin93rd percentile

Revenue

Up

$10,038,523

Up $4,285,207 (+74%) from 2019

Expenses

Up

$3,092,595

Up $140,269 (+4.8%) from 2019

Net Income

Up

$6,945,928

Up $4,144,938 (+148%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$80M$60M$40M$20M$0Assets 2016: $30,275,014Liabilities 2016: $0Net Assets 2016: $30,275,0142016Assets 2017: $35,100,946Liabilities 2017: $0Net Assets 2017: $35,100,9462017Assets 2018: $42,243,193Liabilities 2018: $0Net Assets 2018: $42,243,1932018Assets 2019: $44,044,183Liabilities 2019: $0Net Assets 2019: $44,044,1832019Assets 2020: $51,990,111Liabilities 2020: $0Net Assets 2020: $51,990,1112020Assets 2021: $65,737,655Liabilities 2021: $0Net Assets 2021: $65,737,6552021Assets 2022: $67,428,443Liabilities 2022: $0Net Assets 2022: $67,428,4432022Assets 2023: $66,333,263Liabilities 2023: $0Net Assets 2023: $66,333,2632023Assets 2024: $66,088,327Liabilities 2024: $0Net Assets 2024: $66,088,3272024

Highlighted filing

2020

Assets$51,990,111
Liabilities$0
Net Assets$51,990,111
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $6,621,796Expenses 2016: $1,732,300Net Income 2016: $4,889,4962016Revenue 2017: $7,773,251Expenses 2017: $1,947,319Net Income 2017: $5,825,9322017Revenue 2018: $8,094,299Expenses 2018: $2,202,052Net Income 2018: $5,892,2472018Revenue 2019: $5,753,316Expenses 2019: $2,952,326Net Income 2019: $2,800,9902019Revenue 2020: $10,038,523Expenses 2020: $3,092,595Net Income 2020: $6,945,9282020Revenue 2021: $13,873,859Expenses 2021: $3,973,614Net Income 2021: $9,900,2452021Revenue 2022: $6,862,784Expenses 2022: $5,230,866Net Income 2022: $1,631,9182022Revenue 2023: $2,696,621Expenses 2023: $4,657,048Net Income 2023: -$1,960,4272023Revenue 2024: $4,247,606Expenses 2024: $4,550,429Net Income 2024: -$302,8232024

Highlighted filing

2020

Revenue$10,038,523
Expenses$3,092,595
Net Income$6,945,928
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY B GARDINERTrustee-$38,181-$38,181
KURT F SOMERVILLETrustee-$38,180-$38,180
MARTHA S ROBESTrustee-$0--
JEAN B STEVENSONTrustee-$0--
ELIZABETH STEELETrustee-$0--
Filing and Contact Details

Filer

Filer Name
JANE'S TRUST FOUNDATION
EIN
27-3422536
Phone
6172277940
Address
HEMENWAY BARNES LLP PO BOX 96120, BOSTON, MA 02196-1209

Signing Officer

Name
Kurt Somerville
Title
Trustee
Phone
6172277940
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Richard L Tougas Ea Mba
Phone
6172277940
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151068005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16500378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt171520767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191659423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201606988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211794960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22126961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23178548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24440858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251288489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261984909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27281953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281038354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29527219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt302797190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311069908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33508975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3489660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35130693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36315167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37114871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt392500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0181,136.46 CLEAN GROWTH FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423,130.00 ABDIEL QUALIFIED OFFSHORE PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21,259,925.84 IMPAX GLOBAL RESOURCE OPTIMIZATION FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt325,594.97 HRJ GLOBAL BUY-OUT III EUROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49,000 COATUE OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5248,806.32 INCOME RESEARCH AND MANAGEMENT CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt636,552.70 MAHOUT GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71,240,609.85 DAVIDSON KEMPNER INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt851,171.28 HRJ GLOBAL BUY-OUT III US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9250,168.56 HRJ CAPITAL VC VI, INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10197,105.34 ASIA ALTERNATIVES CAP PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11239,404.39 SVB STRATEGIC INVESTORS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12303,944.31 HRJ CAPITAL DYNAMICS CHAMP VENTURES VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13842,513.95 LL MORTGAGE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14175 VALINOR CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151,148,288.95 KABOUTER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16286,133.79 HRJ CAPITAL VC V FOREIGN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1777,784.46 POLUNIN DEVELOPING COUNTRIES FD LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181,500 PARK PRESIDO CAP OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191,272,321.68 LANDSDOWNE CLEAN ENERGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201,270,237.44 DI CAPITAL PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21405,032.78 HRJ VC V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22145,985.96 TUCKERBROOK/SB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23161,128.62 CLEAN GROWTH FUND V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24767,639.63 SUSTAINABLE ASSET FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt251,036.49 NITORIUM OFFSHORE FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt261,811,176.33 GQG PARTNERS GLOBAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27363283.05 ACCOLADE PARTNERS VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt281,000 VARDE INVESTMENT PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29548,062.77 TA XIII-B LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt302,714,237.20 WHITESPRUCE FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt311,000,000 OVERLOOK PARTNERS FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32493,294.17 HRJ GROWTH CAPITAL II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33515,350.60 BANCRO 2006 VENTURE CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3475,453.89 ASIA ALTERNATIVES CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35161,133.99 BANCRO 2007 SPECIAL OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36324,462.16 TRIDENT CAPITAL VIII LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37246,116.50 WYNNCHURCH CAPITAL PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt381,750,000 MATRIX CAPITAL MANAGEMENT FUND OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3925,000 CHILDREN'S INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0376021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12131340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22169051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt361615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42433559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56586102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61265782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72771473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8106762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9826532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10764451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111031258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121082206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131281927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14182362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151658405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16316144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171608705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181790969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt192171268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202010443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211418903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22147566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23222438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24478071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251480617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt262585219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27323384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28970779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29569854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303144417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32627278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt331597582
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3599363
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0719860
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0844
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 ASIA ALTERNATIVES CAP PART II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1 KILTEARN GLOBAL EQUITY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1 DAVIDSON KEMPNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3K-1 STRATEGIC INVESTORS FUND IV
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4K-1 HRJ GROWTH CAP II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5K-1 HRJ CAPITAL VC VI INTL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6K-1 HRJ GLOBAL BUY-OUT III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7K-1 CAPITAL DYNAMICS CHAMP VENT VI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8K-1 POLUNIN DEVELOPING
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9K-1 HRJ CAPITAL VC V FOREIGN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10K-1 HRJ GLOBAL BUY-OUT III US
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11K-1 IR&M CORE BOND FUND LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13K-1 CLEAN GROWTH FUND IV
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14OTHER PASS THROUGH INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15K-1 LANSDOWNE CLEAN ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16K-1 CAPITAL DYNAMICS CHAMPION VENTURES V
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17K-1 TA XII-B, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18GQG PARTNERS GLOBAL EQUITY FD

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Filings

Displayed year

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

Open filing
Assets
$51,990,111
Liabilities
$0
Net assets
$51,990,111
Revenue
$10,038,523
Expenses
$3,092,595
Net income
$6,945,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$4.25$4.55$0.30
2023Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$2.70$4.66$1.96
2022Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$6.86$5.23$1.63
2021Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$13.9$3.97$9.90
2020Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$10.0$3.09$6.95
2019Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$5.75$2.95$2.80
2018Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$8.09$2.20$5.89
2017Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$7.77$1.95$5.83
2016Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$6.62$1.73$4.89