Civic Intelligence

The Stephen Phillips Memorial Scholarship Fund Inc

990PF • Fiscal year 2019 • EIN 27-5040651

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

CO Lwc 230 Congress StreetBoston, MA 02110

(617) 523-6531

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$45,073,754

Flat from 2019

Net Assets

Flat

$45,004,001

Flat from 2019

Liabilities

Flat

$69,753

Flat from 2019

Revenue And Expenses

Revenue

Flat

$5,517,320

Flat from 2019

Expenses

Flat

$4,850,839

Flat from 2019

Net Income

Flat

$666,481

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $38,191,134Liabilities 2012: $342,556Net Assets 2012: $37,848,5782012Assets 2014: $43,561,972Liabilities 2014: $266,199Net Assets 2014: $43,295,7732014Assets 2015: $41,980,527Liabilities 2015: $229,088Net Assets 2015: $41,751,4392015Assets 2016: $42,629,310Liabilities 2016: $187,050Net Assets 2016: $42,442,2602016Assets 2017: $42,504,013Liabilities 2017: $143,246Net Assets 2017: $42,360,7672017Assets 2018: $44,363,962Liabilities 2018: $97,634Net Assets 2018: $44,266,3282018Assets 2019: $45,073,754Liabilities 2019: $69,753Net Assets 2019: $45,004,0012019Assets 2019: $45,073,754Liabilities 2019: $69,753Net Assets 2019: $45,004,0012019Assets 2020: $44,660,669Liabilities 2020: $19,616Net Assets 2020: $44,641,0532020Assets 2021: $45,790,109Liabilities 2021: $19,616Net Assets 2021: $45,770,4932021Assets 2022: $43,097,955Liabilities 2022: $19,616Net Assets 2022: $43,078,3392022Assets 2023: $42,633,718Liabilities 2023: $16,183Net Assets 2023: $42,617,5352023Assets 2024: $41,616,438Liabilities 2024: $15,365Net Assets 2024: $41,601,0732024

Highlighted filing

2019

Assets$45,073,754
Liabilities$69,753
Net Assets$45,004,001

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $79,4222012Revenue 2014: $3,679,546Expenses 2014: $4,260,272Net Income 2014: -$580,7262014Revenue 2015: $2,546,034Expenses 2015: $4,134,868Net Income 2015: -$1,588,8342015Revenue 2016: $5,010,802Expenses 2016: $4,400,106Net Income 2016: $610,6962016Revenue 2017: $4,270,989Expenses 2017: $4,409,982Net Income 2017: -$138,9932017Revenue 2018: $7,112,274Expenses 2018: $4,701,336Net Income 2018: $2,410,9382018Revenue 2019: $5,517,320Expenses 2019: $4,850,839Net Income 2019: $666,4812019Revenue 2019: $5,517,320Expenses 2019: $4,850,839Net Income 2019: $666,4812019Revenue 2020: $3,931,098Expenses 2020: $4,720,458Net Income 2020: -$789,3602020Revenue 2021: $8,308,700Expenses 2021: $7,272,211Net Income 2021: $1,036,4892021Revenue 2022: $2,798,772Expenses 2022: $5,859,255Net Income 2022: -$3,060,4832022Revenue 2023: $5,764,072Expenses 2023: $6,259,207Net Income 2023: -$495,1352023Revenue 2024: $4,513,711Expenses 2024: $6,854,952Net Income 2024: -$2,341,2412024

Highlighted filing

2019

Revenue$5,517,320
Expenses$4,850,839
Net Income$666,481
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA W ILERExecutive DirectorFT$210,000$39,039$249,039
LAWRENCE COOLIDGETreasurer/Director-$47,137-$47,137
JOHN H FINLEY IVClerk/Director-$35,137-$35,137
ROBERT M RANDOLPHPresident/Director-$35,137-$35,137
PEGGY EYSENBACH APPOINTED 1119Director-$26,353-$26,353
BETH ANDERSON APPOINTED 1119Director-$26,353-$26,353
Filing and Contact Details

Filer

Filer Name
The Stephen Phillips Memorial
EIN
27-5040651
Phone
6175236531
Address
CO LWC 230 CONGRESS STREET, BOSTON, MA 02110

Signing Officer

Name
Lawrence Coolidge
Title
Treasurer
Phone
6175236531
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML AppendixShowing 400 of 4,891 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt044266328
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt045004001
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04093994
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04023494
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04093994
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0599
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04113880
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt070500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt089787
IRS990PF/DistributableAmountGrp/TotalTaxAmt090386
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt097000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt089787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt089787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt089787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0107000
IRS990PF/FMVAssetsEOYAmt091529984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt031844995
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032755175
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt067503754
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt044266328
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt045004001
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01963672
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0269807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0736725
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01964453
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01963672
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt012844334
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0486693
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0466918
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0466918
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt097634
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt050137
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01496
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0453
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0453
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03648151
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03364426
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04151610
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt019616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02095295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01777614
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01777614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt044363962
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt045073754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt091529984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt097634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt069753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt044363962
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt045073754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt044266328
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt045004001
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04322879
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04745496
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04785301
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt083530562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01936455
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt066586274
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01252958
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt015007833
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04113880
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt082277604
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt083530562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt031.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0110250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt157330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt020695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt129724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAMELA CONSTANTINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHLEEN GEARAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ASSOCIATE PROGRAM DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt027 FLINT STREET UNIT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt127 FLINT STREET UNIT A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd001970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd101970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0235369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt026353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt147137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt235137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt326353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt435137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt539039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PEGGY EYSENBACH APPOINTED 1119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE COOLIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN H FINLEY IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BETH ANDERSON APPOINTED 1119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT M RANDOLPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BARBARA W ILER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CLERK/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O LWC 230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt527 FLINT ST UNIT A
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/CityNm5SALEM
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/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd501970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04503300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04548194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04280158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04036384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03964474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03737726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03799146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt044894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt082277604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt076717182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt076683793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt068164112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt069931854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt070842298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04371468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273665
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04371468
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt02581
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04368887
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04371468
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$0.02$41.6$4.51$6.85$2.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.02$42.6$5.76$6.26$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.1$0.02$43.1$2.80$5.86$3.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.02$45.8$8.31$7.27$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$0.02$44.6$3.93$4.72$0.79
2019Detailed filing. Detailed filing data is available for this year.$45.1$0.07$45.0$5.52$4.85$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.07$45.0$5.52$4.85$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$0.10$44.3$7.11$4.70$2.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.14$42.4$4.27$4.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$42.6$0.19$42.4$5.01$4.40$0.61
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.23$41.8$2.55$4.13$1.59
2014Detailed filing. Detailed filing data is available for this year.$43.6$0.27$43.3$3.68$4.26$0.58
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.34$37.8$0.08