Civic Intelligence

The Stephen Phillips Memorial Scholarship Fund Inc

990T • Fiscal year 2020 • EIN 27-5040651

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile

View Organization Page

CO Lwc 230 Congress StreetBoston, MA 02110

(617) 523-6531

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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 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

Latest loaded filing

2024

Assets$41,616,438
Liabilities$15,365
Net Assets$41,601,073
Open 2024 Filing

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 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

Latest loaded filing

2024

Revenue$4,513,711
Expenses$6,854,952
Net Income-$2,341,241
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
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
2021-11-12
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 Appendix101 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
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IRS1120ScheduleD/Form4797GainOrLossAmt02
IRS1120ScheduleD/NetCapitalGainAmt01128
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01128
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt07
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01126
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt07
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01109
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt117
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HCM VENTURE FUND VII LLC K-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1HCM VENTURE FUND VI LLC K-1
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt01126
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-5
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt112
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HCM VENTURE FUND VII LLC K-1
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1HCM VENTURE FUND VI LLC K-1
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt07
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0LORING WOLCOTT COOLIDGE
IRS990T/BooksInCareOfDetail/PhoneNum06175236531
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt044660669
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt02
IRS990T/ExtsnRequestIncomeTaxPaidAmt02500
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02109
IRS990T/OverpaymentSection/OverpaymentAmt02109
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/ProvChangeMethodOfAcctDescInd00
IRS990TScheduleA/CapitalGainNetIncomeAmt01135
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt07
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt0216
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01940
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03082
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03082
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN QUALIFYING PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt02866
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02866
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0391
IRS990T/TaxLessCreditsAmt0391
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02500
IRS990T/TotalTaxAmt0391
IRS990T/TotalTaxComputationAmt0391
IRS990T/TotalUBTIAmt01864
IRS990T/TotalUBTIBeforeNOLSpecificAmt02864
IRS990T/TotalUBTIBeforeSection199AAmt02864
IRS990T/TotalUBTIComputedAmt02866
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE COOLIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN PHILLIPS MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0275040651
ReturnHeader/Filer/PhoneNum06175236531
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO LWC 230 CONGRESS STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02021-11-12T11:51:17-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOLIDGE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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