Civic Intelligence

The Jerome a Schiff Charitable Trust

990PF • Fiscal year 2013 • EIN 31-1472444

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
Locke Fullerton Lundwall8 GROVE STREET Suite 40002482-7709

(781) 235-7000

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

6th percentile

-84%

Higher net margin than 6% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$23,137

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 39.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

21st percentile

-4.1%

Faster asset growth than 21% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,144,004

Down $49,281 (-4.1%) from 2012

Net Assets

Down

$1,144,004

Down $49,281 (-4.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

$58,888

No earlier filing loaded for comparison.

Expenses

Up

$108,169

Up $9,689 (+9.8%) from 2012

Net Income

-$49,281

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,272,995Liabilities 2010: $0Net Assets 2010: $1,272,9952010Assets 2011: $1,209,063Liabilities 2011: $0Net Assets 2011: $1,209,0632011Assets 2012: $1,193,285Liabilities 2012: $0Net Assets 2012: $1,193,2852012Assets 2013: $1,144,004Liabilities 2013: $0Net Assets 2013: $1,144,0042013Assets 2014: $1,113,976Liabilities 2014: $0Net Assets 2014: $1,113,9762014Assets 2015: $1,127,673Liabilities 2015: $0Net Assets 2015: $1,127,6732015Assets 2016: $1,076,698Liabilities 2016: $0Net Assets 2016: $1,076,6982016Assets 2017: $1,039,191Liabilities 2017: $0Net Assets 2017: $1,039,1912017Assets 2018: $998,972Liabilities 2018: $0Net Assets 2018: $998,9722018Assets 2019: $944,945Liabilities 2019: $0Net Assets 2019: $944,9452019Assets 2020: $878,505Liabilities 2020: $0Net Assets 2020: $878,5052020Assets 2021: $934,894Liabilities 2021: $0Net Assets 2021: $934,8942021Assets 2022: $930,619Liabilities 2022: $0Net Assets 2022: $930,6192022Assets 2023: $972,205Liabilities 2023: $0Net Assets 2023: $972,2052023Assets 2024: $994,260Liabilities 2024: $0Net Assets 2024: $994,2602024

Highlighted filing

2013

Assets$1,144,004
Liabilities$0
Net Assets$1,144,004
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $84,2302010Expenses 2011: $95,0112011Expenses 2012: $98,4802012Revenue 2013: $58,888Expenses 2013: $108,169Net Income 2013: -$49,2812013Revenue 2014: $70,725Expenses 2014: $100,228Net Income 2014: -$29,5032014Revenue 2015: $103,472Expenses 2015: $89,775Net Income 2015: $13,6972015Revenue 2016: $34,141Expenses 2016: $85,116Net Income 2016: -$50,9752016Revenue 2017: $49,926Expenses 2017: $87,295Net Income 2017: -$37,3692017Revenue 2018: $28,833Expenses 2018: $69,052Net Income 2018: -$40,2192018Revenue 2019: $28,309Expenses 2019: $88,151Net Income 2019: -$59,8422019Revenue 2020: $20,641Expenses 2020: $87,173Net Income 2020: -$66,5322020Revenue 2021: $154,936Expenses 2021: $98,498Net Income 2021: $56,4382021Revenue 2022: $76,021Expenses 2022: $80,296Net Income 2022: -$4,2752022Revenue 2023: $126,394Expenses 2023: $87,264Net Income 2023: $39,1302023Revenue 2024: $108,631Expenses 2024: $86,482Net Income 2024: $22,1492024

Highlighted filing

2013

Revenue$58,888
Expenses$108,169
Net Income-$49,281
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A LOCKETrustee-$23,137-$23,137
A ARNOLD LUNDWALLTrustee-$0--
Filing and Contact Details

Filer

EIN
31-1472444
In Care Of
% JOHN A LOCKE
Phone
7812357000

Signing Officer

Name
John a Locke
Title
trustee
Phone
7812357517
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Dom Cipollone CPA
Phone
7812357517
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt637500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt741461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt864375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt928739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1027998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1241013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,675 NUVEEN REAL ASSET INCOME & GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250 DEERE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 HESS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,875 NUVEEN ENHANCED MUNICIPAL VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,875 NUVEEN SELECT MATURITIES MUNI FD SBI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5850 UNISYS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,500 BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7800 GENERAL MOTORS 4.75% SERIES B PREFERRED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82,575 JP MORGAN CHASE 8.625% PREFERRED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,500 PIMCO CORP & INCOME OPPORTUNITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,500 PIMCO CORP & INCOME OPPORTUNITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 INTERNATIONAL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240,000 LEUCADIA NATL CORP GLOBAL SR NOTES 7.0% DUE 8/15/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011689
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49281
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01144004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01193285
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01144004
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt067194
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt067194
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt067194
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt067607
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0413
IRS990PF/DistributableAmountGrp/TotalTaxAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt01389384
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02349
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01384
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0116604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0151088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0158079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0915277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0859469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01097858
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-889706
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-938987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0159055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0132063
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0132063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01193285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01144004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01389384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01193285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01144004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01193285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01144004
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01372731
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01372731
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020591
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt067607
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01352140
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01372731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt023137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN A LOCKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A ARNOLD LUNDWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10LOCKE FULLERTON LUNDWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11LOCKE FULLERTON LUNDWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0024827709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1024827709
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt050387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt050800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt064315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt061718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01352140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01284725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01304482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01333417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01257690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01282001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt071000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.186327
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070587
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0413
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine108 GROVE STREET STE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WELLESLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0024827709
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JOHN A LOCKE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812357000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,004
Liabilities
$0
Net assets
$1,144,004
Revenue
$58,888
Expenses
$108,169
Net income
-$49,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.13$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.10$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.02$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.09$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.03$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.09$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08