Civic Intelligence

The Jerome a Schiff Charitable Trust

990PF • Fiscal year 2014 • EIN 31-1472444

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
Locke Fullerton Lundwall8 GROVE STREET Suite 400Wellesley, MA 02482-7709

(781) 235-7000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$11,831

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,113,976

Down $30,028 (-2.6%) from 2013

Net Assets

Down

$1,113,976

Down $30,028 (-2.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin10th percentile

Revenue

Up

$70,725

Up $11,837 (+20%) from 2013

Expenses

Down

$100,228

Down $7,941 (-7.3%) from 2013

Net Income

Up

-$29,503

Up $19,778 (+40%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2014

Assets$1,113,976
Liabilities$0
Net Assets$1,113,976
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

2014

Revenue$70,725
Expenses$100,228
Net Income-$29,503
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A LOCKETrustee-$11,831-$11,831
A ARNOLD LUNDWALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jerome a Schiff Charitable Trust
EIN
31-1472444
In Care Of
% JOHN A LOCKE
Address
LOCKE FULLERTON LUNDWALL, 8 GROVE STREET Suite 400, WELLESLEY, MA 02482-7709

Signing Officer

Name
John a Locke
Title
Trustee
Phone
7812357517
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Peck Associates Pc
Address
20 WALNUT STREET SUITE 210, WELLESLEY HILLS, MA 02481-2104
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/PropertyDesc1775 FOREST LABS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2800 UNISYS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3800 RENT A CENTER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4525 CLAYMORE TRUST 2 GUGGENHEIM CHINA SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5525 CLAYMORE TRUST 2 GUGGENHEIM CHINA ALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc60.6266 FNFV GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7475 PIMCO 0-5 YEAR HIGH YIELD CORP BOND FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,000 CAPITAL SR LIVING CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92,000 NORTHERN OIL AND GAS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29503
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01019
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0494
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01114995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01144004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01113976
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070087
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070087
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070087
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070629
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0542
IRS990PF/DistributableAmountGrp/TotalTaxAmt0542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0287
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0287
IRS990PF/FMVAssetsEOYAmt01378494
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01384
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01431
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0151088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0151042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0156778
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0859469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0872012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01130794
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-938987
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-969015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0132063
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt089491
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt089491
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01144004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01113976
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01378494
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01144004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01113976
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01144004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01113976
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01434082
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01434082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021511
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070629
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01412571
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01434082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011831
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/AddressLine1Txt0LOCKE FULLERTON LUNDWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1LOCKE FULLERTON LUNDWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0024827709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1024827709
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt067388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt067930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt070587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt061718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt060000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01412571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01352140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01284725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01304482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01333417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01257690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238531
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt073458
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0542
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074000
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/AddressLine1Txt08 GROVE STREET STE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLESLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0024827709
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN A LOCKE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812357000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERHEAD FORM INDICATING CHARITABLE NATURE OF APPLICATION AND A COPY OF INTERNAL REVENUE SERVICE LETTER STATING ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0john a locke TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07812357000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08 GROVE STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WELLESLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0024827709
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ESTABLISH UNDERGRADUATE RESEARCH FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRANDEIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WELLESLEY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY-SCHOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY-SCHOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1106 CENTRAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0024532700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1024818203

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,113,976
Liabilities
$0
Net assets
$1,113,976
Revenue
$70,725
Expenses
$100,228
Net income
-$29,503
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
2014Detailed filing. Detailed filing data is available for this year.$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