Civic Intelligence

The Jerome a Schiff Charitable Trust

990PF • Fiscal year 2016 • EIN 31-1472444

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
8 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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-149%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$10,261

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,076,698

Down $50,975 (-4.5%) from 2015

Net Assets

Down

$1,076,698

Down $50,975 (-4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$34,141

Down $69,331 (-67%) from 2015

Expenses

Down

$85,116

Down $4,659 (-5.2%) from 2015

Net Income

Down

-$50,975

Down $64,672 (-472%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$1,076,698
Liabilities$0
Net Assets$1,076,698
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$34,141
Expenses$85,116
Net Income-$50,975
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A LOCKETrustee-$10,261-$10,261
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
Phone
7812357000
Address
8 GROVE STREET Suite 400, WELLESLEY, MA 02482-7709

Signing Officer

Name
John a Locke
Title
Trustee
Phone
7812357517
Signed
2017-05-15
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
Raw XML AppendixShowing 400 of 444 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0724
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0900
IRS990PF/FMVAssetsEOYAmt01189583
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02082991
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017247
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0151042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0151042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0155654
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0761224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0691672
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0799945
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-955318
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1006293
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0214407
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0216737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0216737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01127673
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01076698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01189583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01127673
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01076698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01127673
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01076698
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01243377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01241608
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061236
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01224726
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01243377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010261
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/AddressLine1Txt08 GROVE STREET ste 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18 GROVE STREET STE 400
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/AdjNetVlNoncharitableAssetsAmt061685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt068153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt073458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt070587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt064315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt061718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01224726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01356305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01412571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01352140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01284725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01304482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt062000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251829
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt061824
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt062000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0176
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt062000
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/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
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/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt061060
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01449
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012140
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01449
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0940
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012140

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,076,698
Liabilities
$0
Net assets
$1,076,698
Revenue
$34,141
Expenses
$85,116
Net income
-$50,975
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
2016Detailed filing. Detailed filing data is available for this year.$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