Civic Intelligence

Wellesley Bank Charitable Foundation Inc

EIN 45-4182909 • Burlington, MA

78 Blanchard RoadBurlington, MA 01803
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-7.4%

Faster revenue growth than 25% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,944,781

Up $377,517 (+8.3%) from 2023

Liabilities

Down

-$1,480

Down $110,695 (-101%) from 2023

Net Assets

Up

$4,946,261

Up $488,212 (+11%) from 2023

Revenue

Down

$176,505

Down $14,012 (-7.4%) from 2023

Expenses

Down

$313,880

Down $284,871 (-48%) from 2023

Net Income

Up

-$137,375

Up $270,859 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $2,586,791Liabilities 2012: $02012Assets 2013: $3,128,214Liabilities 2013: $02013Assets 2014: $2,934,726Liabilities 2014: $182014Assets 2015: $2,749,755Liabilities 2015: $02015Assets 2018: $3,425,879Liabilities 2018: $0Net Assets 2018: $3,425,8792018Assets 2019: $5,229,529Liabilities 2019: $0Net Assets 2019: $5,229,5292019Assets 2020: $4,688,572Liabilities 2020: $0Net Assets 2020: $4,688,5722020Assets 2021: $6,185,344Liabilities 2021: $211,456Net Assets 2021: $5,973,8882021Assets 2022: $5,059,468Liabilities 2022: $159,646Net Assets 2022: $4,899,8222022Assets 2023: $4,567,264Liabilities 2023: $109,215Net Assets 2023: $4,458,0492023Assets 2024: $4,944,781Liabilities 2024: -$1,480Net Assets 2024: $4,946,2612024

Highlighted filing

2024

Assets$4,944,781
Liabilities-$1,480
Net Assets$4,946,261

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,800,588Expenses 2012: $56,299Net Income 2012: $1,744,2892012Revenue 2013: $316Expenses 2013: $120,295Net Income 2013: -$119,9792013Revenue 2014: $76,721Expenses 2014: $144,761Net Income 2014: -$68,0402014Revenue 2015: $114,140Expenses 2015: $170,484Net Income 2015: -$56,3442015Revenue 2018: $158,771Expenses 2018: $221,091Net Income 2018: -$62,3202018Revenue 2019: $174,505Expenses 2019: $257,484Net Income 2019: -$82,9792019Revenue 2020: $274,593Expenses 2020: $173,100Net Income 2020: $101,4932020Revenue 2021: $1,310,595Expenses 2021: $455,736Net Income 2021: $854,8592021Revenue 2022: $2,599,281Expenses 2022: $758,742Net Income 2022: $1,840,5392022Revenue 2023: $190,517Expenses 2023: $598,751Net Income 2023: -$408,2342023Revenue 2024: $176,505Expenses 2024: $313,880Net Income 2024: -$137,3752024

Highlighted filing

2024

Revenue$176,505
Expenses$313,880
Net Income-$137,375

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL CAROTENUTOTreasurer/Driector-$0--
THOMAS J FONTAINEPresident/Director-$0--
SHEILA ESTESDirector-$0--
ADAM JOHNSTONDirector-$0--
DANIEL MORRISONDirector-$0--
JENNIFER PLINEDirector-$0--
DINA SCIANNADirector-$0--
ROMA MAYURDirector-$0--
MILTON MANOUSARIDISDirector-$0--
DEBORAH MOOREDirector-$0--
ANA MOJICADirector-$0--
JESSICA SUTTLECorporate Secretary/Clerk-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJUST A START CORPORATIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$20,000
Paid GrantHACKDIVERSITY FUNDEXEMPT PURPOSEPCBOSTON, MA, US$12,500
Paid GrantALSAC (AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES)EXEMPT PURPOSEPCNEWTON, MA, US$10,000
Paid GrantBOSTON ARTS ACADEMY FOUNDATIONEXEMPT PURPOSEPCBOSTON, MA, US$10,000
Paid GrantCASA MYRNA VAZQUEZ INCEXEMPT PURPOSEPCBOSTON, MA, US$10,000
Paid GrantFOUNDATION FOR METROWESTEXEMPT PURPOSEPCNATICK, MA, US$10,000
Paid GrantGRANITE VNAEXEMPT PURPOSEPCCONCORD, NH, US$10,000
Paid GrantHANDEL AND HAYDN SOCIETYEXEMPT PURPOSEPCBOSTON, MA, US$10,000
Paid GrantHOMESTART INCEXEMPT PURPOSEPCBOSTON, MA, US$10,000
Paid GrantLONGY SCHOOL OF MUSIC OF BARD COLLEGEEXEMPT PURPOSEPCCAMBRIDGE, MA, US$10,000
Paid GrantNEIGHBORWORKS SOUTHERN NEW HAMPSHIREEXEMPT PURPOSEPCMANCHESTER, NH, US$10,000
Paid GrantNEW ERA FUNDEXEMPT PURPOSEPCWELLESLEY, MA, US$10,000
Paid GrantNEW MUSEUM OF PORTSMOUTH (DBA MUSEUM OF NEW ART- PORTSMOUTH)EXEMPT PURPOSEPCPORTSMOUTH, NH, US$10,000
Paid GrantSPRINGWELL INCEXEMPT PURPOSEPCWALTHAM, MA, US$10,000
Paid GrantCAMBRIDGE PUBLIC LIBRARY FOUNDATIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$7,500
Paid GrantWOMEN'S LUNCH PLACEEXEMPT PURPOSEPCBOSTON, MA, US$7,500
Paid GrantWELLESLEY EDUCATION FOUNDATIONEXEMPT PURPOSEPCWELLESLEY, MA, US$7,500
Paid GrantASCENTRIA COMMUNITY SERVICESEXEMPT PURPOSEPCWORCESTER, MA, US$5,000
Paid GrantBOSTON HARBOR NOWEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantBOYS & GIRLS CLUBS OF DORCHESTEREXEMPT PURPOSEPCDORCHESTER, MA, US$5,000
Paid GrantBRAZELTON TOUCHPOINTS CENTEREXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantBREAKTHROUGH GREATER BOSTONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantCAMBRIDGE CENTER FOR ADULT EDUCATION (CCAE)EXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantCAMBRIDGE LOCAL FIRSTEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantCAPITOL CENTER FOR THE ARTSEXEMPT PURPOSEPCCONCORD, NH, US$5,000
Paid GrantCASPAR INCEXEMPT PURPOSEPCSOMERVILLE, MA, US$5,000
Paid GrantCHARLES RIVER CONSERVANCYEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantELLIE FUNDEXEMPT PURPOSEPCNEEDHAM, MA, US$5,000
Paid GrantHEADING HOMEEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantHEALTH CARE FOR ALLEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantHILDEBRAND FAMILY SELF-HELP CENTER INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantHOPEWELL INCEXEMPT PURPOSEPCDEDHAM, MA, US$5,000
Paid GrantINTERNATIONAL SCHOOL OF BOSTONECOLE BILINGUE INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantLIFE SCIENCE CARESEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantMASS INSIGHTEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantMASSACHUSETTS ADOPTION RESOURCE EXCHANGE (MARE)EXEMPT PURPOSEPCNEWTON, MA, US$5,000
Paid GrantMASSACHUSETTS AFFORDABLE HOUSING ALLIANCE (MAHA)EXEMPT PURPOSEPCDORCHESTER, MA, US$5,000
Paid GrantMERRIMACK VALLEY HOUSING PARTNERSHIP INCEXEMPT PURPOSEPCLOWELL, MA, US$5,000
Paid GrantONE FAMILY INCEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantPATHWAY TO POSSIBLEEXEMPT PURPOSEPCNEWTON, MA, US$5,000
Paid GrantPHILLIPS BROOKS HOUSE ASSOCIATIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$5,000
Paid GrantPROVISION MINISTRY INCEXEMPT PURPOSEPCWESTBORO, MA, US$5,000
Paid GrantRACIAL UNITY TEAMEXEMPT PURPOSEPCSTRATHAM, NH, US$5,000
Paid GrantSEACOAST OUTRIGHTEXEMPT PURPOSEPCPORTSMOUTH, NH, US$5,000
Paid GrantSOMERVILLE CAMBRIDGE ELDER SERVICESEXEMPT PURPOSEPCSOMERVILLE, MA, US$5,000
Paid GrantTHE WANG CENTER FOR THE PERFORMING ARTS INCEXEMPT PURPOSEPCBOSTON, MA, US$5,000
Paid GrantURBAN EDGEEXEMPT PURPOSEPCROXBURY, MA, US$5,000
Paid GrantWALTHAM COMMITTEE INC (DBA WCI - WORK COMMUNITY INDEPENDENCE)EXEMPT PURPOSEPCWALTHAM, MA, US$5,000
Paid GrantWELLESLEY SCHOLARSHIP FOUNDATIONEXEMPT PURPOSEPCWELLESLEY, MA, US$5,000
Paid GrantWORKFORCE HOUSING COALITION OF THE GREATER SEACOASTEXEMPT PURPOSEPCRAYMOND, NH, US$5,000
Paid GrantHOPE & COMFORTEXEMPT PURPOSEPCNEEDHAM, MA, US$5,000
Paid GrantARTISTS FOR HUMANITYEXEMPT PURPOSEPCBOSTON, MA, US$4,000
Paid GrantCITIZENS' HOUSING AND PLANNING ASSOCIATIONEXEMPT PURPOSEPCBOSTON, MA, US$4,000
Paid GrantKREMPELS CENTEREXEMPT PURPOSEPCPORTSMOUTH, NH, US$4,000
Paid GrantCONCORD-CARLISLE COMMUNITY CHESTEXEMPT PURPOSEPCCONCORD, MA, US$3,500
Paid GrantYWCA CAMBRIDGEEXEMPT PURPOSEPCCAMBRIDGE, MA, US$3,500
Paid GrantFRIENDS OF CAMBRIDGE RINDGE & LATINEXEMPT PURPOSEPCCAMBRIDGE, MA, US$3,250
Paid GrantBOSTON AREA RAPE CRISIS CENTEREXEMPT PURPOSEPCCAMBRIDGE, MA, US$3,000
Paid GrantCENTRE STREET FOOD PANTRYEXEMPT PURPOSEPCNEWTON, MA, US$3,000
Paid GrantFAMILIES FIRST PARENTING PROGRAMS INCEXEMPT PURPOSEPCWATERTOWN, MA, US$3,000
Paid GrantINTEND HEALTH STRATEGIESEXEMPT PURPOSEPCPRIDES CROSSING, MA, US$3,000
Paid GrantPROJECT CITIZENSHIP INCEXEMPT PURPOSEPCBOSTON, MA, US$3,000
Paid GrantSCHECHTER BOSTONEXEMPT PURPOSEPCNEWTON, MA, US$3,000
Paid GrantTHE PALACE THEATRESEXEMPT PURPOSEPCMANCHESTER, NH, US$3,000
Paid GrantBOSTON CLUBEXEMPT PURPOSEPCBEVERLY, MA, US$3,000
Paid Grant826 BOSTON INCEXEMPT PURPOSEPCROXBURY, MA, US$2,500
Paid GrantAGASSIZ BALDWIN COMMUNITYEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantALRAY TAYLOR SECOND CHANCE SCHOLARSHIP FUND CORPORATIONEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantBIG SISTER ASSOCIATION OF GREATER BOSTONEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantBINA FARM CENTEREXEMPT PURPOSEPCLEXINGTON, MA, US$2,500
Paid GrantBOSTON BOOK FESTIVALEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantBOYS & GIRLS CLUB OF BOSTONEXEMPT PURPOSEPCROXBURY, MA, US$2,500
Paid GrantBRIDGES HOMEWARDEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantCAMBRIDGE COMMUNITY TELEVISIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantCAMBRIDGE NONPROFIT COALITIONEXEMPT PURPOSEPCFRAMINGHAM, MA, US$2,500
Paid GrantCAMBRIDGE YMCAEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantCHILDREN'S MUSEUM OF NEW HAMPSHIREEXEMPT PURPOSEPCDOVER, NH, US$2,500
Paid GrantCHRISTOPHER'S HAVENEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantCITYSPROUTSEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantCOOLIDGE CORNER THEATRE FOUNDATIONEXEMPT PURPOSEPCBROOKLINE, MA, US$2,500
Paid GrantCOURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE INCEXEMPT PURPOSEPCMANCHESTER, NH, US$2,500
Paid GrantDORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATIONEXEMPT PURPOSEPCDORCHESTER, MA, US$2,500
Paid GrantENROOT INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantEXETER HOSPITALEXEMPT PURPOSEPCEXETER, NH, US$2,500
Paid GrantFAMILYAID BOSTONEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantFEMINIST HEALTH CENTER OF PORTSMOUTH (DBA JOAN G LOVERING HEALTH CENTER)EXEMPT PURPOSEPCGREENLAND, NH, US$2,500
Paid GrantFRIENDS FOREVER INTERNATIONALEXEMPT PURPOSEPCDURHAM, NH, US$2,500
Paid GrantFRIENDS OF THE CHILDREN-BOSTONEXEMPT PURPOSEPCROXBURY, MA, US$2,500
Paid GrantFRIENDS OF THE MUSIC HALLEXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,500
Paid GrantFUTURE IN SIGHTEXEMPT PURPOSEPCCONCORD, NH, US$2,500
Paid GrantGATHEREXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,500
Paid GrantGUNDALOW COMPANYEXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,500
Paid GrantHEBREW SENIORLIFEEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantHOPE ON HAVEN HILLEXEMPT PURPOSEPCDOVER, NH, US$2,500
Paid GrantINSTITUTE FOR HEALTH AND RECOVERY INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantJANE DOE INC (JDI)EXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantJEFF'S PLACE CHILDREN'S BEREAVEMENT CENTEREXEMPT PURPOSEPCFRAMINGHAM, MA, US$2,500
Paid GrantJEREMIAH PROGRAM BOSTONEXEMPT PURPOSEPCROXBURY, MA, US$2,500
Paid GrantJEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTONEXEMPT PURPOSEPCNEWTON, MA, US$2,500
Paid GrantJOHN M BARRY BOYS & GIRLS CLUB OF NEWTONEXEMPT PURPOSEPCNEWTONVILLE, MA, US$2,500
Paid GrantKIWANIS CLUB OF WELLESLEYEXEMPT PURPOSEPCWELLESLEY, MA, US$2,500
Paid GrantLAMPREY HEALTH CAREEXEMPT PURPOSEPCNEWMARKET, NH, US$2,500
Paid GrantLAND'S SAKE INCEXEMPT PURPOSEPCWESTON, MA, US$2,500
Paid GrantLAWYERS CLEARINGHOUSEEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantMASSEQUALITY EDUCATION FUNDEXEMPT PURPOSEPCWORCESTER, MA, US$2,500
Paid GrantMETROPOLITAN BOSTON HOUSING PARTNERSHIP INC (DBA METRO HOUSING BOSTON)EXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantNEW ENGLAND CENTER AND HOME FOR VETERANSEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantNORTHEAST ARC INCEXEMPT PURPOSEPCDANVERS, MA, US$2,500
Paid GrantPROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantREACH BEYOND DOMESTIC VIOLENCEEXEMPT PURPOSEPCWALTHAM, MA, US$2,500
Paid GrantSECOND CHANCES INCEXEMPT PURPOSEPCSOMERVILLE, MA, US$2,500
Paid GrantSELF ESTEEM BOSTONEXEMPT PURPOSEPCJAMAICA PLAN, MA, US$2,500
Paid GrantSPECIAL NEEDS ARTS PROGRAMS INCEXEMPT PURPOSEPCLEXINGTON, MA, US$2,500
Paid GrantSTAR ISLAND CORPORATIONEXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,500
Paid GrantSTRAWBERY BANKE MUSEUMEXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,500
Paid GrantTHE ACADEMY AT PENGUIN HALLEXEMPT PURPOSEPCWENHAM, MA, US$2,500
Paid GrantTHE CARROLL CENTER FOR THE BLINDEXEMPT PURPOSEPCNEWTON, MA, US$2,500
Paid GrantTHE GREATER BOSTON FOOD BANKEXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantTHE PHILANTHROPY CONNECTIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantTHE SECOND STEPEXEMPT PURPOSEPCNEWTONVILLE, ME, US$2,500
Paid GrantTHOMPSON ISLAND OUTWARD BOUND EDUCATION CENTEREXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantUNDERSTANDING OUR DIFFERENCES INCEXEMPT PURPOSEPCNEWTON, MA, US$2,500
Paid GrantWAYPOINTEXEMPT PURPOSEPCMANCHESTER, NH, US$2,500
Paid GrantWEST SUBURBAN YMCAEXEMPT PURPOSEPCNEWTON, MA, US$2,500
Paid GrantWESTON POLICE RELIEF ASSOCIATION INCEXEMPT PURPOSEPCWESTON, MA, US$2,500
Paid GrantWOMEN'S BAR FOUNDATION OF MASSACHUSETTS (WBF)EXEMPT PURPOSEPCBOSTON, MA, US$2,500
Paid GrantTHE NEXT STEP FUNDEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,500
Paid GrantCAMBRIDGE NEIGHBORSEXEMPT PURPOSEPCCAMBRIDGE, MA, US$2,200
Paid GrantCARY MEMORIAL LIBRARY FOUNDATIONEXEMPT PURPOSEPCLEXINGTON, MA, US$2,000
Paid GrantCOMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTYEXEMPT PURPOSEPCSUITE DOVER, NH, US$2,000
Paid GrantMASSACHUSETTS COMMUNITY & BANKING COUNCILEXEMPT PURPOSEPCBOSTON, MA, US$2,000
Paid GrantMCDONOUGH SCHOLARSHIP FOUNDATIONEXEMPT PURPOSEPCMANCHESTER, NH, US$2,000
Paid GrantNEW HAMPSHIRE ART ASSOCIATION INCEXEMPT PURPOSEPCPORTSMOUTH, NH, US$2,000
Paid GrantVNA OF BOSTONEXEMPT PURPOSEPCDORCHESTER, MA, US$2,000
Paid GrantARTISANS ASYLUMEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantBEACON HILL VILLAGEEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantBREAKTIME UNITED INCEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantCOMMUNITY INVESTORSEXEMPT PURPOSEPCWELLESLEY, MA, US$1,500
Paid GrantDISMAS HOME OF NH INCEXEMPT PURPOSEPCMANCHESTER, NH, US$1,500
Paid GrantECUMENICAL SOCIAL ACTION COMMITTEEEXEMPT PURPOSEPCJAMAICA PLAIN, MA, US$1,500
Paid GrantFRIENDS OF BOSTON'S HOMELESSEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantGIRL SCOUTS OF EASTERN MASSACHUSETTSEXEMPT PURPOSEPCWALTHAM, MA, US$1,500
Paid GrantHIGHER POSSIBILITIES INCEXEMPT PURPOSEPCEAST WALPOLE, MA, US$1,500
Paid GrantINNERCITY WEIGHTLIFTING INCEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantINTERNATIONAL INSTITUTE OF NEW ENGLANDEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantNEWTON COMMUNITY DEVELOPMENT FOUNDATIONEXEMPT PURPOSEPCNEWTON, MA, US$1,500
Paid GrantNH JUMPSTART COALITIONEXEMPT PURPOSEPCHILLSBOROUGH, NH, US$1,500
Paid GrantON THE RISEEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,500
Paid GrantONE SKY COMMUNITY SERVICESEXEMPT PURPOSEPCPORTSMOUTH, NH, US$1,500
Paid GrantSALEM UNITEDEXEMPT PURPOSEPCDRACUT, MA, US$1,500
Paid GrantSEACOAST MENTAL HEALTH CENTEREXEMPT PURPOSEPCPORTSMOUTH, NH, US$1,500
Paid GrantSOCIAL CAPITAL INC (SCI)EXEMPT PURPOSEPCWOBURN, MA, US$1,500
Paid GrantSOUTHEAST NH HABITAT FOR HUMANITYEXEMPT PURPOSEPCPORTSMOUTH, NH, US$1,500
Paid GrantTAGV TEENS ADVOCATING A GLOBAL VISION INCEXEMPT PURPOSEPCBOSTON, MA, US$1,500
Paid GrantCASA MYRNAEXEMPT PURPOSEPCBOSTON, MA, US$1,280
Paid GrantFARMSTEADS OF NEW ENGLAND INCEXEMPT PURPOSEPCHILLSBOROUGH, NH, US$1,250
Paid GrantENGLISH FOR NEW BOSTONIANS INCEXEMPT PURPOSEPCBOSTON, MA, US$1,250
Paid GrantCENTRE STREET FOOD PANTRYEXEMPT PURPOSEPCNEWTON, MA, US$1,195
Paid GrantTHE MOORE CENTEREXEMPT PURPOSEPCMANCHESTER, NH, US$1,150
Paid GrantCATHOLIC CHARITIES NEW HAMPSHIRE NEW HAMPSHIRE FOOD BANKEXEMPT PURPOSEPCMANCHESTER, NH, US$1,067
Paid GrantELLIE FUNDEXEMPT PURPOSEPCNEEDHAM, MA, US$1,067
Paid GrantHEADING HOMEEXEMPT PURPOSEPCALBUQUERQUE, NM, US$1,067
Paid GrantHILDEBRANDEXEMPT PURPOSEPCHOUSTON, TX, US$1,067
Paid GrantLAWRENCE BOYS & GIRLS CLUBEXEMPT PURPOSEPCLAWRENCE, MA, US$1,067
Paid GrantLAWRENCE COMMUNITY WORKSEXEMPT PURPOSEPCLAWRENCE, MA, US$1,067
Paid GrantBOSTON PARTNERS IN EDUCATIONEXEMPT PURPOSEPCBOSTON, MA, US$1,000
Paid GrantCAMBRIDGE CAMPING ASSOCIATIONEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantCAMBRIDGE SCHOOL VOLUNTEERSEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantCATHOLIC MEDICAL CENTEREXEMPT PURPOSEPCMANCHESTER, NH, US$1,000
Paid GrantFAMILY ACCESS OF NEWTONEXEMPT PURPOSEPCNEWTON, MA, US$1,000
Paid GrantFRIENDS OF THE BELMONT COUNCIL ON AGING INCEXEMPT PURPOSEPCBELMONT, MA, US$1,000
Paid GrantMANCHESTER HISTORIC ASSOCIATIONEXEMPT PURPOSEPCMANCHESTER, NH, US$1,000
Paid GrantMANCHESTER POLICE ATHLETIC LEAGUEEXEMPT PURPOSEPCMANCHESTER, NH, US$1,000
Paid GrantMINUTE MAN ARC FOR HUMAN SERVICES INCEXEMPT PURPOSEPCCONCORD, MA, US$1,000
Paid GrantNEWTON-WELLESLEY HOSPITALEXEMPT PURPOSEPCNEWTON, MA, US$1,000
Paid GrantPISCATAQUA MARITIME COMMISSION (DBA SAIL PORTSMOUTH)EXEMPT PURPOSEPCPORTSMOUTH, NH, US$1,000
Paid GrantRAISING A READER MASSACHUSETTS (RAR-MA)EXEMPT PURPOSEPCBOSTON, MA, US$1,000
Paid GrantSEACOAST EDUCATIONAL ENDOWMENT DOVER (SEED)EXEMPT PURPOSEPCDOVER, NH, US$1,000
Paid GrantSEACOAST FAMILY PROMISEEXEMPT PURPOSEPCEXETER, NH, US$1,000
Paid GrantSOUTH SUDANESE ENRICHMENT FOR FAMILIESEXEMPT PURPOSEPCLINCOLN, MA, US$1,000
Paid GrantSOUTHEASTERN NEW HAMPSHIRE ALCOHOL AND DRUG ABUSE SERVICESEXEMPT PURPOSEPCDOVER, NH, US$1,000
Paid GrantSPELLMAN MUSEUM OF STAMPS AND POSTAL HISTORYEXEMPT PURPOSEPCWESTON, MA, US$1,000
Paid GrantST STEPHEN'S YOUTH PROGRAMSEXEMPT PURPOSEPCBOSTON, MA, US$1,000
Paid GrantSTRONG WOMEN STRONG GIRLSEXEMPT PURPOSEPCJAMAICA PLAIN, MA, US$1,000
Paid GrantTHE LOOP LABEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantTUTORING PLUS OF CAMBRIDGE INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantUPREACH THERAPEUTIC EQUESTRIAN CENTEREXEMPT PURPOSEPCGOFFSTOWN, NH, US$1,000
Paid GrantWELLESLEY HISTORICAL SOCIETY INCEXEMPT PURPOSEPCWELLESLEY HILLS, MA, US$1,000
Paid GrantWELLESLEY NEIGHBORS INCEXEMPT PURPOSEPCWELLESLEY, MA, US$1,000
Paid GrantWELLESLEY SAILING CLUB INCEXEMPT PURPOSEPCWELLESLEY, MA, US$1,000
Paid GrantWELLMET PROJECT INCEXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantWOMEN'S EDUCATIONAL CENTER INC (DBA CAMBRIDGE WOMEN'S CENTER)EXEMPT PURPOSEPCCAMBRIDGE, MA, US$1,000
Paid GrantWAYPOINT ADVENTUREEXEMPT PURPOSEPCLEXINGTON, MA, US$1,000
Paid GrantST FRANCIS HOUSEEXEMPT PURPOSEPCLITTLE ROCK, AR, US$939
Paid GrantGATHEREXEMPT PURPOSEPCPORTSMOUTH, NH, US$853
Paid GrantSHARED FUND (GERRYS PANTRY)EXEMPT PURPOSEPCROCHESTER, NH, US$853
Paid GrantFRIENDS OF AINEEXEMPT PURPOSEPCMANCHESTER, NH, US$832
Paid GrantIINH MANCHESTEREXEMPT PURPOSEPCLOWER LEVEL MANCHESTER, NH, US$597
Paid GrantWELLESLEY SYMPHONY ORCHESTRAEXEMPT PURPOSEPCWELLESLEY, MA, US$550
Paid Grant47 PALMER INC DBA PASSIMEXEMPT PURPOSEPCCAMBRIDGE, MA, US$500
Paid GrantBREAKTHROUGH MANCHESTEREXEMPT PURPOSEPCMANCHESTER, NH, US$500
Paid GrantCONCORD CHAMBER MUSIC SOCIETYEXEMPT PURPOSEPCCONCORD, MA, US$500
Paid GrantFILMMAKERS COLLABORATIVEEXEMPT PURPOSEPCMELROSE, MA, US$500
Paid GrantGROW NATIVE MASSACHUSETTSEXEMPT PURPOSEPCWALTHAM, MA, US$500
Paid GrantLATINX COMMUNITY CENTER FOR EMPOWERMENTEXEMPT PURPOSEPCLOWELL, MA, US$500
Paid GrantMICHAEL JON & ERIC RYAN RUSH FOUNDATION FOR CHILDRENEXEMPT PURPOSEPCHAMPTON, NH, US$500
Paid GrantMINUTEMAN SENIOR SERVICESEXEMPT PURPOSEPCBEDFORD, MA, US$500
Paid GrantNEEDHAM COMMUNITY FARMEXEMPT PURPOSEPCNEEDHAM, MA, US$500
Paid GrantNEWTON COMMUNITY FARMEXEMPT PURPOSEPCNEWTON, MA, US$500
Paid GrantNICK KATSIROUBAS FOUNDATIONEXEMPT PURPOSEPCBOSTON, MA, US$500
Paid GrantPORTSMOUTH HISTORICAL SOCIETYEXEMPT PURPOSEPCPORTSMOUTH, NH, US$500
Paid GrantCROSSROADS HOUSEEXEMPT PURPOSEPCBATAVIA, NY, US$427
Paid GrantMANCHESTER BOYS & GIRLS CLUBEXEMPT PURPOSEPCMANCHESTER, NH, US$426
Paid GrantSECOND STEPEXEMPT PURPOSEPCNEWTONVILLE, MA, US$426
Paid GrantWEBSTER HOUSEEXEMPT PURPOSEPCMANCHESTER, NH, US$256
Paid GrantHOPE ON HAVEN HILLEXEMPT PURPOSEPCROCHESTER, NH, US$213
Paid GrantJEWISH FAMILY & CHILDRENS SERVICESEXEMPT PURPOSEPCTEANECK, NJ, US$213
Filing and Contact Details

Filer

Filer Name
Cambridge Trust Charitable Foundation
EIN
45-4182909
Phone
6175205543
Address
78 BLANCHARD ROAD, BURLINGTON, MA 01803

Signing Officer

Name
Michael F Carotenuto
Title
Treasurer
Phone
6175205543
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Raw XML AppendixShowing 400 of 2,670 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
AccountingFeesSchedule/AccountingFeesDetail/Amt011150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WOLF & COMPANY, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt011150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04518757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04267520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0129819
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02230278
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REBATE WIRE FEE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02360097
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02360106
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02528238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0643562
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0666712
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0239175
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt018333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0129819
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0129819
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01840539
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03179040
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05793
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05793
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02230278
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02636395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015869
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0658951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0758742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02658057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02599281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021662
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt092030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt533942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt623181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt843419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt929827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1041822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1136493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1226563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1319683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1421855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1535420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1628846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1732023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1847376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1910823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2027844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2150384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2245198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2323174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2423000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0386225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2629796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt428465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt517790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6162778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt732661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-3209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-8919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-6938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-5806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-9018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-12947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-2060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-3609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-12004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-6763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-8436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-2719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-1548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28169097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2988619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30250464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-22282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-6905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33150130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34268023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35139127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3693917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37116948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3830300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3934633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4017990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41-7644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42-6670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0386225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2629796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt428465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt517790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6162778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt732661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-3209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-8919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-6938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-5806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-9018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-12947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-2060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-3609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-12004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-6763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-8436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-2719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-1548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28169097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2988619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30250464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31-22282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32-6905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33150130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34268023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35139127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3693917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37116948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3830300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3934633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4017990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41-7644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42-6670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0386225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2629796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt517790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6162778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt732661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt813902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt922504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1316243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1543419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1624021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1732804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1823546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1924503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2020513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2118246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2223416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2322083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2423587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2549955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt268104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2726296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28169097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2988619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30250464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3128102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3238293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33150130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34268023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35139127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3693917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37116948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3830300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3934633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4017990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4115530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4216330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd33D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd34D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd35D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd36D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd37D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd38D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd39D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd40D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd41P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd42P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TJX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PROLOGIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EMBECTA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STARBUCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PAYPAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CORPORATE ACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FIDELITY TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ACCENTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18XYLEM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VISA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22BAILLE GIFFORD POSITIVE CHANGES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23MATTHEWS ASIA ESG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CALVERT INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26HOME DEPOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27UNION PACIFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31NVIDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32BOOKING HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40CATC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41DIGITAL RELATY TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02528238
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01840539
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02914605
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07814427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05973888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04899822
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0230821
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0230821
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0230821
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0267467
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036646
IRS990PF/DistributableAmountGrp/TotalTaxAmt036646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt029500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029500
IRS990PF/FMVAssetsEOYAmt04808231
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0199
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056880
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031965
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06034742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04518757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04267520
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0114000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0152500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018333
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt035500
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt017167
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt017167
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt080000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt017257
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07146
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05973888
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04899822
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt093722
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0491579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0491579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06185344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05059468
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04808231
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0211456
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0159646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06185344
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05059468
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05973888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04899822
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05430798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0340782
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05090016
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081462
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0267467
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05349336
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05430798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.