Civic Intelligence

The Willow Tree Fund

990PF • Fiscal year 2018 • EIN 46-7468137

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
C/O Hemenway Barnespo Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$19,849,644

Flat from 2018

Net Assets

Flat

$19,848,894

Flat from 2018

Liabilities

Flat

$750

Flat from 2018

Revenue And Expenses

Revenue

Flat

$5,347,898

Flat from 2018

Expenses

Flat

$1,045,042

Flat from 2018

Net Income

Flat

$4,302,856

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $10,208,436Liabilities 2014: $02014Assets 2015: $10,264,276Liabilities 2015: $0Net Assets 2015: $10,264,2762015Assets 2016: $10,137,482Liabilities 2016: $0Net Assets 2016: $10,137,4822016Assets 2017: $15,278,898Liabilities 2017: $0Net Assets 2017: $15,278,8982017Assets 2018: $19,849,644Liabilities 2018: $750Net Assets 2018: $19,848,8942018Assets 2018: $19,849,644Liabilities 2018: $750Net Assets 2018: $19,848,8942018Assets 2019: $19,028,089Liabilities 2019: $750Net Assets 2019: $19,027,3392019Assets 2020: $13,931,824Liabilities 2020: $750Net Assets 2020: $13,931,0742020Assets 2021: $12,605,168Liabilities 2021: $778Net Assets 2021: $12,604,3902021Assets 2022: $8,629,849Liabilities 2022: $412Net Assets 2022: $8,629,4372022Assets 2023: $8,754,972Liabilities 2023: $0Net Assets 2023: $8,754,9722023Assets 2024: $7,340,576Liabilities 2024: $0Net Assets 2024: $7,340,5762024

Highlighted filing

2018

Assets$19,849,644
Liabilities$750
Net Assets$19,848,894
Open 2018 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2014: $10,226,735Expenses 2014: $18,299Net Income 2014: $10,208,4362014Revenue 2015: $369,192Expenses 2015: $354,955Net Income 2015: $14,2372015Revenue 2016: $387,233Expenses 2016: $548,396Net Income 2016: -$161,1632016Revenue 2017: $5,561,410Expenses 2017: $547,189Net Income 2017: $5,014,2212017Revenue 2018: $5,347,898Expenses 2018: $1,045,042Net Income 2018: $4,302,8562018Revenue 2018: $5,347,898Expenses 2018: $1,045,042Net Income 2018: $4,302,8562018Revenue 2019: $3,996,385Expenses 2019: $4,817,940Net Income 2019: -$821,5552019Revenue 2020: $5,713,042Expenses 2020: $11,474,531Net Income 2020: -$5,761,4892020Revenue 2021: $497,869Expenses 2021: $1,941,767Net Income 2021: -$1,443,8982021Revenue 2022: $227,003Expenses 2022: $4,838,841Net Income 2022: -$4,611,8382022Revenue 2023: $219,268Expenses 2023: $86,152Net Income 2023: $133,1162023Revenue 2024: $119,611Expenses 2024: $2,103,918Net Income 2024: -$1,984,3072024

Highlighted filing

2018

Revenue$5,347,898
Expenses$1,045,042
Net Income$4,302,856
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERSIS BARRON LEVYTrustee-$15,282-$15,282
TRACY WILLIAMS BARRONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Willow Tree Fund
EIN
46-7468137
Phone
6172277940
Address
C/O HEMENWAY BARNESPO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Persis Barron Levy
Title
Trustee
Phone
6172277940
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
GARY O'BRIAN
Phone
6172277940
Raw XML AppendixShowing 400 of 467 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART I, LINE 25, COLUMN (A)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTIONS TO DONOR ADVISED FUND
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1DISTRIBUTION OF PROPERTY (FMV)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOLLOWING EXPLANATION PROVIDES THE DETAIL OR DISTRIBUTIONS PAID BY THE ORGANIZATION DURING THE 2018 TAX PERIOD TO THE DONOR ADVISED FUND REFERENCED BELOW OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILEGES.1. RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND, GIVING ACCOUNT2. AMOUNT TREATED AS QUALIFYING DISTRIBUTIONS: 913,515 (NONCASH) 3. HOW THE DISTRIBUTION ACCOMPLISHES THE CHARITABLE PURPOSE: THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND HAS EXCLUSIVE LEGAL CONTROL OVER THE ASSETS CONTRIBUTED AND ALL DISTRIBUTIONS WILL BE USED TO ACCOMPLISH A PURPOSE DESCRIBED IN SECTION 170(C)(2)(B).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt11. DATE OF DISTRIBUTION: JANUARY 27, 20172. DESCRIPTION OF PROPERTY: PUBLICLY-TRADED SECURITIES3. BOOK VALUE OF PROPERTY: $112,168METHOD OF DETERMINING BOOK VALUE: ORIGINAL PURCHASE PRICE4. FAIR MARKET VALUE: $353,249METHOD FOR DETERMINING FAIR MARKET VALUE: AVERAGE OF THE HIGH AND LOW PRICES ON THE RECEIVE DATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09789690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011016000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03600 1/100 BERKSHIRE HTWY CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0442434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11112094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2520130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3379743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41165659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5402956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6485203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72859245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8491673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91557135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10450113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt03280 ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1111692.014 BLACKROCK STRATEGIC INC-OPPORT - INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt210688.817 PARAMETRIC TAX MGD EMRG MKTS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37321.526 AMERICAN FDS EUROPACIFIC GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt433555.129 FPA CRESCENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt536529.974 HARBOR DIVERSIFIED INTL ALL CAP INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt654464.7660 HARTFORD GLOBAL REAL ASSET FD CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt712474 SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt819334.731 VANGUARD INFLATION PROTECTED ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9145347.176 VANGUARD TOTAL BOND MKT INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104053.55 VANGUARD REAL ESTATE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0439192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11072244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2474370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3329688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4990883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5349957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6450424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73117502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8473314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91518878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10428541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0142218
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0158560
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0906
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt03674
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0305358
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0305358
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0159315
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015282
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015282
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0963515
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0963515
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05042540
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136296
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0142218
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04302856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01360364
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0653
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0653
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0158560
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0249247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03674
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042846
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042846
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03771
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07445
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0993098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01045042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0296517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05347898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081527
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1673454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2503943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-25468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt298154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt388307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-25468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt298154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt388307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1647986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2602097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt388307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0346 SHS HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB (9299-5861)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22,199 SHS SPDR S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0159315
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04302856
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt033271
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0300411
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019882165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015278898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019848894
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0975577
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0975577
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0975577
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0978069
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02492
IRS990PF/DistributableAmountGrp/TotalTaxAmt02492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03674
IRS990PF/FMVAssetsEOYAmt020854562
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02187085
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0172712
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0172712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05496700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09789690
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011016000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07575146
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09866385
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09644993
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015278898
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019848894
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019967
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020857
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015278898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019849644
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020854562
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015278898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019849644
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015278898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019848894
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019859272
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0143776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019715496
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0297889
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0978069
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019561383
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019859272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115282
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRACY WILLIAMS BARRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PERSIS BARRON LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O HEMENWAY BARNES PO BOX 961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HEMENWAY BARNES PO BOX 961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0504821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0507313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0491824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0509150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0145188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.025807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.014768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt019561383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014757041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09424266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09831107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09922899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0993098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.103228
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0990606
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0993098
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02492
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0993098
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HEMENWAY BARNES LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt075 STATE STREET 16TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021091466
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172277940
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TRACY WILLIAMS BARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0913515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE/ UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt196 LAFAYETTE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101970
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0963515
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0303303
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0689795
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0975577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0993098
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0672274
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0689795
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TRACY WILLIAMS BARRON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O HEMENWAY BARNES PO BOX 961209
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0021961209
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05042540
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05042540
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc017 SHARES BERKSHIRE HATHAWAY INC-DEL CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-05-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HEMENWAY & BARNES - LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0653
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0653
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033271
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME POSTED IN 2019 REPORTED IN 2018
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASSACHUSETTS - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES/ OFFICE-RELATED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PHILANTHROPY - MEMBERSHIPS/PROFESSIONAL DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PO BOX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11659
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2938
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32674
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4166
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt58250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11659
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32674
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03674
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TREASURY - 2017 OVERPAYMENT CREDITED TO 2018 ESTIMATED TAX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,849,644
Liabilities
$750
Net assets
$19,848,894
Revenue
$5,347,898
Expenses
$1,045,042
Net income
$4,302,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.12$2.10$1.98
2023Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.22$0.09$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.23$4.84$4.61
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.50$1.94$1.44
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$5.71$11.5$5.76
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$4.00$4.82$0.82
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$5.35$1.05$4.30
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$5.35$1.05$4.30
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$5.56$0.55$5.01
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.39$0.55$0.16
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.37$0.35$0.01
2014Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$0.02$10.2