Civic Intelligence

Nan Weinstein Family Foundation

990PF • Fiscal year 2019 • EIN 59-2320909

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
One Fitchburg Street No C323Somerville, MA 02143

(617) 628-2450

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-9.0%

Higher net margin than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$182,594

Up $35,192 (+24%) from 2018

Net Assets

Up

$182,594

Up $35,192 (+24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Down

$9,120

Down $2,045 (-18%) from 2018

Expenses

Down

$9,938

Down $753 (-7.0%) from 2018

Net Income

Down

-$818

Down $1,292 (-273%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $168,325Liabilities 2011: $02011Assets 2012: $163,416Liabilities 2012: $0Net Assets 2012: $163,4162012Assets 2013: $156,999Liabilities 2013: $0Net Assets 2013: $156,9992013Assets 2014: $167,695Liabilities 2014: $0Net Assets 2014: $167,6952014Assets 2015: $149,966Liabilities 2015: $0Net Assets 2015: $149,9662015Assets 2016: $158,468Liabilities 2016: $0Net Assets 2016: $158,4682016Assets 2017: $166,604Liabilities 2017: $0Net Assets 2017: $166,6042017Assets 2018: $147,402Liabilities 2018: $0Net Assets 2018: $147,4022018Assets 2019: $182,594Liabilities 2019: $0Net Assets 2019: $182,5942019Assets 2020: $211,168Liabilities 2020: $0Net Assets 2020: $211,1682020Assets 2021: $242,949Liabilities 2021: $0Net Assets 2021: $242,9492021Assets 2022: $190,554Liabilities 2022: $0Net Assets 2022: $190,5542022Assets 2023: $219,094Liabilities 2023: $0Net Assets 2023: $219,0942023Assets 2024: $106,536Liabilities 2024: $0Net Assets 2024: $106,5362024

Highlighted filing

2019

Assets$182,594
Liabilities$0
Net Assets$182,594
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $2,493Expenses 2011: $13,128Net Income 2011: -$10,6352011Expenses 2012: $13,4532012Revenue 2013: $5,025Expenses 2013: $11,442Net Income 2013: -$6,4172013Revenue 2014: $10,390Expenses 2014: $12,459Net Income 2014: -$2,0692014Revenue 2015: $9,145Expenses 2015: $13,151Net Income 2015: -$4,0062015Revenue 2016: $5,841Expenses 2016: $13,408Net Income 2016: -$7,5672016Revenue 2017: $12,975Expenses 2017: $9,327Net Income 2017: $3,6482017Revenue 2018: $11,165Expenses 2018: $10,691Net Income 2018: $4742018Revenue 2019: $9,120Expenses 2019: $9,938Net Income 2019: -$8182019Revenue 2020: $7,110Expenses 2020: $8,469Net Income 2020: -$1,3592020Revenue 2021: $26,598Expenses 2021: $7,096Net Income 2021: $19,5022021Revenue 2022: $8,146Expenses 2022: $9,766Net Income 2022: -$1,6202022Revenue 2023: $4,392Expenses 2023: $7,883Net Income 2023: -$3,4912023Revenue 2024: $16,911Expenses 2024: $10,223Net Income 2024: $6,6882024

Highlighted filing

2019

Revenue$9,120
Expenses$9,938
Net Income-$818
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA GARRETTTrusteePT$0--
JEANNE MAURICETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nan Weinstein Family Foundation
EIN
59-2320909
Phone
6176282450
Address
ONE FITCHBURG STREET NO C323, SOMERVILLE, MA 02143

Signing Officer

Name
Cynthia Garrett
Title
Trustee
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
My Taxolution LLC
Address
PO Box 605, Cranford, NJ 07016-0605
Preparer
Vijaya Muzumdar EA
Phone
9082337199
Raw XML Appendix272 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/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt030045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1140649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1140649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PERSHING / CETERA ADVISORS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01391
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07729
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09120
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07729
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-818
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019218
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07729
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0230.698 sh Baron Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07729
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-818
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036010
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0182594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0147402
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0182594
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08407
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0182
IRS990PF/DistributableAmountGrp/TotalTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0182594
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03007
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011900
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0170694
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0170694
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0147402
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0182594
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0147402
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0182594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0147402
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0182594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0147402
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0182594
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0170694
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0170694
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02560
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08407
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0168134
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0170694
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CYNTHIA GARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANNE MAURICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE FITCHBURG STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt130 EAST 81ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOMERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110028
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000000.054656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000000.046615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000000.034456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000000.061970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000000.071759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000000.058482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0168134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0142229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0158465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0156091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0147717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0165180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000000.273282
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05850
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05850
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05850
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CYNTHIA GARRETT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE FITCHBURG STREET C323
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOMERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002143
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176282450
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CIVIC PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE FITCHBURG STREET C 323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002145
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05850
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/AppliedToCurrentYearAmt05850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03394
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05655
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05850
IRS990PF/UndistributedIncomeGrp/Taxable1Amt05655
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011703
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0P.O. BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CAMBRIDGE REPROGRAPHICS STATIONARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036010
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in Investment Portfolio
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/Amt1223
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAN WEINSTEIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANW
ReturnHeader/Filer/EIN0592320909
ReturnHeader/Filer/PhoneNum06176282450
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE FITCHBURG STREET NO C323
ReturnHeader/Filer/USAddress/CityNm0SOMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C4BDDCA20D4C501B7A44DB630D3B08B4B97DB7C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C4BDDCA20D4C501B7A44DB630D3B08B4B97DB7C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.116.192.201
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm023:27:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0My Taxolution LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cranford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070160605
ReturnHeader/PreparerPersonGrp/PhoneNum09082337199
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vijaya Muzumdar EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-09T06:34:18-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,594
Liabilities
$0
Net assets
$182,594
Revenue
$9,120
Expenses
$9,938
Net income
-$818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.04$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.27$0.07$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.09$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.11$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.13
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.02$0.13$0.11