Civic Intelligence

The Jack Satter Foundation C/O Samuel Levy

990PF • Fiscal year 2021 • EIN 65-6316190

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
25 Pelham Road Suite 402Salem, NH 03079

(603) 913-8022

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

15th percentile

-5.1%

Higher net margin than 15% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

18th percentile

$30,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

18th percentile

0.3%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

164%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$52,979,845

Up $151,872 (+0.3%) from 2020

Net Assets

Up

$52,979,845

Up $151,872 (+0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin15th percentile

Revenue

Up

$6,329,597

Up $3,930,651 (+164%) from 2020

Expenses

Up

$6,651,378

Up $1,441,637 (+28%) from 2020

Net Income

Up

-$321,781

Up $2,489,014 (+89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60M$40M$20M$0Assets 2010: $1,975Liabilities 2010: $02010Assets 2011: $1,977Liabilities 2011: $02011Assets 2012: $1,979Liabilities 2012: $02012Assets 2013: $1,980Liabilities 2013: $02013Assets 2014: $1,184Liabilities 2014: $02014Assets 2015: $1,183Liabilities 2015: $0Net Assets 2015: $1,1832015Assets 2017: $58,256,786Liabilities 2017: $0Net Assets 2017: $58,256,7862017Assets 2018: $57,037,370Liabilities 2018: $0Net Assets 2018: $57,037,3702018Assets 2019: $55,638,768Liabilities 2019: $0Net Assets 2019: $55,638,7682019Assets 2020: $52,827,973Liabilities 2020: $0Net Assets 2020: $52,827,9732020Assets 2021: $52,979,845Liabilities 2021: $0Net Assets 2021: $52,979,8452021Assets 2022: $47,832,137Liabilities 2022: $0Net Assets 2022: $47,832,1372022Assets 2023: $42,905,516Liabilities 2023: $0Net Assets 2023: $42,905,5162023Assets 2024: $38,718,602Liabilities 2024: $0Net Assets 2024: $38,718,6022024

Highlighted filing

2021

Assets$52,979,845
Liabilities$0
Net Assets$52,979,845
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $5Expenses 2010: $1Net Income 2010: $42010Revenue 2011: $3Expenses 2011: $1Net Income 2011: $22011Revenue 2012: $4Expenses 2012: $2Net Income 2012: $22012Revenue 2013: $2Expenses 2013: $1Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $796Net Income 2014: -$7962014Revenue 2015: $906,079Expenses 2015: $906,080Net Income 2015: -$12015Revenue 2017: $1,926,353Expenses 2017: $3,039,740Net Income 2017: -$1,113,3872017Revenue 2018: $2,753,145Expenses 2018: $3,972,796Net Income 2018: -$1,219,6512018Revenue 2019: $3,065,071Expenses 2019: $4,431,358Net Income 2019: -$1,366,2872019Revenue 2020: $2,398,946Expenses 2020: $5,209,741Net Income 2020: -$2,810,7952020Revenue 2021: $6,329,597Expenses 2021: $6,651,378Net Income 2021: -$321,7812021Revenue 2022: $813,288Expenses 2022: $5,994,407Net Income 2022: -$5,181,1192022Revenue 2023: $1,897,562Expenses 2023: $6,903,385Net Income 2023: -$5,005,8232023Revenue 2024: $3,628,343Expenses 2024: $7,863,300Net Income 2024: -$4,234,9572024

Highlighted filing

2021

Revenue$6,329,597
Expenses$6,651,378
Net Income-$321,781
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC M WOLFTrusteePT$30,000-$30,000
MARY LOU COCCITrusteePT$30,000-$30,000
SAMUEL LEVYTrustee-$20,000-$20,000
SYLVIA LEVYTrustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
The Jack Satter Foundation
EIN
65-6316190
Phone
6039138022
Address
25 PELHAM ROAD SUITE 402, SALEM, NH 03079

Signing Officer

Name
Samuel Levy
Title
Trustee
Phone
6039138022
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Yuping Zhang CPA
Phone
6172277940
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311750 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5400 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711500 APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89000 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96500 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103200 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110000 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125000 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139000 FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143500 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152300 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174200 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183500 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195000 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205000 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm214500 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm228000 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2316000 RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244000 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm256000 THE WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2611000 TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm277500 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2810000 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2910000 CANADIAN NATL RY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3047540.575 DODGE & COX FDS INTL STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3142468.616 FPA CRESCENT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3232905.493 HARDING LOEVNER EMG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3392532.812 NEUBERGER BERMAN LONG SHORT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34107618.236 ROBECO BP LNG/SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35162613.398 WALTHAUSEN FOCUSED SM CAP VAL FD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm363000 HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm378000 KONINKLIJKE DSM NV
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0948300
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01072135
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt010959124
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt011158880
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01354673
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04974924
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06329597
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06329597
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02579
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05157
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04974924
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06055683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06055683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01354673
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01354673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-321781
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020684570
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04974924
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06126353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0232473
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0200390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0432863
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt057400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06390734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0203244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06651378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06329597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06329597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0335051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0203244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0595695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015709646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04171011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1803913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04171011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1803913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019880657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1803913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04974924
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-321781
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0473653
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt052979845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052827973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt052979845
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03597415
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03597415
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03597415
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03682571
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt085156
IRS990PF/DistributableAmountGrp/TotalTaxAmt085156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt080000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt085156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt085156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt085156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080000
IRS990PF/FMVAssetsEOYAmt075895102
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012979425
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010527091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010866764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026556246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027823583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050075576
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05343000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02721747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02721747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt075895102
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052827973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07949302
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt011907424
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt012231015
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt074773010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03020048
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt071752962
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01121595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03682571
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt073651415
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt074773010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HEMENWAY & BARNES LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HEMENWAY TRUST CO LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0232473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1154982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL & GRANT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt075 STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt125 PELHAM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd103079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt330000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SYLVIA LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC M WOLF

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,979,845
Liabilities
$0
Net assets
$52,979,845
Revenue
$6,329,597
Expenses
$6,651,378
Net income
-$321,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$3.63$7.86$4.23
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.90$6.90$5.01
2022Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$0.81$5.99$5.18
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$6.33$6.65$0.32
2020Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$2.40$5.21$2.81
2019Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$3.07$4.43$1.37
2018Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$2.75$3.97$1.22
2017Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.93$3.04$1.11
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.91$0.91$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00