Civic Intelligence

The Jack Satter Foundation C/O Samuel Levy

990PF • Fiscal year 2022 • EIN 65-6316190

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

Organization Profile
23 Keewaydin Dr Suite 400Salem, NH 03079

(603) 913-8022

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

1st percentile

-637%

Higher net margin than 1% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$30,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.7%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$47,832,137

Down $5,147,708 (-9.7%) from 2021

Net Assets

Down

$47,832,137

Down $5,147,708 (-9.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

Down

$813,288

Down $5,516,309 (-87%) from 2021

Expenses

Down

$5,994,407

Down $656,971 (-9.9%) from 2021

Net Income

Down

-$5,181,119

Down $4,859,338 (-1510%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$47,832,137
Liabilities$0
Net Assets$47,832,137
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$813,288
Expenses$5,994,407
Net Income-$5,181,119
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay22nd 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
23 KEEWAYDIN DR SUITE 400, SALEM, NH 03079

Signing Officer

Name
Samuel Levy
Title
Trustee
Phone
6039138022
Signed
2023-05-05
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/EOYFMVAmt241030280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25521280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26875600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271105700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281069920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291772061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301415904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311051587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321200932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331291984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34750050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35263664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36712470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37388600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm09000 NESTLE NAM SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17000 NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28000 UNILEVER PLC ADR AMER SHS SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm310750 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411000 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58500 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68000 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711000 APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89000 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96000 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101600 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110000 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124600 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139500 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/StockNm183700 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195000 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205000 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm214800 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm227500 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2314500 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/StockNm2710000 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm289000 CANADIAN NATL RY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2941105.569 DODGE & COX FDS INTL STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3042468.616 FPA CRESCENT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3126561.925 HARDING LOEVNER EMG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3277081.638 NEUBERGER BERMAN LONG SHORT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3391825.438 ROBECO BP LNG/SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm343500 HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm358000 KONINKLIJKE DSM NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3611000 ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm375000 MEDTRONIC PLC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0936264
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0848674
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05430188
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05430188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01238345
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01238345
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5181119
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015568289
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-425057
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01060641
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0197035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0173279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0370314
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt085329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05731374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0177704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05994407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01238345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0813288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0301186
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0564219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015993346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1094768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1669711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1094768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1669711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014898578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1669711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-425057
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5181119
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt033411
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt047832137
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt052979845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt047832137
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03155985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03155985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03155985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03170728
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014743
IRS990PF/DistributableAmountGrp/TotalTaxAmt014743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt080000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt065257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt050497
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080000
IRS990PF/FMVAssetsEOYAmt058667502
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08581562
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt027823583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023909069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036664248
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt047832137
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02721747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04855915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04865080
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt047832137
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt058667502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt047832137
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052979845
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt047832137
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt011907424
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010485591
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09317418
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt064380269
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02616508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt061763761
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0965704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03170728
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt063414565
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt064380269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HEMENWAY & BARNES LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HEMENWAY TRUST CO LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0197035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt141923
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

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,832,137
Liabilities
$0
Net assets
$47,832,137
Revenue
$813,288
Expenses
$5,994,407
Net income
-$5,181,119
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