Civic Intelligence

Salt Marsh Charitable Foundation Trust C/O the Colony Group

990PF • Fiscal year 2019 • EIN 65-6434435

Jan 01, 2019 to Dec 31, 2019 • Filed on May 18, 2020

201 Washington StreetBoston, MA 02108

(617) 723-8200

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

2nd percentile

-661%

Higher net margin than 2% 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

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Down

$57,746

Down $22,364 (-28%) from 2018

Net Assets

Down

$57,746

Down $22,364 (-28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$3,385

Up $1,348 (+66%) from 2018

Expenses

Up

$25,749

Up $14,806 (+135%) from 2018

Net Income

Down

-$22,364

Down $13,458 (-151%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $193,611Liabilities 2011: $02011Assets 2012: $153,915Liabilities 2012: $0Net Assets 2012: $153,9152012Assets 2013: $140,036Liabilities 2013: $0Net Assets 2013: $140,0362013Assets 2014: $145,226Liabilities 2014: $0Net Assets 2014: $145,2262014Assets 2015: $133,178Liabilities 2015: $0Net Assets 2015: $133,1782015Assets 2016: $107,944Liabilities 2016: $0Net Assets 2016: $107,9442016Assets 2017: $88,999Liabilities 2017: $0Net Assets 2017: $88,9992017Assets 2018: $80,110Liabilities 2018: $0Net Assets 2018: $80,1102018Assets 2019: $57,746Liabilities 2019: $0Net Assets 2019: $57,7462019Assets 2020: $59,379Liabilities 2020: $0Net Assets 2020: $59,3792020Assets 2021: $62,585Liabilities 2021: $0Net Assets 2021: $62,5852021Assets 2022: $65,068Liabilities 2022: $0Net Assets 2022: $65,0682022Assets 2023: $66,010Liabilities 2023: $0Net Assets 2023: $66,0102023Assets 2024: $68,866Liabilities 2024: $0Net Assets 2024: $68,8662024

Highlighted filing

2019

Assets$57,746
Liabilities$0
Net Assets$57,746

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $4,294Expenses 2011: $23,011Net Income 2011: -$18,7172011Expenses 2012: $48,2632012Revenue 2013: $11,148Expenses 2013: $24,978Net Income 2013: -$13,8302013Revenue 2014: $15,450Expenses 2014: $10,262Net Income 2014: $5,1882014Revenue 2015: $7,453Expenses 2015: $19,502Net Income 2015: -$12,0492015Revenue 2016: $1,210Expenses 2016: $26,430Net Income 2016: -$25,2202016Revenue 2017: $6,992Expenses 2017: $25,931Net Income 2017: -$18,9392017Revenue 2018: $2,037Expenses 2018: $10,943Net Income 2018: -$8,9062018Revenue 2019: $3,385Expenses 2019: $25,749Net Income 2019: -$22,3642019Revenue 2020: $2,211Expenses 2020: $578Net Income 2020: $1,6332020Revenue 2021: $3,853Expenses 2021: $635Net Income 2021: $3,2182021Revenue 2022: $3,205Expenses 2022: $668Net Income 2022: $2,5372022Revenue 2023: $1,659Expenses 2023: $617Net Income 2023: $1,0422023Revenue 2024: $3,386Expenses 2024: $661Net Income 2024: $2,7252024

Highlighted filing

2019

Revenue$3,385
Expenses$25,749
Net Income-$22,364
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 18, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT PFEIFERTrustee-$0--
DEVETTE RUSSOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Salt Marsh Charitable Foundation Trust
EIN
65-6434435
Phone
6177238200
Address
201 WASHINGTON STREET, BOSTON, MA 02108

Signing Officer

Name
Robert Pfeifer
Title
Trustee
Phone
6177238200
Signed
2020-05-18
Discuss with paid preparer
Yes

Preparer

Firm
The Colony Group
Address
201 WASHINGTON ST 11TH FLOOR, BOSTON, MA 02108
Preparer
Cheryl L Stelljes
Phone
6177238200
Raw XML AppendixShowing 400 of 432 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.

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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt057746
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080110
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt057746
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt069974
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt053530
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01050
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03446
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt068924
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt069974
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT PFEIFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEVETTE RUSSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016 WESCOTT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116 WESCOTT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOPKINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOPKINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.155926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.116833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.257634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.216810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.130391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt068924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt085592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt096800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0115156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0137548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0150958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.779631
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024973
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt027
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025000
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/PayCompDisqualifiedPrsnInd00
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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN T SADLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 WASHINGTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177238200
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/ContributingManagerNm0ROBERT PFEIFER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DEVETTE RUSSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSEGENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRIDGE OVER TROUBLED WATERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt047 WEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt03419
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078016
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021581
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011188
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021581
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057919
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt178
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0613
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0613
TaxesSchedule/TaxesDetail/Amt022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03$0.26$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.26$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.01$0.26$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.15$0.10$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.25$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.48
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$0.04$0.23$0.19