Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Down$41,127
Down $5,585 (-12%) from 2023
Net Assets
Down$41,127
Down $5,585 (-12%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$475
Up $11 (+2.4%) from 2023
Expenses
Down$6,060
Down $8,518 (-58%) from 2023
Net Income
Up-$5,585
Up $8,529 (+60%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 1, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $475
Mission and Program Overview
Mission
To serve the charitable needs of the community of westford
To serve the charitable needs of the community of Westford.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Funds were used to support educational and charitableorganizations and groups within the Town of Westford. | $0 | $6,060 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lori A Cogliano | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Westford Charitable Foundation Inc
- EIN
- 03-0384665
- Phone
- 9786921688
- Address
- 12 Alcorn Crossing, Westford, MA 01886
Signing Officer
- Name
- Lori Cogliano
- Title
- President
- Phone
- 9786921688
- Signed
- 2025-05-01
Preparer
- Firm
- Turner & Costa PC
- Address
- 190 Littleton Rd, Westford, MA 01886
- Preparer
- Robert M Turner
- Phone
- 9786923291
Supplemental Narrative
Additional Explanations
Pt V, PBC
“The organization did not, during the year, recieve any funds, directly, or indrectly, to pay premiums on personal benefit contract. The organization during the year, did not, pay any premiums, directly or indirectly, on a personal benefit contract.”
Form 990EZ, Part I, Line 8
“Interest on Savings 25.”
Form 990EZ, Part I, Line 8
“Dividend income 450.”
Form 990EZ, Part I, Line 10
“Mission Trip 2024; Charity; Blessed Trinity Parish: 107 N Main St, Westford, MA, 01886; Non Profit, 1000.”
Form 990EZ, Part I, Line 10
“Capital Fund; Charity; Blessed Trinity Parish: 107 N Main St, Westford, MA, 01886; Non Profit, 2500.”
Form 990EZ, Part I, Line 10
“Rajiv Paluri Foundation; Charity; Rajiv Paluri Memorial Fund: 13100 Filly Lane, Truckee, CA, 96161; Non Profit, 200.”
Form 990EZ, Part I, Line 10
“St. James Society/Peter Quinn; Charity; St. James Society: 24 Clark St, Boston, MA, 02109; Non Profit, 125.”
Form 990EZ, Part I, Line 10
“SVdP (Walk for Poor); Charity; St. Vincent De Paul: 1488 Middlesex Street, Lowell, MA, 01851; Non Profit, 1000.”
Form 990EZ, Part I, Line 10
“Westford Rotary Charitable Fund; Charity; Westford Rotary Club: 65 Main St, Suite 17, Westford, MA, 01886; Non Profit, 450.”
Form 990EZ, Part I, Line 16
“MA PC Fee 35.”
Form 990EZ, Part II, Line 24
“Eastern Bank Stock 10000. 10000.”
Raw XML Appendix160 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lori A Cogliano |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9786921688 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12 Alcorn crossing |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Westford |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01886 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36712 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 31127 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5585 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 750 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 46712 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 41127 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5275 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 475 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 46712 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 41127 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 46712 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 41127 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lori A Cogliano |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 475 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To serve the charitable needs of the community of Westford. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Funds were used to support educational and charitableorganizations and groups within the Town of Westford. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6060 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 6060 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6060 |
| IRS990EZ/TotalRevenueAmt | 0 | 475 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1050 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2050 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 475 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 464 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 939 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.68580 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.98820 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2050 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1050 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2050 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2989 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The organization did not, during the year, recieve any funds, directly, or indrectly, to pay premiums on personal benefit contract. The organization during the year, did not, pay any premiums, directly or indirectly, on a personal benefit contract. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Interest on Savings 25. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Dividend income 450. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Mission Trip 2024; Charity; Blessed Trinity Parish: 107 N Main St, Westford, MA, 01886; Non Profit, 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Capital Fund; Charity; Blessed Trinity Parish: 107 N Main St, Westford, MA, 01886; Non Profit, 2500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Rajiv Paluri Foundation; Charity; Rajiv Paluri Memorial Fund: 13100 Filly Lane, Truckee, CA, 96161; Non Profit, 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | St. James Society/Peter Quinn; Charity; St. James Society: 24 Clark St, Boston, MA, 02109; Non Profit, 125. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SVdP (Walk for Poor); Charity; St. Vincent De Paul: 1488 Middlesex Street, Lowell, MA, 01851; Non Profit, 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Westford Rotary Charitable Fund; Charity; Westford Rotary Club: 65 Main St, Suite 17, Westford, MA, 01886; Non Profit, 450. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | MA PC Fee 35. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Eastern Bank Stock 10000. 10000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt V, PBC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lori Cogliano |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9786921688 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Westford Charitable Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 030384665 |
| ReturnHeader/Filer/PhoneNum | 0 | 9786921688 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 12 Alcorn Crossing |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Westford |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01886 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 043432473 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Turner & Costa PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 190 Littleton Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Westford |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 01886 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9786923291 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Robert M Turner |
| ReturnHeader/ReturnTs | 0 | 2025-05-07T06:54:09-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $41,127
- Liabilities
- -
- Net assets
- $41,127
- Revenue
- $475
- Expenses
- $6,060
- Net income
- -$5,585