Civic Intelligence

Massachusetts Charitable Society C/O Vimac

990 • Fiscal year 2014 • EIN 04-1589975

Sep 01, 2013 to Aug 31, 2014 • Filed on May 26, 2015

Organization ProfileN/A
177 MILK STREET 1st FloorSuiteBoston, MA 02109

(617) 350-9806

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2014

Net Margin

82nd percentile

46%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$200

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2014

Asset Growth

86th percentile

14%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$11,132,204

Up $1,382,354 (+14%) from 2013

Net Assets

Up

$11,132,204

Up $1,382,354 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin82nd percentile

Revenue

Up

$504,200

Up $180,782 (+56%) from 2013

Expenses

Up

$273,346

Up $34,561 (+14%) from 2013

Net Income

Up

$230,854

Up $146,221 (+173%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30M$20M$10M$0Assets 2010: $7,473,992Liabilities 2010: $0Net Assets 2010: $7,473,9922010Assets 2011: $8,221,445Liabilities 2011: $0Net Assets 2011: $8,221,4452011Assets 2012: $8,943,781Liabilities 2012: $0Net Assets 2012: $8,943,7812012Assets 2013: $9,749,850Liabilities 2013: $0Net Assets 2013: $9,749,8502013Assets 2014: $11,132,204Liabilities 2014: $0Net Assets 2014: $11,132,2042014Assets 2015: $10,687,275Liabilities 2015: $0Net Assets 2015: $10,687,2752015Assets 2016: $11,496,106Liabilities 2016: $0Net Assets 2016: $11,496,1062016Assets 2017: $12,559,221Liabilities 2017: $0Net Assets 2017: $12,559,2212017Assets 2018: $14,242,190Liabilities 2018: $0Net Assets 2018: $14,242,1902018Assets 2019: $15,449,303Liabilities 2019: $0Net Assets 2019: $15,449,3032019Assets 2020: $17,855,609Liabilities 2020: $0Net Assets 2020: $17,855,6092020Assets 2021: $21,713,993Liabilities 2021: $0Net Assets 2021: $21,713,9932021Assets 2022: $19,120,748Liabilities 2022: $0Net Assets 2022: $19,120,7482022Assets 2023: $21,346,218Liabilities 2023: $0Net Assets 2023: $21,346,2182023Assets 2024: $25,361,502Liabilities 2024: $0Net Assets 2024: $25,361,5022024

Highlighted filing

2014

Assets$11,132,204
Liabilities$0
Net Assets$11,132,204
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $172,8962010Revenue 2011: $85,512Expenses 2011: $197,557Net Income 2011: -$112,0452011Expenses 2012: $217,3442012Revenue 2013: $323,418Expenses 2013: $238,785Net Income 2013: $84,6332013Revenue 2014: $504,200Expenses 2014: $273,346Net Income 2014: $230,8542014Revenue 2015: $689,290Expenses 2015: $269,443Net Income 2015: $419,8472015Revenue 2016: $403,077Expenses 2016: $277,803Net Income 2016: $125,2742016Revenue 2017: $341,749Expenses 2017: $301,973Net Income 2017: $39,7762017Revenue 2018: $1,797,632Expenses 2018: $309,069Net Income 2018: $1,488,5632018Revenue 2019: $642,430Expenses 2019: $339,110Net Income 2019: $303,3202019Revenue 2020: $389,911Expenses 2020: $334,711Net Income 2020: $55,2002020Revenue 2021: $6,543,467Expenses 2021: $335,414Net Income 2021: $6,208,0532021Revenue 2022: $705,676Expenses 2022: $363,393Net Income 2022: $342,2832022Revenue 2023: $416,815Expenses 2023: $411,364Net Income 2023: $5,4512023Revenue 2024: $934,569Expenses 2024: $494,195Net Income 2024: $440,3742024

Highlighted filing

2014

Revenue$504,200
Expenses$273,346
Net Income$230,854
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
May 26, 2015
Return Version
2013v4.0
Gross Receipts
$1,094,716
Mission and Program Overview

Mission

The purpose of the society is to assist any member in need of assistance , and after death of a member to assist his widow and children in need; to accumulate a fund and to use the income therefrom for the purpose of rendering such assistance. After making provisions for the foregoing, any balance of net income may be used for such chartiable purposes permitted by the charter as the members may from time to time determine. Any citizen of massachusetts is eligible to membership. An entrance fee of $25 is charged. Our actual activities consist of making donations to the needy in accordance with the purpose for which we were organized.

The purpose of the society is to assist any member in need of assistance, and after death of a member to assist his widow and children in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,711,938$11,085,849▲ $1,373,911
Accounts Receivable$37,399$45,805▲ $8,406
Cash and Non-Interest-Bearing Accounts$513$550▲ $37
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$9,749,850$11,132,204▲ $1,382,354
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$9,749,850$11,132,204▲ $1,382,354
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$9,749,850$11,132,204▲ $1,382,354
Total Liabilities and Net Assets / Fund Balance$9,749,850$11,132,204▲ $1,382,354
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
Edward Morris Howland IiSecretary$200$200

Board Members and Trustees

NameTitle
William Amory LowellChairman
Asa Emory Phillips IIIPresident
Ralph Lowell IIIVice President
Charles Thorndike Haydocktrustee
George Glover Crocker iiitrustee
Henry Boardman Spaldingtrustee
Joel Toye Gormleytrustee
John Lowell Thordiketrustee
U Haskell Crocker IiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$504,200
Other Revenue
$0
Change in Net Assets
$230,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$504,200
Revenue Not Reported on Form 990
$1,151,500
Total Revenue per Audited Statements
$1,655,700
Total Revenue per Form 990
$504,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$220,519
Other Expenses$52,627
Salaries, Compensation, and Employee Benefits$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,536--$174,536
Grants to Domestic Individuals$45,983--$45,983
Fees for Services Accounting-$13,900-$13,900
Conferences and Meetings-$8,454-$8,454
Other Expenses$0$7,760$0$7,760
All Other Expenses-$3,800-$3,800
Current Officers, Directors, Trustees, and Key Employees-$200-$200
Total Functional Expenses$220,519$52,827$0$273,346

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$273,346
Total Expenses per Audited Statements$273,346
Total Expenses per Form 990$273,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-3160480--Exempt Purposes$21,817
73-0580264--exempt purposes$21,817
04-2863756--Exempt Purposes$21,817
26-0367118--exempt purposes$21,817
04-2103830--exempt purposes$21,817
04-2736718--exempt purposes$21,817
31-1777179--exempt purposes$21,817
02-0610358--exempt purposes$21,817
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The Treasurer of the Society is related to one of the trustees. Two of the trustees are related to each other.”

Form 990, Part VI, Section A, Line 6

“Massachusetts Charitable Society is a member organization formed in 1762 by a group of Boston citizens for mutually aiding and assisting each other, their families, widows, and orphans who may be reduced by the adverse accidents of life. It also supplies grants to 501(c)(3) organizations to support education, community service, historical scholarship and the arts.”

Form 990, Part VI, Section A, Lines 7A & 7B

“The members vote for their Board of Directors and make governing decisions at their annual meeting.”

Form 990, Part VI, Section B, Line 11

“The Board of Directors has delegated the responsibility for reviewing, approving and signing the Form 990 to the Treasurer. The Form 990 is made available to any director upon request.”

Form 990, Part VI, Section B, Line 15

“With the exception of $200 in secretary compensation, the Organization's CEO, officers and trustees are not compensated for their time and services.”

Form 990, Part VI, Section C, Line 19

“The organizational governing documents, financial statements and Form 990 are available upon request to the general public.”

Filing and Contact Details

Filer

EIN
04-1589975
In Care Of
% U HASKELL CROCKER II
Phone
6173509806

Signing Officer

Name
U Haskell Crocker II
Title
Treasurer
Phone
6173509806
Signed
2015-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
u Haskell Crocker II
Formed
1779
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
6

Preparer

Preparer
Anthony T Carideo JR CPA
Phone
6173509806
Supplemental Narrative

Financial Statement Notes

Schedule D Page 3 Part X Line 2

“Tax positions taken or expected to be taken, including the position that the Society qualifies as a tax exempt entity, in the course of preparing the Societys tax returns are required to be evaluated to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet a more-likely-than-not threshold would be accrued and disclosed in the financial statements. The Society does not have any uncertain tax positions at August 31, 2014 and 2013 which require accrual or disclosure. The Society believes it is no longer subject to examinations by U.S. federal and state tax authorities for any years prior to August 31, 2010. The Societys policy is to recognize any interest and penalties related to tax matters in tax expense in the year the expense is incurred.”

Raw XML AppendixShowing 400 of 497 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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IRS990/MissionDesc0THE PURPOSE OF THE SOCIETY IS TO ASSIST ANY MEMBER IN NEED OF ASSISTANCE, AND AFTER DEATH OF A MEMBER TO ASSIST HIS WIDOW AND CHILDREN IN NEED; TO ACCUMULATE A FUND AND TO USE THE INCOME THEREFROM FOR THE PURPOSE OF RENDERING SUCH ASSISTANCE. AFTER MAKING PROVISIONS FOR THE FOREGOING, ANY BALANCE OF NET INCOME MAY BE USED FOR SUCH CHARITABLE PURPOSES PERMITTED BY THE CHARTER AS THE MEMBERS MAY FROM TIME TO TIME DETERMINE. ANY CITIZEN OF MASSACHUSETTS IS ELIGIBLE TO MEMBERSHIP. AN ENTRANCE FEE OF $25 IS CHARGED. OUR ACTUAL ACTIVITIES CONSIST OF MAKING DONATIONS TO THE NEEDY IN ACCORDANCE WITH THE PURPOSE FOR WHICH WE WERE ORGANIZED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt09749850
IRS990/NetAssetsOrFundBalancesEOYAmt011132204
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0224767
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0224767
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01151500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CUSTODIAN FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID ON DIVIDEND
IRS990/OtherExpensesGrp/Desc2250TH ANNIVERSARY HISTORY EXP
IRS990/OtherExpensesGrp/Desc3SECRETARIAL SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt37760
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt05600
IRS990/OtherExpensesGrp/TotalAmt12813
IRS990/OtherExpensesGrp/TotalAmt210300
IRS990/OtherExpensesGrp/TotalAmt37760
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0u Haskell Crocker II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIFIC ASSISTANCE TO INDIVIDUALS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045983
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045983
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0182015
IRS990/PYInvestmentIncomeAmt0323368
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt056570
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt084633
IRS990/PYSalariesCompEmpBnftPaidAmt0200
IRS990/PYTotalExpensesAmt0238785
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0323418
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0230854
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0No lobbying
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule C, Page 1, Part I-A, Line 1:
IRS990ScheduleD/ExpensesSubtotalAmt0273346
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01151500
IRS990ScheduleD/RevenueNotReportedAmt01151500
IRS990ScheduleD/RevenueSubtotalAmt0504200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax positions taken or expected to be taken, including the position that the Society qualifies as a tax exempt entity, in the course of preparing the Societys tax returns are required to be evaluated to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet a more-likely-than-not threshold would be accrued and disclosed in the financial statements. The Society does not have any uncertain tax positions at August 31, 2014 and 2013 which require accrual or disclosure. The Society believes it is no longer subject to examinations by U.S. federal and state tax authorities for any years prior to August 31, 2010. The Societys policy is to recognize any interest and penalties related to tax matters in tax expense in the year the expense is incurred.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Page 3 Part X Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt0273346
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0504200
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01655700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0273346
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045983
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Keith And Mary Joslyn
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt021817
IRS990ScheduleI/RecipientTable/CashGrantAmt121817
IRS990ScheduleI/RecipientTable/CashGrantAmt221817
IRS990ScheduleI/RecipientTable/CashGrantAmt321817
IRS990ScheduleI/RecipientTable/CashGrantAmt421817
IRS990ScheduleI/RecipientTable/CashGrantAmt521817
IRS990ScheduleI/RecipientTable/CashGrantAmt621817
IRS990ScheduleI/RecipientTable/CashGrantAmt721817
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Exempt Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Exempt Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6exempt purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7exempt purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Boston Health Care for the Homeless
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11The Children's Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Community Rowing inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Our Sisters' School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14North Bennet Street School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Trinity Boston Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16We Can
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17World Ocean School
IRS990ScheduleI/RecipientTable/RecipientEIN0043160480
IRS990ScheduleI/RecipientTable/RecipientEIN1730580264
IRS990ScheduleI/RecipientTable/RecipientEIN2042863756
IRS990ScheduleI/RecipientTable/RecipientEIN3260367118
IRS990ScheduleI/RecipientTable/RecipientEIN4042103830
IRS990ScheduleI/RecipientTable/RecipientEIN5042736718
IRS990ScheduleI/RecipientTable/RecipientEIN6311777179
IRS990ScheduleI/RecipientTable/RecipientEIN7020610358
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10780 Albany Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine116800 NW 39th Expwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1220 Nonantum Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13145 Brownell Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14150 North Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15206 Clarendon Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16783 Route 28
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17po box 701
IRS990ScheduleI/RecipientTable/USAddress/City0Boston
IRS990ScheduleI/RecipientTable/USAddress/City1Bethany
IRS990ScheduleI/RecipientTable/USAddress/City2Brighton
IRS990ScheduleI/RecipientTable/USAddress/City3New Bedford
IRS990ScheduleI/RecipientTable/USAddress/City4Boston
IRS990ScheduleI/RecipientTable/USAddress/City5Boston
IRS990ScheduleI/RecipientTable/USAddress/City6south harwich
IRS990ScheduleI/RecipientTable/USAddress/City7camden
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/State1OK
IRS990ScheduleI/RecipientTable/USAddress/State2MA
IRS990ScheduleI/RecipientTable/USAddress/State3MA
IRS990ScheduleI/RecipientTable/USAddress/State4MA
IRS990ScheduleI/RecipientTable/USAddress/State5MA
IRS990ScheduleI/RecipientTable/USAddress/State6MA
IRS990ScheduleI/RecipientTable/USAddress/State7ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode002118
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode173008
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode202135
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode302740
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode402109
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode502116
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode602661
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode704843
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Society's grants are determined by the board of trustees based on application review and members' needs.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer of the Society is related to one of the trustees. Two of the trustees are related to each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Massachusetts Charitable Society is a member organization formed in 1762 by a group of Boston citizens for mutually aiding and assisting each other, their families, widows, and orphans who may be reduced by the adverse accidents of life. It also supplies grants to 501(c)(3) organizations to support education, community service, historical scholarship and the arts.

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,132,204
Liabilities
$0
Net assets
$11,132,204
Revenue
$504,200
Expenses
$273,346
Net income
$230,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.93$0.49$0.44
2023Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.42$0.41$0.01
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.71$0.36$0.34
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$6.54$0.34$6.21
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.39$0.33$0.06
2019Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.64$0.34$0.30
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.80$0.31$1.49
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.40$0.28$0.13
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.69$0.27$0.42
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.50$0.27$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$0.00$9.75$0.32$0.24$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.94$0.00$8.94$0.22
2011Summary only. Only limited summary data is available for this year.$8.22$0.00$8.22$0.09$0.20$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.00$7.47$0.17