Civic Intelligence

Anthony C Simboli Charitable Foundation

EIN 04-2632222 • Woburn, MA

397 Main StreetWoburn, MA 01801
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

102%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,021,885

Up $234,707 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,021,885

Up $234,707 (+6.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Up

$261,824

Up $132,105 (+102%) from 2023

Expenses

Down

$27,117

Down $9,323 (-26%) from 2023

Net Income

Up

$234,707

Up $141,428 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,155,803Liabilities 2011: $02011Assets 2012: $1,167,023Liabilities 2012: $40,0002012Assets 2013: $1,094,524Liabilities 2013: $02013Assets 2014: $1,296,059Liabilities 2014: $02014Assets 2015: $1,746,401Liabilities 2015: $02015Assets 2016: $1,363,307Liabilities 2016: $0Net Assets 2016: $1,363,3072016Assets 2017: $1,573,307Liabilities 2017: $0Net Assets 2017: $1,573,3072017Assets 2018: $1,406,970Liabilities 2018: $0Net Assets 2018: $1,406,9702018Assets 2019: $1,650,766Liabilities 2019: $0Net Assets 2019: $1,650,7662019Assets 2020: $1,507,757Liabilities 2020: $0Net Assets 2020: $1,507,7572020Assets 2021: $3,777,502Liabilities 2021: $0Net Assets 2021: $3,777,5022021Assets 2022: $3,693,899Liabilities 2022: $0Net Assets 2022: $3,693,8992022Assets 2023: $3,787,178Liabilities 2023: $0Net Assets 2023: $3,787,1782023Assets 2024: $4,021,885Liabilities 2024: $0Net Assets 2024: $4,021,8852024

Highlighted filing

2024

Assets$4,021,885
Liabilities$0
Net Assets$4,021,885
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $142,348Expenses 2011: $86,955Net Income 2011: $55,3932011Revenue 2012: $194,091Expenses 2012: $114,430Net Income 2012: $79,6612012Revenue 2013: $64,433Expenses 2013: $81,412Net Income 2013: -$16,9792013Revenue 2014: $24,736Expenses 2014: $45,718Net Income 2014: -$20,9822014Revenue 2015: $596,947Expenses 2015: $27,073Net Income 2015: $569,8742015Revenue 2016: $221,043Expenses 2016: $549,507Net Income 2016: -$328,4642016Revenue 2017: $538,045Expenses 2017: $382,276Net Income 2017: $155,7692017Revenue 2018: $75,413Expenses 2018: $294,483Net Income 2018: -$219,0702018Revenue 2019: $661,517Expenses 2019: $282,171Net Income 2019: $379,3462019Revenue 2020: $34,478Expenses 2020: $235,936Net Income 2020: -$201,4582020Revenue 2021: $2,239,313Expenses 2021: $30,282Net Income 2021: $2,209,0312021Revenue 2022: -$2,215Expenses 2022: $81,388Net Income 2022: -$83,6032022Revenue 2023: $129,719Expenses 2023: $36,440Net Income 2023: $93,2792023Revenue 2024: $261,824Expenses 2024: $27,117Net Income 2024: $234,7072024

Highlighted filing

2024

Revenue$261,824
Expenses$27,117
Net Income$234,707
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,021,885
Liabilities
$0
Net assets
$4,021,885
Revenue
$261,824
Expenses
$27,117
Net income
$234,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.26$0.03$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.13$0.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.24$0.03$2.21
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.66$0.28$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.29$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.54$0.38$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.22$0.55$0.33
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$0.60$0.03$0.57
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.02$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.17$0.04$0.19$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.14$0.09$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA SIMBOLITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anthony C Simboli Charitable Foundation
EIN
04-2632222
Phone
7814602006
Address
397 MAIN STREET, WOBURN, MA 01801

Signing Officer

Name
Patricia Simboli
Title
Trustee
Phone
7814602006
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
David Cooper
Phone
6174472700
Raw XML Appendix317 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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/IndividualWithBooksNm0PATRICIA SIMBOLI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0397 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOBURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001801
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814602006
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NARRATIVE EXPRESSING MERIT AND FINANCIAL NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICIA SIMBOLI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07814602006
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0397 MAIN ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WOBURN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUAL SCHOLARSHIPS TO RESIDENTS OF CHELSEA MA AND GENERAL CONTRIBUTIONS TO QUALIFIED 501(C)(3) CHARITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JANUARY
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0194590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0194590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0127505
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0194590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022363
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022363
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0216953
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011860
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011860
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011860
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM PASS THROUGH SPECIAL SITUATIONS CAYMAN FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019851
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16898
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019851
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16898
TaxesSchedule/TaxesDetail/Amt0368
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0368
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA SIMBOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814602006
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY C SIMBOLI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0042632222
ReturnHeader/Filer/PhoneNum07814602006
ReturnHeader/Filer/USAddress/AddressLine1Txt0397 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID COOPER
ReturnHeader/ReturnTs02025-10-15T18:03:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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