Civic Intelligence

The Margery E Feldberg Foundation

EIN 04-2944103 • Framingham, MA

PO Box 9175Framingham, MA 01701
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

99th percentile

1268%

Faster asset growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$348,913

Up $323,399 (+1268%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$348,913

Up $323,399 (+1268%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Down

$327,057

Down $166,176 (-34%) from 2023

Expenses

Down

$3,658

Down $524,152 (-99%) from 2023

Net Income

Up

$323,399

Up $357,976 (+1035%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$400K$300K$200K$100K$0Assets 2011: $27,155Liabilities 2011: $02011Assets 2012: $7,015Liabilities 2012: $02012Assets 2013: $105,997Liabilities 2013: $02013Assets 2014: $66,233Liabilities 2014: $02014Assets 2015: $114,913Liabilities 2015: $02015Assets 2019: $81,365Liabilities 2019: $02019Assets 2020: $105,539Liabilities 2020: $0Net Assets 2020: $105,5392020Assets 2021: $48,537Liabilities 2021: $0Net Assets 2021: $48,5372021Assets 2022: $23,673Liabilities 2022: $0Net Assets 2022: $23,6732022Assets 2023: $25,514Liabilities 2023: $0Net Assets 2023: $25,5142023Assets 2024: $348,913Liabilities 2024: $0Net Assets 2024: $348,9132024

Highlighted filing

2024

Assets$348,913
Liabilities$0
Net Assets$348,913
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $88,503Expenses 2011: $92,878Net Income 2011: -$4,3752011Revenue 2012: $0Expenses 2012: $20,140Net Income 2012: -$20,1402012Revenue 2013: $112,589Expenses 2013: $39,077Net Income 2013: $73,5122013Revenue 2014: $2,096Expenses 2014: $41,860Net Income 2014: -$39,7642014Revenue 2015: $180,201Expenses 2015: $131,521Net Income 2015: $48,6802015Revenue 2019: $92,875Expenses 2019: $70,102Net Income 2019: $22,7732019Revenue 2020: $101,797Expenses 2020: $77,623Net Income 2020: $24,1742020Revenue 2021: $12,901Expenses 2021: $69,903Net Income 2021: -$57,0022021Revenue 2022: $790Expenses 2022: $25,654Net Income 2022: -$24,8642022Revenue 2023: $493,233Expenses 2023: $527,810Net Income 2023: -$34,5772023Revenue 2024: $327,057Expenses 2024: $3,658Net Income 2024: $323,3992024

Highlighted filing

2024

Revenue$327,057
Expenses$3,658
Net Income$323,399
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$348,913
Liabilities
$0
Net assets
$348,913
Revenue
$327,057
Expenses
$3,658
Net income
$323,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$3.27$0.04$3.23
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$4.93$5.28$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01$0.26$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.13$0.70$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.02$0.78$0.24
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.93$0.70$0.23
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.80$1.32$0.49
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.02$0.42$0.40
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$1.13$0.39$0.74
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.00$0.20$0.20
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.89$0.93$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGERY E FELDBERGTrusteePT$0--
JEREMY M LEVINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Margery E Feldberg Foundation
EIN
04-2944103
Phone
5083902318
Address
PO BOX 9175, FRAMINGHAM, MA 01701

Signing Officer

Name
Margery Feldberg
Title
Trustee
Phone
5083902318
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET 17TH FLOOR, BOSTON, MA 02109
Preparer
Joanna D Powell
Phone
6178075000
Raw XML Appendix319 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/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/DistributableAsAdjustedAmt029900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0503674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt063865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029900
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033965
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0638703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0503674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067902
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0672668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0702568
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MEF CHARITABLE TRUST UTA DATED DECEMBER 20 1985 AS AMENDED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SD TRUST CO PO BOX 9175
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FRAMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001701
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0300530
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0300530
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,100 SHARES TJX COMPANIES INC (TJX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-03-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt024848
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TJX COMPANIES INC (TJX)
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MARKETABLE SECURITIES - BNY MELLON 000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0120293
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1194898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0722595
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SCS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01533
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARGERY FELDBERG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0110 RIVERSIDE DRIVE APT 13A
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010024
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS DEPARTMENT OF REVENUE
TaxesSchedule/TaxesDetail/CategoryTxt1DEPARTMENT OF TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGERY FELDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05083902318
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGERY E FELDBERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0042944103
ReturnHeader/Filer/PhoneNum05083902318
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9175
ReturnHeader/Filer/USAddress/CityNm0FRAMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET 17TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNA D POWELL
ReturnHeader/ReturnTs02025-11-17T08:13:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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