Civic Intelligence

Northeast Charitable Trust

990PF • Fiscal year 2024 • EIN 04-3078302

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 20, 2025

Organization Profile
24 Federal Street 9th FlrBoston, MA 02110

(617) 523-3588

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

37%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$241,649

Up $16,400 (+7.3%) from 2023

Net Assets

$241,649

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$45,260

Up $12,256 (+37%) from 2023

Expenses

Up

$28,860

Up $1,809 (+6.7%) from 2023

Net Income

Up

$16,400

Up $10,447 (+175%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $268,138Liabilities 2011: $02011Assets 2012: $266,586Liabilities 2012: $02012Assets 2013: $294,905Liabilities 2013: $02013Assets 2014: $287,668Liabilities 2014: $02014Assets 2015: $331,913Liabilities 2015: $02015Assets 2019: $298,631Liabilities 2019: $1Net Assets 2019: $298,6312019Assets 2020: $188,757Liabilities 2020: $1Net Assets 2020: $188,7572020Assets 2021: $219,878Liabilities 2021: $1Net Assets 2021: $219,8782021Assets 2022: $219,296Liabilities 2022: $12022Assets 2023: $225,249Liabilities 2023: $12023Assets 2024: $241,649Liabilities 2024: $0Net Assets 2024: $241,6492024

Highlighted filing

2024

Assets$241,649
Liabilities$0
Net Assets$241,649
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $1,416Expenses 2011: $38,814Net Income 2011: -$37,3982011Revenue 2012: $27,775Expenses 2012: $29,327Net Income 2012: -$1,5522012Revenue 2013: $55,086Expenses 2013: $26,767Net Income 2013: $28,3192013Revenue 2014: $20,152Expenses 2014: $27,389Net Income 2014: -$7,2372014Revenue 2015: $67,804Expenses 2015: $23,617Net Income 2015: $44,1872015Revenue 2019: $77,639Expenses 2019: $108,684Net Income 2019: -$31,0452019Revenue 2020: $99,306Expenses 2020: $209,180Net Income 2020: -$109,8742020Revenue 2021: $62,184Expenses 2021: $31,063Net Income 2021: $31,1212021Revenue 2022: $31,943Expenses 2022: $32,525Net Income 2022: -$5822022Revenue 2023: $33,004Expenses 2023: $27,051Net Income 2023: $5,9532023Revenue 2024: $45,260Expenses 2024: $28,860Net Income 2024: $16,4002024

Highlighted filing

2024

Revenue$45,260
Expenses$28,860
Net Income$16,400
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M MULLIGANTrustee-$0--
JOHN LAWRIE JRTrustee-$0--
JUSTIN OATESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Northeast Charitable Trust
EIN
04-3078302
Phone
6175233588
Address
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110

Signing Officer

Name
Nancy M Mulligan
Title
Trustee
Phone
6175233588
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Investment Management Inc
Address
24 FEDERAL STREET 9TH FL, BOSTON, MA 02110-2516
Preparer
Christopher Harris
Phone
6175233588
Raw XML AppendixShowing 400 of 700 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABB LTD, 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC, 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A, 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM INC, 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC COM, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASML HLDG, 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HATHAWAY INC DEL CL B NEW, 39 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKSTONE GROUP INC COM CL A, 108 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHURCH & DWIGHT CO INC, 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COSTCO WHOLESALE CORP NEW COM, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DANAHER CORP COM, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DEERE & CO, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DISNEY WALT CO DISNEY COM, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HONEYWELL INTL INC COM, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTUITIVE SURGICAL INC, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JOHNSON & JOHNSON COM, 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JP MORGAN CHASE & CO COM, 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LILLY ELI & CO, 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LOCKHEED MARTIN CORP COM, 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19LOWES COS INC COM, 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20META PLATFORMS INC, 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP COM, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NEXTERA ENERGY INC COM, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NVIDIA CORP, 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PROCTER & GAMBLE CO COM, 77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SERVICENOW INC, 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26THERMO FISHER SCIENTIFIC INC COM, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TJX COS INC NEW COM, 170 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNION PAC CORP COM, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITED RENTALS INC, 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VISA INC COM CL A, 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALMART INC COM, 183 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WASTE MGMT INC, 50 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ADOBE SYS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NVIDIA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KENVUE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3KENVUE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CVS HEALTH CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AKAMAI TECHNOLOGIES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NVIDIA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ABB LTD SPONS ADS ISIN#US0003752047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NVIDIA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LOCKHEED MARTIN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10META PLATFORMS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COSTCO WHOLESALE CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AMAZON COM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ABB LTD SPONS ADS ISIN#US0003752047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038309
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016400
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0241649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0225249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0241649
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0541
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0541
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0541
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01067
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0526
IRS990PF/DistributableAmountGrp/TotalTaxAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01069
IRS990PF/FMVAssetsEOYAmt0632141
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0334070
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0334070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0207571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0219576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0608328
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09265
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09265
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011005
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-108821
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-92421
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012808
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012808
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0225249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0241649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0632141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0225249
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0241649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0225249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0241649
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0351
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021323
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0325
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01067
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021349
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021674
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M MULLIGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN LAWRIE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUSTIN OATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt024 FEDERAL STREET 9TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt124 FEDERAL STREET 9TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224 FEDERAL STREET 9TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt021103
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt021103
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/IndividualWithBooksNm0NORTHEAST INVESTMENT MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024 FEDERAL STREET 9TH FLR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021102301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08884041557
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$241,649
Liabilities
$0
Net assets
$241,649
Revenue
$45,260
Expenses
$28,860
Net income
$16,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.45$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$0.33$0.27$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$0.32$0.33$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.20$0.00$2.20$0.62$0.31$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.99$2.09$1.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.78$1.09$0.31
2015Summary only. Only limited summary data is available for this year.$3.32$0.00$0.68$0.24$0.44
2014Summary only. Only limited summary data is available for this year.$2.88$0.00$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$0.55$0.27$0.28
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$0.28$0.29$0.02
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$0.01$0.39$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits