Civic Intelligence

The Bromley Charitable Trust

EIN 04-3237138 • Westwood, MA

299 Clapboardtree StreetWestwood, MA 02090
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-5.7%

Higher net margin than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2022

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

48%

Faster revenue growth than 82% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$13,798,871

Down $362,722 (-2.6%) from 2023

Liabilities

Up

$26,241

Up $24,743 (+1652%) from 2023

Net Assets

$13,772,630

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue23rd percentileNet Margin25th percentile

Revenue

Up

$6,828,428

Up $2,209,143 (+48%) from 2023

Expenses

Up

$7,215,893

Up $4,230,946 (+142%) from 2023

Net Income

Down

-$387,465

Down $2,021,803 (-124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $5,232,974Liabilities 2011: $02011Assets 2012: $6,129,001Liabilities 2012: $02012Assets 2013: $7,481,291Liabilities 2013: $02013Assets 2014: $7,095,758Liabilities 2014: $02014Assets 2015: $7,642,493Liabilities 2015: $02015Assets 2019: $10,074,661Liabilities 2019: $0Net Assets 2019: $10,074,6612019Assets 2020: $11,873,756Liabilities 2020: $1Net Assets 2020: $12,044,7632020Assets 2021: $15,855,520Liabilities 2021: $11,9852021Assets 2022: $12,529,972Liabilities 2022: $4,215Net Assets 2022: $12,525,7572022Assets 2023: $14,161,593Liabilities 2023: $1,4982023Assets 2024: $13,798,871Liabilities 2024: $26,241Net Assets 2024: $13,772,6302024

Highlighted filing

2024

Assets$13,798,871
Liabilities$26,241
Net Assets$13,772,630
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,090,466Expenses 2011: $2,765,456Net Income 2011: -$1,674,9902011Revenue 2012: $3,592,679Expenses 2012: $2,692,103Net Income 2012: $900,5762012Revenue 2013: $3,207,528Expenses 2013: $1,853,466Net Income 2013: $1,354,0622013Revenue 2014: $2,656,331Expenses 2014: $3,044,733Net Income 2014: -$388,4022014Revenue 2015: $5,010,756Expenses 2015: $4,470,287Net Income 2015: $540,4692015Revenue 2019: $2,113,712Expenses 2019: $2,045,177Net Income 2019: $68,5352019Revenue 2020: $4,096,003Expenses 2020: $2,149,350Net Income 2020: $1,946,6532020Revenue 2021: $7,933,801Expenses 2021: $4,132,385Net Income 2021: $3,801,4162021Revenue 2022: $682,837Expenses 2022: $4,000,615Net Income 2022: -$3,317,7782022Revenue 2023: $4,619,285Expenses 2023: $2,984,947Net Income 2023: $1,634,3382023Revenue 2024: $6,828,428Expenses 2024: $7,215,893Net Income 2024: -$387,4652024

Highlighted filing

2024

Revenue$6,828,428
Expenses$7,215,893
Net Income-$387,465
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,798,871
Liabilities
$26,241
Net assets
$13,772,630
Revenue
$6,828,428
Expenses
$7,215,893
Net income
-$387,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.03$13.8$6.83$7.22$0.39
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.00$4.62$2.98$1.63
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.68$4.00$3.32
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.01$7.93$4.13$3.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$12.0$4.10$2.15$1.95
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$2.11$2.05$0.07
2015Summary only. Only limited summary data is available for this year.$7.64$0.00$5.01$4.47$0.54
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$2.66$3.04$0.39
2013Summary only. Only limited summary data is available for this year.$7.48$0.00$3.21$1.85$1.35
2012Summary only. Only limited summary data is available for this year.$6.13$0.00$3.59$2.69$0.90
2011Summary only. Only limited summary data is available for this year.$5.23$0.00$1.09$2.77$1.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE FARMERTrustee-$121,500$21,880$143,380
DUNCAN MCFARLANDTrustee-$0--
ELLEN B MCFARLANDTrustee-$0--
NANCY E DEMPZETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bromley Charitable Trust
EIN
04-3237138
Phone
6175233588
Address
299 CLAPBOARDTREE STREET, WESTWOOD, MA 02090

Signing Officer

Name
Duncan M Mcfarland
Title
Trustee
Phone
6175233588
Signed
2025-10-20
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 719 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONDUIT ELECTION STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE BROMLEY CHARITABLE TRUST 04-3237138THE FOUNDATION FOR TAX YEAR 2024 HAS ELECTED TO BE TREATED AS A CONDUIT PURSUANT TO THE PROVISIONS OF CODE SECTION 170(B) (1) (F) (II). THE DISTRIBUTABLE INCOME FOR THE CURRENT YEAR IS $429,547. THE FOUNDATION MADE GRANTS OF $6,683,466 TO VARIOUS CHARITABLE ORGANIZATIONS IN 2024. THESE GRANTS CREATED AN EXCESS DISTRIBUTION OF $6,253,919 FOR THE CURRENT YEAR. DUNCAN MCFARLAND CONTRIBUTED CASH AND SECURITIES OF $6,512,521 TO THE FOUNDATION DURING 2024. THE FOUNDATION NEEDED TO DISTRIBUTE $258,602 BY MARCH 15, 2025, IN ORDER TO MEET THE REQUIREMENTS OF THE ABOVE-REFERENCED CODE SECTION. THE FOUNDATION HAS EXCESS DISTRIBUTION CARRYOVER OF $10,523,966 FROM TAX YEAR 2023. THEREFORE, WE APPLY UNUSED EXCESS DISTRIBUTION TO FULFILL THE AMOUNT OF $258,602 BY MARCH 15, 2025.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEDROCK GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRIDGE BOSTON CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOSTON HIGHER GROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BUCKLAND CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHRISTMAS IN THE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HALE EDUCATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HOME FOR LITTLE WANDERERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HUNTINGDON VALLEY CEMETERY & CHAPEL CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8INSTITUTE FOR MUSICAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MANOMET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MARION INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NORTHEAST WILDERNESS TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PANTHERA

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