Civic Intelligence

Trowbridge Foundation

990PF • Fiscal year 2025 • EIN 04-3372063

Apr 01, 2024 to Mar 31, 2025 • Filed on May 08, 2025

Organization Profile
Choate Hall Stewart PO Box 9610Boston, MA 02196

(207) 775-3496

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

236%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,981,077 (-100%) from 2024

Net Assets

Down

$0

Down $1,981,077 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin90th percentile

Revenue

Up

$165,928

Up $116,604 (+236%) from 2024

Expenses

Down

$96,274

Down $12,093 (-11%) from 2024

Net Income

Up

$69,654

Up $128,697 (+218%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $614,784Liabilities 2012: $02012Assets 2013: $600,004Liabilities 2013: $02013Assets 2014: $639,380Liabilities 2014: $02014Assets 2015: $816,269Liabilities 2015: $02015Assets 2016: $733,800Liabilities 2016: $02016Assets 2020: $1,475,087Liabilities 2020: $02020Assets 2021: $2,160,864Liabilities 2021: $0Net Assets 2021: $2,160,8642021Assets 2022: $2,071,947Liabilities 2022: $0Net Assets 2022: $2,071,9472022Assets 2023: $1,692,279Liabilities 2023: $0Net Assets 2023: $1,692,2792023Assets 2024: $1,981,077Liabilities 2024: $0Net Assets 2024: $1,981,0772024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $51,567Expenses 2012: $44,874Net Income 2012: $6,6932012Revenue 2013: $25,653Expenses 2013: $39,396Net Income 2013: -$13,7432013Revenue 2014: $68,277Expenses 2014: $30,159Net Income 2014: $38,1182014Revenue 2015: $35,706Expenses 2015: $54,839Net Income 2015: -$19,1332015Revenue 2016: $28,546Expenses 2016: $55,761Net Income 2016: -$27,2152016Revenue 2020: $711,889Expenses 2020: $98,462Net Income 2020: $613,4272020Revenue 2021: $271,092Expenses 2021: $114,745Net Income 2021: $156,3472021Revenue 2022: $252,405Expenses 2022: $112,961Net Income 2022: $139,4442022Revenue 2023: $10,392Expenses 2023: $124,390Net Income 2023: -$113,9982023Revenue 2024: $49,324Expenses 2024: $108,367Net Income 2024: -$59,0432024Revenue 2025: $165,928Expenses 2025: $96,274Net Income 2025: $69,6542025

Highlighted filing

2025

Revenue$165,928
Expenses$96,274
Net Income$69,654
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin T AbatiTrustee-$0--
Caroline W MorongTrustee-$0--
Wayne P MorongTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trowbridge Foundation
EIN
04-3372063
Address
Choate Hall Stewart PO Box 9610, Boston, MA 02196

Signing Officer

Name
Kristin T Abati
Title
Trustee
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Purdy Powers & Company
Address
130 Middle Street, Portland, ME 04101
Preparer
Derek K Markgren CPA
Phone
2077753496
Raw XML Appendix294 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012013
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt066301
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078314
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062931
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt066301
LiquidationExplanationStmt/ExplanationTxt0See attached termination agreement signed 2/7/2025 which directs that all remaining assets of the Foundaiton be transferred to the Morong Family Charitable Fund, a donor advised fund admninistered by Fidelity Charitable.. Following said agreement between March 5th and March 7th of 2025, assets were transferred with a fair market value of $1,983,396.91 and cost basis of $1,563,828.71 (see attached schedule). Additionally, cash in the amount of $66,043.95 was transferred with the remaining $5,000 to be transferred upon completion of the final 990PF return. The remaining Federal refund of $4,439 will also be transferred once received.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02054441
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Transfer of Foundation Assets to Donor Advised Fund
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA Form PC Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03710
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08379
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015560
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin T Abati
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trowbridge Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TROW
ReturnHeader/Filer/EIN0043372063
ReturnHeader/Filer/ForeignPhoneNum016172485000
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate Hall Stewart PO Box 9610
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010463013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Purdy Powers & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 Middle Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004101
ReturnHeader/PreparerPersonGrp/PhoneNum02077753496
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Derek K Markgren CPA
ReturnHeader/ReturnTs02025-05-08T13:23:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$165,928
Expenses
$96,274
Net income
$69,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$0.10$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.05$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.01$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.25$0.11$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.27$0.11$0.16
2020Summary only. Only limited summary data is available for this year.$1.48$0.00$0.71$0.10$0.61
2016Summary only. Only limited summary data is available for this year.$0.73$0.00$0.03$0.06$0.03
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.04$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.07$0.03$0.04
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.03$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.05$0.04$0.01