Civic Intelligence

William R and Ruth D Cuming Char Foundation

990PF • Fiscal year 2024 • EIN 04-3423911

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
CO John Cuming 1 Mifflin Pl 405Cambridge, MA 02138

(617) 520-6602

Siviq Scores

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

Liabilities / Assets

94th percentile

0.85x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

3.55x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

3rd percentile

-380%

Higher net margin than 3% 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

5th percentile

-86%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$32,712

Down $199,001 (-86%) from 2023

Net Assets

Down

$4,928

Down $226,785 (-98%) from 2023

Liabilities

Up

$27,784

Up $27,784 from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Up

$7,837

Up $269,569 (+103%) from 2023

Expenses

Down

$37,603

Down $183,668 (-83%) from 2023

Net Income

Up

-$29,766

Up $453,237 (+94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,540,207Liabilities 2011: $02011Assets 2012: $1,457,321Liabilities 2012: $0Net Assets 2012: $1,457,3212012Assets 2013: $1,377,692Liabilities 2013: $0Net Assets 2013: $1,377,6922013Assets 2014: $1,308,059Liabilities 2014: $0Net Assets 2014: $1,308,0592014Assets 2015: $2,242,170Liabilities 2015: $0Net Assets 2015: $2,242,1702015Assets 2016: $2,167,738Liabilities 2016: $0Net Assets 2016: $2,167,7382016Assets 2017: $2,545,623Liabilities 2017: $0Net Assets 2017: $2,545,6232017Assets 2018: $2,155,630Liabilities 2018: $0Net Assets 2018: $2,155,6302018Assets 2019: $1,844,590Liabilities 2019: $0Net Assets 2019: $1,844,5902019Assets 2020: $1,282,248Liabilities 2020: $0Net Assets 2020: $1,282,2482020Assets 2021: $1,190,993Liabilities 2021: $0Net Assets 2021: $1,190,9932021Assets 2022: $690,125Liabilities 2022: $0Net Assets 2022: $690,1252022Assets 2023: $231,713Liabilities 2023: $0Net Assets 2023: $231,7132023Assets 2024: $32,712Liabilities 2024: $27,784Net Assets 2024: $4,9282024

Highlighted filing

2024

Assets$32,712
Liabilities$27,784
Net Assets$4,928
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $203,823Expenses 2011: $23,845Net Income 2011: $179,9782011Expenses 2012: $6,1552012Revenue 2013: $8,045Expenses 2013: $87,175Net Income 2013: -$79,1302013Revenue 2014: $21,107Expenses 2014: $92,240Net Income 2014: -$71,1332014Revenue 2015: $1,032,303Expenses 2015: $98,784Net Income 2015: $933,5192015Revenue 2016: $21,151Expenses 2016: $134,420Net Income 2016: -$113,2692016Revenue 2017: $538,265Expenses 2017: $158,609Net Income 2017: $379,6562017Revenue 2018: -$170,855Expenses 2018: $214,197Net Income 2018: -$385,0522018Revenue 2019: -$151,071Expenses 2019: $137,004Net Income 2019: -$288,0752019Revenue 2020: -$411,386Expenses 2020: $191,929Net Income 2020: -$603,3152020Revenue 2021: $96,625Expenses 2021: $187,880Net Income 2021: -$91,2552021Revenue 2022: -$301,129Expenses 2022: $199,739Net Income 2022: -$500,8682022Revenue 2023: -$261,732Expenses 2023: $221,271Net Income 2023: -$483,0032023Revenue 2024: $7,837Expenses 2024: $37,603Net Income 2024: -$29,7662024

Highlighted filing

2024

Revenue$7,837
Expenses$37,603
Net Income-$29,766
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W CUMINGTrustee-$0--
JON E STEFFENSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William R & Ruth D Cuming
EIN
04-3423911
Phone
6175206602
Address
CO JOHN CUMING 1 MIFFLIN PL 405, CAMBRIDGE, MA 02138

Signing Officer

Name
John Cuming
Title
Trustee
Phone
6175206602
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Gray Gray & Gray Llp
Address
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Preparer
Bradford G Carlson
Phone
7814070300
Raw XML Appendix338 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03463
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029527
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064650
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN CUMING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 MIFFLIN PL 405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CAMBRIDGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002138
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM MARSH HOUSE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0262
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0262
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0189075
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15624
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22320
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR YEAR ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR YEAR ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CAISSON BREAKWATER GLOBAL OPPORTUNITY FUND - INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CAISSON BREAKWATER GLOBAL OPPORTUNITY FUND - PORTOFLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CAISSON BREAKWATER GLOBAL OPPORTUNITY FUND - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CASTLE SHIELD HOLDINGS, LLC - ORDINARY BUSINESS LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5NEWCO ENERGY LLC - ORDINARY BUSINESS LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6SSE OPPORTUNITY PARTNERS LLC - ORDINARY BUSINESS LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt229
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32424
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt428646
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt515
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32424
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt428646
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6945
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0513
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAISSON BREAKWATER GLOBAL OPPORTUNITY FUND - PORTOFLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0513
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0513
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt30
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASTLE SHIELD HOLDINGS, LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SSE OPPORTUNITY PARTNERS LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2CAISSON BREAKWATER GLOBAL OPPORTUNITIES FUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3LOAN FROM TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015746
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1877
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt21037
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt37624
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CUMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175206602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM R & RUTH D CUMING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0043423911
ReturnHeader/Filer/PhoneNum06175206602
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JOHN CUMING 1 MIFFLIN PL 405
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042088368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 ROYALL STREET SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07814070300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADFORD G CARLSON
ReturnHeader/ReturnTs02025-11-17T15:31:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$32,712
Liabilities
$27,784
Net assets
$4,928
Revenue
$7,837
Expenses
$37,603
Net income
-$29,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.01$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.26$0.22$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.30$0.20$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.10$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.41$0.19$0.60
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.14$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.17$0.21$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.54$0.16$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.02$0.13$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.03$0.10$0.93
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.31$0.00$1.31$0.02$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.09$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.01
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.20$0.02$0.18