Civic Intelligence

Elia Philanthropies

990PF • Fiscal year 2018 • EIN 04-3428609

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
Northstar 880 Winter St No 350Waltham, MA 02451-1465

(781) 466-8448

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$18,425,874

Down $407,592 (-2.2%) from 2017

Net Assets

Down

$18,425,874

Down $407,592 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin9th percentile

Revenue

Down

$1,234,453

Down $1,008,614 (-45%) from 2017

Expenses

Up

$1,642,045

Up $1,136,972 (+225%) from 2017

Net Income

Down

-$407,592

Down $2,145,586 (-123%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2010: $15,804,092Liabilities 2010: $0Net Assets 2010: $15,804,0922010Assets 2011: $15,491,157Liabilities 2011: $12011Assets 2012: $14,924,796Liabilities 2012: $0Net Assets 2012: $14,924,7962012Assets 2013: $14,194,743Liabilities 2013: $0Net Assets 2013: $14,194,7432013Assets 2014: $17,563,591Liabilities 2014: $0Net Assets 2014: $17,563,5912014Assets 2015: $17,793,970Liabilities 2015: $0Net Assets 2015: $17,793,9702015Assets 2016: $17,095,472Liabilities 2016: $0Net Assets 2016: $17,095,4722016Assets 2017: $18,833,466Liabilities 2017: $0Net Assets 2017: $18,833,4662017Assets 2018: $18,425,874Liabilities 2018: $0Net Assets 2018: $18,425,8742018Assets 2019: $18,371,982Liabilities 2019: $0Net Assets 2019: $18,371,9822019Assets 2020: $16,913,072Liabilities 2020: $0Net Assets 2020: $16,913,0722020Assets 2021: $21,677,655Liabilities 2021: $0Net Assets 2021: $21,677,6552021Assets 2022: $31,638,489Liabilities 2022: $0Net Assets 2022: $31,638,4892022Assets 2023: $37,225,865Liabilities 2023: $0Net Assets 2023: $37,225,8652023Assets 2024: $53,604,494Liabilities 2024: $15,051,177Net Assets 2024: $38,553,3172024

Highlighted filing

2018

Assets$18,425,874
Liabilities$0
Net Assets$18,425,874
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $475,0412010Revenue 2011: $304,866Expenses 2011: $617,801Net Income 2011: -$312,9352011Expenses 2012: $943,3542012Revenue 2013: $698,387Expenses 2013: $1,428,440Net Income 2013: -$730,0532013Revenue 2014: $5,375,939Expenses 2014: $2,007,091Net Income 2014: $3,368,8482014Revenue 2015: $1,265,433Expenses 2015: $1,543,118Net Income 2015: -$277,6852015Revenue 2016: $780,106Expenses 2016: $1,478,604Net Income 2016: -$698,4982016Revenue 2017: $2,243,067Expenses 2017: $505,073Net Income 2017: $1,737,9942017Revenue 2018: $1,234,453Expenses 2018: $1,642,045Net Income 2018: -$407,5922018Revenue 2019: $1,495,309Expenses 2019: $1,549,201Net Income 2019: -$53,8922019Revenue 2020: $205,568Expenses 2020: $1,667,961Net Income 2020: -$1,462,3932020Revenue 2021: $19,737,093Expenses 2021: $1,719,261Net Income 2021: $18,017,8322021Revenue 2022: $15,567,090Expenses 2022: $2,097,538Net Income 2022: $13,469,5522022Revenue 2023: $7,287,828Expenses 2023: $1,749,221Net Income 2023: $5,538,6072023Revenue 2024: $5,525,209Expenses 2024: $17,888,646Net Income 2024: -$12,363,4372024

Highlighted filing

2018

Revenue$1,234,453
Expenses$1,642,045
Net Income-$407,592
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN C PAYSONTrustee-$0--
MELINDA B PAYSONTrustee-$0--
ROBERT L CARSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kiva Foundation
EIN
04-3428609
Phone
7814668448
Address
NORTHSTAR 880 WINTER ST NO 350, WALTHAM, MA 02451-1465

Signing Officer

Name
Robert L Carson
Title
Trustee
Phone
7814668448
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Northstar Advisors LLC
Address
880 WINTER ST STE 350, WALTHAM, MA 02451-1465
Preparer
Keith E Herzog
Phone
7814668448
Raw XML AppendixShowing 400 of 560 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GOLDMAN SACHS #66318-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GOLDMAN SACHS #66318-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GOLDMAN SACHS #XX233-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GOLDMAN SACHS #XX233-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0867759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-407592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018425874
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018833466
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018425874
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01140868
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01140868
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01140868
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01150996
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010128
IRS990PF/DistributableAmountGrp/TotalTaxAmt010128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt044000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt044000
IRS990PF/FMVAssetsEOYAmt020664063
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012514205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012210527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011621455
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05896059
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01901203
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04689509
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018823466
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt018415874
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01745
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018833466
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018425874
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020664063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018833466
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018425874
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018833466
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018425874
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0422063
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04312399
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04351354
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023370467
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023369502
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0350557
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01150996
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023019910
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023370467
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0NORMAN C PAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELINDA B PAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT L CARSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt032161 SOUTH COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt132161 SOUTH COAST HIGHWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O NORTHSTAR 880 WINTER ST STE 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAGUNA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGUNA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0926516869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1926516869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2024511465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01333267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01343395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0352000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01325688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01320461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01786561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01267570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.015730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.086979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023019910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022377454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021563522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt023478667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt020540027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018327167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01359000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289591
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01348872
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01359000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt010128
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01359000
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/IndividualWithBooksNm0ROBERT L CARSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0NORTHSTAR ADVISORS LLC 880 WINTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0ST STE 350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALTHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0024511465
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814668448
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NORMAN C PAYSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt832000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASPENSANTA FE BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALIFORNIA COMMUNITY FOUNDATION WILDFIRE RELIEF FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CALIFORNIA FIRE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY OF HOPE NATIONAL MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COLUMBIA UNIVERSITY MAILMAN SCHOOL OF PUBLIC HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONCORD HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DARTMOUTH MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MASSACHUSETTS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9PANCREATIC CANCER ACTION NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,425,874
Liabilities
$0
Net assets
$18,425,874
Revenue
$1,234,453
Expenses
$1,642,045
Net income
-$407,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.6$15.1$38.6$5.53$17.9$12.4
2023Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$7.29$1.75$5.54
2022Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$15.6$2.10$13.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.00$21.7$19.7$1.72$18.0
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.21$1.67$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$1.50$1.55$0.05
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.23$1.64$0.41
2017Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$2.24$0.51$1.74
2016Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.78$1.48$0.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$1.27$1.54$0.28
2014Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$5.38$2.01$3.37
2013Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.70$1.43$0.73
2012Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.94
2011Summary only. Only limited summary data is available for this year.$15.5$0.00$0.30$0.62$0.31
2010Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.48