Civic Intelligence

The Charlotte Foundation Inc

990T • Fiscal year 2020 • EIN 04-3493343

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
100 High Street 27th FloorBoston, MA 02110

(617) 868-1910

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,988,292Liabilities 2011: $02011Assets 2012: $2,133,767Liabilities 2012: $02012Assets 2013: $2,011,877Liabilities 2013: $02013Assets 2014: $3,146,823Liabilities 2014: $02014Assets 2015: $3,673,141Liabilities 2015: $02015Assets 2019: $5,016,888Liabilities 2019: $0Net Assets 2019: $5,016,8882019Assets 2020: $6,205,380Liabilities 2020: $0Net Assets 2020: $6,205,3802020Assets 2021: $8,427,730Liabilities 2021: $0Net Assets 2021: $8,427,7302021Assets 2022: $6,166,412Liabilities 2022: $0Net Assets 2022: $6,166,4122022Assets 2023: $7,020,959Liabilities 2023: $0Net Assets 2023: $7,020,9592023Assets 2024: $7,990,682Liabilities 2024: $0Net Assets 2024: $7,990,6822024

Latest loaded filing

2024

Assets$7,990,682
Liabilities$0
Net Assets$7,990,682
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $52,098Expenses 2011: $223,679Net Income 2011: -$171,5812011Revenue 2012: $319,932Expenses 2012: $174,457Net Income 2012: $145,4752012Revenue 2013: $96,303Expenses 2013: $218,438Net Income 2013: -$122,1352013Revenue 2014: $1,356,095Expenses 2014: $205,182Net Income 2014: $1,150,9132014Revenue 2015: $670,756Expenses 2015: $144,438Net Income 2015: $526,3182015Revenue 2019: $213,807Expenses 2019: $172,903Net Income 2019: $40,9042019Revenue 2020: $524,130Expenses 2020: $307,644Net Income 2020: $216,4862020Revenue 2021: $2,599,535Expenses 2021: $465,923Net Income 2021: $2,133,6122021Revenue 2022: $632,953Expenses 2022: $744,959Net Income 2022: -$112,0062022Revenue 2023: $965,168Expenses 2023: $628,155Net Income 2023: $337,0132023Revenue 2024: $839,560Expenses 2024: $707,738Net Income 2024: $131,8222024

Latest loaded filing

2024

Revenue$839,560
Expenses$707,738
Net Income$131,822
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Charlotte Foundation Inc
EIN
04-3493343
Phone
6178681910
Address
100 High Street 27th Floor, Boston, MA 02110

Signing Officer

Name
Peter Thorne
Title
Director
Phone
6178681910
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Barbara J McGuan CPA
Phone
2077752387
Raw XML Appendix82 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt03057
IRS1120ScheduleD/NetCapitalGainAmt03057
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt03057
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt03057
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt03057
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt03057
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0Peter Thorne
IRS990T/BooksInCareOfDetail/PhoneNum06178681910
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt019 Arlington St
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Cambridge
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002140
IRS990T/BookValueAssetsEOYAmt03713389
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt04200
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04200
IRS990T/OverpaymentSection/OverpaymentAmt04200
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt03057
IRS990TScheduleA/NetOperatingLossDeductionAmt02762
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt03130
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02835
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05892
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05892
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Unrelated business income recieved from investments reported on K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt02762
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04200
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Thorne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06178681910
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charlotte Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043493343
ReturnHeader/Filer/PhoneNum06178681910
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 High Street 27th Floor
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010523282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berry Dunn McNeil & Parker LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041041100
ReturnHeader/PreparerPersonGrp/PhoneNum02077752387
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara J McGuan CPA
ReturnHeader/ReturnTs02021-11-12T12:39:21-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Peter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Thorne
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.84$0.71$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.97$0.63$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.63$0.74$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$2.60$0.47$2.13
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.52$0.31$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.21$0.17$0.04
2015Summary only. Only limited summary data is available for this year.$3.67$0.00$0.67$0.14$0.53
2014Summary only. Only limited summary data is available for this year.$3.15$0.00$1.36$0.21$1.15
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.10$0.22$0.12
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.32$0.17$0.15
2011Summary only. Only limited summary data is available for this year.$1.99$0.00$0.05$0.22$0.17