Civic Intelligence

Clay Fellowships Charitable Trust

990T • Fiscal year 2021 • EIN 04-3560268

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 10, 2022

Organization ProfileN/A
31 St James Avenue 740Boston, MA 02116

(617) 933-3622

Siviq Scores

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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

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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 2010: $7,661,010Liabilities 2010: $0Net Assets 2010: $7,661,0102010Assets 2011: $7,430,572Liabilities 2011: $0Net Assets 2011: $7,430,5722011Assets 2012: $7,045,143Liabilities 2012: $0Net Assets 2012: $7,045,1432012Assets 2013: $9,110,541Liabilities 2013: $0Net Assets 2013: $9,110,5412013Assets 2014: $8,544,857Liabilities 2014: $0Net Assets 2014: $8,544,8572014Assets 2015: $8,940,599Liabilities 2015: $0Net Assets 2015: $8,940,5992015Assets 2016: $7,480,084Liabilities 2016: $0Net Assets 2016: $7,480,0842016Assets 2017: $7,980,420Liabilities 2017: $0Net Assets 2017: $7,980,4202017Assets 2018: $6,569,535Liabilities 2018: $0Net Assets 2018: $6,569,5352018Assets 2019: $6,412,758Liabilities 2019: $0Net Assets 2019: $6,412,7582019Assets 2020: $5,126,748Liabilities 2020: $0Net Assets 2020: $5,126,7482020Assets 2021: $5,402,149Liabilities 2021: $0Net Assets 2021: $5,402,1492021Assets 2022: $6,019,511Liabilities 2022: $0Net Assets 2022: $6,019,5112022Assets 2023: $6,576,365Liabilities 2023: $0Net Assets 2023: $6,576,3652023Assets 2024: $7,794,437Liabilities 2024: $0Net Assets 2024: $7,794,4372024

Latest loaded filing

2024

Assets$7,794,437
Liabilities$0
Net Assets$7,794,437
Open 2024 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $1,186,974Expenses 2010: $468,044Net Income 2010: $718,9302010Expenses 2011: $389,5322011Expenses 2012: $283,5272012Revenue 2013: $2,557,837Expenses 2013: $441,536Net Income 2013: $2,116,3012013Revenue 2014: -$107,616Expenses 2014: $458,068Net Income 2014: -$565,6842014Revenue 2015: $450,262Expenses 2015: $54,520Net Income 2015: $395,7422015Revenue 2016: -$515,531Expenses 2016: $944,984Net Income 2016: -$1,460,5152016Revenue 2017: $985,832Expenses 2017: $485,496Net Income 2017: $500,3362017Revenue 2018: -$979,243Expenses 2018: $431,642Net Income 2018: -$1,410,8852018Revenue 2019: $285,842Expenses 2019: $457,811Net Income 2019: -$171,9692019Revenue 2020: -$657,136Expenses 2020: $353,087Net Income 2020: -$1,010,2232020Revenue 2021: $415,652Expenses 2021: $395,786Net Income 2021: $19,8662021Revenue 2022: $770,397Expenses 2022: $506,342Net Income 2022: $264,0552022Revenue 2023: $509,585Expenses 2023: $118,635Net Income 2023: $390,9502023Revenue 2024: $1,075,796Expenses 2024: $150,149Net Income 2024: $925,6472024

Latest loaded filing

2024

Revenue$1,075,796
Expenses$150,149
Net Income$925,647
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 10, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

The sole activity of the trust is to make contributions to the smithsonian astrophysical observatory of the smithsonian institution of washington, d.c., a charitable organization that is exempt from tax under code section 501(c)(3) and is a public charity. The funds contributed by the trust will support a post-doctoral fellowship program in astrophysics.

Filing and Contact Details

Filer

Filer Name
Clay Fellowships Charitable Trust
EIN
04-3560268
Phone
6179333622
Address
31 ST JAMES AVENUE 740, BOSTON, MA 02116

Signing Officer

Name
Thomas Clay
Title
Trustee
Phone
6179333622
Signed
2022-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Raw XML Appendix95 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
IRS990T/BooksInCareOfDetail/PersonNm0PAUL MCCOY FAMILY OFFICE SERVICE
IRS990T/BooksInCareOfDetail/PhoneNum06179333622
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt031 ST JAMES AVE SUITE 740
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002116
IRS990T/BookValueAssetsEOYAmt05402149
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt0278
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt072
IRS990T/OverpaymentSection/OverpaymentAmt072
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt072
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-77
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03781
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03704
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03704
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ALTERNATIVE INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt03704
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03704
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0278
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalCreditsAmt0278
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt072
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt0278
IRS990T/TotalUBTIAmt02704
IRS990T/TotalUBTIBeforeNOLSpecificAmt03704
IRS990T/TotalUBTIBeforeSection199AAmt03704
IRS990T/TotalUBTIComputedAmt03704
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS CLAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179333622
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAY FELLOWSHIPS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAULMCCOY FAMILY OFFICE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0CLAY
ReturnHeader/Filer/EIN0043560268
ReturnHeader/Filer/PhoneNum06179333622
ReturnHeader/Filer/USAddress/AddressLine1Txt031 ST JAMES AVENUE 740
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042689883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06174399700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY A KALAJIAN JR CPA
ReturnHeader/ReturnTs02022-10-11T08:13:21-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$0.00$7.79$1.08$0.15$0.93
2023Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.51$0.12$0.39
2022Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.77$0.51$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.42$0.40$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.66$0.35$1.01
2019Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.29$0.46$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.98$0.43$1.41
2017Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.99$0.49$0.50
2016Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.52$0.94$1.46
2015Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.45$0.05$0.40
2014Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.11$0.46$0.57
2013Summary only. Only limited summary data is available for this year.$9.11$0.00$9.11$2.56$0.44$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.00$7.05$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$0.00$7.43$0.39
2010Summary only. Only limited summary data is available for this year.$7.66$0.00$7.66$1.19$0.47$0.72