Civic Intelligence

Clay Fellowships Charitable Trust

990 • Fiscal year 2022 • EIN 04-3560268

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 05, 2023

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

(617) 933-3622

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,019,511

Up $617,362 (+11%) from 2021

Net Assets

Up

$6,019,511

Up $617,362 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin82nd percentile

Revenue

Up

$770,397

Up $354,745 (+85%) from 2021

Expenses

Up

$506,342

Up $110,556 (+28%) from 2021

Net Income

Up

$264,055

Up $244,189 (+1229%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

Highlighted filing

2022

Assets$6,019,511
Liabilities$0
Net Assets$6,019,511
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2022

Revenue$770,397
Expenses$506,342
Net Income$264,055
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$1,890,562
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.

The sole activity of the trust is to make contributions to the smithsonian astrophysical observatory of the smithsonian institution of washington, dc, a 501(c)(3) public charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,402,149$6,019,511▲ $617,362
Investments in Publicly Traded Securities$2,991,439$2,993,899▲ $2,460
Investments Other Securities$2,290,233$2,949,005▲ $658,772
Cash and Non-Interest-Bearing Accounts$120,477$76,607▼ $43,870
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,402,149$6,019,511▲ $617,362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,402,149$6,019,511▲ $617,362
Total Liabilities and Net Assets / Fund Balance$5,402,149$6,019,511▲ $617,362

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$176,223--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Charles AlcockTrustee
EDWARD A O'NEALTrustee
Lisa KewleyTrustee
Thomas ClayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$770,792
Other Revenue
$-395
Change in Net Assets
$264,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$409,993
Other Expenses$96,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$409,993--$409,993
Fees for Service Investment Mgmnt Fees-$13,373-$13,373
Fees for Services Accounting-$6,050-$6,050
Other Expenses-$187-$187
All Other Expenses-$70-$70
Total Functional Expenses$409,993$96,349$0$506,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Smithsonian Astrophysical ObservatoryCambridge, MA501(c)(3)Contribution to Post-doctoral Fellowship$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization did not provide a full copy to its governing body before filing the form.”

Form 990, Part VI, Section B, Line 12

“The organization does not have a conflict of interest policy available.”

Form 990, Part VI, Section C, Line 19

“The clay fellowships charitable trust makes its governing documents and financial statements available to the public by written request to: paul | mccoy family office services llp, 31 st. James avenue suite 740, boston, ma 02116. There is no conflict of interest policy available.”

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
2023-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Clay
Formed
2001
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Return of capital - willams companies inc 1,520. Nondividend distributions 3. Partnership distributions 21,300.”

Raw XML AppendixShowing 400 of 443 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SOLE ACTIVITY OF THE TRUST IS TO MAKE CONTRIBUTIONS TO THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY OF THE SMITHSONIAN INSTITUTION OF WASHINGTON, DC, A 501(C)(3) PUBLIC CHARITY.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt070
IRS990/AllOtherExpensesGrp/TotalAmt070
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL MCCOY FAMILY OFFICE SERVICES LLP
IRS990/BooksInCareOfDetail/PhoneNum06179333622
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt031 ST JAMES AVE SUITE 740
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002116
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0120477
IRS990/CashNonInterestBearingGrp/EOYAmt076607
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0409993
IRS990/CYInvestmentIncomeAmt0770792
IRS990/CYOtherExpensesAmt096349
IRS990/CYOtherRevenueAmt0-395
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0264055
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0506342
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0770397
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FELLOWSHIP DISTRIBUTION TO THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY OF THE SMITHSONIAN INSTITUTE OF WASHINGTON, D.C. THE FUNDS CONTRIBUTED BY THE TRUST WILL SUPPORT A POST-DOCTORAL FELLOWSHIP PROGRAM IN ASTROPHYSICS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0409993
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06050
IRS990/FeesForServicesAccountingGrp/TotalAmt06050
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013373
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013373
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES ALCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARD A O'NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS CLAY
IRS990/Form990PartVIISectionAGrp/PersonNm3LISA KEWLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0605516
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0409993
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0409993
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0409993
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01725681
IRS990/GrossReceiptsAmt01890562
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0165276
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0165276
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02290233
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02949005
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02991439
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02993899
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01120165
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05402149
IRS990/NetAssetsOrFundBalancesEOYAmt06019511
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0605516
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0605516
IRS990/NetUnrelatedBusTxblIncmAmt0846
IRS990/NetUnrlzdGainsLossesInvstAmt0330484
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt022823
IRS990/OtherExpensesGrp/Desc0MA UBI TAXES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc3ADR FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28463
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3187
IRS990/OtherExpensesGrp/TotalAmt0139
IRS990/OtherExpensesGrp/TotalAmt168067
IRS990/OtherExpensesGrp/TotalAmt28463
IRS990/OtherExpensesGrp/TotalAmt3187
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-395
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-395
IRS990/OtherRevenueTotalAmt0-395
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS CLAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0367114
IRS990/PYInvestmentIncomeAmt0410652
IRS990/PYOtherExpensesAmt028672
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt019866
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0395786
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0415652
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0264055
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05402149
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06019511
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0287637
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0123318
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0122756
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0403
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0164881
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0122915
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt096210
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt028664
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0191427
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt094654
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt094654
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0219054
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0219332
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt0278
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt080456
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0219332
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt0101626
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0219054
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0219054
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0506203
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0506203
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01530503
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0395778
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0353017
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0402709
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0378999
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt0320680
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02036706
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0506203
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0395778
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0353017
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0402709
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0378999
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01851183
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt096210
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0409993
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0219054
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0409993
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0506203
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SMITHSONIAN IS THE RECIPIENT OF THE FUNDS. THEY IN TURN FUND A POST-DOCTORAL FELLOWSHIP PROGRAM AT THE HARVARD-SMITHSONIAN CENTER FOR ASTROPHYSICS (CFA). THE SMITHSONIAN ALSO HAS THE POWER TO APPOINT A TRUSTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION HAS ONLY ONE SUPPORTED ORGANIZATION, THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY. THEY IN TURN FUND A POST-DOCTORAL FELLOWSHIP PROGRAM AT THE HARVARD-SMITHSONIAN CENTER FOR ASTROPHYSICS (CFA). THE SMITHSONIAN ALSO HAS THE POWER TO APPOINT A TRUSTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06154939
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06362048
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06154939
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06362048
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt092324
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt095431
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06062615
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06266617
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0212192
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0219332
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06154939
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06362048
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0212192
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0219332
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530206027
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0409993
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SMITHSONIAN ASTROPHYSICAL OBSERVATORY OF THE SMITHSONIAN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0409993
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0233329
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12488549
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt235766
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt315138
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4176223
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BLACK STONE MINERAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ECP LIQUID FUND 1
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CVR
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CALUMET SPECIALTY PRODUCTS PARTNERS, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02949005
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0409993
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTION TO POST-DOCTORAL FELLOWSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SMITHSONIAN ASTROPHYSICAL OBSERVATORY
IRS990ScheduleI/RecipientTable/RecipientEIN0530206027
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt060 GARDEN ST MS 45 CAMBRIDGE MA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt002138
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0021381516
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT PROVIDE A FULL COPY TO ITS GOVERNING BODY BEFORE FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CLAY FELLOWSHIPS CHARITABLE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST TO: PAUL | MCCOY FAMILY OFFICE SERVICES LLP, 31 ST. JAMES AVENUE SUITE 740, BOSTON, MA 02116. THERE IS NO CONFLICT OF INTEREST POLICY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN OF CAPITAL - WILLAMS COMPANIES INC 1,520. NONDIVIDEND DISTRIBUTIONS 3. PARTNERSHIP DISTRIBUTIONS 21,300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05402149
IRS990/TotalAssetsEOYAmt06019511
IRS990/TotalAssetsGrp/BOYAmt05402149
IRS990/TotalAssetsGrp/EOYAmt06019511
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt096349
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0409993
IRS990/TotalFunctionalExpensesGrp/TotalAmt0506342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05402149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06019511
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0409993
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0770792
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0770397
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05402149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06019511
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,019,511
Liabilities
$0
Net assets
$6,019,511
Revenue
$770,397
Expenses
$506,342
Net income
$264,055
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits