Civic Intelligence

Bvm Foundation

990PF • Fiscal year 2024 • EIN 04-3569443

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization Profile
C/O Fiduciary Trust CO PO Box 5Boston, MA 02205-5806

(978) 371-1700

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

20th percentile

-2.8%

Faster asset growth than 20% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-0.1%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,953,198

Down $341,991 (-2.8%) from 2023

Net Assets

Down

$11,953,198

Down $341,991 (-2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Down

$729,960

Down $572 (-0.1%) from 2023

Expenses

Down

$1,071,939

Down $39,578 (-3.6%) from 2023

Net Income

Up

-$341,979

Up $39,006 (+10%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,628Liabilities 2011: $02011Assets 2012: $7,630Liabilities 2012: $02012Assets 2013: $7,631Liabilities 2013: $02013Assets 2014: $7,632Liabilities 2014: $02014Assets 2015: $7,632Liabilities 2015: $02015Assets 2019: $6,445Liabilities 2019: $02019Assets 2020: $12,823,248Liabilities 2020: $0Net Assets 2020: $12,823,2482020Assets 2021: $12,990,348Liabilities 2021: $0Net Assets 2021: $12,990,3482021Assets 2022: $12,676,191Liabilities 2022: $0Net Assets 2022: $12,676,1912022Assets 2023: $12,295,189Liabilities 2023: $0Net Assets 2023: $12,295,1892023Assets 2024: $11,953,198Liabilities 2024: $0Net Assets 2024: $11,953,1982024

Highlighted filing

2024

Assets$11,953,198
Liabilities$0
Net Assets$11,953,198
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $6Expenses 2011: $35Net Income 2011: -$292011Revenue 2012: $2Expenses 2012: $0Net Income 2012: $22012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $122Expenses 2019: $300Net Income 2019: -$1782019Revenue 2020: $20,907,184Expenses 2020: $57,008Net Income 2020: $20,850,1762020Revenue 2021: $417,902Expenses 2021: $635,092Net Income 2021: -$217,1902021Revenue 2022: $312,799Expenses 2022: $1,097,882Net Income 2022: -$785,0832022Revenue 2023: $730,532Expenses 2023: $1,111,517Net Income 2023: -$380,9852023Revenue 2024: $729,960Expenses 2024: $1,071,939Net Income 2024: -$341,9792024

Highlighted filing

2024

Revenue$729,960
Expenses$1,071,939
Net Income-$341,979
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUKESH CHATTERTrustee-$0--
PRITI CHATTERTrustee-$0--
SONAL CHATTERTrustee-$0--
SAEJAL CHATTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bvm Foundation
EIN
04-3569443
Phone
9783711700
Address
C/O FIDUCIARY TRUST CO PO BOX 5, BOSTON, MA 02205-5806

Signing Officer

Name
Priti H Chatter
Title
Trustee
Phone
9783711700
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company
Address
PO BOX 55806, BOSTON, MA 02205-5806
Preparer
John Avila
Phone
6174825270
Raw XML Appendix327 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ITHAN CREEK INVESTORS LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GLOBAL LONG SHORT SPV II LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LATERAL BVM FEEDER, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LEADER ZINVEST, LLC
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01054013
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01052266
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST PARTNERSHIP CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01114
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0550367
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01449
TaxesSchedule/TaxesDetail/Amt017110
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRITI H CHATTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783711700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BVM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BVM
ReturnHeader/Filer/EIN0043569443
ReturnHeader/Filer/PhoneNum09783711700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FIDUCIARY TRUST CO PO BOX 5
ReturnHeader/Filer/USAddress/CityNm0BOSTON
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ReturnHeader/Filer/USAddress/ZIPCd0022055806
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041309690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022055806
ReturnHeader/PreparerPersonGrp/PhoneNum06174825270
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN AVILA
ReturnHeader/ReturnTs02025-11-12T13:01:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,953,198
Liabilities
$0
Net assets
$11,953,198
Revenue
$729,960
Expenses
$1,071,939
Net income
-$341,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.73$1.07$0.34
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.73$1.11$0.38
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.31$1.10$0.79
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.42$0.64$0.22
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$20.9$0.06$20.9
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00