Civic Intelligence

The Devonshire Foundation Co Howland Capital

990T • Fiscal year 2021 • EIN 04-6004808

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
CO Hcm 75 Federal St 1100Boston, MA 02110-1911

(617) 357-9110

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.

$40M$30M$20M$10M$0Assets 2011: $31,729,329Liabilities 2011: $0Net Assets 2011: $31,729,3292011Assets 2012: $31,128,181Liabilities 2012: $0Net Assets 2012: $31,128,1812012Assets 2013: $32,856,648Liabilities 2013: $02013Assets 2014: $33,306,424Liabilities 2014: $0Net Assets 2014: $33,306,4242014Assets 2015: $33,922,086Liabilities 2015: $0Net Assets 2015: $33,922,0862015Assets 2017: $34,892,067Liabilities 2017: $0Net Assets 2017: $34,892,0672017Assets 2018: $36,959,922Liabilities 2018: $0Net Assets 2018: $36,959,9222018Assets 2019: $39,535,544Liabilities 2019: $0Net Assets 2019: $39,535,5442019Assets 2020: $37,682,386Liabilities 2020: $0Net Assets 2020: $37,682,3862020Assets 2021: $38,706,243Liabilities 2021: $0Net Assets 2021: $38,706,2432021Assets 2022: $37,151,327Liabilities 2022: $0Net Assets 2022: $37,151,3272022Assets 2023: $36,771,212Liabilities 2023: $0Net Assets 2023: $36,771,2122023Assets 2024: $37,016,295Liabilities 2024: $0Net Assets 2024: $37,016,2952024

Latest loaded filing

2024

Assets$37,016,295
Liabilities$0
Net Assets$37,016,295
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,023,4422011Expenses 2012: $2,178,0692012Revenue 2013: $2,830,863Expenses 2013: $1,102,396Net Income 2013: $1,728,4672013Revenue 2014: $1,851,460Expenses 2014: $1,401,684Net Income 2014: $449,7762014Revenue 2015: $3,148,025Expenses 2015: $2,532,363Net Income 2015: $615,6622015Revenue 2017: $3,361,558Expenses 2017: $2,836,350Net Income 2017: $525,2082017Revenue 2018: $5,098,070Expenses 2018: $3,030,215Net Income 2018: $2,067,8552018Revenue 2019: $5,697,307Expenses 2019: $3,121,685Net Income 2019: $2,575,6222019Revenue 2020: $2,197,748Expenses 2020: $3,965,227Net Income 2020: -$1,767,4792020Revenue 2021: $5,222,680Expenses 2021: $3,639,506Net Income 2021: $1,583,1742021Revenue 2022: $2,827,991Expenses 2022: $4,101,296Net Income 2022: -$1,273,3052022Revenue 2023: $3,820,823Expenses 2023: $3,868,160Net Income 2023: -$47,3372023Revenue 2024: $4,330,611Expenses 2024: $3,902,958Net Income 2024: $427,6532024

Latest loaded filing

2024

Revenue$4,330,611
Expenses$3,902,958
Net Income$427,653
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Devonshire Foundation
EIN
04-6004808
Phone
6173579110
Address
CO HCM 75 FEDERAL ST 1100, BOSTON, MA 02110-1911

Signing Officer

Name
Charles E Clapp Iii
Title
Treasurer
Phone
6173579110
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
David Kelleher CPA
Phone
5083669100
Raw XML Appendix113 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/CapitalGainNetIncomeAmt06585
IRS1120ScheduleD/Form4797GainOrLossAmt052
IRS1120ScheduleD/NetCapitalGainAmt06585
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt06587
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-2
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06535
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-2
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01582
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt14974
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-21
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HCM VENTURE FUND VIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1POMONA CAPITAL VIII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2POMONA CAPITAL VIII CO-INVESTMENT, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt06535
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-2
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0POMONA CAPITAL VIII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-2
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0WESTON HOWLAND III
IRS990T/BooksInCareOfDetail/PhoneNum06173579110
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O HCM 75 FEDERAL ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0021101911
IRS990T/BookValueAssetsEOYAmt038706243
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01
IRS990T/ESPenaltyAmt019
IRS990T/EstimatedTaxPaymentsAmt010000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt08046
IRS990T/OverpaymentSection/OverpaymentAmt08046
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt06585
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt031
IRS990TScheduleA/OtherIncomeAmt024
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt031
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03638
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010247
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010247
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt010216
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt010216
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01935
IRS990T/TaxLessCreditsAmt01935
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt010000
IRS990T/TotalTaxAmt01935
IRS990T/TotalTaxComputationAmt01935
IRS990T/TotalUBTIAmt09215
IRS990T/TotalUBTIBeforeNOLSpecificAmt010215
IRS990T/TotalUBTIBeforeSection199AAmt010215
IRS990T/TotalUBTIComputedAmt010216
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E CLAPP III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579110
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DEVONSHIRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DEVO
ReturnHeader/Filer/EIN0046004808
ReturnHeader/Filer/PhoneNum06173579110
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO HCM 75 FEDERAL ST 1100
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021101911
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID KELLEHER CPA
ReturnHeader/ReturnTs02022-11-15T16:32:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAPP III
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
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$4.33$3.90$0.43
2023Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$3.82$3.87$0.05
2022Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$2.83$4.10$1.27
2021Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$5.22$3.64$1.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$2.20$3.97$1.77
2019Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$5.70$3.12$2.58
2018Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$5.10$3.03$2.07
2017Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.36$2.84$0.53
2015Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$3.15$2.53$0.62
2014Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$1.85$1.40$0.45
2013Summary only. Only limited summary data is available for this year.$32.9$0.00$2.83$1.10$1.73
2012Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$2.18
2011Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$3.02