Civic Intelligence

D Blakely Hoar Trust Uwill # 0703900

990PF • Fiscal year 2024 • EIN 04-6012203

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 23, 2025

Nutter Mcclennen Fishllp Pob 514Boston, MA 02205

(617) 439-2498

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-9.6%

Higher net margin than 26% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$723,479

Down $28,429 (-3.8%) from 2023

Net Assets

Down

$723,479

Down $28,429 (-3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$59,525

Down $54,457 (-48%) from 2023

Expenses

Down

$65,250

Down $67,214 (-51%) from 2023

Net Income

Up

-$5,725

Up $12,757 (+69%) from 2023

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $569,172Liabilities 2012: $02012Assets 2013: $571,167Liabilities 2013: $02013Assets 2014: $556,894Liabilities 2014: $02014Assets 2015: $566,051Liabilities 2015: $02015Assets 2020: $695,352Liabilities 2020: $0Net Assets 2020: $695,3522020Assets 2021: $664,089Liabilities 2021: $0Net Assets 2021: $664,0892021Assets 2022: $770,429Liabilities 2022: $0Net Assets 2022: $770,4292022Assets 2023: $751,908Liabilities 2023: $0Net Assets 2023: $751,9082023Assets 2024: $723,479Liabilities 2024: $0Net Assets 2024: $723,4792024Assets 2025: $717,764Liabilities 2025: $0Net Assets 2025: $717,7642025

Highlighted filing

2024

Assets$723,479
Liabilities$0
Net Assets$723,479

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $55,479Expenses 2012: $118,424Net Income 2012: -$62,9452012Revenue 2013: $44,031Expenses 2013: $42,036Net Income 2013: $1,9952013Revenue 2014: $20,006Expenses 2014: $34,279Net Income 2014: -$14,2732014Revenue 2015: $39,152Expenses 2015: $29,995Net Income 2015: $9,1572015Revenue 2020: $95,253Expenses 2020: $61,557Net Income 2020: $33,6962020Revenue 2021: $39,518Expenses 2021: $71,783Net Income 2021: -$32,2652021Revenue 2022: $142,465Expenses 2022: $36,107Net Income 2022: $106,3582022Revenue 2023: $113,982Expenses 2023: $132,464Net Income 2023: -$18,4822023Revenue 2024: $59,525Expenses 2024: $65,250Net Income 2024: -$5,7252024Revenue 2025: $46,525Expenses 2025: $52,240Net Income 2025: -$5,7152025

Highlighted filing

2024

Revenue$59,525
Expenses$65,250
Net Income-$5,725
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P JALKUTTrustee-$0--
JULIA SATTI COSENTINOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
D Blakely Hoar Trust Uwill
EIN
04-6012203
Phone
6174392498
Address
NUTTER MCCLENNEN FISHLLP POB 514, BOSTON, MA 02205

Signing Officer

Name
Thomas P Jalkut
Title
Trustee
Phone
6174392498
Signed
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Nutter Mcclennen & Fish Llp
Address
SEAPORT WEST 155 SEAPORT BLVD, BOSTON, MA 02210-2604
Preparer
Paul F Rich
Phone
6174392503
Raw XML Appendix390 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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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NUTTER MCCLENNEN FISH LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 SEAPORT BOULEVARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0022102604
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IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174392000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06633
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068103
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06633
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085413
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NUTTER,MCCLENNEN & FISH, LLP - LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04032
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt016128
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012096
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0191821
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1189773
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc058 TIMBERLAND DRIVE, FRANKLIN, NH
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1POVERTY POND ROAD, HILL, NH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0191821
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1175000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0191821
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1175000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028823
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO BOOK VALUE FOR LAND AND PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12023 FEDERAL ESTIMATED TAX PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1341
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt044197
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TIMBER SALES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt044197
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044197
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06119
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN AND REPLACED CHECK FOR CHARITABLE CONTRIBUTION IN PRIOR YEAR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt37751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt410126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DANBURY LAND CLEARING AND CHIPPING, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1JARED KING LOGGING, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MARTIN FORESTRY CONSULTING, LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3NEW ENGLAND FORESTRY CONSULTANTS, INC.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4TRUSTEES FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt42531
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt37751
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt47595
TaxesSchedule/TaxesDetail/Amt01041
TaxesSchedule/TaxesDetail/Amt12016
TaxesSchedule/TaxesDetail/Amt213739
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX - FRANKLIN, NH
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAX - HILL, NH
TaxesSchedule/TaxesDetail/CategoryTxt2TIMBER YIELD TAX - FRANKLIN, NH
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt213739
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P JALKUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174392498
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D BLAKELY HOAR TRUST UWILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0# 0703900
ReturnHeader/Filer/BusinessNameControlTxt0DBLA
ReturnHeader/Filer/EIN0046012203
ReturnHeader/Filer/PhoneNum06174392498
ReturnHeader/Filer/USAddress/AddressLine1Txt0NUTTER MCCLENNEN FISHLLP POB 514
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042106505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUTTER MCCLENNEN & FISH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0SEAPORT WEST 155 SEAPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022102604
ReturnHeader/PreparerPersonGrp/PhoneNum06174392503
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL F RICH
ReturnHeader/ReturnTs02025-01-30T03:31:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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