Civic Intelligence

D Blakely Hoar Trust Uwill # 0703900

990PF • Fiscal year 2025 • EIN 04-6012203

Oct 01, 2024 to Sep 30, 2025 • Filed on Feb 09, 2026

Organization Profile
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

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

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.

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$717,764

Down $5,715 (-0.8%) from 2024

Net Assets

Down

$717,764

Down $5,715 (-0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin19th percentile

Revenue

Down

$46,525

Down $13,000 (-22%) from 2024

Expenses

Down

$52,240

Down $13,010 (-20%) from 2024

Net Income

Up

-$5,715

Up $10 (+0.2%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2025

Assets$717,764
Liabilities$0
Net Assets$717,764
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

2025

Revenue$46,525
Expenses$52,240
Net Income-$5,715
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P JALKUTTrustee-$0--
JULIA SATTI COSENTINOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTOWN OF BROOKLINEPLANTING AND CARING OF TREES AND OTHER VEGETATIONTOWN GOVERNMENTBROOKLINE, MA, US$24,474
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
2026-02-09
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 Appendix360 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC. - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN EXPRESS CO. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE, INC. - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CISCO SYSTEMS, INC. - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXON MOBIL CORPORATION - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6HOME DEPOT INC - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7I-SHARES CORE S&P MID-CAP ETF - 375 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8I-SHARES RUSSELL 2000 ETF - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHNSON & JOHNSON - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP MORGAN CHASE & CO. - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MCDONALDS CORP. - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PEPSICO INC. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PROCTER & GAMBLE CO. - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WALMART, INC. - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15WELLS FARGO & COMPANY - 200 SHS
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05671
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0022102604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PLANTING AND CARING OF TREES AND OTHER VEGETATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TOWN GOVERNMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0333 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002445
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024474
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/AppliedToCurrentYearAmt030072
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047304
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030072
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047304
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068103
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NUTTER,MCCLENNEN & FISH, LLP - LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0918
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03671
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02753
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0191821
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1175000
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt033653
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TIMBER SALES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt033653
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033653
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110493
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NEW ENGLAND FORESTRY CONSULTANTS, INC.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEES FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01622
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12623
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04866
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17870
TaxesSchedule/TaxesDetail/Amt03770
TaxesSchedule/TaxesDetail/Amt11709
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX - FRANKLIN, NH
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAX - HILL, NH
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03770
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11709
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS P JALKUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174392498
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
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/ReturnTs02026-02-10T10:19:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,764
Liabilities
$0
Net assets
$717,764
Revenue
$46,525
Expenses
$52,240
Net income
-$5,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.47$0.52$0.06
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.60$0.65$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.14$1.32$0.18
2022Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$1.42$0.36$1.06
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.40$0.72$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.95$0.62$0.34
2015Summary only. Only limited summary data is available for this year.$5.66$0.00$0.39$0.30$0.09
2014Summary only. Only limited summary data is available for this year.$5.57$0.00$0.20$0.34$0.14
2013Summary only. Only limited summary data is available for this year.$5.71$0.00$0.44$0.42$0.02
2012Summary only. Only limited summary data is available for this year.$5.69$0.00$0.55$1.18$0.63