Civic Intelligence

Isabella M Weld Trust Dated 3311910

EIN 04-6016348 • 4947(a)1 • Boston, MA

Profile

To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.

Choate LLP POBox 961019Boston, MA 02196

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

83%

Higher net margin than 88% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

8.6%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

284%

Faster revenue growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,843,533

Up $225,010 (+8.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,843,533

Up $225,010 (+8.6%) from 2024

Revenue

Up

$680,157

Up $503,132 (+284%) from 2024

Expenses

Up

$116,239

Up $79,151 (+213%) from 2024

Net Income

Up

$563,918

Up $423,981 (+303%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2014: $1,426,381Liabilities 2014: $0Net Assets 2014: $1,426,3812014Assets 2015: $1,292,747Liabilities 2015: $0Net Assets 2015: $1,292,7472015Assets 2016: $1,426,929Liabilities 2016: $0Net Assets 2016: $1,426,9292016Assets 2017: $1,586,693Liabilities 2017: $0Net Assets 2017: $1,586,6932017Assets 2018: $1,685,749Liabilities 2018: $0Net Assets 2018: $1,685,7492018Assets 2019: $1,666,998Liabilities 2019: $0Net Assets 2019: $1,666,9982019Assets 2020: $1,926,352Liabilities 2020: $0Net Assets 2020: $1,926,3522020Assets 2021: $2,362,078Liabilities 2021: $0Net Assets 2021: $2,362,0782021Assets 2022: $1,779,158Liabilities 2022: $0Net Assets 2022: $1,779,1582022Assets 2023: $2,012,845Liabilities 2023: $0Net Assets 2023: $2,012,8452023Assets 2024: $2,618,523Liabilities 2024: $0Net Assets 2024: $2,618,5232024Assets 2025: $2,843,533Liabilities 2025: $0Net Assets 2025: $2,843,5332025

Highlighted filing

2025

Assets$2,843,533
Liabilities$0
Net Assets$2,843,533

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2014: $70,959Expenses 2014: $43,443Net Income 2014: $27,5162014Revenue 2015: $42,116Expenses 2015: $46,100Net Income 2015: -$3,9842015Revenue 2016: $64,255Expenses 2016: $19,966Net Income 2016: $44,2892016Revenue 2017: $125,242Expenses 2017: $75,326Net Income 2017: $49,9162017Revenue 2018: $173,528Expenses 2018: $48,050Net Income 2018: $125,4782018Revenue 2019: $101,787Expenses 2019: $48,619Net Income 2019: $53,1682019Revenue 2020: $173,415Expenses 2020: $44,571Net Income 2020: $128,8442020Revenue 2021: $196,247Expenses 2021: $49,013Net Income 2021: $147,2342021Revenue 2022: $281,455Expenses 2022: $49,277Net Income 2022: $232,1782022Revenue 2023: $61,309Expenses 2023: $45,482Net Income 2023: $15,8272023Revenue 2024: $177,025Expenses 2024: $37,088Net Income 2024: $139,9372024Revenue 2025: $680,157Expenses 2025: $116,239Net Income 2025: $563,9182025

Highlighted filing

2025

Revenue$680,157
Expenses$116,239
Net Income$563,918

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 16, 2025
Return Version
2024v5.2
Gross Receipts
$3,032,612
Mission and Program Overview

Mission

To provide funds to Harvard University, Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard University.

To support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard College.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,417,500$2,749,638▲ $332,138
Cap Stk Tr Prin Current Funds$1,768,159$1,429,250▼ $338,909
Rtn Earn Endowment Incm Other Fnds$850,364$1,414,283▲ $563,919
Savings and Temporary Cash Investments$201,023$93,895▼ $107,128
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$2,618,523$2,843,533▲ $225,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,618,523$2,843,533▲ $225,010
Total Liabilities and Net Assets / Fund Balance$2,618,523$2,843,533▲ $225,010
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cecile TuckerTrustee
Cornelia VR StreeterTrustee
Lauren Sheerr BeshearsTrustee
Renat V LumpauTrustee
Susannah ThayerTrustee (end 1/2025)
Sarah ConynghamTrustee (start 1/2025)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$680,157
Other Revenue
$0
Change in Net Assets
$563,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,000
Other Expenses$34,239
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,000--$82,000
Fees for Service Investment Mgmnt Fees$7,496$22,487-$29,983
Fees for Services Accounting$1,650$1,650-$3,300
Other Expenses$35$921-$35
Total Functional Expenses$91,181$25,058$0$116,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
President & Fellows of Harvard CollegeCambridge, MA501(c)(3)Weld Boathouse Repairs and Maintenance$82,000
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
Backup withholding compliance
Yes
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 A, line 7A

In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.

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

A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.

Form 990, Part VI, Section C, line 19

Upon request.

Filing and Contact Details

Filer

Filer Name
Isabella M Weld Trust Dated 3311910
EIN
04-6016348
Phone
6172485255
Address
Choate LLP POBox 961019, Boston, MA 02196

Signing Officer

Name
Renat V Lumpau
Title
Trustee
Phone
6172485255
Signed
2025-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renat V Lumpau
Formed
1910
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
8002447444
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 12:

The Isabella M. Weld Trust is a non-exempt charitable trust, subject to the provisions of IRC 4947(a)(1). As such, the Trust must file Form 990 or 990-PF in accordance with Code Section 6033(d). Additionally, the Trust must file Form 1041 under Section 6012 to the extent it has any taxable income. However, the Trust qualifies for the permanent set aside deduction pursuant to Section 642(c) and therefore has no taxable income for the current tax period and thus not required to file Form 1041.

Raw XML Appendix372 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee (start 1/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee (end 1/2025)
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IRS990/OtherExpensesGrp/Desc0Foreign taxes on income
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IRS990/PartialLiquidationInd00
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The filing organization is a Type I supporting organization of the Presidents & Fellows of Harvard College, and provides grants only to this supported organization for specific purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Isabella M. Weld Trust is a non-exempt charitable trust, subject to the provisions of IRC 4947(a)(1). As such, the Trust must file Form 990 or 990-PF in accordance with Code Section 6033(d). Additionally, the Trust must file Form 1041 under Section 6012 to the extent it has any taxable income. However, the Trust qualifies for the permanent set aside deduction pursuant to Section 642(c) and therefore has no taxable income for the current tax period and thus not required to file Form 1041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In the event of a vacancy, or vacancies, in the Board of Trustees, the Trustees in office must obtain written approval by the supported organization, President and Fellows of Harvard College, to fill such vacancy or vacancies as may be necessary to constitute a board of five trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A trustee of the Isabella M. Weld Trust Dated 3/31/1910 receives a copy of the required tax return filings to review and approve before they are signed and subsequently filed with the appropriate tax authorities. Copies are also provided to all of the other Trustees for their comments before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 12:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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