Civic Intelligence

Isabella M Weld Trust Dated 3311910

990 • Fiscal year 2018 • EIN 04-6016348

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 09, 2019

Organization ProfileN/A
Choate LLP PO Box 961019Boston, MA 02196

(617) 248-5000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

6.2%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,685,749

Up $99,056 (+6.2%) from 2017

Net Assets

Up

$1,685,749

Up $99,056 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Up

$173,528

Up $48,286 (+39%) from 2017

Expenses

Down

$48,050

Down $27,276 (-36%) from 2017

Net Income

Up

$125,478

Up $75,562 (+151%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2018

Assets$1,685,749
Liabilities$0
Net Assets$1,685,749
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$173,528
Expenses$48,050
Net Income$125,478
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 9, 2019
Return Version
2017v2.3
Gross Receipts
$586,236
Mission and Program Overview

Mission

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.

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$1,528,455$1,625,560▲ $97,105
Cap Stk Tr Prin Current Funds$1,579,340$1,552,917▼ $26,423
Rtn Earn Endowment Incm Other Fnds$7,353$132,832▲ $125,479
Savings and Temporary Cash Investments$58,238$60,189▲ $1,951
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,586,693$1,685,749▲ $99,056
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,586,693$1,685,749▲ $99,056
Total Liabilities and Net Assets / Fund Balance$1,586,693$1,685,749▲ $99,056
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Cornelia VR StreeterTrustee
Ian H GardinerTrustee
Karen Weltchek MuellerTrustee
William A LowellTrustee
William N BancroftTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$173,528
Other Revenue
$0
Change in Net Assets
$125,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$23,050
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees$5,054$15,161-$20,215
Fees for Services Accounting$1,400$1,400-$2,800
Other Expenses$35--$35
Total Functional Expenses$31,489$16,561$0$48,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
President & Fellows of Harvard CollegeCambridge, MA501(c)(3)Weld Boathouse Repairs and Maintenance$25,000
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 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
6172485000
Address
Choate LLP PO Box 961019, Boston, MA 02196

Signing Officer

Name
William A Lowell
Title
Trustee
Phone
6172485000
Signed
2019-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William A Lowell
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
Nicholas E Porto
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 Appendix369 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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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/ScheduleJRequiredInd00
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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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
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IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031489
IRS990/TotalFunctionalExpensesGrp/TotalAmt048050
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William A Lowell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172485000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isabella M Weld Trust Dated 3311910
ReturnHeader/Filer/BusinessNameControlTxt0WELD
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ReturnHeader/Filer/PhoneNum06172485000
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ReturnHeader/FilingSecurityInformation/IPDt02019-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:24:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum08002447444
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02019-07-15T09:57:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,685,749
Liabilities
$0
Net assets
$1,685,749
Revenue
$173,528
Expenses
$48,050
Net income
$125,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.68$0.12$0.56
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.18$0.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.06$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.28$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.20$0.05$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.04$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.17$0.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.04$0.03