Civic Intelligence

Charles Sanders Trust UW

EIN 04-6022091 • Boston, MA

50 Congress Street Room 800Boston, MA 02109
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

117%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,991,295

Up $287,939 (+7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,991,295

Up $287,939 (+7.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Up

$727,971

Up $392,581 (+117%) from 2023

Expenses

Down

$440,032

Down $44,149 (-9.1%) from 2023

Net Income

Up

$287,939

Up $436,730 (+294%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,518,140Liabilities 2011: $02011Assets 2012: $3,580,809Liabilities 2012: $02012Assets 2013: $3,825,771Liabilities 2013: $02013Assets 2014: $4,298,721Liabilities 2014: $02014Assets 2015: $4,221,983Liabilities 2015: $02015Assets 2019: $3,811,648Liabilities 2019: $0Net Assets 2019: $3,811,6482019Assets 2020: $3,609,670Liabilities 2020: $0Net Assets 2020: $3,609,6702020Assets 2021: $3,718,319Liabilities 2021: $0Net Assets 2021: $3,718,3192021Assets 2022: $3,852,147Liabilities 2022: $0Net Assets 2022: $3,852,1472022Assets 2023: $3,703,356Liabilities 2023: $0Net Assets 2023: $3,703,3562023Assets 2024: $3,991,295Liabilities 2024: $0Net Assets 2024: $3,991,2952024

Highlighted filing

2024

Assets$3,991,295
Liabilities$0
Net Assets$3,991,295
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $143,528Expenses 2011: $329,886Net Income 2011: -$186,3582011Revenue 2012: $389,059Expenses 2012: $326,390Net Income 2012: $62,6692012Revenue 2013: $606,294Expenses 2013: $361,332Net Income 2013: $244,9622013Revenue 2014: $861,443Expenses 2014: $388,493Net Income 2014: $472,9502014Revenue 2015: $415,281Expenses 2015: $389,277Net Income 2015: $26,0042015Revenue 2019: $81,655Expenses 2019: $389,413Net Income 2019: -$307,7582019Revenue 2020: $188,575Expenses 2020: $390,941Net Income 2020: -$202,3662020Revenue 2021: $526,703Expenses 2021: $420,733Net Income 2021: $105,9702021Revenue 2022: $614,186Expenses 2022: $480,358Net Income 2022: $133,8282022Revenue 2023: $335,390Expenses 2023: $484,181Net Income 2023: -$148,7912023Revenue 2024: $727,971Expenses 2024: $440,032Net Income 2024: $287,9392024

Highlighted filing

2024

Revenue$727,971
Expenses$440,032
Net Income$287,939
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,991,295
Liabilities
$0
Net assets
$3,991,295
Revenue
$727,971
Expenses
$440,032
Net income
$287,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.73$0.44$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.34$0.48$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.61$0.48$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.53$0.42$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.19$0.39$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.08$0.39$0.31
2015Summary only. Only limited summary data is available for this year.$4.22$0.00$0.42$0.39$0.03
2014Summary only. Only limited summary data is available for this year.$4.30$0.00$0.86$0.39$0.47
2013Summary only. Only limited summary data is available for this year.$3.83$0.00$0.61$0.36$0.24
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.39$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$3.52$0.00$0.14$0.33$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUDLEY H WILLISTrustee-$0--
NEIL THOMPSONTrustee-$0--
RICHARD BYRDTrustee-$0--
MATTHEW MEGARGELTrustee-$0--
G WEST SALTONSTALLTrustee-$0--
NATHANIEL JEPPSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW ENGLAND CENTER & HOME FOR VETERANSGENERAL SUPPORTPCBOSTON, MA, US$40,000
Paid GrantUNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEYGENERAL SUPPORTPCBOSTON, MA, US$40,000
Paid GrantGREATER BOSTON FOOD BANKGENERAL SUPPORTPCBOSTON, MA, US$26,500
Paid GrantCATHLEEN STONE ISLANDGENERAL SUPPORTPCBOSTON, MA, US$20,000
Paid GrantHEADING HOME INCGENERAL SUPPORTPCBOSTON, MA, US$20,000
Paid GrantON THE RISEGENERAL SUPPORTPCCAMBRIDGE, MA, US$20,000
Paid GrantPATHWAYS FOR CHILDRENGENERAL SUPPORTPCGLOUCESTER, MA, US$20,000
Paid GrantWOMEN'S LUNCH PLACEGENERAL SUPPORTPCBOSTON, MA, US$20,000
Paid GrantCASA MYRNA VASQUEZ INCGENERAL SUPPORTPCBOSTON, MA, US$17,000
Paid GrantBOSTON MEDICAL CENTER OFFICE OF DEVELOPMENTGENERAL SUPPORTPCBOSTON, MA, US$15,000
Paid GrantPROJECT HOPE BOSTONGENERAL SUPPORTPCROXBURY, MA, US$15,000
Paid GrantWELLSPRING HOUSE INCGENERAL SUPPORTPCGLOUCESTER, MA, US$15,000
Paid GrantBRIDGE OVER TROUBLED WATERSGENERAL SUPPORTPCBOSTON, MA, US$10,000
Paid GrantEMPATHGENERAL SUPPORTPCBOSTON, MA, US$10,000
Paid GrantFAMILIES FIRSTGENERAL SUPPORTPCWATERTOWN, MA, US$10,000
Paid GrantFAMILY AID BOSTONGENERAL SUPPORTPCBOSTON, MA, US$10,000
Paid GrantHAWC - HEALING ABUSE WORKING FOR CHANGEGENERAL SUPPORTPCSALEM, MA, US$10,000
Paid GrantMASSACHUSETTS COALITION FOR THE HOMELESSGENERAL SUPPORTPCLYNN, MA, US$10,000
Paid GrantHOUSING FAMILIESGENERAL SUPPORTPCMALDEN, MA, US$7,500
Paid GrantCOMMON CATHEDRALGENERAL SUPPORTPCBOSTON, MA, US$6,000
Paid GrantBOYS & GIRLS CLUB OF BOSTONGENERAL SUPPORTPCBOSTON, MA, US$5,000
Paid GrantEMMANUEL GOSPEL CENTERGENERAL SUPPORTPCDORCHESTER, MA, US$5,000
Paid GrantPINE STREET INNGENERAL SUPPORTPCBOSTON, MA, US$5,000
Paid GrantMASSACHUSETTS 4-H FOUNDATIONGENERAL SUPPORTPCFRAMINGHAM, MA, US$3,000
Filing and Contact Details

Filer

Filer Name
Charles Sanders Trust Uw
EIN
04-6022091
Phone
6172278660
Address
50 CONGRESS STREET ROOM 800, BOSTON, MA 02109

Signing Officer

Name
Dudley H Willis
Title
Trustee
Phone
6172278660
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
53 STATE STREET SUITE 1600, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Raw XML AppendixShowing 400 of 623 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt350 CONGRESS STREET ROOM 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt450 CONGRESS STREET ROOM 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt550 CONGRESS STREET ROOM 800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SALTONSTALL CO LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt050 CONGRESS STREET ROOM 800
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002109
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOSTON MEDICAL CENTER OFFICE OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS & GIRLS CLUB OF BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRIDGE OVER TROUBLED WATERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CASA MYRNA VASQUEZ INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CATHLEEN STONE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COMMON CATHEDRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EMMANUEL GOSPEL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7EMPATH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FAMILY AID BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GREATER BOSTON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HAWC - HEALING ABUSE WORKING FOR CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HEADING HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HOUSING FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MASSACHUSETTS 4-H FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MASSACHUSETTS COALITION FOR THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NEW ENGLAND CENTER & HOME FOR VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ON THE RISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18PATHWAYS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19PINE STREET INN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PROJECT HOPE BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WELLSPRING HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23WOMEN'S LUNCH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE

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