Civic Intelligence

The Cabot Family Charitable Trust

EIN 04-6036446 • Boston, MA

View Organization Page

22 Batterymarch St Floor 2Boston, MA 02109
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

19th percentile

-7.8%

Higher net margin than 19% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$148,938

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

81%

Faster revenue growth than 87% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$55,761,187

Up $3,221,924 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$55,761,187

Up $3,221,924 (+6.1%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin19th percentile

Revenue

Up

$2,655,030

Up $1,189,635 (+81%) from 2023

Expenses

Up

$2,862,815

Up $274,817 (+11%) from 2023

Net Income

Up

-$207,785

Up $914,818 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$60M$40M$20M$0Assets 2011: $36,489,980Liabilities 2011: $02011Assets 2012: $39,034,671Liabilities 2012: $02012Assets 2013: $44,176,821Liabilities 2013: $02013Assets 2014: $45,448,045Liabilities 2014: $02014Assets 2015: $43,399,841Liabilities 2015: $02015Assets 2019: $50,218,694Liabilities 2019: $0Net Assets 2019: $50,218,6942019Assets 2020: $54,411,002Liabilities 2020: $0Net Assets 2020: $54,411,0022020Assets 2021: $59,218,896Liabilities 2021: $0Net Assets 2021: $59,218,8962021Assets 2022: $48,618,283Liabilities 2022: $0Net Assets 2022: $48,618,2832022Assets 2023: $52,539,263Liabilities 2023: $0Net Assets 2023: $52,539,2632023Assets 2024: $55,761,187Liabilities 2024: $0Net Assets 2024: $55,761,1872024

Highlighted filing

2024

Assets$55,761,187
Liabilities$0
Net Assets$55,761,187
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,237,255Expenses 2011: $1,949,229Net Income 2011: -$711,9742011Revenue 2012: $589,355Expenses 2012: $1,960,416Net Income 2012: -$1,371,0612012Revenue 2013: $2,464,413Expenses 2013: $2,188,474Net Income 2013: $275,9392013Revenue 2014: $1,881,887Expenses 2014: $2,191,024Net Income 2014: -$309,1372014Revenue 2015: $2,909,940Expenses 2015: $2,344,692Net Income 2015: $565,2482015Revenue 2019: $2,018,547Expenses 2019: $2,560,625Net Income 2019: -$542,0782019Revenue 2020: $3,708,972Expenses 2020: $2,700,428Net Income 2020: $1,008,5442020Revenue 2021: $5,566,221Expenses 2021: $3,116,756Net Income 2021: $2,449,4652021Revenue 2022: $470,909Expenses 2022: $3,241,938Net Income 2022: -$2,771,0292022Revenue 2023: $1,465,395Expenses 2023: $2,587,998Net Income 2023: -$1,122,6032023Revenue 2024: $2,655,030Expenses 2024: $2,862,815Net Income 2024: -$207,7852024

Highlighted filing

2024

Revenue$2,655,030
Expenses$2,862,815
Net Income-$207,785
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$55,761,187
Liabilities
$0
Net assets
$55,761,187
Revenue
$2,655,030
Expenses
$2,862,815
Net income
-$207,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$2.66$2.86$0.21
2023Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$1.47$2.59$1.12
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$0.47$3.24$2.77
2021Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$5.57$3.12$2.45
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$3.71$2.70$1.01
2019Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$2.02$2.56$0.54
2015Summary only. Only limited summary data is available for this year.$43.4$0.00$2.91$2.34$0.57
2014Summary only. Only limited summary data is available for this year.$45.4$0.00$1.88$2.19$0.31
2013Summary only. Only limited summary data is available for this year.$44.2$0.00$2.46$2.19$0.28
2012Summary only. Only limited summary data is available for this year.$39.0$0.00$0.59$1.96$1.37
2011Summary only. Only limited summary data is available for this year.$36.5$0.00$1.24$1.95$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH LYNCHExecutive DirectorPT$130,690$18,248$148,938
LAURA CABOT CARRIGANTrustee-$0--
HENDRIKA T SLUDERTrustee-$0--
MARY SCHNEIDER ENRIQUEZTrustee-$0--
FRANCIS M BRADLEY ENDED 11262024Trustee-$0--
DR GREENFIELD SLUDERTrustee-$0--
SHOMA ADITYATrustee-$0--
JOHN R CABOT AS OF 112024Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cabot Family Charitable Trust
EIN
04-6036446
Phone
6174511744
Address
22 BATTERYMARCH ST FLOOR 2, BOSTON, MA 02109

Signing Officer

Name
Elizabeth Lynch
Title
Executive Director
Phone
6174511744
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Michael J Rowe CPA
Phone
6174399700
Raw XML AppendixShowing 400 of 1,265 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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