Civic Intelligence

Sherman H Starr Family Foundation

990PF • Fiscal year 2023 • EIN 04-6048643

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
1280 Soldiers Field RoadBoston, MA 02135

(617) 783-2500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-182%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,922,761

Down $148,710 (-3.7%) from 2022

Net Assets

Down

$3,922,761

Down $148,710 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Up

$81,606

Up $150,399 (+219%) from 2022

Expenses

Down

$230,316

Down $9,592 (-4.0%) from 2022

Net Income

Up

-$148,710

Up $159,991 (+52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,859,003Liabilities 2010: $0Net Assets 2010: $2,859,0032010Assets 2011: $2,879,642Liabilities 2011: $0Net Assets 2011: $2,879,6422011Assets 2012: $2,972,136Liabilities 2012: $0Net Assets 2012: $2,972,1362012Assets 2013: $3,165,281Liabilities 2013: $0Net Assets 2013: $3,165,2812013Assets 2014: $3,099,731Liabilities 2014: $0Net Assets 2014: $3,099,7312014Assets 2015: $2,998,108Liabilities 2015: $0Net Assets 2015: $2,998,1082015Assets 2016: $3,049,953Liabilities 2016: $0Net Assets 2016: $3,049,9532016Assets 2017: $3,455,269Liabilities 2017: $0Net Assets 2017: $3,455,2692017Assets 2018: $4,020,989Liabilities 2018: $4,278Net Assets 2018: $4,016,7112018Assets 2020: $4,145,137Liabilities 2020: $0Net Assets 2020: $4,145,1372020Assets 2021: $4,380,172Liabilities 2021: $0Net Assets 2021: $4,380,1722021Assets 2022: $4,071,471Liabilities 2022: $0Net Assets 2022: $4,071,4712022Assets 2023: $3,922,761Liabilities 2023: $0Net Assets 2023: $3,922,7612023Assets 2024: $3,808,050Liabilities 2024: $0Net Assets 2024: $3,808,0502024

Highlighted filing

2023

Assets$3,922,761
Liabilities$0
Net Assets$3,922,761
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $143,3922010Expenses 2011: $171,5182011Expenses 2012: $161,7482012Revenue 2013: $378,221Expenses 2013: $185,076Net Income 2013: $193,1452013Revenue 2014: $134,339Expenses 2014: $199,889Net Income 2014: -$65,5502014Revenue 2015: $98,340Expenses 2015: $199,963Net Income 2015: -$101,6232015Revenue 2016: $193,084Expenses 2016: $141,239Net Income 2016: $51,8452016Revenue 2017: $631,466Expenses 2017: $226,150Net Income 2017: $405,3162017Revenue 2018: $795,017Expenses 2018: $233,575Net Income 2018: $561,4422018Revenue 2020: $154,130Expenses 2020: $245,159Net Income 2020: -$91,0292020Revenue 2021: $467,572Expenses 2021: $232,508Net Income 2021: $235,0642021Revenue 2022: -$68,793Expenses 2022: $239,908Net Income 2022: -$308,7012022Revenue 2023: $81,606Expenses 2023: $230,316Net Income 2023: -$148,7102023Revenue 2024: $138,383Expenses 2024: $253,094Net Income 2024: -$114,7112024

Highlighted filing

2023

Revenue$81,606
Expenses$230,316
Net Income-$148,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL M STARRTrustee-$0--
SHERMAN H STARR JRTrustee-$0--
JULIE S DUKERTrustee-$0--
ENID L STARRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sherman H Starr Family Foundation
EIN
04-6048643
Phone
6177832500
Address
1280 SOLDIERS FIELD ROAD, BOSTON, MA 02135

Signing Officer

Name
Sherman H Starr Jr
Title
Trustee
Phone
6179653500
Signed
2024-05-15

Preparer

Firm
Donovan Sullivan & Ryan CPA
Address
ONE UNIVERSITY SUITE 2 A, WESTWOOD, MA 02090-2179
Preparer
Timothy J Mahoney CPA
Phone
7813291690
Raw XML Appendix294 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 549110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11280 SOLDIERS FIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 BETHEL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3477 LONGWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302215
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0227275
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0214438
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0214438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012837
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012837
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0227275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012837
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PER 1099B
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0119
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt1293
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1293
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMAN H STARR JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179653500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMAN H STARR FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAR
ReturnHeader/Filer/EIN0046048643
ReturnHeader/Filer/PhoneNum06177832500
ReturnHeader/Filer/USAddress/AddressLine1Txt01280 SOLDIERS FIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043118719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONOVAN SULLIVAN & RYAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE UNIVERSITY SUITE 2 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020902179
ReturnHeader/PreparerPersonGrp/PhoneNum07813291690
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J MAHONEY CPA
ReturnHeader/ReturnTs02024-07-24T16:27:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STARR JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,922,761
Liabilities
$0
Net assets
$3,922,761
Revenue
$81,606
Expenses
$230,316
Net income
-$148,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.14$0.25$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.08$0.23$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.07$0.24$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.47$0.23$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.15$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.80$0.23$0.56
2017Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.63$0.23$0.41
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.19$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.10$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.13$0.20$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.38$0.19$0.19
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14