Civic Intelligence

Theodore W & Evelyn Berenson Charitable Foundation

990T • Fiscal year 2021 • EIN 04-6068512

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 09, 2022

Organization Profile
400 Atlantic Ave No 401Boston, MA 02110

(617) 482-1776

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,801,952Liabilities 2011: $02011Assets 2012: $5,103,941Liabilities 2012: $02012Assets 2013: $5,846,621Liabilities 2013: $02013Assets 2014: $4,893,367Liabilities 2014: $02014Assets 2015: $4,604,317Liabilities 2015: $02015Assets 2019: $3,142,062Liabilities 2019: $02019Assets 2020: $3,003,797Liabilities 2020: $0Net Assets 2020: $3,003,7972020Assets 2021: $2,597,793Liabilities 2021: $0Net Assets 2021: $2,597,7932021Assets 2022: $3,450,162Liabilities 2022: $0Net Assets 2022: $3,450,1622022Assets 2023: $3,407,136Liabilities 2023: $0Net Assets 2023: $3,407,1362023Assets 2024: $3,172,569Liabilities 2024: $0Net Assets 2024: $3,172,5692024

Latest loaded filing

2024

Assets$3,172,569
Liabilities$0
Net Assets$3,172,569
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $256,360Expenses 2011: $551,492Net Income 2011: -$295,1322011Revenue 2012: $335,714Expenses 2012: $560,645Net Income 2012: -$224,9312012Revenue 2013: $1,734,717Expenses 2013: $680,627Net Income 2013: $1,054,0902013Revenue 2014: $1,625,755Expenses 2014: $1,497,614Net Income 2014: $128,1412014Revenue 2015: $360,045Expenses 2015: $516,906Net Income 2015: -$156,8612015Revenue 2019: $366,314Expenses 2019: $506,984Net Income 2019: -$140,6702019Revenue 2020: $595,728Expenses 2020: $745,650Net Income 2020: -$149,9222020Revenue 2021: $499,495Expenses 2021: $905,499Net Income 2021: -$406,0042021Revenue 2022: $1,378,802Expenses 2022: $526,433Net Income 2022: $852,3692022Revenue 2023: $425,402Expenses 2023: $468,428Net Income 2023: -$43,0262023Revenue 2024: $577,128Expenses 2024: $811,695Net Income 2024: -$234,5672024

Latest loaded filing

2024

Revenue$577,128
Expenses$811,695
Net Income-$234,567
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 9, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Tw & Eg Berenson Charitable Foundation
EIN
04-6068512
Phone
6174821776
Address
400 ATLANTIC AVE NO 401, BOSTON, MA 02110

Signing Officer

Name
Mark Balk
Title
Trustee
Phone
6174821776
Signed
2022-10-09
Discuss with paid preparer
Yes

Preparer

Firm
DGC A DIVISION OF PKF O'CONNOR DAVIES
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Laura K Barooshian
Phone
7819375300
Raw XML Appendix152 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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IRS990TScheduleA/TaxesAndLicensesAmt05000
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
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IRS990TScheduleA/TotalDeductionsAmt110907
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt04306
IRS990TScheduleA/TotalRentIncomeAmt172586
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04312
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt172655
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04312
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/TradeOrBusinessDesc1DEBT FINANCED RENTAL INCOME (101 MONMOUTH)
IRS990TScheduleA/UBIBeforeNOLDedAmt04312
IRS990TScheduleA/UBIBeforeNOLDedAmt161748
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04312
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt161748
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IRS990T/SubsidiaryCorporationInd00
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IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
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IRS990T/TotalTaxComputationAmt022410
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IRS990T/TotalUBTIBeforeSection199AAmt066060
IRS990T/TotalUBTIComputedAmt066060
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK BALK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TW & EG BERENSON CHARITABLE FOUNDATION
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ReturnHeader/Filer/PhoneNum06174821776
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K BAROOSHIAN
ReturnHeader/ReturnTs02022-10-13T08:11:21-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
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ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.58$0.81$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.43$0.47$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$1.38$0.53$0.85
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.50$0.91$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.60$0.75$0.15
2019Summary only. Only limited summary data is available for this year.$3.14$0.00$0.37$0.51$0.14
2015Summary only. Only limited summary data is available for this year.$4.60$0.00$0.36$0.52$0.16
2014Summary only. Only limited summary data is available for this year.$4.89$0.00$1.63$1.50$0.13
2013Summary only. Only limited summary data is available for this year.$5.85$0.00$1.73$0.68$1.05
2012Summary only. Only limited summary data is available for this year.$5.10$0.00$0.34$0.56$0.22
2011Summary only. Only limited summary data is available for this year.$3.80$0.00$0.26$0.55$0.30