Civic Intelligence

Boston Charitable Trust Fund City of Boston Trust Office

990 • Fiscal year 2019 • EIN 04-6528581

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

Organization ProfileN/A
Boston City Hall No M-5Boston, MA 02201

(617) 635-4140

Siviq Scores

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

Liabilities / Assets

94th percentile

0.91x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

28.05x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$189,500

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 1175.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

144%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$495,630

Up $10,424 (+2.1%) from 2018

Net Assets

Up

$43,497

Up $9,107 (+26%) from 2018

Liabilities

Up

$452,133

Up $1,317 (+0.3%) from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin93rd percentile

Revenue

Up

$16,120

Up $9,525 (+144%) from 2018

Expenses

Up

$7,013

Up $4,274 (+156%) from 2018

Net Income

Up

$9,107

Up $5,251 (+136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,686,242Liabilities 2010: $5,287,980Net Assets 2010: $398,2622010Assets 2011: $5,175,978Liabilities 2011: $4,887,580Net Assets 2011: $288,3982011Assets 2012: $6,220,030Liabilities 2012: $6,027,981Net Assets 2012: $192,0492012Assets 2013: $6,089,386Liabilities 2013: $6,014,212Net Assets 2013: $75,1742013Assets 2014: $5,164,404Liabilities 2014: $5,125,158Net Assets 2014: $39,2462014Assets 2015: $6,760,835Liabilities 2015: $6,733,297Net Assets 2015: $27,5382015Assets 2016: $5,776,634Liabilities 2016: $5,749,383Net Assets 2016: $27,2512016Assets 2017: $479,615Liabilities 2017: $449,081Net Assets 2017: $30,5342017Assets 2018: $485,206Liabilities 2018: $450,816Net Assets 2018: $34,3902018Assets 2019: $495,630Liabilities 2019: $452,133Net Assets 2019: $43,4972019Assets 2020: $13,199,861Liabilities 2020: $2,328,233Net Assets 2020: $10,871,6282020Assets 2021: $1,173,216Liabilities 2021: $457,841Net Assets 2021: $715,3752021Assets 2022: $722,934Liabilities 2022: $452,552Net Assets 2022: $270,3822022Assets 2023: $754,346Liabilities 2023: $456,429Net Assets 2023: $297,9172023Assets 2024: $792,408Liabilities 2024: $456,619Net Assets 2024: $335,7892024Assets 2025: $672,943Liabilities 2025: $456,358Net Assets 2025: $216,5852025

Highlighted filing

2019

Assets$495,630
Liabilities$452,133
Net Assets$43,497
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$20M$0-$20MExpenses 2010: $25,9052010Revenue 2011: $15,134Expenses 2011: $124,998Net Income 2011: -$109,8642011Expenses 2012: $121,1672012Revenue 2013: $11,102Expenses 2013: $127,977Net Income 2013: -$116,8752013Revenue 2014: $10,744Expenses 2014: $46,672Net Income 2014: -$35,9282014Revenue 2015: $9,617Expenses 2015: $21,325Net Income 2015: -$11,7082015Revenue 2016: $15,249Expenses 2016: $15,536Net Income 2016: -$2872016Revenue 2017: $4,396Expenses 2017: $1,113Net Income 2017: $3,2832017Revenue 2018: $6,595Expenses 2018: $2,739Net Income 2018: $3,8562018Revenue 2019: $16,120Expenses 2019: $7,013Net Income 2019: $9,1072019Revenue 2020: $31,296,432Expenses 2020: $20,468,301Net Income 2020: $10,828,1312020Revenue 2021: $4,494,143Expenses 2021: $14,650,396Net Income 2021: -$10,156,2532021Revenue 2022: $52,908Expenses 2022: $497,900Net Income 2022: -$444,9922022Revenue 2023: $32,625Expenses 2023: $5,089Net Income 2023: $27,5362023Revenue 2024: $39,359Expenses 2024: $1,487Net Income 2024: $37,8722024Revenue 2025: $23,185Expenses 2025: $142,389Net Income 2025: -$119,2042025

Highlighted filing

2019

Revenue$16,120
Expenses$7,013
Net Income$9,107
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$16,120
Mission and Program Overview

Mission

To fund other charitable organizations which engage in charitable scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$484,992$494,604▲ $9,612
Total Assets$485,206$495,630▲ $10,424
Other Assets Total$214$1,026▲ $812
Liabilities
Other Liabilities$448,794$446,032▼ $2,762
Accounts Payable and Accrued Expenses$2,022$6,101▲ $4,079
Total Liabilities$450,816$452,133▲ $1,317
Net Assets / Fund Balance
Unrestricted Net Assets$34,390$43,497▲ $9,107
Total Net Assets Fund Balance$34,390$43,497▲ $9,107
Total Liabilities and Net Assets / Fund Balance$485,206$495,630▲ $10,424

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$494,604--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Drew SmithSenior Deputy Treasurer$140,303$140,303

Board Members and Trustees

NameTitle
Emme HandyCollector/treasurer
Richard DepianoSecond Assistant Collector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,936
Program Service Revenue
$0
Investment Income
$13,184
Other Revenue
$0
All Other Contributions
$2,936
Change in Net Assets
$9,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,065
Revenue Not Reported on Financial Statements
$55
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,065
Total Revenue per Form 990
$16,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$6,123-$6,123
Other Expenses-$835-$835
Fees for Service Investment Mgmnt Fees-$55-$55
Total Functional Expenses$0$7,013$0$7,013

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,013
Expenses per Audited Statements$6,958
Total Expenses per Audited Statements$6,958
Expenses Not Reported on Financial Statements$55
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Due to Others$445,197
Due to City of Boston$835
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 8A

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section A, Line 8B

“Explanation: organization is run through the city of boston trust department. The department determines which charities will benefit from investment income from agency funds.”

Form 990, Part VI, Section B, Line 11B

“Explanation: the treasurer or assigned employees review the form 990 and all attachments and gives its authorization to file all applicable returns.”

Form 990, Part VI, Section C, Line 19

“Explanation: the organization makes its governing documents available for public inspection upon written request.”

Filing and Contact Details

Filer

Filer Name
Boston Charitable Trust Fund
EIN
04-6528581
Phone
6176354140
Address
BOSTON CITY HALL NO M-5, BOSTON, MA 02201

Signing Officer

Name
Richard Depiano
Title
Second Asst Collector/treasurer
Phone
6176354140
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Depiano
Formed
1985
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
O'CONNOR & DREW PC
Address
25 BRAINTREE HILL OFC PK SUITE 102, BRAINTREE, MA 02184
Preparer
Steven J Cohen
Phone
6174711120
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee whose purpose is the oversight and review of the financial statements audited by an independent accountant. The process has not changed from the prior year.”

Raw XML Appendix368 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.

Path#Value
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IRS990/AllOtherContributionsAmt02936
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IRS990/Form990PartVIISectionAGrp/TitleTxt0COLLECTOR/TREASURER
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt02936
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GENERAL & ADMINISTRATIV
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COLLECTOR/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECOND ASSISTANT COLLECTOR
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: ORGANIZATION IS RUN THROUGH THE CITY OF BOSTON TRUST DEPARTMENT. THE DEPARTMENT DETERMINES WHICH CHARITIES WILL BENEFIT FROM INVESTMENT INCOME FROM AGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE TREASURER OR ASSIGNED EMPLOYEES REVIEW THE FORM 990 AND ALL ATTACHMENTS AND GIVES ITS AUTHORIZATION TO FILE ALL APPLICABLE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A COMMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalContributionsAmt02936
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07013
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ReturnHeader/ReturnTs02020-05-26T14:59:40-05:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,630
Liabilities
$452,133
Net assets
$43,497
Revenue
$16,120
Expenses
$7,013
Net income
$9,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.46$0.22$0.02$0.14$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.46$0.34$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.46$0.30$0.03$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.45$0.27$0.05$0.50$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.46$0.72$4.49$14.7$10.2
2020Detailed filing. Detailed filing data is available for this year.$13.2$2.33$10.9$31.3$20.5$10.8
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.45$0.04$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.45$0.03$0.01$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.45$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.78$5.75$0.03$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.76$6.73$0.03$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.16$5.13$0.04$0.01$0.05$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$6.01$0.08$0.01$0.13$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.03$0.19$0.12
2011Summary only. Only limited summary data is available for this year.$5.18$4.89$0.29$0.02$0.12$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$5.29$0.40$0.03