Civic Intelligence

The Charles F and Beatrice D Adams Charitable Trust C/O Choate Investment

990PF • Fiscal year 2014 • EIN 04-6556188

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
141 Tremont Street 200Boston, MA 02111-1209

(617) 422-0064

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$34,500

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

68th percentile

7.7%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

276%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$15,585,871

Up $1,109,062 (+7.7%) from 2013

Net Assets

Up

$15,585,871

Up $1,109,062 (+7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Up

$2,353,856

Up $1,727,247 (+276%) from 2013

Expenses

Up

$1,063,250

Up $161,750 (+18%) from 2013

Net Income

Up

$1,290,606

Up $1,565,497 (+569%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$100M$50M$0Assets 2011: $14,313,659Liabilities 2011: $02011Assets 2012: $14,623,657Liabilities 2012: $02012Assets 2013: $14,476,809Liabilities 2013: $0Net Assets 2013: $14,476,8092013Assets 2014: $15,585,871Liabilities 2014: $0Net Assets 2014: $15,585,8712014Assets 2015: $15,069,897Liabilities 2015: $0Net Assets 2015: $15,069,8972015Assets 2016: $14,754,395Liabilities 2016: $0Net Assets 2016: $14,754,3952016Assets 2017: $14,831,063Liabilities 2017: $0Net Assets 2017: $14,831,0632017Assets 2018: $14,796,345Liabilities 2018: $0Net Assets 2018: $14,796,3452018Assets 2019: $14,616,909Liabilities 2019: $0Net Assets 2019: $14,616,9092019Assets 2020: $13,622,507Liabilities 2020: $0Net Assets 2020: $13,622,5072020Assets 2021: $23,169,774Liabilities 2021: $0Net Assets 2021: $23,169,7742021Assets 2022: $19,052,797Liabilities 2022: $0Net Assets 2022: $19,052,7972022Assets 2023: $20,745,670Liabilities 2023: $0Net Assets 2023: $20,745,6702023Assets 2024: $85,423,428Liabilities 2024: $0Net Assets 2024: $85,423,4282024

Highlighted filing

2014

Assets$15,585,871
Liabilities$0
Net Assets$15,585,871
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $647,690Expenses 2011: $883,952Net Income 2011: -$236,2622011Revenue 2012: $1,195,303Expenses 2012: $885,305Net Income 2012: $309,9982012Revenue 2013: $626,609Expenses 2013: $901,500Net Income 2013: -$274,8912013Revenue 2014: $2,353,856Expenses 2014: $1,063,250Net Income 2014: $1,290,6062014Revenue 2015: $527,370Expenses 2015: $1,133,383Net Income 2015: -$606,0132015Revenue 2016: $716,391Expenses 2016: $1,136,591Net Income 2016: -$420,2002016Revenue 2017: $864,588Expenses 2017: $926,200Net Income 2017: -$61,6122017Revenue 2018: $1,038,782Expenses 2018: $1,168,500Net Income 2018: -$129,7182018Revenue 2019: $1,046,016Expenses 2019: $1,086,253Net Income 2019: -$40,2372019Revenue 2020: $125,357Expenses 2020: $1,206,765Net Income 2020: -$1,081,4082020Revenue 2021: $797,674Expenses 2021: $1,289,918Net Income 2021: -$492,2442021Revenue 2022: $1,544,765Expenses 2022: $1,461,720Net Income 2022: $83,0452022Revenue 2023: $2,683,029Expenses 2023: $1,810,529Net Income 2023: $872,5002023Revenue 2024: $68,629,922Expenses 2024: $2,702,319Net Income 2024: $65,927,6032024

Highlighted filing

2014

Revenue$2,353,856
Expenses$1,063,250
Net Income$1,290,606
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LOWELL 2NDTrustee-$34,500-$34,500
JANET TAYLORTrusteePT$27,500-$27,500
EDWARD P LAWRENCE ESQTrustee-$11,500-$11,500
BEATRICE D ADAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
C F Adams Charitable Trust
EIN
04-6556188
Phone
6174220064
Address
141 TREMONT STREET 200, BOSTON, MA 02111-1209

Signing Officer

Name
James H Lowell Ii
Title
Trustee
Phone
6174220064
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS ST, BOSTON, MA 02110-2432
Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix336 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/PersonNm0JAMES H LOWELL 2ND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD P LAWRENCE ESQ
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0141 TREMONT STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021111209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOWELL BLAKE & ASSOCIATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174220064
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CFADAMSTRUST.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt01116000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0141 TREMONT ST 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd002111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0892250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0141 TREMONT ST 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01116000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0892250
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/AppliedToCurrentYearAmt0933506
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0933506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt077576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt051616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt051616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0169916
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt077576
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01009379
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075873
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0221532
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145659
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0181544
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR CRUT CORPUS BOOK ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE AND OVERHEAD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADAMS INHERITED CRUT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02572
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13966
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt29987
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13966
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39987
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WESTERN GAS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TESORO LOGISTICS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LBA FOREST STEWARDSHIP LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-21410
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-34934
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-14162
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt36612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt136000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt136000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0C F ADAMS 1988 REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O LOWELL BLAKE ASSOCINC141
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0TREMONT ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002111
TaxesSchedule/TaxesDetail/Amt020000
TaxesSchedule/TaxesDetail/Amt119668
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019668
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H LOWELL II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174220064
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C F ADAMS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LOWELL BLAKE & ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0CFAD
ReturnHeader/Filer/EIN0046556188
ReturnHeader/Filer/PhoneNum06174220064
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 TREMONT STREET 200
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021111209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-13T08:09:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,585,871
Liabilities
$0
Net assets
$15,585,871
Revenue
$2,353,856
Expenses
$1,063,250
Net income
$1,290,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$68.6$2.70$65.9
2023Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.68$1.81$0.87
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.54$1.46$0.08
2021Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.80$1.29$0.49
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.13$1.21$1.08
2019Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.05$1.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.04$1.17$0.13
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.86$0.93$0.06
2016Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.72$1.14$0.42
2015Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.53$1.13$0.61
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$2.35$1.06$1.29
2013Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.63$0.90$0.27
2012Summary only. Only limited summary data is available for this year.$14.6$0.00$1.20$0.89$0.31
2011Summary only. Only limited summary data is available for this year.$14.3$0.00$0.65$0.88$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $10M-$25M nonprofits