Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 04-6556188

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 18, 2018

Organization Profile
141 Tremont Street 200Boston, MA 02109

(617) 422-0064

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

20th percentile

-7.1%

Higher net margin than 20% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$48,000

Higher top officer pay than 24% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

35th percentile

0.5%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,831,063

Up $76,668 (+0.5%) from 2016

Net Assets

Up

$14,831,063

Up $76,668 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin20th percentile

Revenue

Up

$864,588

Up $148,197 (+21%) from 2016

Expenses

Down

$926,200

Down $210,391 (-19%) from 2016

Net Income

Up

-$61,612

Up $358,588 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$14,831,063
Liabilities$0
Net Assets$14,831,063
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$864,588
Expenses$926,200
Net Income-$61,612
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LOWELL 2NDTrustee-$48,000-$48,000
JANET TAYLORTrusteePT$38,000-$38,000
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 02109

Signing Officer

Name
James H Lowell 2nd
Title
Trustee
Signed
2018-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS STREET, BOSTON, MA 02110-2432
Preparer
James P Randall CPA
Phone
6175428155
Raw XML Appendix329 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/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOWELL BLAKE & ASSOCIATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174220064
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CFADAMSTRUST.ORG
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0739000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0916394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0223412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0197124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016467
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0496409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0223412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0197124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075873
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0901823
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0498305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0512876
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES AND OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14253
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WESTERN GAS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TESORO LOGISTICS LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03310
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-41144
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-21034
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0138280
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK-TAX DIFFERENCES ON STOCK SALES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt055198
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt055198
TaxesSchedule/TaxesDetail/Amt016199
TaxesSchedule/TaxesDetail/Amt110000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016199
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H LOWELL 2ND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C F ADAMS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LOWELL BLAKE & ASSOCIATES
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/ZIPCd002109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.219.228.220
ReturnHeader/FilingSecurityInformation/IPDt02018-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:43:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES P RANDALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-18T11:43:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,831,063
Liabilities
$0
Net assets
$14,831,063
Revenue
$864,588
Expenses
$926,200
Net income
-$61,612
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