The Weston Charitable Trust

990PF • Fiscal year 2014 • EIN 04-6639155

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile

303 Upland AvenueNewton, MA 02461-2002

(617) 519-3448

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.4%

Higher net margin than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

5.4%

Faster asset growth than 64% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

15%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

$4,811,462

Up $480,109 (+11%) from 2012

Net Assets

$4,811,462

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin41st percentile

Revenue

$524,637

Up $131,119 (+33%) from 2012

Expenses

$522,692

Up $37,569 (+7.7%) from 2012

Net Income

$1,945

Up $93,550 (+102%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2014

Assets$4,811,462

Liabilities$0

Net Assets$4,811,462

Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

Highlighted filing

2014

Revenue$524,637

Expenses$522,692

Net Income$1,945

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: May 15, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
EDWARD W HOYT	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Weston Charitable Trust
EIN: 04-6639155
Phone: 6175193448
Address: 303 UPLAND AVENUE, NEWTON, MA 02461-2002

Signing Officer

Name: Edward Hoyt
Title: Trustee
Phone: 7819375332
Signed: 2015-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Dicicco Gulman & Company Llp
Address: 150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer: Laura K Barooshian
Phone: 7819375300

Raw XML Appendix308 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	342135
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	122725
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	367177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	464860
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	25042
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	122725
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	2288
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2288
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2288
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	356953
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	DIFFERENCE BETWEEN FMV AND COST OF GIFTED APPRECIATED INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	41619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	41619
TaxesSchedule/TaxesDetail/Amt	0	979
TaxesSchedule/TaxesDetail/Amt	1	280
TaxesSchedule/TaxesDetail/Amt	2	14954
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	MA TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	US TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	979
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	280
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	EDWARD HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7819375332
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE WESTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WEST
ReturnHeader/Filer/EIN	0	046639155
ReturnHeader/Filer/PhoneNum	0	6175193448
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	303 UPLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	024612002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DICICCO GULMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01801
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7819375300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LAURA K BAROOSHIAN
ReturnHeader/ReturnTs	0	2015-05-15T14:12:31-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

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: $4,811,462
Liabilities: $0
Net assets: $4,811,462
Revenue: $524,637
Expenses: $522,692
Net income: $1,945

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.18	$0.00	$6.18	$0.28	$0.73	$0.45
2023Detailed filing. Detailed filing data is available for this year.	$6.21	$0.00	$6.21	$0.26	$0.67	$0.41
2022Detailed filing. Detailed filing data is available for this year.	$6.19	$0.00	$6.19	$0.24	$0.87	$0.63
2021Detailed filing. Detailed filing data is available for this year.	$6.38	$0.00	$6.38	$0.57	$0.78	$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.07	$0.00	$6.07	$0.43	$0.26	$0.17
2019Detailed filing. Detailed filing data is available for this year.	$5.90	$0.00	$5.90	$0.50	$0.85	$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.79	$0.00	$5.79	$0.22	$0.05	$0.17
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$5.62	$0.00	$5.62	$0.33	$0.47	$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.53	$0.00	$5.53	$0.43	$0.50	$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.42	$0.00	$5.42	$0.79	$0.48	$0.31
2014Detailed filing. Detailed filing data is available for this year.	$4.81	$0.00	$4.81	$0.52	$0.52	$0.00
2012Summary only. Only limited summary data is available for this year.	$4.33	$0.00		$0.39	$0.49	$0.09
2011Summary only. Only limited summary data is available for this year.	$4.42	$0.00		$0.23	$0.65	$0.42