Civic Intelligence

The Weston Charitable Trust

990PF • Fiscal year 2016 • EIN 04-6639155

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 27, 2017

PO Box 599Brookline, MA 02446

(617) 519-3448

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

55th percentile

2.1%

Faster asset growth than 55% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,532,366

Up $113,874 (+2.1%) from 2015

Net Assets

Up

$5,532,366

Up $113,874 (+2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$428,500

Down $358,524 (-46%) from 2015

Expenses

Up

$504,393

Up $27,689 (+5.8%) from 2015

Net Income

Down

-$75,893

Down $386,213 (-124%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,422,958Liabilities 2011: $02011Assets 2012: $4,331,353Liabilities 2012: $02012Assets 2014: $4,811,462Liabilities 2014: $0Net Assets 2014: $4,811,4622014Assets 2015: $5,418,492Liabilities 2015: $0Net Assets 2015: $5,418,4922015Assets 2016: $5,532,366Liabilities 2016: $0Net Assets 2016: $5,532,3662016Assets 2017: $5,616,095Liabilities 2017: $0Net Assets 2017: $5,616,0952017Assets 2018: $5,785,866Liabilities 2018: $0Net Assets 2018: $5,785,8662018Assets 2019: $5,896,949Liabilities 2019: $0Net Assets 2019: $5,896,9492019Assets 2020: $6,069,859Liabilities 2020: $0Net Assets 2020: $6,069,8592020Assets 2021: $6,376,554Liabilities 2021: $0Net Assets 2021: $6,376,5542021Assets 2022: $6,192,895Liabilities 2022: $0Net Assets 2022: $6,192,8952022Assets 2023: $6,209,206Liabilities 2023: $0Net Assets 2023: $6,209,2062023Assets 2024: $6,178,056Liabilities 2024: $0Net Assets 2024: $6,178,0562024

Highlighted filing

2016

Assets$5,532,366
Liabilities$0
Net Assets$5,532,366

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $228,894Expenses 2011: $646,784Net Income 2011: -$417,8902011Revenue 2012: $393,518Expenses 2012: $485,123Net Income 2012: -$91,6052012Revenue 2014: $524,637Expenses 2014: $522,692Net Income 2014: $1,9452014Revenue 2015: $787,024Expenses 2015: $476,704Net Income 2015: $310,3202015Revenue 2016: $428,500Expenses 2016: $504,393Net Income 2016: -$75,8932016Revenue 2017: $326,741Expenses 2017: $468,209Net Income 2017: -$141,4682017Revenue 2018: $219,780Expenses 2018: $49,325Net Income 2018: $170,4552018Revenue 2019: $504,900Expenses 2019: $850,221Net Income 2019: -$345,3212019Revenue 2020: $430,032Expenses 2020: $256,434Net Income 2020: $173,5982020Revenue 2021: $574,996Expenses 2021: $780,161Net Income 2021: -$205,1652021Revenue 2022: $236,678Expenses 2022: $866,834Net Income 2022: -$630,1562022Revenue 2023: $257,233Expenses 2023: $668,671Net Income 2023: -$411,4382023Revenue 2024: $275,775Expenses 2024: $729,597Net Income 2024: -$453,8222024

Highlighted filing

2016

Revenue$428,500
Expenses$504,393
Net Income-$75,893
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 27, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD W HOYTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY INVESTMENTS CHARITABLE GIFT FUNDFURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE.PUBLIC CHARITYCINCINNATI, OH, US$300,954
Paid GrantTHE BOSTON FOUNDATIONFURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE.PUBLIC CHARITYBOSTON, MA, US$150,690
Filing and Contact Details

Filer

Filer Name
The Weston Charitable Trust
EIN
04-6639155
Phone
6175193448
Address
PO BOX 599, BROOKLINE, MA 02446

Signing Officer

Name
Edward Hoyt
Title
Trustee
Phone
7819375332
Signed
2017-09-27
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 Appendix356 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD W HOYT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt094 MARION ST APT 6
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175193448
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES DIRECT CHARITABLE GIFTS TO VARIOUS ORGANIZATIONS WITH TAX EXEMPT STATUS UNDER SECTION 501(C)(3).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0451644
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD W HOYT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150690
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHER THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING SIMPLE AND EFFECTIVE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE BOSTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 ARLINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0451644
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0359392
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0359392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111012
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt092252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018760
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0451644
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt092252
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111012
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018760
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0189767
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST OF GIFTED APPRECIATED INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt038236
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt110918
TaxesSchedule/TaxesDetail/CategoryTxt0MA TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07819375332
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0046639155
ReturnHeader/Filer/PhoneNum06175193448
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 599
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002446
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065FFD583EE38191A0D8B669085D7CAE2EA5D88CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BAAFDA1B7E70BB10E0C87AAD7A5648214E6A3103
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.111.50.130
ReturnHeader/FilingSecurityInformation/IPDt02017-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:22:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICICCO GULMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K BAROOSHIAN
ReturnHeader/ReturnTs02017-10-04T17:55:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2016Detailed filing. Detailed filing data is available for this year.$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