Civic Intelligence

The Weston Charitable Trust

990PF • Fiscal year 2021 • EIN 04-6639155

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
PO Box 1737New London, NH 03257

(617) 519-3448

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

42nd percentile

5.1%

Faster asset growth than 42% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

34%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,376,554

Up $306,695 (+5.1%) from 2020

Net Assets

Up

$6,376,554

Up $306,695 (+5.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin9th percentile

Revenue

Up

$574,996

Up $144,964 (+34%) from 2020

Expenses

Up

$780,161

Up $523,727 (+204%) from 2020

Net Income

Down

-$205,165

Down $378,763 (-218%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2021

Assets$6,376,554
Liabilities$0
Net Assets$6,376,554
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

2021

Revenue$574,996
Expenses$780,161
Net Income-$205,165
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD W HOYTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Weston Charitable Trust
EIN
04-6639155
Phone
6175193448
Address
PO BOX 1737, NEW LONDON, NH 03257

Signing Officer

Name
Edward Hoyt
Title
Trustee
Phone
7819375332
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
DGC A DIVISION OF PKF O'CONNOR DAVIES
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Laura K Barooshian
Phone
7819375300
Raw XML Appendix319 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0710673
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/AppliedToCurrentYearAmt0470630
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0240043
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0607157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0710673
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0136527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0240043
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0557
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION RECEIPT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0557
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0557
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0511860
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST OF GIFTED APPRECIATED INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt059573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt059573
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt15770
TaxesSchedule/TaxesDetail/Amt21844
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1US TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07819375332
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0046639155
ReturnHeader/Filer/PhoneNum06175193448
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1737
ReturnHeader/Filer/USAddress/CityNm0NEW LONDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DGC A DIVISION OF PKF O'CONNOR DAVIES
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/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K BAROOSHIAN
ReturnHeader/ReturnTs02022-05-09T13:20:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOYT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,376,554
Liabilities
$0
Net assets
$6,376,554
Revenue
$574,996
Expenses
$780,161
Net income
-$205,165
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
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