Civic Intelligence

The Ives Family Charitable Trust

EIN 04-6644020 • Boston, MA

Lwc 230 Congress St 12flBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$9,533

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

11%

Faster revenue growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,927,571

Up $66,792 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,927,571

Up $66,792 (+3.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin64th percentile

Revenue

Up

$450,934

Up $44,834 (+11%) from 2023

Expenses

Down

$384,142

Down $8,135 (-2.1%) from 2023

Net Income

Up

$66,792

Up $52,969 (+383%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,514,107Liabilities 2010: $0Net Assets 2010: $2,514,1072010Assets 2011: $2,524,167Liabilities 2011: $0Net Assets 2011: $2,524,1672011Assets 2012: $2,686,363Liabilities 2012: $0Net Assets 2012: $2,686,3632012Assets 2013: $2,665,475Liabilities 2013: $1,350Net Assets 2013: $2,664,1252013Assets 2014: $2,593,535Liabilities 2014: $0Net Assets 2014: $2,593,5352014Assets 2015: $2,335,573Liabilities 2015: $0Net Assets 2015: $2,335,5732015Assets 2016: $2,265,691Liabilities 2016: $0Net Assets 2016: $2,265,6912016Assets 2017: $2,761,506Liabilities 2017: $0Net Assets 2017: $2,761,5062017Assets 2018: $2,378,309Liabilities 2018: $0Net Assets 2018: $2,378,3092018Assets 2019: $2,033,489Liabilities 2019: $0Net Assets 2019: $2,033,4892019Assets 2020: $2,062,755Liabilities 2020: $0Net Assets 2020: $2,062,7552020Assets 2021: $2,214,031Liabilities 2021: $0Net Assets 2021: $2,214,0312021Assets 2022: $1,850,406Liabilities 2022: $3,450Net Assets 2022: $1,846,9562022Assets 2023: $1,860,779Liabilities 2023: $0Net Assets 2023: $1,860,7792023Assets 2024: $1,927,571Liabilities 2024: $0Net Assets 2024: $1,927,5712024

Highlighted filing

2024

Assets$1,927,571
Liabilities$0
Net Assets$1,927,571
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $99,6032010Expenses 2011: $77,9312011Expenses 2012: $195,2052012Revenue 2013: $123,028Expenses 2013: $146,179Net Income 2013: -$23,1512013Revenue 2014: $226,218Expenses 2014: $296,092Net Income 2014: -$69,8742014Revenue 2015: $306,549Expenses 2015: $565,186Net Income 2015: -$258,6372015Revenue 2016: $228,702Expenses 2016: $296,751Net Income 2016: -$68,0492016Revenue 2017: $1,897,137Expenses 2017: $1,405,942Net Income 2017: $491,1952017Revenue 2018: $68,968Expenses 2018: $450,665Net Income 2018: -$381,6972018Revenue 2019: $181,409Expenses 2019: $526,229Net Income 2019: -$344,8202019Revenue 2020: $691,361Expenses 2020: $662,090Net Income 2020: $29,2712020Revenue 2021: $995,257Expenses 2021: $843,981Net Income 2021: $151,2762021Revenue 2022: $43,001Expenses 2022: $410,076Net Income 2022: -$367,0752022Revenue 2023: $406,100Expenses 2023: $392,277Net Income 2023: $13,8232023Revenue 2024: $450,934Expenses 2024: $384,142Net Income 2024: $66,7922024

Highlighted filing

2024

Revenue$450,934
Expenses$384,142
Net Income$66,792
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,927,571
Liabilities
$0
Net assets
$1,927,571
Revenue
$450,934
Expenses
$384,142
Net income
$66,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.45$0.38$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.41$0.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04$0.41$0.37
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.00$0.84$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.69$0.66$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.18$0.53$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.07$0.45$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.90$1.41$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.23$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.31$0.57$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.23$0.30$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.66$0.12$0.15$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.08
2010Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILBERT M RODDY JRTrustee-$9,533-$9,533
J ATWOOD IVESTrustee-$0--
ELIZABETH S IVESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ives Family Charitable Trust
EIN
04-6644020
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Gilbert M Roddy Jr
Title
Trustee
Phone
6175236531
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Kelsey E Fitzpatrick
Phone
6175236531
Raw XML AppendixShowing 400 of 1,162 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LORING WOLCOTT & COOLIDGE - ACCOUNTING FEES
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ExplanOfLegisPoliticalActvts/MediumExplanationTxt0DURING THE TAX YEAR, THE FOUNDATION MADE A $10,000 CONTRIBUTION THAT WAS SUBSEQUENTLY DETERMINED TO HAVE BEEN MADE TO A 501(C)(4) ORGANIZATION. THE CONTRIBUTION WAS MADE IN GOOD FAITH, AS THE FOUNDATION HAS HISTORICALLY SUPPORTED A RELATED SECTION 501(C)(3) ORGANIZATION WITH A NEARLY IDENTICAL NAME. THE 501(C)(4) ORGANIZATION CONDUCTS PUBLIC POLICY ACTIVITIES ALIGNED WITH THE CHARITABLE MISSION OF THE 501(C)(3), WHICH LED TO THE INADVERTENT ERROR. UPON DISCOVERING THAT THE RECIPIENT WAS A 501(C)(4), THE FOUNDATION IMMEDIATELY TOOK CORRECTIVE ACTION. THE OFFICER RESPONSIBLE FOR THE EXPENDITURE ACKNOWLEDGED THE INADVERTENT ERROR AND HAS PERSONALLY COMMITTED TO REIMBURSE THE FOUNDATION IN FULL. THE RESULTING RECEIVABLE IS RECORDED ON LINE 6, PART II. THE FOUNDATION EMPHASIZES THAT THERE WAS ABSOLUTELY NO INTENT TO MAKE A POLITICAL CONTRIBUTION, AND THE TRANSACTION WAS PURELY AN ADMINISTRATIVE OVERSIGHT. TO PREVENT REOCCURRENCE, THE FOUNDATION HAS SINCE TAKEN STEPS TO PREVENT FUTURE OCCURRENCES, INCLUDING ADDITIONAL TRAINING AND INTERNAL CONTROLS TO ENSURE THAT FUTURE CONTRIBUTIONS ARE VERIFIED FOR PROPER TAX-EXEMPT STATUS PRIOR TO DISBURSEMENT.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01860779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01927571
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01860779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01927571
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079855
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0262190
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LEXINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202421
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd01
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd01
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17240
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt332000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt372500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt394000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt402000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4330000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt452000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5089
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL PURPOSES

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