Civic Intelligence

Adopt a Student Foundation C/O Cathedral High School

990 • Fiscal year 2023 • EIN 04-6665080

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 21, 2024

Organization ProfileN/A
74 Union Park StreetBoston, MA 02118

(781) 915-8886

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$47,963,651

Up $12,586,226 (+36%) from 2022

Net Assets

Up

$47,922,503

Up $12,666,143 (+36%) from 2022

Liabilities

Down

$41,148

Down $79,917 (-66%) from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Down

$11,690,518

Down $12,510,527 (-52%) from 2022

Expenses

Down

$3,658,166

Down $366,954 (-9.1%) from 2022

Net Income

Down

$8,032,352

Down $12,143,573 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$80M$60M$40M$20M$0Assets 2009: $620,079Liabilities 2009: $53,839Net Assets 2009: $566,2402009Assets 2010: $609,764Liabilities 2010: $58,277Net Assets 2010: $551,4872010Assets 2011: $466,025Liabilities 2011: $58,194Net Assets 2011: $407,8312011Assets 2012: $475,184Liabilities 2012: $48,426Net Assets 2012: $426,7582012Assets 2013: $478,801Liabilities 2013: $21,913Net Assets 2013: $456,8882013Assets 2014: $235,087Liabilities 2014: $59,773Net Assets 2014: $175,3142014Assets 2015: $380,212Liabilities 2015: $61,216Net Assets 2015: $318,9962015Assets 2016: $477,822Liabilities 2016: $55,645Net Assets 2016: $422,1772016Assets 2017: $354,248Liabilities 2017: $50,148Net Assets 2017: $304,1002017Assets 2018: $379,519Liabilities 2018: $43,047Net Assets 2018: $336,4722018Assets 2019: $538,532Liabilities 2019: $45,500Net Assets 2019: $493,0322019Assets 2020: $101,757Liabilities 2020: $60,500Net Assets 2020: $41,2572020Assets 2021: $21,004,199Liabilities 2021: $59,456Net Assets 2021: $20,944,7432021Assets 2022: $35,377,425Liabilities 2022: $121,065Net Assets 2022: $35,256,3602022Assets 2023: $47,963,651Liabilities 2023: $41,148Net Assets 2023: $47,922,5032023Assets 2024: $62,199,439Liabilities 2024: $109,348Net Assets 2024: $62,090,0912024Assets 2025: $73,745,147Liabilities 2025: $111,883Net Assets 2025: $73,633,2642025

Highlighted filing

2023

Assets$47,963,651
Liabilities$41,148
Net Assets$47,922,503
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$30M$20M$10M$0-$10MRevenue 2009: $1,814,428Expenses 2009: $2,017,290Net Income 2009: -$202,8622009Revenue 2010: $1,750,533Expenses 2010: $1,765,286Net Income 2010: -$14,7532010Revenue 2011: $1,780,330Expenses 2011: $1,923,986Net Income 2011: -$143,6562011Revenue 2012: $1,702,986Expenses 2012: $1,684,059Net Income 2012: $18,9272012Revenue 2013: $1,648,774Expenses 2013: $1,618,644Net Income 2013: $30,1302013Revenue 2014: $1,340,877Expenses 2014: $1,622,451Net Income 2014: -$281,5742014Revenue 2015: $1,389,129Expenses 2015: $1,245,447Net Income 2015: $143,6822015Revenue 2016: $3,754,405Expenses 2016: $1,651,224Net Income 2016: $2,103,1812016Revenue 2017: $3,419,816Expenses 2017: $1,537,893Net Income 2017: $1,881,9232017Revenue 2018: $3,621,682Expenses 2018: $1,589,310Net Income 2018: $2,032,3722018Revenue 2019: $3,653,195Expenses 2019: $1,496,635Net Income 2019: $2,156,5602019Revenue 2020: $3,193,700Expenses 2020: $1,645,475Net Income 2020: $1,548,2252020Revenue 2021: $4,447,090Expenses 2021: $2,159,565Net Income 2021: $2,287,5252021Revenue 2022: $24,201,045Expenses 2022: $4,025,120Net Income 2022: $20,175,9252022Revenue 2023: $11,690,518Expenses 2023: $3,658,166Net Income 2023: $8,032,3522023Revenue 2024: $14,101,454Expenses 2024: $4,473,990Net Income 2024: $9,627,4642024Revenue 2025: $13,154,733Expenses 2025: $5,273,288Net Income 2025: $7,881,4452025

Highlighted filing

2023

Revenue$11,690,518
Expenses$3,658,166
Net Income$8,032,352
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 21, 2024
Return Version
2022v5.0
Gross Receipts
$14,736,722
Mission and Program Overview

Mission

The purpose of the foundation and its distributions are to further educational purposes by providing financial assistance to cathedral high school for the school's general education mission.

To provide financial assistance to cathedral high school for the school's general education mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,086,994$42,104,555▲ $12,017,561
Pledges and Grants Receivable$4,717,500$5,559,033▲ $841,533
Cash and Non-Interest-Bearing Accounts$514,002$300,063▼ $213,939
Accounts Receivable$58,929$0▼ $58,929
Total Assets$35,377,425$47,963,651▲ $12,586,226
Liabilities
Accounts Payable and Accrued Expenses$121,065$41,148▼ $79,917
Total Liabilities$121,065$41,148▼ $79,917
Net Assets / Fund Balance
Net Assets With Donor Restrictions$34,821,044$47,922,503▲ $13,101,459
Net Assets Without Donor Restrictions$435,316$0▼ $435,316
Total Net Assets Fund Balance$35,256,360$47,922,503▲ $12,666,143
Total Liabilities and Net Assets / Fund Balance$35,377,425$47,963,651▲ $12,586,226

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$32,537,979$9,195,640▲ $4,078,805-$43,704,718
2021$18,909,271$20,747,622▼ $4,003,739-$32,537,979
2020-$17,843,266▲ $1,605,005-$18,909,271
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Christopher RemondiTrustee
James CurveyTrustee
John DrewTrustee
John RemondiTrustee
Paul ChisolmTrustee
ROBERT O'NEILLTrustee
Kathy DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,007,801
Program Service Revenue
$0
Investment Income
$-207,684
Other Revenue
$-109,599
All Other Contributions
$10,464,372
Change in Net Assets
$8,032,352

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$505,313Fair Value
Total Noncash Contributions1$505,313-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,592,072
Revenue Not Reported on Financial Statements
$98,446
Revenue Not Reported on Form 990
$4,860,166
Total Revenue per Audited Statements
$16,452,238
Total Revenue per Form 990
$11,690,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,137,385
Other Expenses$446,281
Total Fundraising Expense$283,537
Professional Fundraising Fees$74,500
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,137,385--$3,137,385
Fees for Services Other-$110,700-$110,700
Fees for Service Investment Mgmnt Fees-$98,446-$98,446
Fees for Services Professional Fundraising--$74,500$74,500
Fees for Services Accounting-$24,205-$24,205
Other Expenses-$3,893$209,037$3,893
Total Functional Expenses$3,137,385$237,244$283,537$3,658,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,786,095
Total Expenses per Form 990$3,658,166
Expenses per Audited Statements$3,559,720
Expenses Not Reported on Form 990$226,375
Expenses Not Reported on Financial Statements$98,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cathedral High SchoolBoston, MA501(c)(3)Support of the School and Scholarships to Be Awarded to Students$3,137,385
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$198,855
Fundraising Gross Income$89,256
Professional Fundraising Fees$74,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$1,294,675$48,384$14,561$33,823
Golf$338,010$40,872$30,024$10,848
Total Events$1,632,685$89,256$198,855$-109,599
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two of the trustees of the organization are father and son.”

Form 990, Part VI, Section B, Line 11B

“The board of trustees designated the responsibility of approval and review of the form 990 to the treasurer and one trustee.”

Form 990, Part VI, Section C, Line 18

“The organization's governing documents and financial statements are available at the ma attorney general's office and its website.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990 is available at the ma attorney general's office and its website.”

Filing and Contact Details

Filer

Filer Name
Adopt a Student Foundation
EIN
04-6665080
Phone
7819158886
Address
74 UNION PARK STREET, BOSTON, MA 02118

Signing Officer

Name
Kathy Dunn
Title
Treasurer
Phone
6176947616
Signed
2024-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Dunn
Formed
1990
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Gt Reilly & Co
Address
424 ADAMS ST, MILTON, MA 02186
Preparer
Jayme F Moore CPA
Phone
6176968900
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“DIRECT EVENT EXPENSES”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“DIRECT EVENT EXPENSES”

Raw XML AppendixShowing 400 of 452 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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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011690518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012097057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022662769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04638138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03288782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03849639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt046536385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0504165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt075876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02297
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0583892
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45230
IRS990ScheduleA/PublicSupportPY170Pct00.41970
IRS990ScheduleA/PublicSupportTotal170Amt021311159
IRS990ScheduleA/SubstantialContributorsTotAmt025225226
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012097057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022662769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04638138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03288782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03849639
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt046536385
IRS990ScheduleA/TotalSupportAmt047120277
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032537979
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09195640
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt043704718
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02107706
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04078805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt018909271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt020747622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032537979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03115175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4003739
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt017843266
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt018909271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0539000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01605005
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt027520
IRS990ScheduleD/DonatedServicesUseFcltsAmt027520
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0226375
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt098446
IRS990ScheduleD/ExpensesSubtotalAmt03559720
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt098446
IRS990ScheduleD/InvestmentExpensesNotIncldAmt098446
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04633791
IRS990ScheduleD/OtherExpensesIncludedAmt0198855
IRS990ScheduleD/OtherRevenueAmt0198855
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/RevenueNotReportedAmt04860166
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt098446
IRS990ScheduleD/RevenueSubtotalAmt011592072
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT EVENT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT EVENT EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03658166
IRS990ScheduleD/TotalRevenuePerForm990Amt011690518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016452238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03786095
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0EVENT MANAGEMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt01632685
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt01558185
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0CONVENTURES
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt074500
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0ONE DESIGN CENTER PLACE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0BOSTON
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002210
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01543429
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01246291
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0297138
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0198855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01294675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0338010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01632685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089256
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-109599
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044585
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014561
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030024
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt079970
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt074300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0154270
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt01632685
IRS990ScheduleG/TotalNetToOrganizationAmt01558185
IRS990ScheduleG/TotalRetainedByContractorsAmt074500
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt03137385
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF THE SCHOOL AND SCHOLARSHIPS TO BE AWARDED TO STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHEDRAL HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0562438574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt074 UNION PARK STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002118
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0505313
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE TRUSTEES OF THE ORGANIZATION ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES DESIGNATED THE RESPONSIBILITY OF APPROVAL AND REVIEW OF THE FORM 990 TO THE TREASURER AND ONE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE MA ATTORNEY GENERAL'S OFFICE AND ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS AVAILABLE AT THE MA ATTORNEY GENERAL'S OFFICE AND ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt035377425
IRS990/TotalAssetsEOYAmt047963651
IRS990/TotalAssetsGrp/BOYAmt035377425
IRS990/TotalAssetsGrp/EOYAmt047963651
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012007801
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0283537
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0237244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03137385
IRS990/TotalFunctionalExpensesGrp/TotalAmt03658166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121065
IRS990/TotalLiabilitiesEOYAmt041148
IRS990/TotalLiabilitiesGrp/BOYAmt0121065
IRS990/TotalLiabilitiesGrp/EOYAmt041148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035256360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047922503
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03137385
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-317283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,963,651
Liabilities
$41,148
Net assets
$47,922,503
Revenue
$11,690,518
Expenses
$3,658,166
Net income
$8,032,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$73.7$0.11$73.6$13.2$5.27$7.88
2024Detailed filing. Detailed filing data is available for this year.$62.2$0.11$62.1$14.1$4.47$9.63
2023Detailed filing. Detailed filing data is available for this year.$48.0$0.04$47.9$11.7$3.66$8.03
2022Detailed filing. Detailed filing data is available for this year.$35.4$0.12$35.3$24.2$4.03$20.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$0.06$20.9$4.45$2.16$2.29
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.04$3.19$1.65$1.55
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.05$0.49$3.65$1.50$2.16
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.04$0.34$3.62$1.59$2.03
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.05$0.30$3.42$1.54$1.88
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$3.75$1.65$2.10
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.06$0.32$1.39$1.25$0.14
2014Summary only. Only limited summary data is available for this year.$0.24$0.06$0.18$1.34$1.62$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.02$0.46$1.65$1.62$0.03
2012Summary only. Only limited summary data is available for this year.$0.48$0.05$0.43$1.70$1.68$0.02
2011Summary only. Only limited summary data is available for this year.$0.47$0.06$0.41$1.78$1.92$0.14
2010Summary only. Only limited summary data is available for this year.$0.61$0.06$0.55$1.75$1.77$0.01
2009Summary only. Only limited summary data is available for this year.$0.62$0.05$0.57$1.81$2.02$0.20