Civic Intelligence

Copley Square Charitable Trust

990 • Fiscal year 2011 • EIN 04-6710799

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization ProfileN/A
68 Beacon St02108
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

39th percentile

-1.9%

Faster asset growth than 39% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$1,495,000

Down $28,500 (-1.9%) from 2010

Net Assets

Down

$1,495,000

Down $28,500 (-1.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$32,500

Up $22,900 (+239%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,523,500Liabilities 2010: $0Net Assets 2010: $1,523,5002010Assets 2011: $1,495,000Liabilities 2011: $0Net Assets 2011: $1,495,0002011Assets 2012: $1,661,200Liabilities 2012: $0Net Assets 2012: $1,661,2002012Assets 2013: $1,948,300Liabilities 2013: $0Net Assets 2013: $1,948,3002013Assets 2014: $1,916,100Liabilities 2014: $0Net Assets 2014: $1,916,1002014Assets 2015: $1,804,300Liabilities 2015: $0Net Assets 2015: $1,804,3002015Assets 2016: $1,827,700Liabilities 2016: $0Net Assets 2016: $1,827,7002016Assets 2017: $2,160,200Liabilities 2017: $0Net Assets 2017: $2,160,2002017Assets 2018: $1,857,300Liabilities 2018: $0Net Assets 2018: $1,857,3002018Assets 2019: $2,252,500Liabilities 2019: $0Net Assets 2019: $2,252,5002019Assets 2020: $2,653,500Liabilities 2020: $0Net Assets 2020: $2,653,5002020Assets 2021: $2,807,400Liabilities 2021: $0Net Assets 2021: $2,807,4002021Assets 2022: $2,285,600Liabilities 2022: $1,000Net Assets 2022: $2,284,6002022Assets 2023: $2,732,300Liabilities 2023: $1,000Net Assets 2023: $2,731,3002023Assets 2024: $3,061,000Liabilities 2024: $1,000Net Assets 2024: $3,060,0002024

Highlighted filing

2011

Assets$1,495,000
Liabilities$0
Net Assets$1,495,000
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $9,6002010Expenses 2011: $32,5002011Expenses 2012: $36,9002012Revenue 2013: $100,000Expenses 2013: $13,700Net Income 2013: $86,3002013Revenue 2014: $123,300Expenses 2014: $117,100Net Income 2014: $6,2002014Revenue 2015: $107,000Expenses 2015: $98,600Net Income 2015: $8,4002015Revenue 2016: $87,600Expenses 2016: $106,900Net Income 2016: -$19,3002016Revenue 2017: $129,900Expenses 2017: $16,500Net Income 2017: $113,4002017Revenue 2018: $265,400Expenses 2018: $177,600Net Income 2018: $87,8002018Revenue 2019: $20,400Expenses 2019: $14,800Net Income 2019: $5,6002019Revenue 2020: $155,400Expenses 2020: $15,115Net Income 2020: $140,2852020Revenue 2021: $378,800Expenses 2021: $142,700Net Income 2021: $236,1002021Revenue 2022: $16,700Expenses 2022: $16,300Net Income 2022: $4002022Revenue 2023: $87,700Expenses 2023: $16,200Net Income 2023: $71,5002023Revenue 2024: $289,200Expenses 2024: $19,200Net Income 2024: $270,0002024

Highlighted filing

2011

Revenue-
Expenses$32,500
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Gross Receipts
$77,500
Mission and Program Overview

Mission

Investment Income Generation

Filing and Contact Details

Filer

EIN
04-6710799
Raw XML Appendix288 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.

Path#Value
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Investment Income Generation
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 170124
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IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode002117
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IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
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IRS990/DeductibleNonCashContributions0false
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IRS990/DescribedIn501C30true
IRS990/Description0HOLD, MANAGE, AND EXPEND FUNDS FOR THE MAINTENANCE OF COPLEY SQUARE, BOSTON, MA
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
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IRS990/Expense032500
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek52.00
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IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
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IRS990/Form990PartVIISectionA/NamePerson1PARK SUSAN
IRS990/Form990PartVIISectionA/NamePerson2POLLOCK TONI
IRS990/Form990PartVIISectionA/NamePerson3SHULMAN MEL
IRS990/Form990PartVIISectionA/NamePerson4TEIXEIRA ANN
IRS990/Form990PartVIISectionA/NamePerson5CROSBY FRANCIS
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990PartVIISectionA/Title3Trustee
IRS990/Form990PartVIISectionA/Title4Trustee
IRS990/Form990PartVIISectionA/Title5Trustee
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
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IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities06300
IRS990/Gaming0false
IRS990/Grants021000
IRS990/GrantsAndSimilarAmntsCY021000
IRS990/GrantsToDomesticOrgs/ProgramServices021000
IRS990/GrantsToDomesticOrgs/Total021000
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities06300
IRS990/GrossReceipts077500
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear076400
IRS990/InvestmentIncome/ExclusionAmount070100
IRS990/InvestmentIncomePriorYear0175500
IRS990/InvestmentIncome/TotalRevenueColumn070100
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01523800
IRS990/InvestmentsPubTradedSecurities/EOY01495000
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Investment Income Generation
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0NANCY BRICKLEY
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY01523800
IRS990/NetAssetsOrFundBalancesEOY01495000
IRS990/NetGainOrLossInvestments/ExclusionAmount06300
IRS990/NetGainOrLossInvestments/TotalRevenueColumn06300
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear09600
IRS990/OtherExpensesCurrentYear011500
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PermanentlyRestrictedNetAssets/BOY01500000
IRS990/PermanentlyRestrictedNetAssets/EOY01500000
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges0-73800
IRS990/ReconcilationRevenueExpenses045000
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY045000
IRS990/RevenuesLessExpensesPriorYear0165900
IRS990/SalariesEtcCurrentYear00
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/SumOfAmounts021000
IRS990ScheduleA/SupportedOrgInformation/Amount021000
IRS990ScheduleA/SupportedOrgInformation/EIN0042490917
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10FRIENDS COPLEY SQ
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization011(a)
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance01523800
IRS990ScheduleD/CurrentYear/Contributions01100
IRS990ScheduleD/CurrentYear/EndOfYearBalance01495000
IRS990ScheduleD/CurrentYear/GrantsOrScholarships021000
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-8900
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance01357600
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0300
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance01523800
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0165900
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01105700
IRS990ScheduleD/CurrentYearMinus2Years/Contributions01000
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance01357600
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0250900
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 170124
IRS990ScheduleI/RecipientTable/AddressUS/City0BOSTON
IRS990ScheduleI/RecipientTable/AddressUS/State0MA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode002117
IRS990ScheduleI/RecipientTable/AmountOfCashGrant021000
IRS990ScheduleI/RecipientTable/EINOfRecipient0042490917
IRS990ScheduleI/RecipientTable/IRCSection0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0Operations
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10FRIENDS OF COPLEY SQ
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Members of the Board of Trustees are appointed by
IRS990ScheduleO/GeneralExplanation/Explanation1the Mayor of the City of Boston, Massachusetts.
IRS990ScheduleO/GeneralExplanation/Explanation2The Board of Trustees have delegated the authority
IRS990ScheduleO/GeneralExplanation/Explanation3to review and file form 990 to a single Trustee.
IRS990ScheduleO/GeneralExplanation/Explanation4The Organization makes its governing documents and
IRS990ScheduleO/GeneralExplanation/Explanation5financial statements available to the general
IRS990ScheduleO/GeneralExplanation/Explanation6public upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 7a
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 19
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IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode002108
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THE TRUST
IRS990/TheBooksAreInCareOf/TelephoneNumber06177238121
IRS990/TotalAssets/BOY01523800
IRS990/TotalAssetsBOY01523800
IRS990/TotalAssets/EOY01495000
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IRS990/TotalCompGT150K0false
IRS990/TotalContributions01100
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IRS990/TotalExpensesPriorYear09600
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IRS990/TotalFunctionalExpenses/Total032500
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01523800
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01523800
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IRS990/TotalRevenue/ExclusionAmount076400
IRS990/TotalRevenuePriorYear0175500
IRS990/TotalRevenue/TotalRevenueColumn077500
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01992
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046710799
ReturnHeader/Filer/Name/BusinessNameLine10COPLEY SQUARE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0COPL
ReturnHeader/Filer/Phone06175362101
ReturnHeader/Filer/USAddress/AddressLine1068 BEACON ST
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ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002108
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-26
ReturnHeader/Officer/Name0NANCY BRICKLEY
ReturnHeader/Officer/Phone06175362101
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAVID ASADOORIAN CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 558
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CONCORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001742
ReturnHeader/Preparer/Name0DAVID ASADOORIAN
ReturnHeader/Preparer/Phone09783712599
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-30T13:54:46-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,495,000
Liabilities
$0
Net assets
$1,495,000
Revenue
-
Expenses
$32,500
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.29$0.02$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$0.02$0.02$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.38$0.14$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.16$0.02$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.27$0.18$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.13$0.02$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.11$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.11$0.10$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.92$0.00$1.92$0.12$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10$0.01$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.01