Civic Intelligence

The Jonathan and Amy Poorvu Foundation

990PF • Fiscal year 2018 • EIN 04-6756976

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

PO Box 380828Cambridge, MA 02238

(617) 576-1010

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$792,694

Flat from 2018

Net Assets

Flat

$790,229

Flat from 2018

Liabilities

Flat

$2,465

Flat from 2018

Revenue And Expenses

Revenue

Flat

$74,249

Flat from 2018

Expenses

Flat

$47,938

Flat from 2018

Net Income

Flat

$26,311

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $423,240Liabilities 2011: $2,4652011Assets 2012: $455,383Liabilities 2012: $2,4652012Assets 2013: $501,601Liabilities 2013: $2,4652013Assets 2014: $579,372Liabilities 2014: $2,4652014Assets 2015: $643,682Liabilities 2015: $2,4652015Assets 2017: $766,383Liabilities 2017: $2,465Net Assets 2017: $763,9182017Assets 2018: $792,694Liabilities 2018: $2,465Net Assets 2018: $790,2292018Assets 2018: $792,694Liabilities 2018: $2,465Net Assets 2018: $790,2292018Assets 2019: $805,458Liabilities 2019: $2,465Net Assets 2019: $802,9932019Assets 2020: $784,889Liabilities 2020: $2,465Net Assets 2020: $782,4242020Assets 2021: $824,640Liabilities 2021: $2,465Net Assets 2021: $822,1752021Assets 2022: $833,725Liabilities 2022: $2,465Net Assets 2022: $831,2602022Assets 2023: $786,350Liabilities 2023: $2,465Net Assets 2023: $783,8852023Assets 2024: $832,623Liabilities 2024: $2,465Net Assets 2024: $830,1582024

Highlighted filing

2018

Assets$792,694
Liabilities$2,465
Net Assets$790,229

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $236,144Expenses 2011: $30,588Net Income 2011: $205,5562011Revenue 2012: $37,859Expenses 2012: $5,716Net Income 2012: $32,1432012Revenue 2013: $72,041Expenses 2013: $25,823Net Income 2013: $46,2182013Revenue 2014: $79,004Expenses 2014: $1,233Net Income 2014: $77,7712014Revenue 2015: $131,650Expenses 2015: $67,340Net Income 2015: $64,3102015Revenue 2017: $108,634Expenses 2017: $57,423Net Income 2017: $51,2112017Revenue 2018: $74,249Expenses 2018: $47,938Net Income 2018: $26,3112018Revenue 2018: $74,249Expenses 2018: $47,938Net Income 2018: $26,3112018Revenue 2019: $64,595Expenses 2019: $51,831Net Income 2019: $12,7642019Revenue 2020: $21,000Expenses 2020: $41,569Net Income 2020: -$20,5692020Revenue 2021: $88,566Expenses 2021: $48,815Net Income 2021: $39,7512021Revenue 2022: $69,353Expenses 2022: $60,268Net Income 2022: $9,0852022Revenue 2023: $18,820Expenses 2023: $66,195Net Income 2023: -$47,3752023Revenue 2024: $123,797Expenses 2024: $77,524Net Income 2024: $46,2732024

Highlighted filing

2018

Revenue$74,249
Expenses$47,938
Net Income$26,311
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN H POORVUTrustee-$0--
WILLIAM J POORVUTrustee-$0--
AMY POORVUTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISS HALL'S SCHOOLBENEVOLENTEDUCATIONAL INSTITUTPITTSFIELD, MA, US$25,000
Paid GrantTHE TRUSTEESBENEVOLENTARTSBOSTON, MA, US$10,000
Paid GrantCAMBRIDGE CENTER FOR ADULT EDUCATIONBENEVOLENTEDUCATIONAL INSTITUTCAMBRIDGE, MA, US$5,000
Paid GrantMOUNT AUBURN HOSPITALBENEVOLENTMEDICAL FACILITYCAMBRIDGE, MA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Jonathan H Poorvu Foundation
EIN
04-6756976
Phone
6175761010
Address
PO BOX 380828, CAMBRIDGE, MA 02238

Signing Officer

Name
Jonathan H Poorvu
Title
Trustee
Phone
6175761010
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
Janet E Scott CPA
Phone
6174472700
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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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC APPLICATION FORM IS NECESSARY. COMPLETE INFORMATION ON THE CHARITABLE PURPOSE OF THE REQUEST IS REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JONATHAN H POORVU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06175761010
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 380828
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002238
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS, EXCEPT IT MUST BE A TAX EXEMPT ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JONATHAN H POORVU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMBRIDGE CENTER FOR ADULT EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MISS HALL'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MOUNT AUBURN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE TRUSTEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUCATIONAL INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EDUCATIONAL INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2MEDICAL FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt042 BRATTLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1492 HOLMES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2330 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PITTSFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt046035
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011848
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023037
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011809
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023037
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023076
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02465
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0JONATHAN H POORVU
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt01465
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0PAYMENT OF EXPENSES
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0ON DEMAND
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TRUSTEE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1440
TaxesSchedule/TaxesDetail/Amt21463
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1440
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN H POORVU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175761010
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JONATHAN H POORVU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0046756976
ReturnHeader/Filer/PhoneNum06175761010
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 380828
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002238
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D30CC18F8A276BCFF094CFCCD7E02577EEED7E7D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D30CC18F8A276BCFF094CFCCD7E02577EEED7E7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.147.160.242
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:34:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 STATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET E SCOTT CPA
ReturnHeader/ReturnTs02019-05-10T10:11:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$8.33$0.02$8.30$1.24$0.78$0.46
2023Detailed filing. Detailed filing data is available for this year.$7.86$0.02$7.84$0.19$0.66$0.47
2022Detailed filing. Detailed filing data is available for this year.$8.34$0.02$8.31$0.69$0.60$0.09
2021Detailed filing. Detailed filing data is available for this year.$8.25$0.02$8.22$0.89$0.49$0.40
2020Detailed filing. Detailed filing data is available for this year.$7.85$0.02$7.82$0.21$0.42$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.05$0.02$8.03$0.65$0.52$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.02$7.90$0.74$0.48$0.26
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.02$7.90$0.74$0.48$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.66$0.02$7.64$1.09$0.57$0.51
2015Summary only. Only limited summary data is available for this year.$6.44$0.02$1.32$0.67$0.64
2014Summary only. Only limited summary data is available for this year.$5.79$0.02$0.79$0.01$0.78
2013Summary only. Only limited summary data is available for this year.$5.02$0.02$0.72$0.26$0.46
2012Summary only. Only limited summary data is available for this year.$4.55$0.02$0.38$0.06$0.32
2011Summary only. Only limited summary data is available for this year.$4.23$0.02$2.36$0.31$2.06