Civic Intelligence

Catherine Hawkins Foundation

990PF • Fiscal year 2024 • EIN 04-6864140

May 01, 2023 to Apr 30, 2024 • Filed on Jun 04, 2025

125 High Street 29th FloorBoston, MA 02110

(617) 488-4463

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$100,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$6,405,357

Down $190,099 (-2.9%) from 2022

Net Assets

Down

$6,405,357

Down $190,099 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$789,313

Up $234,895 (+42%) from 2022

Expenses

Up

$352,115

Up $253,215 (+256%) from 2022

Net Income

Down

$437,198

Down $18,320 (-4.0%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,637,131Liabilities 2012: $02012Assets 2013: $4,524,849Liabilities 2013: $02013Assets 2014: $4,571,712Liabilities 2014: $02014Assets 2015: $4,609,852Liabilities 2015: $02015Assets 2019: $4,151,961Liabilities 2019: $02019Assets 2020: $3,753,178Liabilities 2020: $02020Assets 2021: $6,139,854Liabilities 2021: $0Net Assets 2021: $6,139,8542021Assets 2022: $6,595,456Liabilities 2022: $0Net Assets 2022: $6,595,4562022Assets 2024: $6,405,357Liabilities 2024: $0Net Assets 2024: $6,405,3572024

Highlighted filing

2024

Assets$6,405,357
Liabilities$0
Net Assets$6,405,357

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $126,083Expenses 2012: $72,117Net Income 2012: $53,9662012Revenue 2013: $300,659Expenses 2013: $346,685Net Income 2013: -$46,0262013Revenue 2014: $385,514Expenses 2014: $340,045Net Income 2014: $45,4692014Revenue 2015: $480,415Expenses 2015: $453,431Net Income 2015: $26,9842015Revenue 2019: $279,560Expenses 2019: $490,804Net Income 2019: -$211,2442019Revenue 2020: $191,048Expenses 2020: $601,266Net Income 2020: -$410,2182020Revenue 2021: $3,003,471Expenses 2021: $613,435Net Income 2021: $2,390,0362021Revenue 2022: $554,418Expenses 2022: $98,900Net Income 2022: $455,5182022Revenue 2024: $789,313Expenses 2024: $352,115Net Income 2024: $437,1982024

Highlighted filing

2024

Revenue$789,313
Expenses$352,115
Net Income$437,198
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jun 4, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLE H TAYLORFoundation ManagerFT$100,000-$100,000
JOHN I TAYLORTrustee-$0--
ELIZABETH C TAYLORTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRE FOR EFFECTIVE ALTRUISM USA AKA GIVING GREENGENERAL501(C)(3) CHARITYSAN FRANCISCO, CA, US$200,000
Filing and Contact Details

Filer

Filer Name
Catherine Hawkins Foundation
EIN
04-6864140
Phone
6174884463
Address
125 HIGH STREET 29TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Cole H Taylor
Title
Trustee
Phone
6174884463
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Brock and Company Cpas Pc
Address
12050 PECOS STREET SUITE 210, WESTMINSTER, CO 80234
Preparer
D Michelle Goen CPA
Phone
3034500400
Raw XML Appendix336 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0LATE FILING PENALTY ABATEMENT REQUEST (FORM 990-PF, PART V, LINE 9)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0WE RESPECTFULLY REQUEST ABATEMENT OF THE PENALTIES ASSESSED FOR THE LATE FILING OF 2022 FORM 990-PF FOR THE TAX YEAR ENDED APRIL 30, 2023 FOR CATHERINE HAWKINS FOUNDATION, EIN 04-6864140, PURSUANT TO INTERNAL REVENUE CODE SECTION 6652(C)(3).THE FORM 990-PF FOR THE TAX YEAR ENDED APRIL 30, 2023 WAS FILED AFTER THE ORIGINAL DUE DATE DUE TO TRANSITION OF THE FOUNDATION ASSETS TO A NEW FUND MANAGER AND MISCOMMUNICATION BETWEEN THE NEW FUND MANAGER AND THE PREVIOUS FUND MANAGER AS TO WHOM WOULD FILE THE REQUIRED TAX RETURN. THE FOUNDATION AND THE NEW FUND MANAGER UNDERSTOOD THE PREVIOUS FUND MANAGER WOULD FILE FORM 990-PF; HOWEVER, THE OLD FUND MANAGER UNDERSTOOD THE NEW FUND MANAGER WOULD FILE THE RETURN. THIS DELAY WAS NOT DUE TO WILLFUL NEGLECT, BUT WAS UNINTENTIONAL AND OCCURRED DESPITE OUR GOOD-FAITH EFFORTS TO COMPLY WITH ALL IRS FILING REQUIREMENTS.ONCE WE BECAME AWARE OF THE DELINQUENCY, WE TOOK IMMEDIATE STEPS TO COMPLETE AND SUBMIT THE RETURN. THE RETURN WAS FILED IN JUNE OF 2025, AND ALL TAXES DUE WERE PAID IN FULL. THE FOUNDATION HAS A LONG HISTORY OF TIMELY FILING OF RETURNS. WE TAKE OUR TAX COMPLIANCE OBLIGATIONS SERIOUSLY AND HAVE IMPLEMENTED THE FOLLOWING CORRECTIVE MEASURES TO ENSURE THIS DOES NOT RECUR: -ESTABLISHED A COMPLIANCE CALENDAR WITH IRS DEADLINES -ENGAGED A NEW ACCOUNTING FIRM TO OVERSEE TAX FILINGS -DESIGNATED AN OFFICER TO MONITOR FILING COMPLIANCEWE RESPECTFULLY REQUEST THAT THE IRS CONSIDER THESE FACTS AND CIRCUMSTANCES AND FIND THAT THE FAILURE TO TIMELY FILE WAS DUE TO REASONABLE CAUSE AND NOT WILLFUL NEGLECT. THEREFORE, WE ASK THAT ALL PENALTIES ASSESSED UNDER IRC 6652(C) BE ABATED IN FULL.THANK YOU FOR YOUR TIME AND CONSIDERATION.SINCERELY,COLE H. TAYLORFOUNDATION MANAGERCATHERINE HAWKINS FOUNDATION
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0200000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0200000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STIFEL NICOLAUS COMPANY INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0125 HIGH STREET 29TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174884463
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/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTRE FOR EFFECTIVE ALTRUISM USA AKA GIVING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02443 FILLMORE STREET 380-16662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt0200000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0374040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0174040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0221321
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0174040
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047281
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0221321
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0161812
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJ FOR UNREALIZED GAINS INCLUDED IN BOOK VALUE OF INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036872
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19166
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036872
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19166
TaxesSchedule/TaxesDetail/Amt03455
TaxesSchedule/TaxesDetail/Amt1893
TaxesSchedule/TaxesDetail/Amt2211
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON QUALIFIED DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX ON NONQUALIFIED DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03455
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1893
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2211
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLE H TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174884463
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE HAWKINS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0046864140
ReturnHeader/Filer/PhoneNum06174884463
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 HIGH STREET 29TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840930288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROCK AND COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012050 PECOS STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080234
ReturnHeader/PreparerPersonGrp/PhoneNum03034500400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D MICHELLE GOEN CPA
ReturnHeader/ReturnTs02025-06-18T18:15:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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