Civic Intelligence

Cathedral Preservation Trust Fund

990 • Fiscal year 2025 • EIN 04-6867409

Jan 01, 2025 to Dec 31, 2025 • Filed on May 12, 2025

162 Goddard AvenueBrookline, MA 02445

(617) 731-6633

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,995,411

Up $169,528 (+6.0%) from 2024

Net Assets

Up

$2,995,411

Up $169,528 (+6.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$135,752

Down $147,882 (-52%) from 2024

Expenses

Down

$65,568

Down $44,099 (-40%) from 2024

Net Income

Down

$70,184

Down $103,783 (-60%) from 2024

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $635,888Liabilities 2011: $0Net Assets 2011: $635,8882011Assets 2012: $712,221Liabilities 2012: $0Net Assets 2012: $712,2212012Assets 2013: $843,643Liabilities 2013: $0Net Assets 2013: $843,6432013Assets 2014: $893,662Liabilities 2014: $0Net Assets 2014: $893,6622014Assets 2015: $861,970Liabilities 2015: $0Net Assets 2015: $861,9702015Assets 2016: $917,088Liabilities 2016: $0Net Assets 2016: $917,0882016Assets 2018: $1,007,304Liabilities 2018: $0Net Assets 2018: $1,007,3042018Assets 2019: $1,125,881Liabilities 2019: $0Net Assets 2019: $1,125,8812019Assets 2020: $1,298,841Liabilities 2020: $0Net Assets 2020: $1,298,8412020Assets 2021: $1,712,885Liabilities 2021: $0Net Assets 2021: $1,712,8852021Assets 2022: $1,931,520Liabilities 2022: $0Net Assets 2022: $1,931,5202022Assets 2023: $2,558,287Liabilities 2023: $0Net Assets 2023: $2,558,2872023Assets 2024: $2,825,883Liabilities 2024: $0Net Assets 2024: $2,825,8832024Assets 2025: $2,995,411Liabilities 2025: $0Net Assets 2025: $2,995,4112025

Highlighted filing

2025

Assets$2,995,411
Liabilities$0
Net Assets$2,995,411

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $8,087Expenses 2011: $12,030Net Income 2011: -$3,9432011Revenue 2012: $83,419Expenses 2012: $7,086Net Income 2012: $76,3332012Revenue 2013: $161,545Expenses 2013: $30,122Net Income 2013: $131,4232013Revenue 2014: $56,021Expenses 2014: $6,002Net Income 2014: $50,0192014Revenue 2015: $21,219Expenses 2015: $31,662Net Income 2015: -$10,4432015Revenue 2016: $37,652Expenses 2016: $10,235Net Income 2016: $27,4172016Revenue 2018: $63,538Expenses 2018: $41,046Net Income 2018: $22,4922018Revenue 2019: $89,203Expenses 2019: $88,852Net Income 2019: $3512019Revenue 2020: $133,636Expenses 2020: $51,335Net Income 2020: $82,3012020Revenue 2021: $42,433Expenses 2021: $28,141Net Income 2021: $14,2922021Revenue 2022: $173,701Expenses 2022: $59,273Net Income 2022: $114,4282022Revenue 2023: $27,739Expenses 2023: $14,861Net Income 2023: $12,8782023Revenue 2024: $283,634Expenses 2024: $109,667Net Income 2024: $173,9672024Revenue 2025: $135,752Expenses 2025: $65,568Net Income 2025: $70,1842025

Highlighted filing

2025

Revenue$135,752
Expenses$65,568
Net Income$70,184
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
May 12, 2025
Return Version
2025v4.0
Gross Receipts
$135,752
Mission and Program Overview

Mission

An nbsp;endowment nbsp;fund nbsp;to nbsp;maintian nbsp;and nbsp;renovate nbsp;the nbsp;boston nbsp;ma nbsp;greek nbsp;orthodox nbsp;greek nbsp;orthodox nbsp;cathedral nbsp;and nbsp;to nbsp;provide nbsp;other nbsp;assistance nbsp;to nbsp;the nbsp;cathedral nbsp;and nbsp;its nbsp;members

An endowment fund to maintian and renovate the noston , ma greek orthoox cathedraland to provide other assistance to the cathedral and its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,825,883$2,995,411▲ $169,528
Rtn Earn Endowment Incm Other Fnds$2,825,883$2,995,411▲ $169,528
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,825,883$2,995,411▲ $169,528
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,825,883$2,995,411▲ $169,528
Total Liabilities and Net Assets / Fund Balance$2,825,883$2,995,411▲ $169,528
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$50
Program Service Revenue
$0
Investment Income
$135,702
Other Revenue
$0
All Other Contributions
$50
Change in Net Assets
$70,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,450
Other Expenses$15,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,750--$41,750
Fees for Service Investment Mgmnt Fees-$15,118-$15,118
Grants to Domestic Individuals$8,700--$8,700
Total Functional Expenses$50,450$15,118$0$65,568
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hellenic Association of BostonBrookline, MA501(c)(3)Maintain and Improve the Boston Ma Greek Orthodox Cathedral$42,950
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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

Part VI, Section A, Line 8B

There are no sepadate committees from the board

Part VI, Section B, Line 11B

The 990 is reviewed by the board either at a board meeting or by remote conferencing

Part VII, Line 1A(B)

BOARD WORK

Part VII, Line 1A(B)

BOARD WORK

Part VII, Line 1A(B)

BOARD WORK

Part VII, Line 1A(B)

BOARD WORK

Part VII, Line 1A(B)

BOARD WORK

Filing and Contact Details

Filer

Filer Name
Cathedral Preservation Trust Fund
EIN
04-6867409
Phone
6177316633
Address
162 GODDARD AVENUE, BROOKLINE, MA 02445

Signing Officer

Name
John Georgountzos
Title
Trustee
Phone
6177316633
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Georgountzos
Formed
2003
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Christopher J Trakas CPA
Address
50 MEADOWVIEW ROAD, MILTON, MA 02186
Preparer
Christopher J Trakas
Phone
6176975555
Supplemental Narrative

Additional Explanations

Part XI, Line 9

Funds that have been transferred in from the boston, ma greek orthodox cathedral

Raw XML Appendix322 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/AllOtherContributionsAmt050
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN GEORGIUNTZOS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt08700
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt041750
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IRS990/GrantsToIndividualsInd00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0AN NBSP;ENDOWMENT NBSP;FUND NBSP;TO NBSP;MAINTIAN NBSP;AND NBSP;RENOVATE NBSP;THE NBSP;BOSTON NBSP;MA NBSP;GREEK NBSP;ORTHODOX NBSP;GREEK NBSP;ORTHODOX NBSP;CATHEDRAL NBSP;AND NBSP;TO NBSP;PROVIDE NBSP;OTHER NBSP;ASSISTANCE NBSP;TO NBSP;THE NBSP;CATHEDRAL NBSP;AND NBSP;ITS NBSP;MEMBERS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORED CONTINUOUSLY THROUGHOUT THE YEAR BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1TYPE OF GRANT : SCHOLARSHIPS EXPLANATION : SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I , Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III , column B Entry 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SEPADATE COMMITTEES FROM THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE BOARD EITHER AT A BOARD MEETING OR BY REMOTE CONFERENCING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD WORK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD WORK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD WORK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD WORK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD WORK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDS THAT HAVE BEEN TRANSFERRED IN FROM THE BOSTON, MA GREEK ORTHODOX CATHEDRAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART XI, LINE 9
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IRS990/TotalContributionsAmt050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050450
IRS990/TotalFunctionalExpensesGrp/TotalAmt065568
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02825883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02995411
IRS990/TotalProgramServiceExpensesAmt050450
IRS990/TotalRevenueGrp/ExclusionAmt0135702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135752
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02825883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02995411
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0162 GODDARD AVENUE
IRS990/USAddress/CityNm0BROOKLINE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002445
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GEORGOUNTZOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177316633
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHEDRAL PRESERVATION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0046867409
ReturnHeader/Filer/PhoneNum06177316633
ReturnHeader/Filer/USAddress/AddressLine1Txt0162 GODDARD AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300404996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTOPHER J TRAKAS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 MEADOWVIEW ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002186
ReturnHeader/PreparerPersonGrp/PhoneNum06176975555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J TRAKAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-01T20:30:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.14$0.07$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.28$0.11$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.03$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.06$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.13$0.05$0.08
2019Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.09$0.09$0.00
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.06$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.04$0.01$0.03
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.02$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.06$0.01$0.05
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.16$0.03$0.13
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.08$0.01$0.08
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.01$0.01$0.00