Civic Intelligence

Andrew Chandler Blake Charitable Foundation Trust

EIN 04-6882661 • 501(c)3 • Sherborn, MA

Profile

SCHOLARSHIP FOUNDATION

C/O Smith 29 Coolidge StSherborn, MA 01770-0938

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,029

Up $662 (+1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$48,029

Up $662 (+1.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$2,667

Up $612 (+30%) from 2023

Expenses

Up

$2,005

Up $15 (+0.8%) from 2023

Net Income

Up

$662

Up $597 (+918%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $42,894Liabilities 2011: $02011Assets 2012: $43,102Liabilities 2012: $02012Assets 2013: $45,864Liabilities 2013: $02013Assets 2014: $45,919Liabilities 2014: $02014Assets 2015: $45,269Liabilities 2015: $02015Assets 2016: $46,699Liabilities 2016: $02016Assets 2017: $47,493Liabilities 2017: $02017Assets 2018: $46,923Liabilities 2018: $02018Assets 2019: $48,035Liabilities 2019: $02019Assets 2020: $48,084Liabilities 2020: $0Net Assets 2020: $48,0842020Assets 2021: $48,521Liabilities 2021: $0Net Assets 2021: $48,5212021Assets 2022: $47,302Liabilities 2022: $0Net Assets 2022: $47,3022022Assets 2023: $47,367Liabilities 2023: $0Net Assets 2023: $47,3672023Assets 2024: $48,029Net Assets 2024: $48,0292024

Highlighted filing

2024

Assets$48,029
Liabilities-
Net Assets$48,029
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $2,025Expenses 2011: $504Net Income 2011: $1,5212011Revenue 2012: $2,208Expenses 2012: $2,000Net Income 2012: $2082012Revenue 2013: $4,297Expenses 2013: $1,535Net Income 2013: $2,7622013Revenue 2014: $2,590Expenses 2014: $2,535Net Income 2014: $552014Revenue 2015: $1,765Expenses 2015: $2,415Net Income 2015: -$6502015Revenue 2016: $1,845Expenses 2016: $415Net Income 2016: $1,4302016Revenue 2017: $1,209Expenses 2017: $415Net Income 2017: $7942017Revenue 2018: $1,845Expenses 2018: $2,415Net Income 2018: -$5702018Revenue 2019: $2,532Expenses 2019: $1,420Net Income 2019: $1,1122019Revenue 2020: $1,969Expenses 2020: $1,920Net Income 2020: $492020Revenue 2021: $1,842Expenses 2021: $1,405Net Income 2021: $4372021Revenue 2022: $761Expenses 2022: $1,980Net Income 2022: -$1,2192022Revenue 2023: $2,055Expenses 2023: $1,990Net Income 2023: $652023Revenue 2024: $2,667Expenses 2024: $2,005Net Income 2024: $6622024

Highlighted filing

2024

Revenue$2,667
Expenses$2,005
Net Income$662
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,029
Liabilities
-
Net assets
$48,029
Revenue
$2,667
Expenses
$2,005
Net income
$662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.0$48.0$2.67$2.01$0.66
2023Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$2.06$1.99$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$0.00$47.3$0.76$1.98$1.22
2021Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$1.84$1.41$0.44
2020Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$1.97$1.92$0.05
2019Summary only. Only limited summary data is available for this year.$48.0$0.00$2.53$1.42$1.11
2018Summary only. Only limited summary data is available for this year.$46.9$0.00$1.85$2.42$0.57
2017Summary only. Only limited summary data is available for this year.$47.5$0.00$1.21$0.42$0.79
2016Summary only. Only limited summary data is available for this year.$46.7$0.00$1.85$0.42$1.43
2015Summary only. Only limited summary data is available for this year.$45.3$0.00$1.77$2.42$0.65
2014Summary only. Only limited summary data is available for this year.$45.9$0.00$2.59$2.54$0.06
2013Summary only. Only limited summary data is available for this year.$45.9$0.00$4.30$1.54$2.76
2012Summary only. Only limited summary data is available for this year.$43.1$0.00$2.21$2.00$0.21
2011Summary only. Only limited summary data is available for this year.$42.9$0.00$2.03$0.50$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$2,667
Mission and Program Overview

Mission

SCHOLARSHIP FOUNDATION

Program Services

DescriptionGrantsExpenses
IN 2024 THE FOUNDATION OFFERED SCHOLARSHIPS TO 2QUALIFIED APPLICANTS UNDER ITS EXEMPT PURPOSE, WHICH THESTUDENTS ACCEPTED AND RECEIVED$0$1,500
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH L SMITHTrustee-$0--
STUART M SMITHTrustee-$0--
THOMAS C GRASSIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andrew Chandler Blake Charitable Foundation Trust
EIN
04-6882661
Phone
5086533433
Address
C/O SMITH 29 COOLIDGE ST, SHERBORN, MA 01770-0938

Signing Officer

Name
Deborah L Smith
Title
Trustee
Phone
5086533433
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Jacobs Velella & Kerr Pc
Address
388 HILLSIDE AVENUE, NEEDHAM, MA 02494
Preparer
Alberto Velella CPA
Phone
7814491090
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship for college expenses; Scholarship; Bradley Trent Hodson-Walker: 32 PleasantStreet, Sherborn , MA, 01770; None, 750.”

Form 990EZ, Part I, Line 10

“Scholarship for college expenses; Scholarship; Ian Patrick-Curtis Krusell: 6 Crest Drive, Dover, MA, 02030; NONE, 750.”

Form 990EZ, Part I, Line 16

“Filing Fees 35.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBORAH L SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum05086533433
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029 COOLIDGE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHERBORN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0017700938
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048029
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0550
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047367
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048029
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02667
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02117
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048029
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048029
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH L SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STUART M SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS C GRASSIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP FOUNDATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2024 THE FOUNDATION OFFERED SCHOLARSHIPS TO 2QUALIFIED APPLICANTS UNDER ITS EXEMPT PURPOSE, WHICH THESTUDENTS ACCEPTED AND RECEIVED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02005
IRS990EZ/TotalProgramServiceExpensesAmt01500
IRS990EZ/TotalRevenueAmt02667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0469
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02177
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69670
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.66490
IRS990ScheduleA/PublicSupportTotal170Amt05000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05000
IRS990ScheduleA/TotalSupportAmt07177
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship for college expenses; Scholarship; Bradley Trent Hodson-Walker: 32 PleasantStreet, Sherborn , MA, 01770; None, 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarship for college expenses; Scholarship; Ian Patrick-Curtis Krusell: 6 Crest Drive, Dover, MA, 02030; NONE, 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing Fees 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH L SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086533433
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW CHANDLER BLAKE CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0046882661
ReturnHeader/Filer/PhoneNum05086533433
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SMITH 29 COOLIDGE ST
ReturnHeader/Filer/USAddress/CityNm0SHERBORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017700938
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043086417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBS VELELLA & KERR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0388 HILLSIDE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814491090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alberto Velella CPA
ReturnHeader/ReturnTs02025-05-15T08:57:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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