Civic Intelligence

Angier Charitable Fund 15014734 Frederick D Ballou Et Al Trustees

990PF • Fiscal year 2021 • EIN 04-6896092

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
Lwc 230 Congress St 12flBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

44%

Higher net margin than 83% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$3,188

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$449,678

Up $15,863 (+3.7%) from 2020

Net Assets

Up

$449,678

Up $15,863 (+3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Down

$36,257

Down $31,095 (-46%) from 2020

Expenses

Down

$20,394

Down $46,284 (-69%) from 2020

Net Income

Up

$15,863

Up $15,189 (+2254%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2010: $414,192Liabilities 2010: $0Net Assets 2010: $414,1922010Assets 2011: $413,749Liabilities 2011: $0Net Assets 2011: $413,7492011Assets 2012: $411,191Liabilities 2012: $12012Assets 2013: $418,722Liabilities 2013: $0Net Assets 2013: $418,7222013Assets 2014: $424,897Liabilities 2014: $0Net Assets 2014: $424,8972014Assets 2015: $429,764Liabilities 2015: $0Net Assets 2015: $429,7642015Assets 2016: $427,680Liabilities 2016: $0Net Assets 2016: $427,6802016Assets 2017: $379,047Liabilities 2017: $0Net Assets 2017: $379,0472017Assets 2018: $370,752Liabilities 2018: $0Net Assets 2018: $370,7522018Assets 2019: $433,141Liabilities 2019: $0Net Assets 2019: $433,1412019Assets 2020: $433,815Liabilities 2020: $0Net Assets 2020: $433,8152020Assets 2021: $449,678Liabilities 2021: $0Net Assets 2021: $449,6782021Assets 2022: $439,615Liabilities 2022: $0Net Assets 2022: $439,6152022Assets 2023: $237,612Liabilities 2023: $0Net Assets 2023: $237,6122023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$449,678
Liabilities$0
Net Assets$449,678
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $131,7292010Expenses 2011: $6,7862011Revenue 2012: $4,112Expenses 2012: $6,670Net Income 2012: -$2,5582012Revenue 2013: $14,999Expenses 2013: $7,468Net Income 2013: $7,5312013Revenue 2014: $15,781Expenses 2014: $9,606Net Income 2014: $6,1752014Revenue 2015: $48,652Expenses 2015: $43,785Net Income 2015: $4,8672015Revenue 2016: $35,065Expenses 2016: $37,149Net Income 2016: -$2,0842016Revenue 2017: $55,423Expenses 2017: $104,056Net Income 2017: -$48,6332017Revenue 2018: $57,269Expenses 2018: $65,564Net Income 2018: -$8,2952018Revenue 2019: $77,649Expenses 2019: $15,260Net Income 2019: $62,3892019Revenue 2020: $67,352Expenses 2020: $66,678Net Income 2020: $6742020Revenue 2021: $36,257Expenses 2021: $20,394Net Income 2021: $15,8632021Revenue 2022: $39,593Expenses 2022: $49,656Net Income 2022: -$10,0632022Revenue 2023: $336,076Expenses 2023: $538,079Net Income 2023: -$202,0032023Revenue 2024: $516,535Expenses 2024: $754,147Net Income 2024: -$237,6122024

Highlighted filing

2021

Revenue$36,257
Expenses$20,394
Net Income$15,863
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK D BALLOUTrustee-$3,188-$3,188
C-F DAVID BOITTrustee-$3,188-$3,188
HELEN A TRUMBULLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Angier Charitable Fund
EIN
04-6896092
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
C-f David Boit
Title
Trustee
Phone
6175236531
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Lydia M Halloran
Phone
6175236531
Raw XML AppendixShowing 400 of 431 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0C-F DAVID BOIT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0VARIOUS PUBLIC CHARITIES, WITH SPECIAL EMPHASIS ON THOSE PUBLIC CHARITIES WHICH EMBODY THE DONOR'S CONCERNS AND OBJECTIVES AS STATED IN THE TRUST. THE TRUSTEES MAY CONSIDER THAT SUCH PUBLIC CHARITIES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN & ANIMALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONSULT ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELEN A TRUMBULL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CURE ALZHEIMER'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF THE MASS GENERAL CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HISTORIC COLONY HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOUNTAIN LAKE COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 WASHINGTON STREET SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 NASHUA STREET SUITE 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22300 NORTH SCENIC HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WELLESLEY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WHALES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021141101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233898
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333859
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014434
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036852
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASS ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENT FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LORING, WOLCOTT & COOLIDGE TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0545
TaxesSchedule/TaxesDetail/Amt1270
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX CREDIT
TaxesSchedule/TaxesDetail/CategoryTxt12021 QUARTERLY ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0545
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$449,678
Liabilities
$0
Net assets
$449,678
Revenue
$36,257
Expenses
$20,394
Net income
$15,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.17$7.54$2.38
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$3.36$5.38$2.02
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.40$0.50$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.36$0.20$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.67$0.67$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.78$0.15$0.62
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.57$0.66$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.55$1.04$0.49
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.35$0.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.49$0.44$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$4.11$0.00$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.07
2010Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.32