Civic Intelligence

Weissman Family Charitable Foundation

EIN 04-6930997 • Waltham, MA

PO Box 540006Waltham, MA 02454
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

83rd percentile

42%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

39th percentile

$45,600

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

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

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,662,030

Up $348,031 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,662,030

Up $348,031 (+5.5%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Down

$649,152

Down $115,570 (-15%) from 2023

Expenses

Down

$373,544

Down $679,790 (-65%) from 2023

Net Income

Up

$275,608

Up $564,220 (+195%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,682,102Liabilities 2011: $02011Assets 2012: $2,689,697Liabilities 2012: $02012Assets 2013: $2,767,214Liabilities 2013: $02013Assets 2014: $2,865,380Liabilities 2014: $02014Assets 2015: $2,914,659Liabilities 2015: $65Net Assets 2015: $2,914,5942015Assets 2016: $3,403,401Liabilities 2016: $0Net Assets 2016: $3,403,4012016Assets 2017: $3,808,375Liabilities 2017: $0Net Assets 2017: $3,808,3752017Assets 2018: $4,076,532Liabilities 2018: $1,428Net Assets 2018: $4,075,1042018Assets 2019: $4,734,458Liabilities 2019: $2,594Net Assets 2019: $4,731,8642019Assets 2020: $4,676,987Liabilities 2020: $2,085Net Assets 2020: $4,674,9022020Assets 2021: $5,183,701Liabilities 2021: $0Net Assets 2021: $5,183,7012021Assets 2022: $6,602,611Liabilities 2022: $0Net Assets 2022: $6,602,6112022Assets 2023: $6,313,999Liabilities 2023: $0Net Assets 2023: $6,313,9992023Assets 2024: $6,662,030Liabilities 2024: $0Net Assets 2024: $6,662,0302024

Highlighted filing

2024

Assets$6,662,030
Liabilities$0
Net Assets$6,662,030
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $856,334Expenses 2011: $111,330Net Income 2011: $745,0042011Revenue 2012: $181,929Expenses 2012: $174,334Net Income 2012: $7,5952012Revenue 2013: $299,225Expenses 2013: $221,708Net Income 2013: $77,5172013Revenue 2014: $275,481Expenses 2014: $177,315Net Income 2014: $98,1662014Revenue 2015: $254,493Expenses 2015: $205,279Net Income 2015: $49,2142015Revenue 2016: $682,674Expenses 2016: $193,867Net Income 2016: $488,8072016Revenue 2017: $628,734Expenses 2017: $223,760Net Income 2017: $404,9742017Revenue 2018: $608,019Expenses 2018: $341,290Net Income 2018: $266,7292018Revenue 2019: $822,519Expenses 2019: $165,759Net Income 2019: $656,7602019Revenue 2020: $230,435Expenses 2020: $287,397Net Income 2020: -$56,9622020Revenue 2021: $829,155Expenses 2021: $320,356Net Income 2021: $508,7992021Revenue 2022: $1,800,074Expenses 2022: $381,164Net Income 2022: $1,418,9102022Revenue 2023: $764,722Expenses 2023: $1,053,334Net Income 2023: -$288,6122023Revenue 2024: $649,152Expenses 2024: $373,544Net Income 2024: $275,6082024

Highlighted filing

2024

Revenue$649,152
Expenses$373,544
Net Income$275,608
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,662,030
Liabilities
$0
Net assets
$6,662,030
Revenue
$649,152
Expenses
$373,544
Net income
$275,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.65$0.37$0.28
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.76$1.05$0.29
2022Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.80$0.38$1.42
2021Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.83$0.32$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.67$0.23$0.29$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.82$0.17$0.66
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.61$0.34$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.63$0.22$0.40
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.68$0.19$0.49
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.25$0.21$0.05
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$0.28$0.18$0.10
2013Summary only. Only limited summary data is available for this year.$2.77$0.00$0.30$0.22$0.08
2012Summary only. Only limited summary data is available for this year.$2.69$0.00$0.18$0.17$0.01
2011Summary only. Only limited summary data is available for this year.$2.68$0.00$0.86$0.11$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA WEISSMAN DAVISTrusteePT$45,600-$45,600
ROBERT J WEISSMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANA FARBER CANCERGENERALPCBOSTON, MA, US$76,237
Paid GrantAMERICAN TECHNION SOCIETYGENERALPCNEWTON, MA, US$75,316
Paid GrantTISCH MSCRNYGENERALPCNEW YORK, NY, US$25,000
Paid GrantPAN MASS CHALLENGEGENERALPCNEEDHAM, MA, US$20,000
Paid GrantCOMBINED JEWISH PHILANTHROPIESGENERALPCBOSTON, MA, US$18,000
Paid GrantJEWISH FEDERATION OF PALM BEACHGENERALPCWEST PALM BEACH, FL, US$18,000
Paid GrantEINSTEIN HEALTHCARE NETWORKGENERALPCWALTHAM, MA, US$12,500
Paid GrantCYSTIC FIBROSIS FOUNDATIONGENERALPCBETHESDA, MD, US$10,000
Paid GrantMCLEAN HOSPITALGENERALPCBELMONT, MA, US$10,000
Paid GrantMULTIPLE SCLEROSIS FOUNDATIONGENERALPCWALTHAM, MA, US$10,000
Paid GrantTOMMY'S PLACE FOUNDATIONGENERALPCFALMOUTH, MA, US$7,000
Paid GrantTEMPLE EMANUEL OF GREENSBOROGENERALPCGREENSBORO, NC, US$3,000
Paid GrantALPERT JFSGENERALPCWEST PALM BEACH, FL, US$2,500
Paid GrantCHABAD OF GREENSBOROGENERALPCGREENSBORO, NC, US$2,500
Paid GrantCHABAD OF WESTPORTGENERALPCWESTPORT, CT, US$2,500
Paid GrantCRADLES TO CRAYONSGENERALPCNEWTONVILLE, MA, US$2,500
Paid GrantBALLENISLES CHARITIES FOUNDATIONGENERALPCPALM BEACH GARDENS, FL, US$1,800
Paid GrantHALEY CREMER FOUNDATIONGENERALPCNORTH EASTON, MA, US$1,800
Paid GrantPLAY FOR PINKGENERALPCNEW YORK, NY, US$1,800
Paid GrantTEMPLE ISRAEL OF SHARONGENERALPCSHARON, MA, US$1,118
Paid GrantTHE ISRAEL BRIDGEGENERALPCPALM BEACH, FL, US$1,000
Paid GrantISRAEL CANCER RESEARCH FUNDGENERALPCNEW YORK, NY, US$500
Paid GrantLOGGERHEAD MARINEGENERALPCJUNO BEACH, FL, US$500
Paid GrantMASSACHUSETTS BREAST CANCER COALITIONGENERALPCHOPKINTON, MA, US$500
Filing and Contact Details

Filer

Filer Name
Weissman Family Charitable Foundation
EIN
04-6930997
Phone
7817840329
Address
PO BOX 540006, WALTHAM, MA 02454

Signing Officer

Name
Laura Davis
Title
Trustee
Phone
7817840329
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET, BOSTON, MA 02110
Preparer
Kellie Neuhaus
Phone
6172928400
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069473
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - COST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0193566
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0275608
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt072423
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06662030
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06313999
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0385284
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0392040
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06756
IRS990PF/DistributableAmountGrp/TotalTaxAmt06756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06756

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