Civic Intelligence

Marjorie Cohen Stanzler Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6955868

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 21, 2013

Organization Profile
44 Highgate Road02481
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,035,578

Down $85,630 (-2.1%) from 2011

Net Assets

Down

$4,035,578

Down $85,630 (-2.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$290,585

Down $32,847 (-10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,293,526Liabilities 2010: $0Net Assets 2010: $4,293,5262010Assets 2011: $4,121,208Liabilities 2011: $0Net Assets 2011: $4,121,2082011Assets 2012: $4,035,578Liabilities 2012: $0Net Assets 2012: $4,035,5782012Assets 2013: $4,282,516Liabilities 2013: $0Net Assets 2013: $4,282,5162013Assets 2014: $4,088,899Liabilities 2014: $0Net Assets 2014: $4,088,8992014Assets 2015: $4,072,604Liabilities 2015: $0Net Assets 2015: $4,072,6042015Assets 2016: $3,910,511Liabilities 2016: $0Net Assets 2016: $3,910,5112016Assets 2017: $3,721,467Liabilities 2017: $0Net Assets 2017: $3,721,4672017Assets 2018: $3,623,205Liabilities 2018: $0Net Assets 2018: $3,623,2052018Assets 2019: $4,056,945Liabilities 2019: $0Net Assets 2019: $4,056,9452019Assets 2020: $4,348,687Liabilities 2020: $0Net Assets 2020: $4,348,6872020Assets 2021: $4,518,651Liabilities 2021: $0Net Assets 2021: $4,518,6512021Assets 2022: $4,905,040Liabilities 2022: $0Net Assets 2022: $4,905,0402022Assets 2023: $4,657,778Liabilities 2023: $0Net Assets 2023: $4,657,7782023Assets 2024: $5,928,171Liabilities 2024: $0Net Assets 2024: $5,928,1712024

Highlighted filing

2012

Assets$4,035,578
Liabilities$0
Net Assets$4,035,578
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $279,4982010Expenses 2011: $323,4322011Expenses 2012: $290,5852012Revenue 2013: $555,533Expenses 2013: $300,325Net Income 2013: $255,2082013Revenue 2014: $211,064Expenses 2014: $404,681Net Income 2014: -$193,6172014Revenue 2015: $327,291Expenses 2015: $343,586Net Income 2015: -$16,2952015Revenue 2016: $171,900Expenses 2016: $333,993Net Income 2016: -$162,0932016Revenue 2017: $202,028Expenses 2017: $391,072Net Income 2017: -$189,0442017Revenue 2018: $261,228Expenses 2018: $359,490Net Income 2018: -$98,2622018Revenue 2019: $850,672Expenses 2019: $416,932Net Income 2019: $433,7402019Revenue 2020: $585,633Expenses 2020: $293,891Net Income 2020: $291,7422020Revenue 2021: $804,880Expenses 2021: $634,916Net Income 2021: $169,9642021Revenue 2022: $832,634Expenses 2022: $446,245Net Income 2022: $386,3892022Revenue 2023: $194,414Expenses 2023: $441,676Net Income 2023: -$247,2622023Revenue 2024: $1,853,057Expenses 2024: $501,491Net Income 2024: $1,351,5662024

Highlighted filing

2012

Revenue-
Expenses$290,585
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 21, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE COHEN STANZLERTrustee-$0--
PAUL STANZLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTUFTS UNIVERSITYEDUCATIONALUNIVERSITYMEDFORD, MA, US$100,000
Paid GrantSCHWARTZ CENTERTO AID IN GENERAL OPERATIONSCHARITYBOSTON, MA, US$50,000
Paid GrantBOTTOM LINE FOUNDATIONTO AID GENERAL OPERATIONSCHARITYBOSTON, MA, US$25,000
Paid GrantCOMBINED JEWISH PHILANTHROPIESTO AID GENERAL OPERATIONSCHARITYBOSTON, MA, US$25,000
Paid GrantSUMMER SEARCH FOUNDATIONTO AID GENERAL OPERATIONSCHARITYJAMAICA PLAIN, MA, US$25,000
Paid GrantFRIENDS OF THE IDFRELIGIOUSCHARITYMEDFORD, MA, US$15,000
Paid GrantPINE STREET INNTO AID GENERAL OPERATIONSCHARITYBOSTON, MA, US$10,000
Filing and Contact Details

Filer

EIN
04-6955868
Raw XML AppendixShowing 400 of 409 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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DistributionFromCorpusElection/Election0PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2), THE MARJORIE COHEN STANZLER CHARITABLE TRUST HEREBY ELECTS TO TREAT $31,780 OF QUALIFYING DISTRIBUTIONS MADE DURING THE FISCAL YEAR ENDING DECEMBER 31, 2012 AS BEING MADE OUT OF CORPUS.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOTTOM LINE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FRIENDS OF THE IDF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PINE STREET INN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SCHWARTZ CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SUMMER SEARCH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16TUFTS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10500 AMORY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11126 HIGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12220 PACKARD AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13444 HARRISON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14205 PORTLAND ST 6
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15500 AMORY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 3306
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MEDFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5JAMAICA PLAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MEDFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202155
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302118
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode602155
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0250000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0218220
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0239734
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1047971
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2010694
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3056122
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4023439
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5021514
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus021514
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY021514
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0170006
IRS990PF/UndistributedIncome/ExcessFromCurrentYear031780
IRS990PF/UndistributedIncome/ExcessFromYear1047971
IRS990PF/UndistributedIncome/ExcessFromYear2010694
IRS990PF/UndistributedIncome/ExcessFromYear3056122
IRS990PF/UndistributedIncome/ExcessFromYear4023439
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0250000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0170006
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0159740
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus031780
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions05000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1044 HIGHGATE ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WELLESLEY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002481
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PAUL AND MARJORIE STANZLER
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN TAXES + FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2OTHER INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description3FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0586
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome132740
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2189
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome34952
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0586
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks132740
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2189
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks35000
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-5975
OtherIncomeSchedule2/OtherIncome/Description0ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-5975
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-5975
OtherIncreasesSchedule/OtherIncreases/Amount02295
OtherIncreasesSchedule/OtherIncreases/Amount15975
OtherIncreasesSchedule/OtherIncreases/Description0PARTNERSHIP CASH DISTRIBUTIONS (ENTERPRISE PRODUCTS PARTNERS LP)
OtherIncreasesSchedule/OtherIncreases/Description1PARTNERSHIP ORDINARY BUSINESS LOSS (ENTERPRISE PRODUCTS PARTNERS LP)
TaxesSchedule/Taxes/Amount070
TaxesSchedule/Taxes/Category0MA PC FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046955868
ReturnHeader/Filer/Name/BusinessNameLine10MARJORIE COHEN STANZLER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0STAN
ReturnHeader/Filer/Phone07812357646
ReturnHeader/Filer/USAddress/AddressLine1044 HIGHGATE ROAD
ReturnHeader/Filer/USAddress/City0WELLESLEY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002481
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-21
ReturnHeader/Officer/Name0MARJORIE COHEN STANZLER
ReturnHeader/Officer/Phone07812357646
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0042894325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRAVER PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10117 KENDRICK STREET SUITE 800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEEDHAM

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,035,578
Liabilities
$0
Net assets
$4,035,578
Revenue
-
Expenses
$290,585
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$1.85$0.50$1.35
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.19$0.44$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.83$0.45$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.80$0.63$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.59$0.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.85$0.42$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.26$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.20$0.39$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.17$0.33$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.33$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.21$0.40$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.56$0.30$0.26
2012Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.32
2010Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.28