Civic Intelligence

Forman Family Charitable Trust

EIN 05-6069697 • Boston, MA

Pub. 78 Eligible
2 AVERY STREET Suite 24 DBoston, MA 02111
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

66%

Faster revenue growth than 83% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$923,744

Up $1,262 (+0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$923,744

Up $1,262 (+0.1%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin44th percentile

Revenue

Up

$74,522

Up $29,689 (+66%) from 2024

Expenses

Up

$73,617

Up $3,942 (+5.7%) from 2024

Net Income

Up

$905

Up $25,747 (+104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $993,773Liabilities 2010: $0Net Assets 2010: $993,7732010Assets 2011: $965,455Liabilities 2011: $02011Assets 2012: $952,998Liabilities 2012: $0Net Assets 2012: $952,9982012Assets 2013: $1,047,139Liabilities 2013: $0Net Assets 2013: $1,047,1392013Assets 2014: $1,064,790Liabilities 2014: $0Net Assets 2014: $1,064,7902014Assets 2015: $1,011,147Liabilities 2015: $0Net Assets 2015: $1,011,1472015Assets 2016: $940,670Liabilities 2016: $0Net Assets 2016: $940,6702016Assets 2017: $988,167Liabilities 2017: $0Net Assets 2017: $988,1672017Assets 2018: $941,763Liabilities 2018: $0Net Assets 2018: $941,7632018Assets 2019: $934,346Liabilities 2019: $0Net Assets 2019: $934,3462019Assets 2020: $881,670Liabilities 2020: $0Net Assets 2020: $881,6702020Assets 2021: $891,514Liabilities 2021: $0Net Assets 2021: $891,5142021Assets 2022: $831,283Liabilities 2022: $0Net Assets 2022: $831,2832022Assets 2023: $946,983Liabilities 2023: $0Net Assets 2023: $946,9832023Assets 2024: $922,482Liabilities 2024: $0Net Assets 2024: $922,4822024Assets 2025: $923,744Liabilities 2025: $0Net Assets 2025: $923,7442025

Highlighted filing

2025

Assets$923,744
Liabilities$0
Net Assets$923,744
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100KExpenses 2010: $49,6112010Revenue 2011: $14,100Expenses 2011: $46,727Net Income 2011: -$32,6272011Expenses 2012: $50,7392012Revenue 2013: $147,744Expenses 2013: $53,603Net Income 2013: $94,1412013Revenue 2014: $78,334Expenses 2014: $60,683Net Income 2014: $17,6512014Revenue 2015: $23,730Expenses 2015: $77,373Net Income 2015: -$53,6432015Revenue 2016: $9,950Expenses 2016: $80,427Net Income 2016: -$70,4772016Revenue 2017: $111,634Expenses 2017: $64,137Net Income 2017: $47,4972017Revenue 2018: $13,479Expenses 2018: $59,883Net Income 2018: -$46,4042018Revenue 2019: $66,475Expenses 2019: $73,892Net Income 2019: -$7,4172019Revenue 2020: $13,721Expenses 2020: $66,397Net Income 2020: -$52,6762020Revenue 2021: $77,343Expenses 2021: $67,348Net Income 2021: $9,9952021Revenue 2022: $19,740Expenses 2022: $79,971Net Income 2022: -$60,2312022Revenue 2023: $193,024Expenses 2023: $77,324Net Income 2023: $115,7002023Revenue 2024: $44,833Expenses 2024: $69,675Net Income 2024: -$24,8422024Revenue 2025: $74,522Expenses 2025: $73,617Net Income 2025: $9052025

Highlighted filing

2025

Revenue$74,522
Expenses$73,617
Net Income$905
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$923,744
Liabilities
$0
Net assets
$923,744
Revenue
$74,522
Expenses
$73,617
Net income
$905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.07$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.19$0.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.15$0.05$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.01$0.05$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 18, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM CHASETrustee-$0--
ROGER FORMANTrustee-$0--
LISA KANTORTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED LISTUNRESTRICTED-SEE ATTACHED LIST-NEW YORK, NY, US$59,250
Filing and Contact Details

Filer

Filer Name
Forman Family Charitable Trust
EIN
05-6069697
In Care Of
% ADAM CHASE
Phone
4153090761
Address
2 AVERY STREET Suite 24 D, BOSTON, MA 02111

Signing Officer

Name
Adam Chase
Title
Trustee
Phone
4153090761
Signed
2026-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Peck Associates Pc
Address
160 GOULD STREET SUITE 115, NEEDHAM, MA 02494-2300
Preparer
Gary J Marini CPA
Phone
7812357517
Raw XML Appendix308 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES US MEDICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3THE FINANCIAL SEL
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 AVERY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ADAM CHASE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153090761
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt059250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED-SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0165 EAST 56TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt059250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01067
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059183
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt063028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059183
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY 1099
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0211
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0211
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0357
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011246
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011246
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/Amt1943
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1US INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2R.I. TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0128
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM CHASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153090761
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORMAN FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORM
ReturnHeader/Filer/EIN0056069697
ReturnHeader/Filer/InCareOfNm0% ADAM CHASE
ReturnHeader/Filer/PhoneNum04153090761
ReturnHeader/Filer/USAddress/AddressLine1Txt02 AVERY STREET Suite 24 D
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PECK ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 GOULD STREET SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024942300
ReturnHeader/PreparerPersonGrp/PhoneNum07812357517
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY J MARINI CPA
ReturnHeader/ReturnTs02026-02-16T13:06:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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