Civic Intelligence

Forman Family Charitable Trust

990PF • Fiscal year 2012 • EIN 05-6069697

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 24, 2013

Organization Profile
P O Box 60332802906
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

40th percentile

-1.3%

Faster asset growth than 40% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$952,998

Down $12,457 (-1.3%) from 2011

Net Assets

$952,998

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$50,739

Up $4,012 (+8.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2012

Assets$952,998
Liabilities$0
Net Assets$952,998
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$50,739
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 24, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER FORMANTrustee-$0--
ADAM CHASETrustee-$0--
AUDREY ROBBINSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH FEDERATION OF RIRELIGIOUS-PROVIDENCE, RI, US$5,000
Paid GrantTENACRE COUNTRY DAY SCHOOLEDUCATION-WELLESLEY, MA, US$3,000
Paid GrantCHARLES RIVER SCHOOLEDUCATION-DOVER, MA, US$3,000
Paid GrantAMERICAN JEWISH COMMITTEERELIGIOUS-NEW YORK, NY, US$2,500
Paid GrantTEMPLE BETH EL CEMETERYRELIGIOUS-PROVIDENCE, RI, US$2,144
Paid GrantUS HOLOCAUST MUSEUMEDUCATION-WASHINGTON, DC, US$2,000
Paid GrantBERKSHIRE COUNTRY DAY SCHOOLEDUCATION-STOCKBRIDGE, MA, US$2,000
Paid GrantBRIMMER & MAY SCHOOLEDUCATION-CHESTNUT HILL, MA, US$2,000
Paid GrantSPORTMEN'S TENNIS CLUBUNDERPRIVILEGED-RECREATION-DORCHESTER, MA, US$1,500
Paid GrantDR SUSAN BLOCK CANCER CARE DANA FABERHEALTH-BOSTON, MA, US$1,500
Paid GrantJEWISH FAMILY SERVICESFAMILY SERVICES-PROVIDENCE, RI, US$1,000
Paid GrantMIRIAM HOSPITALHEALTH-PROVIDENCE, RI, US$1,000
Paid GrantRI COMMUNITY FOOD BANKSOCIAL SERVICES-PROVIDENCE, RI, US$1,000
Paid GrantROSE ART MUSEUMEDUCATION-WALTHAM, MA, US$1,000
Paid GrantWGBHANNUAL FUND-BOSTON, MA, US$1,000
Paid GrantPAN MASS DANA FARBERHEALTH-BOSTON, MA, US$1,000
Paid GrantHADASSAHANNUAL FUND-CRANSTON, RI, US$1,000
Paid GrantTEMPLE BETH AVODAHRELIGIOUS-NEWTON CENTER, MA, US$1,000
Paid GrantRI HOLOCAUST EDUCATION CENTEREDUCATION-PROVIDENCE, RI, US$500
Paid GrantJCC CAMP JORIANNUAL FUND-PROVIDENCE, RI, US$500
Paid GrantANTI-DEFAMATION LEAGUEANNUAL FUND-BOSTON, MA, US$500
Paid GrantJEWISH COMMUNITY FEDERATIONSOCIAL SERVICES-SAN FRANCISCO, CA, US$500
Paid GrantSTURDY MEMORIAL FDNHEALTH-ATTLEBORO, MA, US$500
Paid GrantROCHAMBEAU LIBRARYEDUCATION-PROVIDENCE, RI, US$500
Paid GrantPLANNED PARENTHOODHEALTH-PROVIDENCE, RI, US$250
Paid GrantAMOS HOUSESOCIAL WELFARE-PROVIDENCE, RI, US$200
Paid GrantCHILDREN'S HOSPITAL OF BOSTONHEALTH-BOSTON, MA, US$200
Paid GrantIN-SIGHTSOCIAL SERVICES-WARWICK, RI, US$200
Paid GrantPROVIDENCE PUBLIC LIBRARYANNUAL FUND-PROVIDENCE, RI, US$200
Paid GrantRI SPECIAL OLYMPICSANNUAL FUND-WARWICK, RI, US$200
Paid GrantBIG BROTHERS OF RIANNUAL FUND-EAST PROVIDENCE, RI, US$200
Paid GrantTHE 300 COMMITTEE FALMOUTHANNUAL FUND-FALMOUTH, MA, US$200
Paid GrantB'NAI BRITHRELIGIOUS-WASHINGTON, DC, US$200
Paid GrantPROVIDENCE JOURNAL SUMMERTIME FUNDRECREATION-PROVIDENCE, RI, US$200
Paid GrantPARTNERS AT HOMESOCIAL SERVICES-BOSTON, MA, US$200
Paid GrantUSC SHOAHRELIGIOUS EDUCATION-LOS ANGELES, CA, US$200
Paid GrantPROVIDENCE COMMUNITY LIBRARYEDUCATION-PROVIDENCE, RI, US$200
Paid GrantALZHEIMERS DISEASE RESEARCHRESEARCH-PROVIDENCE, RI, US$100
Paid GrantMASS GENERAL HOSPITALHEALTH-BOSTON, MA, US$100
Paid GrantMEETING STREET SCHOOLANNUAL FUND-PROVIDENCE, RI, US$100
Paid GrantCAPE COD SAMARITANSSOCIAL SERVICES-FALMOUTH, MA, US$100
Paid GrantAMERICAN CANCERLYMPHOMA RESEARCHRESEARCH HEALTH-BOSTON, MA, US$100
Paid GrantAMERICAN HEART ASSOCIATIONHEALTH-PROVIDENCE, RI, US$100
Paid GrantBIRTHRIGHT ISRAELRELIGIOUS-NEW YORK, NY, US$100
Paid GrantRED CROSS HURRICANE RELIEFSOCIAL-MILFORD, CT, US$100
Filing and Contact Details

Filer

EIN
05-6069697
Raw XML AppendixShowing 400 of 1,155 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462011-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472002-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482010-10-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-04-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-06-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-04-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-03-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-09-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CALL NVDA JAN 12 @ 15.00 NVIDIA CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CALL NIHD JUN 12 @ 20.00 NII HLDGS INC CLASS B NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CALL JDSU JUN 12 @ 11.00 JDS UNIPHASE CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CALL MCP JUN 12 @ 32.50 MOLYCORP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CALL MCP MAR 12 @ 42.50 MOLYCORP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5ACCO BRANDS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CLIFFS NATURAL RESOURCES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7EXPRESS SCRIPTS HOLDING CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8JDS UNIPHASE CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9LEAP WIRELESS INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10MOLYCORP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11MEDCO HEALTH SOLUTIONS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12MELCO CROWN ENTERTAINMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13NII HLDGS INC CLASS B NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14NPS PHARMACEUTICALS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15OPENTABLE INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16ROYAL CARIBBEAN CRUISES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17SWIFT TRANSPORTATION CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18UNITED CONTINENTAL HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19WELLS FARGO & CO NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20WEATHERFORD INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21WESTERN REFINING INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22UNITED STATES STEEL CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23CLIFFS NATURAL RESOUR 57.500 JUL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24CLIFFS NATURAL RESOURCES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25CONSOL ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26EATON CORP PLC SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27GOODYEAR TIRE & RUBBE 11.000 JUL C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28GOODYEAR TIRE & RUBBER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29ISHARES MSCI EMERGING MKTS FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30LORD ABBETT SHT DURATION INC F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31NABORS INDUSTRIES LTD NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32POLYCOM INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33POLYCOM INC 17.500 JUL C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34PT TELEKOMUNIKASI INDONESIA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35SWIFT TRANSPORTATION 10.000 AUG C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36SWIFT TRANSPORTATION CO CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37WALTER ENERGY INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38WALTER ENERGY INC COM 55.000 SEP C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39MOTOROLA INC DEB-REG-CALLABLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40ISHARES MSCI EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41NVIDIA CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$952,998
Liabilities
$0
Net assets
$952,998
Revenue
-
Expenses
$50,739
Net income
-
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