Civic Intelligence

The Herbert M Karol Foundation

990PF • Fiscal year 2023 • EIN 11-2725073

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
321 Newbury Street 2nd FloorBoston, MA 02115

(781) 891-6660

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

200%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$74,348

Up $17,414 (+31%) from 2022

Net Assets

Up

$74,348

Up $17,414 (+31%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin89th percentile

Revenue

Up

$34,693

Up $23,141 (+200%) from 2022

Expenses

Down

$17,279

Down $1,020 (-5.6%) from 2022

Net Income

Up

$17,414

Up $24,161 (+358%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150K$100K$50K$0Assets 2011: $146,931Liabilities 2011: $02011Assets 2012: $149,951Liabilities 2012: $02012Assets 2013: $143,482Liabilities 2013: $02013Assets 2014: $141,216Liabilities 2014: $02014Assets 2015: $141,846Liabilities 2015: $02015Assets 2016: $138,142Liabilities 2016: $0Net Assets 2016: $138,1422016Assets 2017: $115,241Liabilities 2017: $4,297Net Assets 2017: $110,9442017Assets 2018: $103,779Liabilities 2018: $0Net Assets 2018: $103,7792018Assets 2019: $106,481Liabilities 2019: $0Net Assets 2019: $106,4812019Assets 2020: $60,176Liabilities 2020: $0Net Assets 2020: $60,1762020Assets 2021: $63,681Liabilities 2021: $0Net Assets 2021: $63,6812021Assets 2022: $56,934Liabilities 2022: $0Net Assets 2022: $56,9342022Assets 2023: $74,348Liabilities 2023: $0Net Assets 2023: $74,3482023Assets 2024: $67,554Liabilities 2024: $0Net Assets 2024: $67,5542024

Highlighted filing

2023

Assets$74,348
Liabilities$0
Net Assets$74,348
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$50K$0-$50KRevenue 2011: $909Expenses 2011: $731Net Income 2011: $1782011Revenue 2012: $3,526Expenses 2012: $506Net Income 2012: $3,0202012Revenue 2013: $4,541Expenses 2013: $11,010Net Income 2013: -$6,4692013Revenue 2014: $630Expenses 2014: $2,896Net Income 2014: -$2,2662014Revenue 2015: $3,896Expenses 2015: $3,266Net Income 2015: $6302015Revenue 2016: $4,246Expenses 2016: $7,950Net Income 2016: -$3,7042016Revenue 2017: $4,661Expenses 2017: $31,859Net Income 2017: -$27,1982017Revenue 2018: -$4,422Expenses 2018: $2,743Net Income 2018: -$7,1652018Revenue 2019: $5,379Expenses 2019: $2,677Net Income 2019: $2,7022019Revenue 2020: -$32,228Expenses 2020: $14,714Net Income 2020: -$46,9422020Revenue 2021: $5,240Expenses 2021: $1,735Net Income 2021: $3,5052021Revenue 2022: $11,552Expenses 2022: $18,299Net Income 2022: -$6,7472022Revenue 2023: $34,693Expenses 2023: $17,279Net Income 2023: $17,4142023Revenue 2024: $6,129Expenses 2024: $12,923Net Income 2024: -$6,7942024

Highlighted filing

2023

Revenue$34,693
Expenses$17,279
Net Income$17,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN E KAROLPresident-$0--
JOAN L KAROLChairperson-$0--
JANE M KAROLSecretary-$0--
WILLIAM S KAROLDirector-$0--
HOWARD COOPERTreasurer-$0--
THOMAS D KAROLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAPTIST HEALTH FOUNDATIONMIAMI CANCER INSTITUTE PLEDGEPRIVATE ORGANIZATIONCORAL GABLES, FL, US$13,334
Filing and Contact Details

Filer

Filer Name
The Herbert M Karol Foundation
EIN
11-2725073
Phone
7818916660
Address
321 NEWBURY STREET 2ND FLOOR, BOSTON, MA 02115

Signing Officer

Name
Steven E Karol
Title
Officer
Phone
7818916660
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Katz Nannis Solomon Pc
Address
800 SOUTH STREET SUITE 250, WALTHAM, MA 02453-1480
Preparer
Jeffrey D Solomon CPA
Phone
7814538700
Raw XML Appendix326 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/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN E KAROL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0321 NEWBURY STREET 2ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07818916660
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A WRITTEN APPLICATION LETTER ENUMERATING THE NAME, ADDRESS, TAX STATUS AND CONTACT INFORMATION OF THE AGENCY REQUESTING THE FUNDING, THE PRINCIPAL PURPOSE FOR WHICH THE FUNDING WILL BE USED, THE AMOUNT OF FUNDING REQUESTED, AND THE REQUESTED DELIVERY DATE OF THE FUNDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE HERBERT M KAROL FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07818916660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0321 NEWBURY STREET 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HIGH LEVEL OF RESEARCH ON BRAIN TUMOR AND BREAST CANCER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MIAMI CANCER INSTITUTE PLEDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAPTIST HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06855 RED ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORAL GABLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033143
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013334
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07408
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05926
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013334
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05926
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN E KAROL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07818916660
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HERBERT M KAROL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HMK ENTERPRISES INC
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0112725073
ReturnHeader/Filer/PhoneNum07818916660
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 NEWBURY STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042887211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATZ NANNIS SOLOMON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SOUTH STREET SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024531480
ReturnHeader/PreparerPersonGrp/PhoneNum07814538700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D SOLOMON CPA
ReturnHeader/ReturnTs02024-05-10T08:48:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAROL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,348
Liabilities
$0
Net assets
$74,348
Revenue
$34,693
Expenses
$17,279
Net income
$17,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.35$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.12$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.32$0.15$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.04$1.11$0.05$0.32$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.42$0.00$0.04$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.41$0.00$0.01$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.05$0.11$0.06
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.01$0.01$0.00