Civic Intelligence

Cedar Tree Foundation Inc.

990T • Fiscal year 2023 • EIN 13-3601934

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile

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100 Franklin Street 704Boston, MA 02110

(617) 695-6767

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $94,761,796Liabilities 2011: $89,1192011Assets 2012: $99,216,905Liabilities 2012: $157,1872012Assets 2013: $98,969,569Liabilities 2013: $169,8662013Assets 2014: $101,943,478Liabilities 2014: $370,7242014Assets 2015: $97,984,396Liabilities 2015: $443,1372015Assets 2019: $108,229,837Liabilities 2019: $13,925,9992019Assets 2020: $114,630,365Liabilities 2020: $9,862,500Net Assets 2020: $104,767,8652020Assets 2021: $119,892,393Liabilities 2021: $11,465,047Net Assets 2021: $108,427,3462021Assets 2022: $86,446,972Liabilities 2022: $13,200,844Net Assets 2022: $73,246,1282022Assets 2023: $86,624,071Liabilities 2023: $13,903,190Net Assets 2023: $72,720,8812023Assets 2024: $85,860,491Liabilities 2024: $15,441,592Net Assets 2024: $70,418,8992024

Latest loaded filing

2024

Assets$85,860,491
Liabilities$15,441,592
Net Assets$70,418,899
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2011: $6,946,863Expenses 2011: $6,023,957Net Income 2011: $922,9062011Revenue 2012: $8,031,897Expenses 2012: $9,336,826Net Income 2012: -$1,304,9292012Revenue 2013: $8,437,479Expenses 2013: $16,133,210Net Income 2013: -$7,695,7312013Revenue 2014: $10,605,447Expenses 2014: $6,799,332Net Income 2014: $3,806,1152014Revenue 2015: $8,177,699Expenses 2015: $7,088,571Net Income 2015: $1,089,1282015Revenue 2019: $8,527,503Expenses 2019: $11,034,811Net Income 2019: -$2,507,3082019Revenue 2020: $7,469,490Expenses 2020: $9,592,271Net Income 2020: -$2,122,7812020Revenue 2021: $12,564,904Expenses 2021: $11,225,184Net Income 2021: $1,339,7202021Revenue 2022: $4,072,972Expenses 2022: $10,718,006Net Income 2022: -$6,645,0342022Revenue 2023: $2,048,968Expenses 2023: $15,352,773Net Income 2023: -$13,303,8052023Revenue 2024: $8,467,224Expenses 2024: $12,792,191Net Income 2024: -$4,324,9672024

Latest loaded filing

2024

Revenue$8,467,224
Expenses$12,792,191
Net Income-$4,324,967
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Cedar Tree Foundation
EIN
13-3601934
Phone
6176956767
Address
100 FRANKLIN STREET 704, BOSTON, MA 02110

Signing Officer

Name
Joan Margot Smith
Title
President
Phone
6176956767
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Craig Klein
Phone
6177610600
Raw XML Appendix99 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-4359
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-4359
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-4359
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NORTH SKY CLEANTECH FUND IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-4359
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0737
IRS990T/BooksInCareOfDetail/PersonNm0DEBRA MONIZ
IRS990T/BooksInCareOfDetail/PhoneNum06176956767
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 FRANKLIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt086624071
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0544
IRS990T/EstimatedTaxPaymentsAmt010000
IRS990T/ExtsnRequestIncomeTaxPaidAmt05000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0SECTION 1.263 (A)- 1 (F) DE MINIMIS SAFE HARBOR ELECTIONCEDAR TREE FOUNDATION100 FRANKLIN STREETBOSTON, MA 02110EMPLOYER IDENTIFICATION NUMBER: 13-3601934FOR THE YEAR ENDING DECEMBER 31, 2023CEDAR TREE FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990T/ItmzdSupplementalInfoGrp/LineNum0V
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-10994
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt084341
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt073347
IRS990TScheduleA/TotUnrltTrdBusIncmAmt073347
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI FROM INVESTMENT PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt073347
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt073347
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt015193
IRS990T/TaxLessCreditsAmt015193
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt015000
IRS990T/TotalTaxAmt015193
IRS990T/TotalTaxComputationAmt015193
IRS990T/TotalUBTIAmt072347
IRS990T/TotalUBTIBeforeNOLSpecificAmt073347
IRS990T/TotalUBTIBeforeSection199AAmt073347
IRS990T/TotalUBTIComputedAmt073347
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN MARGOT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06176956767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEDAR TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CEDA
ReturnHeader/Filer/EIN0133601934
ReturnHeader/Filer/PhoneNum06176956767
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FRANKLIN STREET 704
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06177610600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG KLEIN
ReturnHeader/ReturnTs02024-11-12T08:39:32-06:00
ReturnHeader/ReturnTypeCd0990T
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$85.9$15.4$70.4$8.47$12.8$4.32
2023Detailed filing. Detailed filing data is available for this year.$86.6$13.9$72.7$2.05$15.4$13.3
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$86.4$13.2$73.2$4.07$10.7$6.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$11.5$108$12.6$11.2$1.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$9.86$105$7.47$9.59$2.12
2019Summary only. Only limited summary data is available for this year.$108$13.9$8.53$11.0$2.51
2015Summary only. Only limited summary data is available for this year.$98.0$0.44$8.18$7.09$1.09
2014Summary only. Only limited summary data is available for this year.$102$0.37$10.6$6.80$3.81
2013Summary only. Only limited summary data is available for this year.$99.0$0.17$8.44$16.1$7.70
2012Summary only. Only limited summary data is available for this year.$99.2$0.16$8.03$9.34$1.30
2011Summary only. Only limited summary data is available for this year.$94.8$0.09$6.95$6.02$0.92