Civic Intelligence

The Delphic Trust

EIN 13-6085147 • 501(c)2 • Cambridge, MA

Profile

To hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

9 Linden StreetCambridge, MA 01238

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.51x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

10.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Net Margin

16th percentile

-52%

Higher net margin than 16% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

-0.9%

Faster asset growth than 49% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-26%

Faster revenue growth than 17% of similar nonprofits.

501(c)2 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,689,231

Down $15,145 (-0.9%) from 2024

Liabilities

Flat

$858,738

Flat from 2024

Net Assets

Down

$830,493

Down $15,145 (-1.8%) from 2024

Revenue

Down

$83,111

Down $29,320 (-26%) from 2024

Expenses

Down

$125,969

Down $61,755 (-33%) from 2024

Net Income

Up

-$42,858

Up $32,435 (+43%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $729,383Liabilities 2011: $0Net Assets 2011: $729,3832011Assets 2012: $1,058,985Liabilities 2012: $416,392Net Assets 2012: $642,5932012Assets 2013: $1,419,731Liabilities 2013: $850,000Net Assets 2013: $569,7312013Assets 2014: $1,765,156Liabilities 2014: $848,738Net Assets 2014: $916,4182014Assets 2015: $1,737,169Liabilities 2015: $848,738Net Assets 2015: $888,4312015Assets 2016: $1,711,441Liabilities 2016: $848,738Net Assets 2016: $862,7032016Assets 2017: $1,699,160Liabilities 2017: $848,738Net Assets 2017: $850,4222017Assets 2018: $1,848,329Liabilities 2018: $858,738Net Assets 2018: $989,5912018Assets 2019: $1,863,206Liabilities 2019: $858,738Net Assets 2019: $1,004,4682019Assets 2020: $1,935,161Liabilities 2020: $858,738Net Assets 2020: $1,076,4232020Assets 2021: $1,887,172Liabilities 2021: $858,738Net Assets 2021: $1,028,4342021Assets 2022: $1,750,902Liabilities 2022: $858,738Net Assets 2022: $892,1642022Assets 2023: $1,715,618Liabilities 2023: $858,738Net Assets 2023: $856,8802023Assets 2024: $1,704,376Liabilities 2024: $858,738Net Assets 2024: $845,6382024Assets 2025: $1,689,231Liabilities 2025: $858,738Net Assets 2025: $830,4932025

Highlighted filing

2025

Assets$1,689,231
Liabilities$858,738
Net Assets$830,493

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $365,309Expenses 2011: $166,557Net Income 2011: $198,7522011Revenue 2012: $80,084Expenses 2012: $166,873Net Income 2012: -$86,7892012Revenue 2013: $52,550Expenses 2013: $123,828Net Income 2013: -$71,2782013Revenue 2014: $116,021Expenses 2014: $152,363Net Income 2014: -$36,3422014Revenue 2015: $72,803Expenses 2015: $150,035Net Income 2015: -$77,2322015Revenue 2016: $137,607Expenses 2016: $174,494Net Income 2016: -$36,8872016Revenue 2017: $141,267Expenses 2017: $167,123Net Income 2017: -$25,8562017Revenue 2018: $243,378Expenses 2018: $153,387Net Income 2018: $89,9912018Revenue 2019: $134,042Expenses 2019: $166,586Net Income 2019: -$32,5442019Revenue 2020: $204,094Expenses 2020: $157,072Net Income 2020: $47,0222020Revenue 2021: $47,582Expenses 2021: $153,860Net Income 2021: -$106,2782021Revenue 2022: $63,635Expenses 2022: $146,842Net Income 2022: -$83,2072022Revenue 2023: $45,891Expenses 2023: $141,639Net Income 2023: -$95,7482023Revenue 2024: $112,431Expenses 2024: $187,724Net Income 2024: -$75,2932024Revenue 2025: $83,111Expenses 2025: $125,969Net Income 2025: -$42,8582025

Highlighted filing

2025

Revenue$83,111
Expenses$125,969
Net Income-$42,858

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.86$0.83$0.08$0.13$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.86$0.85$0.11$0.19$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.86$0.86$0.05$0.14$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.86$0.89$0.06$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.86$1.03$0.05$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.86$1.08$0.20$0.16$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.86$1.00$0.13$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.86$0.99$0.24$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.85$0.85$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.85$0.86$0.14$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.85$0.89$0.07$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.85$0.92$0.12$0.15$0.04
2013Summary only. Only limited summary data is available for this year.$1.42$0.85$0.57$0.05$0.12$0.07
2012Summary only. Only limited summary data is available for this year.$1.06$0.42$0.64$0.08$0.17$0.09
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.37$0.17$0.20
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 10, 2025
Return Version
2023v6.0
Gross Receipts
$112,431
Mission and Program Overview

Mission

To hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

The Delphic Trust's purpose is to hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,054,420$1,011,082▼ $43,338
Cap Stk Tr Prin Current Funds$911,282$911,282→ $0
Investments Other Securities$416,749$472,695▲ $55,946
Investments in Publicly Traded Securities$194,563$207,613▲ $13,050
Savings and Temporary Cash Investments$49,886$12,986▼ $36,900
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-54,402$-65,644▼ $11,242
Total Assets$1,715,618$1,704,376▼ $11,242
Liabilities
Mortgage Notes Payable Secured by Investment Property$848,738$848,738→ $0
Other Liabilities$10,000$10,000→ $0
Total Liabilities$858,738$858,738→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$856,880$845,638▼ $11,242
Total Liabilities and Net Assets / Fund Balance$1,715,618$1,704,376▼ $11,242

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,001,832$649,372$1,651,204
Other Land Buildings$9,250$57,183$66,433
Other Securities$85,755--
Compensation and Service Providers

Board Members and Trustees

NameTitle
David SchwartzTrustee
Lief D RosenblattTrustee
Sanjay PatelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$91,459
Program Service Revenue
$0
Investment Income
$20,972
Other Revenue
$0
All Other Contributions
$91,459
Change in Net Assets
$-75,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,724
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$65,580
Interest---$57,284
Depreciation Depletion---$43,338
Insurance---$13,953
Fees for Services Accounting---$2,575
Other Expenses---$842
Total Functional Expenses$0$0$0$187,724
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The annual Forms 990 and 990-T (and state Form M-990-T) are provided to one of the three trustees, David Schwartz for his review and signature prior to the forms being filed. Copies are also provided to the other trustees, Sanjay Patel and Lief D Rosenblatt, to review prior to the returns being filed with the respective taxing authorities.

Form 990, Part VI, Section C, line 19

Upon Request

Filing and Contact Details

Filer

Filer Name
The Delphic Trust
EIN
13-6085147
Phone
6178978981
Address
9 Linden Street, Cambridge, MA 01238

Signing Officer

Name
David Schwartz
Title
Trustee
Phone
6178978981
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Schwartz
Formed
1926
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
Raw XML Appendix327 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Delphic Trust's purpose is to hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.
IRS990/AllOtherContributionsAmt091459
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum06178978981
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09 Linden Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cambridge
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001238
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0911282
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0911282
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt091459
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020972
IRS990/CYOtherExpensesAmt0187724
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-75293
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0187724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0112431
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt043338
IRS990/Desc0To hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt02575
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Lief D Rosenblatt
IRS990/Form990PartVIISectionAGrp/PersonNm1Sanjay Patel
IRS990/Form990PartVIISectionAGrp/PersonNm2David Schwartz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01926
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0112431
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt013953
IRS990/InterestGrp/TotalAmt057284
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020972
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt020972
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0416749
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0472695
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0194563
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0207613
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0706555
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01054420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01011082
IRS990/LandBldgEquipCostOrOtherBssAmt01717637
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To hold real and personal property for the Delphic Club, a college fraternity, and incur related conservational expenses.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0848738
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0848738
IRS990/NetAssetsOrFundBalancesBOYAmt0856880
IRS990/NetAssetsOrFundBalancesEOYAmt0845638
IRS990/NetUnrelatedBusTxblIncmAmt017747
IRS990/NetUnrlzdGainsLossesInvstAmt064051
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt065580
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Federal UBI Taxes
IRS990/OtherExpensesGrp/Desc1MA Form M-990T-62 Taxes
IRS990/OtherExpensesGrp/TotalAmt04152
IRS990/OtherExpensesGrp/TotalAmt1842
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0David Schwartz
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018891
IRS990/PYOtherExpensesAmt0141639
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-95748
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0141639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt045891
IRS990/ReconcilationRevenueExpnssAmt0-75293
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-54402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-65644
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049886
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012986
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01001832
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0649372
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01651204
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09250
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057183
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0154988
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1231952
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt285755
IRS990ScheduleD/OtherSecuritiesGrp/Desc01370 SHS MRK
IRS990ScheduleD/OtherSecuritiesGrp/Desc11090 SHS JPM
IRS990ScheduleD/OtherSecuritiesGrp/Desc2650 SHS CLX
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01011082
IRS990ScheduleD/TotalBookValueSecuritiesAmt0472695
IRS990ScheduleD/TotalLiabilityAmt010000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The annual Forms 990 and 990-T (and state Form M-990-T) are provided to one of the three trustees, David Schwartz for his review and signature prior to the forms being filed. Copies are also provided to the other trustees, Sanjay Patel and Lief D Rosenblatt, to review prior to the returns being filed with the respective taxing authorities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Delphic Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Friends of Harvard Square
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042122207
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1043577348
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0College fraternity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Historical preservation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09 Linden Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1225 Franklin Street Suite 2200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cambridge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Boston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002138
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102110
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IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990/TaxExemptBondsInd00
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IRS990/TotalAssetsBOYAmt01715618
IRS990/TotalAssetsEOYAmt01704376
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalGrossUBIAmt020972
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0112431
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020972
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/USAddress/AddressLine1Txt09 Linden Street
IRS990/USAddress/CityNm0Cambridge
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IRS990/USAddress/ZIPCd001238
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Schwartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06178978981
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Delphic Trust
ReturnHeader/Filer/BusinessNameControlTxt0DELP
ReturnHeader/Filer/EIN0136085147
ReturnHeader/Filer/PhoneNum06178978981
ReturnHeader/Filer/USAddress/AddressLine1Txt09 Linden Street
ReturnHeader/Filer/USAddress/CityNm0Cambridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001238
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connor Smart
ReturnHeader/ReturnTs02025-06-12T14:25:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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