Civic Intelligence

The Delphic Trust

990 • Fiscal year 2018 • EIN 13-6085147

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 13, 2018

Organization ProfileN/A
c/o R James 225 Franklin St No 2200Boston, MA 02110

(617) 897-8981

Siviq Scores

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

Liabilities / Assets

68th percentile

0.46x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

3.53x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

37%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2018

Asset Growth

85th percentile

8.8%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,848,329

Up $149,169 (+8.8%) from 2017

Net Assets

Up

$989,591

Up $139,169 (+16%) from 2017

Liabilities

Up

$858,738

Up $10,000 (+1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin65th percentile

Revenue

Up

$243,378

Up $102,111 (+72%) from 2017

Expenses

Down

$153,387

Down $13,736 (-8.2%) from 2017

Net Income

Up

$89,991

Up $115,847 (+448%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2018

Assets$1,848,329
Liabilities$858,738
Net Assets$989,591
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

2018

Revenue$243,378
Expenses$153,387
Net Income$89,991
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$243,378
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$1,232,639$1,236,235▲ $3,596
Cap Stk Tr Prin Current Funds$911,282$911,282→ $0
Investments in Publicly Traded Securities$151,752$261,294▲ $109,542
Investments Other Securities$274,347$215,538▼ $58,809
Savings and Temporary Cash Investments$40,422$135,262▲ $94,840
Rtn Earn Endowment Incm Other Fnds$-60,860$78,309▲ $139,169
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,699,160$1,848,329▲ $149,169
Liabilities
Mortgage Notes Payable Secured by Investment Property$848,738$848,738→ $0
Other Liabilities$0$10,000▲ $10,000
Total Liabilities$848,738$858,738▲ $10,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$850,422$989,591▲ $139,169
Total Liabilities and Net Assets / Fund Balance$1,699,160$1,848,329▲ $149,169

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,220,985$395,798$1,616,783
Other Land Buildings$15,250$51,183$66,433
Other Securities$125,296--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Guilliaem AertsenTrustee
Lief D RosenblattTrustee
Sanjay PatelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$231,500
Program Service Revenue
$0
Investment Income
$11,878
Other Revenue
$0
All Other Contributions
$222,500
Change in Net Assets
$89,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,387
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---$43,785
Depreciation Depletion---$41,704
Interest---$36,863
Insurance---$25,075
Other Expenses---$2,719
Fees for Services Accounting---$1,900
Fees for Service Investment Mgmnt Fees---$1,281
Office Expenses---$60
Total Functional Expenses$0$0$0$153,387
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
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, Guilliaem Aertsen (appointed 10/12/11) 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
c/o R James 225 Franklin St No 2200, Boston, MA 02110

Signing Officer

Name
Guilliaem Aertsen
Title
Trustee
Phone
6178978981
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guilliaem Aertsen
Formed
1926
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
2078792100
Raw XML Appendix320 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/AllOtherContributionsAmt0222500
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Raymond James
IRS990/BooksInCareOfDetail/PhoneNum06178978981
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0c/o R James 225 Franklin St No 2200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Boston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
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/CYContributionsGrantsAmt0231500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011878
IRS990/CYOtherExpensesAmt0153387
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt089991
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0153387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0243378
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt041704
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/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01900
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01281
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/PersonNm1Guilliaem Aertsen
IRS990/Form990PartVIISectionAGrp/PersonNm2Sanjay Patel
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/GrossReceiptsAmt0243378
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt025075
IRS990/InterestGrp/TotalAmt036863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011878
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt011878
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0274347
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0215538
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0151752
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0261294
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0446981
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01232639
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01236235
IRS990/LandBldgEquipCostOrOtherBssAmt01683216
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/NetAssetsOrFundBalancesBOYAmt0850422
IRS990/NetAssetsOrFundBalancesEOYAmt0989591
IRS990/NetUnrelatedBusTxblIncmAmt08179
IRS990/NetUnrlzdGainsLossesInvstAmt049178
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt043785
IRS990/OfficeExpensesGrp/TotalAmt060
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Unrelated Business Inco
IRS990/OtherExpensesGrp/TotalAmt02719
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Guilliaem Aertsen
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0110485
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030782
IRS990/PYOtherExpensesAmt0167123
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-25856
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0167123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0141267
IRS990/ReconcilationRevenueExpnssAmt089991
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt09000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-60860
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt078309
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040422
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0135262
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01220985
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0395798
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01616783
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015250
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051183
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066433
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt090242
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1125296
IRS990ScheduleD/OtherSecuritiesGrp/Desc01370 SHS MRK
IRS990ScheduleD/OtherSecuritiesGrp/Desc11090 SHS JPM
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01236235
IRS990ScheduleD/TotalBookValueSecuritiesAmt0215538
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, Guilliaem Aertsen (appointed 10/12/11) 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/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01699160
IRS990/TotalAssetsEOYAmt01848329
IRS990/TotalAssetsGrp/BOYAmt01699160
IRS990/TotalAssetsGrp/EOYAmt01848329
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0231500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153387
IRS990/TotalGrossUBIAmt011878
IRS990/TotalLiabilitiesBOYAmt0848738
IRS990/TotalLiabilitiesEOYAmt0858738
IRS990/TotalLiabilitiesGrp/BOYAmt0848738
IRS990/TotalLiabilitiesGrp/EOYAmt0858738
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0850422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0989591
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243378
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011878
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01699160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01848329
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o R James 225 Franklin St No 2200
IRS990/USAddress/CityNm0Boston
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Guilliaem Aertsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06178978981
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Delphic Trust
ReturnHeader/Filer/BusinessNameControlTxt0DELP
ReturnHeader/Filer/EIN0136085147
ReturnHeader/Filer/PhoneNum06178978981
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o R James 225 Franklin St No 2200
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03452BD8595D9AC820B41F271E29CE8BF50AD3EDC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086AD5A998A217BD7885303F5109AB5202568ED7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.105.168.164
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:59:01
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/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02018-12-07T10:55:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,848,329
Liabilities
$858,738
Net assets
$989,591
Revenue
$243,378
Expenses
$153,387
Net income
$89,991
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
2018Detailed filing. Detailed filing data is available for this year.$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