Civic Intelligence

Arcadia Charitable Trust

990T • Fiscal year 2022 • EIN 13-7102310

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 06, 2023

Organization Profile
Hemenway Barnes Llp PO Box 96120Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$15M$10M$5.0M$0Assets 2011: $5,265,491Liabilities 2011: $02011Assets 2012: $5,394,968Liabilities 2012: $02012Assets 2013: $5,240,370Liabilities 2013: $02013Assets 2014: $5,983,715Liabilities 2014: $02014Assets 2015: $6,228,011Liabilities 2015: $02015Assets 2019: $6,191,566Liabilities 2019: $0Net Assets 2019: $6,191,5662019Assets 2020: $6,241,282Liabilities 2020: $0Net Assets 2020: $6,241,2822020Assets 2021: $7,272,351Liabilities 2021: $0Net Assets 2021: $7,272,3512021Assets 2022: $7,215,896Liabilities 2022: $0Net Assets 2022: $7,215,8962022Assets 2023: $7,603,352Liabilities 2023: $12023Assets 2024: $11,262,332Liabilities 2024: $0Net Assets 2024: $11,262,3322024

Latest loaded filing

2024

Assets$11,262,332
Liabilities$0
Net Assets$11,262,332
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $355,613Expenses 2011: $408,144Net Income 2011: -$52,5312011Revenue 2012: $543,449Expenses 2012: $412,450Net Income 2012: $130,9992012Revenue 2013: $942,529Expenses 2013: $406,131Net Income 2013: $536,3982013Revenue 2014: $614,187Expenses 2014: $557,581Net Income 2014: $56,6062014Revenue 2015: $801,892Expenses 2015: $557,012Net Income 2015: $244,8802015Revenue 2019: $188,602Expenses 2019: $456,429Net Income 2019: -$267,8272019Revenue 2020: $535,328Expenses 2020: $483,308Net Income 2020: $52,0202020Revenue 2021: $1,020,001Expenses 2021: $486,766Net Income 2021: $533,2352021Revenue 2022: $164,850Expenses 2022: $572,642Net Income 2022: -$407,7922022Revenue 2023: $301,540Expenses 2023: $602,313Net Income 2023: -$300,7732023Revenue 2024: $1,053,068Expenses 2024: $760,766Net Income 2024: $292,3022024

Latest loaded filing

2024

Revenue$1,053,068
Expenses$760,766
Net Income$292,302
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Arcadia Charitable Trust
EIN
13-7102310
Phone
6172277940
Address
HEMENWAY BARNES LLP PO BOX 96120, BOSTON, MA 02196-1209

Signing Officer

Name
R Gregg Stone
Title
Trustee
Phone
6172277940
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
William M Burke
Phone
6172277940
Raw XML Appendix158 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
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0937
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-423
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0514
IRS1041ScheduleD/GainLessIncludedAmt03997
IRS1041ScheduleD/GainPlusDividendsAmt03997
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt011146
IRS1041ScheduleD/NetIncomeMinusSmallerAmt03997
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0937
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0937
IRS1041ScheduleD/NetSmallerAmt03997
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-423
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-423
IRS1041ScheduleD/NetTimesPercentAmt0799
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt03483
IRS1041ScheduleD/SmallerGainAmt0514
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02800
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt03997
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013700
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt02800
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt038816
IRS1041ScheduleD/TaxableIncomeLessGainAmt034819
IRS1041ScheduleD/TaxAmt011945
IRS1041ScheduleD/TaxOnTaxableIncomeAmt012624
IRS1041ScheduleD/TaxPlusTimePercentAmt011945
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0937
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-423
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0514
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt034819
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt039816
IRS1041ScheduleI/AdjAltMinTaxableIncLessGainAmt09833
IRS1041ScheduleI/AdjustedRegularTaxAmt011720
IRS1041ScheduleI/AdjustedTotalIncomeAmt039953
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt039816
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt034819
IRS1041ScheduleI/CapitalGainsWorksheetAmt03483
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt013316
IRS1041ScheduleI/ExcessOfSumAmt03483
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0697
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt00
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt034819
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt03254
IRS1041ScheduleI/NetAdjAltMinTxblIncTimesPctAmt02557
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt03462
IRS1041ScheduleI/NetExemptionAmt026500
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/RelatedAdjustmentAmt0-137
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt03483
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt03483
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt03483
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt03254
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt03483
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt034819
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt03254
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt03254
IRS990T/BooksInCareOfDetail/PersonNm0HEMENWAY BARNES LLP
IRS990T/BooksInCareOfDetail/PhoneNum06172277940
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt075 STATE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0021091466
IRS990T/BookValueAssetsEOYAmt07215896
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt038953
IRS990T/EstimatedTaxPaymentsAmt07425
IRS990T/ExtsnRequestIncomeTaxPaidAmt06000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt0225
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02281
IRS990T/OverpaymentSection/OverpaymentAmt02281
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0576
IRS990TScheduleA/CapitalLossLimitationAmt0-913
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt019
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt019
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt079838
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt078925
IRS990TScheduleA/TotUnrltTrdBusIncmAmt078925
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI GENERATED FROM INVESTMENTS IN PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt078906
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt078906
IRS990T/Section199ADeductionAmt0137
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt011945
IRS990T/TaxLessCreditsAmt011720
IRS990T/TotalCreditsAmt0225
IRS990T/TotalDeductionAmt01137
IRS990T/TotalPaymentsAmt014001
IRS990T/TotalTaxAmt011720
IRS990T/TotalTaxComputationAmt011945
IRS990T/TotalUBTIAmt038816
IRS990T/TotalUBTIBeforeNOLSpecificAmt039953
IRS990T/TotalUBTIBeforeSection199AAmt039953
IRS990T/TotalUBTIComputedAmt078906
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R GREGG STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172277940
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARCADIA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARCA
ReturnHeader/Filer/EIN0137102310
ReturnHeader/Filer/PhoneNum06172277940
ReturnHeader/Filer/USAddress/AddressLine1Txt0HEMENWAY BARNES LLP PO BOX 96120
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021961209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041433295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMENWAY & BARNES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021091466
ReturnHeader/PreparerPersonGrp/PhoneNum06172277940
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M BURKE
ReturnHeader/ReturnTs02023-11-09T11:30:42-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREGG STONE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.05$0.76$0.29
2023Summary only. Only limited summary data is available for this year.$7.60$0.00$0.30$0.60$0.30
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.16$0.57$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$1.02$0.49$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.54$0.48$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.19$0.46$0.27
2015Summary only. Only limited summary data is available for this year.$6.23$0.00$0.80$0.56$0.24
2014Summary only. Only limited summary data is available for this year.$5.98$0.00$0.61$0.56$0.06
2013Summary only. Only limited summary data is available for this year.$5.24$0.00$0.94$0.41$0.54
2012Summary only. Only limited summary data is available for this year.$5.39$0.00$0.54$0.41$0.13
2011Summary only. Only limited summary data is available for this year.$5.27$0.00$0.36$0.41$0.05