Civic Intelligence

Arcadia Charitable Trust

990T • Fiscal year 2023 • EIN 13-7102310

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v7.0
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
2024-11-05
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 Appendix153 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/TotalForYearAmt0964
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01427
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt02391
IRS1041ScheduleD/GainLessIncludedAmt05353
IRS1041ScheduleD/GainPlusDividendsAmt05353
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt012782
IRS1041ScheduleD/NetIncomeMinusSmallerAmt05353
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0964
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt0964
IRS1041ScheduleD/NetSmallerAmt05353
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01427
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt01427
IRS1041ScheduleD/NetTimesPercentAmt01071
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt04389
IRS1041ScheduleD/SmallerGainAmt0964
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt03000
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt05353
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt014650
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt03000
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt044913
IRS1041ScheduleD/TaxableIncomeLessGainAmt039560
IRS1041ScheduleD/TaxAmt013853
IRS1041ScheduleD/TaxOnTaxableIncomeAmt014762
IRS1041ScheduleD/TaxPlusTimePercentAmt013853
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0964
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01427
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt02391
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt039560
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt045913
IRS1041ScheduleI/AdjAltMinTaxableIncLessGainAmt013124
IRS1041ScheduleI/AdjustedRegularTaxAmt013853
IRS1041ScheduleI/AdjustedTotalIncomeAmt056900
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt045913
IRS1041ScheduleI/ApplcblCapGainsOrSchDWrkshtAmt039560
IRS1041ScheduleI/CapitalGainsWorksheetAmt04389
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt017513
IRS1041ScheduleI/ExcessOfSumAmt04389
IRS1041ScheduleI/ExcessOfSumTimesPctAmt0878
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt00
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt039560
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt04290
IRS1041ScheduleI/NetAdjAltMinTxblIncTimesPctAmt03412
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt04553
IRS1041ScheduleI/NetExemptionAmt028400
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/RelatedAdjustmentAmt0-10987
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt04389
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt04389
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt04389
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt04290
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt04389
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt039560
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt04290
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt04290
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/BookValueAssetsEOYAmt07603352
IRS990T/CharitableContributionsDedAmt055901
IRS990T/EstimatedTaxPaymentsAmt010000
IRS990T/ExtsnRequestIncomeTaxPaidAmt05000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt03136
IRS990T/OverpaymentSection/OverpaymentAmt03136
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01989
IRS990TScheduleA/CapitalGainNetIncomeAmt02391
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt019
IRS990TScheduleA/OtherIncomeAmt0101
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/TotalPrtshpSCorpIncomeAmt0110328
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0112820
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0112820
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI GENERATED FROM INVESTMENTS IN PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0112801
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0112801
IRS990T/Section199ADeductionAmt010987
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt013853
IRS990T/TaxLessCreditsAmt013853
IRS990T/TotalDeductionAmt011987
IRS990T/TotalPaymentsAmt016989
IRS990T/TotalTaxAmt013853
IRS990T/TotalTaxComputationAmt013853
IRS990T/TotalUBTIAmt044913
IRS990T/TotalUBTIBeforeNOLSpecificAmt056900
IRS990T/TotalUBTIBeforeSection199AAmt056900
IRS990T/TotalUBTIComputedAmt0112801
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R GREGG STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172277940
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M BURKE
ReturnHeader/ReturnTs02024-11-05T15:17:26-06:00
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
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.16$0.57$0.41
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