Civic Intelligence

Allison Family Charitable Foundation

EIN 20-3848260 • Belmont, MA

69 Pinehurst RoadBelmont, MA 02478
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.1%

Faster revenue growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,819,504

Up $12,794 (+0.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,819,504

No earlier filing loaded for comparison.

Revenue

Up

$86,394

Up $936 (+1.1%) from 2023

Expenses

Down

$73,600

Down $97,375 (-57%) from 2023

Net Income

Up

$12,794

Up $98,311 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,595,224Liabilities 2011: $02011Assets 2012: $2,360,158Liabilities 2012: $02012Assets 2013: $2,071,307Liabilities 2013: $0Net Assets 2013: $2,071,3072013Assets 2014: $1,857,422Liabilities 2014: $0Net Assets 2014: $1,857,4222014Assets 2015: $1,760,147Liabilities 2015: $0Net Assets 2015: $1,760,1472015Assets 2016: $1,563,423Liabilities 2016: $0Net Assets 2016: $1,563,4232016Assets 2017: $1,506,547Liabilities 2017: $0Net Assets 2017: $1,506,5472017Assets 2018: $1,375,931Liabilities 2018: $0Net Assets 2018: $1,375,9312018Assets 2019: $1,300,353Liabilities 2019: $0Net Assets 2019: $1,300,3532019Assets 2020: $3,098,207Liabilities 2020: $0Net Assets 2020: $3,098,2072020Assets 2021: $3,015,904Liabilities 2021: $0Net Assets 2021: $3,015,9042021Assets 2022: $2,892,227Liabilities 2022: $0Net Assets 2022: $2,892,2272022Assets 2023: $2,806,710Liabilities 2023: $12023Assets 2024: $2,819,504Liabilities 2024: $0Net Assets 2024: $2,819,5042024

Highlighted filing

2024

Assets$2,819,504
Liabilities$0
Net Assets$2,819,504

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,753Expenses 2011: $483,320Net Income 2011: -$481,5672011Revenue 2012: $37,845Expenses 2012: $272,411Net Income 2012: -$234,5662012Revenue 2013: $1,255Expenses 2013: $290,106Net Income 2013: -$288,8512013Revenue 2014: $1,181Expenses 2014: $215,066Net Income 2014: -$213,8852014Revenue 2015: $23,117Expenses 2015: $120,392Net Income 2015: -$97,2752015Revenue 2016: $726Expenses 2016: $197,450Net Income 2016: -$196,7242016Revenue 2017: $3,992Expenses 2017: $60,868Net Income 2017: -$56,8762017Revenue 2018: $13,480Expenses 2018: $137,502Net Income 2018: -$124,0222018Revenue 2019: $8,087Expenses 2019: $83,665Net Income 2019: -$75,5782019Revenue 2020: $1,791,213Expenses 2020: $214,969Net Income 2020: $1,576,2442020Revenue 2021: $297Expenses 2021: $82,600Net Income 2021: -$82,3032021Revenue 2022: $3,505Expenses 2022: $126,935Net Income 2022: -$123,4302022Revenue 2023: $85,458Expenses 2023: $170,975Net Income 2023: -$85,5172023Revenue 2024: $86,394Expenses 2024: $73,600Net Income 2024: $12,7942024

Highlighted filing

2024

Revenue$86,394
Expenses$73,600
Net Income$12,794

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.07$0.01
2023Summary only. Only limited summary data is available for this year.$2.81$0.00$0.09$0.17$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.00$0.13$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.79$0.21$1.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.01$0.08$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.01$0.14$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.00$0.06$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.00$0.20$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.02$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.00$0.22$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.00$0.29$0.29
2012Summary only. Only limited summary data is available for this year.$2.36$0.00$0.04$0.27$0.23
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$0.00$0.48$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRAHAM ALLISON JRCo-TrusteePT$0--
ELISABETH ALLISONCo-TrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW ENGLAND WILDLIFE CTRGENERALPUBLICS WEYMOUTH, MA, US$37,000
Paid GrantMA FISCAL ALLIANCE FUNDGENERALPUBLICBOSTON, MA, US$23,500
Paid GrantHANDEL & HAYDEN SOCIETYGENERALPUBLICBOSTON, MA, US$5,000
Paid GrantMARSHALL FUNDGENERALPUBLICCAMBRIDGE, MA, US$1,000
Paid GrantCOUNCIL ON FOREIGN RELATIONSGENERALPUBLICNEW YORK, NY, US$1,000
Paid GrantDAVIDSON COLLEGEGENERALPUBLICDAVIDSON, NC, US$1,000
Paid GrantTRILATERAL COMMISSIONGENERALPUBLICCAMBRIDGE, MA, US$1,000
Paid GrantNEW SKETE MONASTERIESGENERALPUBLICCAMBRIDGE, NY, US$1,000
Paid GrantASPEN ANIMAL SHELTERGENERALPUBLICASPEN, CO, US$500
Paid GrantBELMONT DAY SCHOOLGENERALPUBLICBELMONT, MA, US$500
Paid GrantCASEY TO THE RESCUEGENERALPUBLICOVID, NY, US$500
Filing and Contact Details

Filer

Filer Name
Allison Family Charitable Foundation
EIN
20-3848260
Phone
6174893327
Address
69 PINEHURST ROAD, BELMONT, MA 02478

Signing Officer

Name
Elisabeth Allison
Title
Co-trustee
Phone
6174893327
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Craig Zuckerman CPA
Address
86 CIDER MILL RD, SUDBURY, MA 01776
Preparer
Craig Zuckerman
Phone
9784409276
Raw XML Appendix311 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NEW SKETE MONASTERIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BELMONT DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CASEY TO THE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018 TREMONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 COLUMBIAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212 DUNSTABLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39 HARCOURT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt458 EAST 68TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5BOX 7170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 380810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 983
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8343 ASHGROVE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910 DAY SCHOOL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt106533 BLUE HERRON POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1S WEYMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10OVID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd781612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd812816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1014521
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0170500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0126468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt082050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0214018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt083582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt083582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0665036
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0170500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0126468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt082050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0214018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0748618
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0676618
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0136652
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/CategoryTxt0FED TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELISABETH ALLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174893327
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLISON FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0203848260
ReturnHeader/Filer/PhoneNum06174893327
ReturnHeader/Filer/USAddress/AddressLine1Txt069 PINEHURST ROAD
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271960062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG ZUCKERMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt086 CIDER MILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUDBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001776
ReturnHeader/PreparerPersonGrp/PhoneNum09784409276
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Zuckerman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T06:41:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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