Civic Intelligence

Thomas G Stemberg Charitable Foundation

990T • Fiscal year 2021 • EIN 20-5672425

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
50 Post Office SqBoston, MA 02110

(617) 772-6850

Siviq Scores

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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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,464,087Liabilities 2011: $02011Assets 2012: $4,750,929Liabilities 2012: $02012Assets 2013: $4,952,209Liabilities 2013: $02013Assets 2014: $4,947,864Liabilities 2014: $2,3272014Assets 2015: $5,263,435Liabilities 2015: $0Net Assets 2015: $5,263,4352015Assets 2016: $5,168,765Liabilities 2016: $0Net Assets 2016: $5,168,7652016Assets 2017: $6,188,563Liabilities 2017: $0Net Assets 2017: $6,188,5632017Assets 2018: $6,126,069Liabilities 2018: $0Net Assets 2018: $6,126,0692018Assets 2019: $6,204,289Liabilities 2019: $0Net Assets 2019: $6,204,2892019Assets 2020: $6,281,956Liabilities 2020: $0Net Assets 2020: $6,281,9562020Assets 2021: $6,829,868Liabilities 2021: $0Net Assets 2021: $6,829,8682021Assets 2022: $6,622,789Liabilities 2022: $0Net Assets 2022: $6,622,7892022Assets 2023: $6,390,591Liabilities 2023: $0Net Assets 2023: $6,390,5912023Assets 2024: $6,458,555Liabilities 2024: $0Net Assets 2024: $6,458,5552024

Latest loaded filing

2024

Assets$6,458,555
Liabilities$0
Net Assets$6,458,555
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: $601,036Expenses 2011: $390,591Net Income 2011: $210,4452011Revenue 2012: $620,671Expenses 2012: $345,453Net Income 2012: $275,2182012Revenue 2013: $528,280Expenses 2013: $325,900Net Income 2013: $202,3802013Revenue 2014: $336,729Expenses 2014: $355,191Net Income 2014: -$18,4622014Revenue 2015: $609,942Expenses 2015: $359,569Net Income 2015: $250,3732015Revenue 2016: $294,806Expenses 2016: $377,690Net Income 2016: -$82,8842016Revenue 2017: $1,385,361Expenses 2017: $417,948Net Income 2017: $967,4132017Revenue 2018: $343,668Expenses 2018: $409,831Net Income 2018: -$66,1632018Revenue 2019: $444,993Expenses 2019: $414,082Net Income 2019: $30,9112019Revenue 2020: $494,754Expenses 2020: $396,838Net Income 2020: $97,9162020Revenue 2021: $1,000,014Expenses 2021: $430,461Net Income 2021: $569,5532021Revenue 2022: $482,998Expenses 2022: $716,294Net Income 2022: -$233,2962022Revenue 2023: $226,550Expenses 2023: $458,748Net Income 2023: -$232,1982023Revenue 2024: $569,748Expenses 2024: $501,784Net Income 2024: $67,9642024

Latest loaded filing

2024

Revenue$569,748
Expenses$501,784
Net Income$67,964
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Stemberg Thomas G Char Fnd
EIN
20-5672425
Phone
6177726850
Address
50 POST OFFICE SQ, BOSTON, MA 02110

Signing Officer

Name
Katherine Chapman Stemberg
Title
Trustee
Phone
6177726850
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
DGC A DIVISION OF PKF O'CONNOR DAVIES
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Erica L Nadeau CPA
Phone
7819375300
Raw XML Appendix93 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
IRS990T/BooksInCareOfDetail/PersonNm0BROWN BROTHERS HARRIMAN CO
IRS990T/BooksInCareOfDetail/PhoneNum06177721818
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt050 POST OFFICE SQUARE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt06829868
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt061735
IRS990T/ExtsnRequestIncomeTaxPaidAmt050000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt034163
IRS990T/OverpaymentSection/OverpaymentAmt034163
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt05322
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt0124469
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0124469
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0124469
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OIL AND GAS PARTNERSHIP INCOME/LOSS
IRS990TScheduleA/UBIBeforeNOLDedAmt0124469
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0124469
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt021159
IRS990T/TaxLessCreditsAmt021159
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt055322
IRS990T/TotalTaxAmt021159
IRS990T/TotalTaxComputationAmt021159
IRS990T/TotalUBTIAmt061734
IRS990T/TotalUBTIBeforeNOLSpecificAmt062734
IRS990T/TotalUBTIBeforeSection199AAmt062734
IRS990T/TotalUBTIComputedAmt0124469
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE CHAPMAN STEMBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177726850
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEMBERG THOMAS G CHAR FND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATTN C HURLEY BBH
ReturnHeader/Filer/BusinessNameControlTxt0STEM
ReturnHeader/Filer/EIN0205672425
ReturnHeader/Filer/PhoneNum06177726850
ReturnHeader/Filer/USAddress/AddressLine1Txt050 POST OFFICE SQ
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DGC A DIVISION OF PKF O'CONNOR DAVIES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA L NADEAU CPA
ReturnHeader/ReturnTs02022-11-15T08:59:31-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAPMAN STEMBERG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • 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
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.57$0.50$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.23$0.46$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.48$0.72$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$1.00$0.43$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.49$0.40$0.10
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.44$0.41$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.34$0.41$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.39$0.42$0.97
2016Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.29$0.38$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.61$0.36$0.25
2014Summary only. Only limited summary data is available for this year.$4.95$0.00$0.34$0.36$0.02
2013Summary only. Only limited summary data is available for this year.$4.95$0.00$0.53$0.33$0.20
2012Summary only. Only limited summary data is available for this year.$4.75$0.00$0.62$0.35$0.28
2011Summary only. Only limited summary data is available for this year.$4.46$0.00$0.60$0.39$0.21