Civic Intelligence

Oakhill Foundation

990PF • Fiscal year 2024 • EIN 20-6021595

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

55 Old Bedford Road 206Lincoln, MA 01773

(781) 538-4998

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-118%

Higher net margin than 4% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

13th percentile

-5.7%

Faster asset growth than 13% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$13,669,946

Down $830,783 (-5.7%) from 2023

Net Assets

$13,669,946

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Down

$846,700

Down $2,175,379 (-72%) from 2023

Expenses

Up

$1,843,232

Up $1,241,719 (+206%) from 2023

Net Income

Down

-$996,532

Down $3,417,098 (-141%) from 2023

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: $31,237Liabilities 2011: $02011Assets 2012: $4,293,202Liabilities 2012: $02012Assets 2013: $4,663,383Liabilities 2013: $02013Assets 2014: $5,291,452Liabilities 2014: $02014Assets 2015: $5,151,207Liabilities 2015: $02015Assets 2019: $10,853,086Liabilities 2019: $02019Assets 2020: $8,701,442Liabilities 2020: $0Net Assets 2020: $8,701,4422020Assets 2021: $11,138,452Liabilities 2021: $0Net Assets 2021: $11,138,4522021Assets 2022: $11,970,551Liabilities 2022: $0Net Assets 2022: $11,970,5512022Assets 2023: $14,500,729Liabilities 2023: $12023Assets 2024: $13,669,946Liabilities 2024: $0Net Assets 2024: $13,669,9462024

Highlighted filing

2024

Assets$13,669,946
Liabilities$0
Net Assets$13,669,946

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $39Expenses 2011: $1,160Net Income 2011: -$1,1212011Revenue 2012: $5,013,036Expenses 2012: $3,556Net Income 2012: $5,009,4802012Revenue 2013: $394,040Expenses 2013: $22,178Net Income 2013: $371,8622013Revenue 2014: $895,784Expenses 2014: $268,663Net Income 2014: $627,1212014Revenue 2015: $155,437Expenses 2015: $295,672Net Income 2015: -$140,2352015Revenue 2019: $474,981Expenses 2019: $1,155,094Net Income 2019: -$680,1132019Revenue 2020: $268,872Expenses 2020: $2,421,365Net Income 2020: -$2,152,4932020Revenue 2021: $12,954,666Expenses 2021: $1,951,945Net Income 2021: $11,002,7212021Revenue 2022: $960,436Expenses 2022: $62,773Net Income 2022: $897,6632022Revenue 2023: $3,022,079Expenses 2023: $601,513Net Income 2023: $2,420,5662023Revenue 2024: $846,700Expenses 2024: $1,843,232Net Income 2024: -$996,5322024

Highlighted filing

2024

Revenue$846,700
Expenses$1,843,232
Net Income-$996,532
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R BERTUCCITrustee-$0--
CLAIRE R BERTUCCITrustee-$0--
DAVID C MEGANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$1,250,000
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$257,058
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$130,848
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$128,983
Filing and Contact Details

Filer

Filer Name
Oakhill Foundation
EIN
20-6021595
Phone
7815384998
Address
55 OLD BEDFORD ROAD 206, LINCOLN, MA 01773

Signing Officer

Name
John R Bertucci
Title
Trustee
Phone
7815384998
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Lisa G Behan
Phone
4137391800
Raw XML Appendix373 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP/INV. ADVISORY FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012532660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1794978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NT #26-22374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG NET LEASE REALTY FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015454091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1794978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-01
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ROBINSON HILL LLC 55 OLD
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0839929
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03042300
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0926960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01177818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0937522
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03421
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES - MA ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AG NET LEASE INVESTMENT INT. EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1461
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24509
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09751
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AG NET LEASE REALTY FUND IV
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09751
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09751
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0357
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1611
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2164781
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN ADJUSTMENT TO BOOKS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CHANGES IN ACCRUED INCOME FROM 2022 TO 2023
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18740
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14370
TaxesSchedule/TaxesDetail/Amt043258
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R BERTUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815384998
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKHILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0206021595
ReturnHeader/Filer/PhoneNum07815384998
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001144
ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA G BEHAN
ReturnHeader/ReturnTs02025-05-15T08:12:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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