Civic Intelligence

The Steinberg Lalli Char Fndt

EIN 20-6184268 • Acton, MA

PO Box 2350Acton, MA 01720
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

$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.

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

Asset Growth

37th percentile

0.9%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$10,296,848

Up $87,561 (+0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,296,848

Up $87,561 (+0.9%) from 2023

Revenue

Up

$634,926

Up $96,235 (+18%) from 2023

Expenses

Down

$547,365

Down $5,950 (-1.1%) from 2023

Net Income

Up

$87,561

Up $102,185 (+699%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,946,828Liabilities 2011: $0Net Assets 2011: $9,946,8282011Assets 2012: $10,122,987Liabilities 2012: $0Net Assets 2012: $10,122,9872012Assets 2013: $9,944,961Liabilities 2013: $12,000Net Assets 2013: $9,932,9612013Assets 2014: $10,252,399Liabilities 2014: $0Net Assets 2014: $10,252,3992014Assets 2015: $10,166,558Liabilities 2015: $0Net Assets 2015: $10,166,5582015Assets 2016: $10,045,200Liabilities 2016: $0Net Assets 2016: $10,045,2002016Assets 2017: $10,253,457Liabilities 2017: $0Net Assets 2017: $10,253,4572017Assets 2018: $10,303,610Liabilities 2018: $0Net Assets 2018: $10,303,6102018Assets 2019: $10,279,796Liabilities 2019: $0Net Assets 2019: $10,279,7962019Assets 2020: $10,155,544Liabilities 2020: $0Net Assets 2020: $10,155,5442020Assets 2021: $10,277,511Liabilities 2021: $0Net Assets 2021: $10,277,5112021Assets 2022: $10,223,911Liabilities 2022: $0Net Assets 2022: $10,223,9112022Assets 2023: $10,209,287Liabilities 2023: $0Net Assets 2023: $10,209,2872023Assets 2024: $10,296,848Liabilities 2024: $0Net Assets 2024: $10,296,8482024

Highlighted filing

2024

Assets$10,296,848
Liabilities$0
Net Assets$10,296,848

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $659,3252011Expenses 2012: $662,6922012Revenue 2013: $728,005Expenses 2013: $918,031Net Income 2013: -$190,0262013Revenue 2014: $795,402Expenses 2014: $475,964Net Income 2014: $319,4382014Revenue 2015: $634,219Expenses 2015: $720,060Net Income 2015: -$85,8412015Revenue 2016: $469,505Expenses 2016: $590,863Net Income 2016: -$121,3582016Revenue 2017: $870,770Expenses 2017: $662,513Net Income 2017: $208,2572017Revenue 2018: $666,538Expenses 2018: $616,385Net Income 2018: $50,1532018Revenue 2019: $600,546Expenses 2019: $624,360Net Income 2019: -$23,8142019Revenue 2020: $528,879Expenses 2020: $653,131Net Income 2020: -$124,2522020Revenue 2021: $678,466Expenses 2021: $556,499Net Income 2021: $121,9672021Revenue 2022: $560,346Expenses 2022: $613,946Net Income 2022: -$53,6002022Revenue 2023: $538,691Expenses 2023: $553,315Net Income 2023: -$14,6242023Revenue 2024: $634,926Expenses 2024: $547,365Net Income 2024: $87,5612024

Highlighted filing

2024

Revenue$634,926
Expenses$547,365
Net Income$87,561

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.63$0.55$0.09
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.54$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.56$0.61$0.05
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.68$0.56$0.12
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.53$0.65$0.12
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.60$0.62$0.02
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.67$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.87$0.66$0.21
2016Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.47$0.59$0.12
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.63$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.80$0.48$0.32
2013Detailed filing. Detailed filing data is available for this year.$9.94$0.01$9.93$0.73$0.92$0.19
2012Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.66
2011Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P STEINBERGTrustee-$0--
RANDALL STEINBERGTrustee-$0--
CORNELIA STEINBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Steinberg Lalli Char Fndt
EIN
20-6184268
Phone
9782632989
Address
PO BOX 2350, ACTON, MA 01720

Signing Officer

Name
Stephen P Steinberg
Title
Trustee
Phone
9787774500
Signed
2025-10-09

Preparer

Firm
Chiuve & Company Pc
Address
220 BROADWAY SUITE 301, LYNNFIELD, MA 01940
Preparer
Ronald M Chiuve CPA
Phone
9787774500
Raw XML Appendix335 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.

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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GIFTS OF MONEY FOR EDUCATIONAL, MEDICAL, AFFORDABLE HOUSING AND COMMUNITY SERVICES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF PROPOSAL OR REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN P STEINBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09782632989
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ACTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001720
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PHILANTHROPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ARTS AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAMILTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOWDOIN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIDELITY CHARITABLE GIVING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF PENN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ACTON TV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5OTHECONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUC INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EDUC INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0198 COLLEGE HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1255 MAINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416 CRAIG RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ACTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502129
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0492517
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/AppliedToCurrentYearAmt043944
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0448573
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0459317
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0492517
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0415373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0448573
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0INTANGIBLE DRILLING COSTS
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL-WILSON
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0532
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1636
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0532
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1636
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0126940
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18388
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0126940
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18388
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040043
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040043
TaxesSchedule/TaxesDetail/Amt0429
TaxesSchedule/TaxesDetail/Amt17697
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES-FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES-FEDERAL
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN P STEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09787774500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEINBERG LALLI CHAR FNDT
ReturnHeader/Filer/BusinessNameControlTxt0STEI
ReturnHeader/Filer/EIN0206184268
ReturnHeader/Filer/PhoneNum09782632989
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2350
ReturnHeader/Filer/USAddress/CityNm0ACTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452887583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIUVE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum09787774500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02025-11-06T12:30:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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