Civic Intelligence

Amelia Peabody Charitable Fund Trust

EIN 23-7364949 • Boston, MA

185 Devonshire Street 600Boston, MA 02110
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

23rd percentile

-3.0%

Higher net margin than 23% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$100,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

28th percentile

0.5%

Faster asset growth than 28% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Up

$121,519,917

Up $1,177,707 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$121,519,917

Up $1,177,707 (+1.0%) from 2022

Revenue

Up

$16,329,702

Up $7,149,740 (+78%) from 2022

Expenses

Up

$16,811,647

Up $9,222,612 (+122%) from 2022

Net Income

Down

-$481,945

Down $2,072,872 (-130%) from 2022

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2013: $124,524,483Liabilities 2013: $0Net Assets 2013: $124,524,4832013Assets 2015: $118,404,029Liabilities 2015: $0Net Assets 2015: $118,404,0292015Assets 2016: $115,481,597Liabilities 2016: $0Net Assets 2016: $115,481,5972016Assets 2017: $116,642,529Liabilities 2017: $0Net Assets 2017: $116,642,5292017Assets 2018: $114,938,183Liabilities 2018: $0Net Assets 2018: $114,938,1832018Assets 2019: $113,899,047Liabilities 2019: $0Net Assets 2019: $113,899,0472019Assets 2020: $109,071,314Liabilities 2020: $0Net Assets 2020: $109,071,3142020Assets 2021: $118,675,082Liabilities 2021: $0Net Assets 2021: $118,675,0822021Assets 2022: $120,342,210Liabilities 2022: $0Net Assets 2022: $120,342,2102022Assets 2024: $121,519,917Liabilities 2024: $0Net Assets 2024: $121,519,9172024

Highlighted filing

2024

Assets$121,519,917
Liabilities$0
Net Assets$121,519,917

Operations Trend

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

$20M$10M$0-$10MRevenue 2013: $10,145,648Expenses 2013: $9,005,154Net Income 2013: $1,140,4942013Revenue 2015: $3,510,525Expenses 2015: $8,571,132Net Income 2015: -$5,060,6072015Revenue 2016: $5,875,989Expenses 2016: $8,767,985Net Income 2016: -$2,891,9962016Revenue 2017: $11,279,052Expenses 2017: $10,127,926Net Income 2017: $1,151,1262017Revenue 2018: $8,765,184Expenses 2018: $10,544,463Net Income 2018: -$1,779,2792018Revenue 2019: $6,709,199Expenses 2019: $7,733,009Net Income 2019: -$1,023,8102019Revenue 2020: $3,947,918Expenses 2020: $8,800,127Net Income 2020: -$4,852,2092020Revenue 2021: $19,762,663Expenses 2021: $10,035,332Net Income 2021: $9,727,3312021Revenue 2022: $9,179,962Expenses 2022: $7,589,035Net Income 2022: $1,590,9272022Revenue 2024: $16,329,702Expenses 2024: $16,811,647Net Income 2024: -$481,9452024

Highlighted filing

2024

Revenue$16,329,702
Expenses$16,811,647
Net Income-$481,945

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G BANNISHTrusteePT$100,000-$100,000
KATHERINE L BABSONTrusteePT$100,000-$100,000
MARGARET H MORTONTrusteePT$100,000-$100,000
SARAH M ALLENTrusteePT$100,000-$100,000
ELIZA H ROWETrusteePT$100,000-$100,000
Filing and Contact Details

Filer

Filer Name
Amelia Peabody Charitable Fund Trust
EIN
23-7364949
Phone
6174516178
Address
185 DEVONSHIRE STREET 600, BOSTON, MA 02110

Signing Officer

Name
Robert G Bannish
Title
Managing Trustee
Phone
6174516178
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
Stephen D Candelario
Phone
6174472700
Raw XML AppendixShowing 400 of 1,227 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9185 DEVONSHIRE STREET, UNIT 600
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016811647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016241978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016329702
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0850376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0582300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01618647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021899457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18981482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012011285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-276763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012011285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-276763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt033910742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18704719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011734522
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-481945
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt072270
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt090173
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0121592187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0121983959
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0121519917
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010707014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010707014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010707014
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010925478
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0217670
IRS990PF/DistributableAmountGrp/TotalTaxAmt0218464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0225330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0217670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0217670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0217670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0225330
IRS990PF/FMVAssetsEOYAmt0223812170
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt073788
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt065397
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt065397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt014004930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016003370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt016455965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt066833277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt064927379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0163071290
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0648644
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01465409
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0853268
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0816765
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0816765
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07233985
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07463816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011117470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2540524
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-3004566
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05350547
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06517747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06517747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0121983959
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0121519917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0223812170
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0121983959
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0121519917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0121983959
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0121519917
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt027634164
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025725443
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt025767536
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0221837114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0714163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0221122951
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03327557
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010925478
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0218509557
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0221837114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0166400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1104000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt035937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt139270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BETHANY B KENDALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1CHERYL A GIDEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0185 DEVONSHIRE STREET SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1185 DEVONSHIRE STREET SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0192353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt050 SOUTH LASALLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4100000

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