Civic Intelligence

Amelia Peabody Charitable Fund Trust

990PF • Fiscal year 2020 • EIN 23-7364949

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

185 Devonshire Street No 600Boston, MA 02110

(617) 451-6178

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$100,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

11th percentile

-4.2%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Down

$109,071,314

Down $4,827,733 (-4.2%) from 2019

Net Assets

Down

$109,071,314

Down $4,827,733 (-4.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$3,947,918

Down $2,761,281 (-41%) from 2019

Expenses

Up

$8,800,127

Up $1,067,118 (+14%) from 2019

Net Income

Down

-$4,852,209

Down $3,828,399 (-374%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$109,071,314
Liabilities$0
Net Assets$109,071,314

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$3,947,918
Expenses$8,800,127
Net Income-$4,852,209
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALEB LORING IIITrusteePT$100,000-$100,000
ROBERT G BANNISHTrusteePT$100,000-$100,000
KATHERINE L BABSONTrusteePT$100,000-$100,000
MARGARET H MORTONTrusteePT$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 NO 600, BOSTON, MA 02110

Signing Officer

Name
Caleb Loring Iii
Title
Trustee
Phone
6174516178
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110
Preparer
Stephen D Candelario
Phone
6174472700
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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/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03947918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0719842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0517763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01436287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09880823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118702548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-732799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11285985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-732799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11285985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09148024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119988533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0553186
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4852209
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0103475
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0127951
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0109174789
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0113899047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0109071314
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09028446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09028446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09028446
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09074913
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt046467
IRS990PF/DistributableAmountGrp/TotalTaxAmt046467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt073533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0120000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt046467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt073533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt046467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt046467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0120000
IRS990PF/FMVAssetsEOYAmt0208101035
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt085788
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0137076
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0137076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06636417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04393990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04645164
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt072996202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt066878884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0161667945
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0495837
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01465409
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01003294
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0969572
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0969572
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt014240081
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013610374
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017175640
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-10625436
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-15453169
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04356492
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02800853
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02800853
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0113899047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0208101035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0113899047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0113899047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt014580773
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt020280565
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020704785
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0184262191
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0241187
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0184021004
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02763933
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09074913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0181498258
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0184262191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0158000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt197300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt028954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt136815
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/CompensationAmt0123398
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/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30

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