Civic Intelligence

Amelia Peabody Charitable Fund Trust

990PF • Fiscal year 2021 • EIN 23-7364949

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

185 Devonshire Street 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.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

83rd percentile

49%

Higher net margin than 83% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$100,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

46th percentile

8.8%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

401%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$118,675,082

Up $9,603,768 (+8.8%) from 2020

Net Assets

Up

$118,675,082

Up $9,603,768 (+8.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$19,762,663

Up $15,814,745 (+401%) from 2020

Expenses

Up

$10,035,332

Up $1,235,205 (+14%) from 2020

Net Income

Up

$9,727,331

Up $14,579,540 (+300%) from 2020

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

2021

Assets$118,675,082
Liabilities$0
Net Assets$118,675,082

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

2021

Revenue$19,762,663
Expenses$10,035,332
Net Income$9,727,331
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
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 600, BOSTON, MA 02110

Signing Officer

Name
Caleb Loring Iii
Title
Trustee
Phone
6174516178
Signed
2022-11-04
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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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019762663
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0729994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0554515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01348332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015875623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113365901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0444947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115531827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0444947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115531827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016320570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128897728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015976774
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09727331
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0123563
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0118798645
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0109071314
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0118675082
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010535376
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010535376
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010535376
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010801157
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0265781
IRS990PF/DistributableAmountGrp/TotalTaxAmt0265781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt096643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0170000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0265781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0862
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0265781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0265781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0266643
IRS990PF/FMVAssetsEOYAmt0228490608
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0124524483
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0137076
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt099737
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt099737
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04393990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06550257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06736342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt066878884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt065734806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0170918339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0534605
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01465409
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0969572
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0930804
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0930804
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013610374
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07086849
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010956583
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0210
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0210
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0210
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-15453169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-5849401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02800853
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04297915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04297915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0118675082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0228490608
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0118675082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0109071314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0118675082
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020280565
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt033974504
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt034550678
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0219312834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0442429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0218870405
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03289693
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010801157
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0216023141
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0219312834
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt032.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
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/CompensationAmt0150122
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

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