Civic Intelligence

Amelia Peabody Charitable Fund Trust

990T • Fiscal year 2024 • EIN 23-7364949

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 11, 2025

Organization Profile

View Organization Page

185 Devonshire Street 600Boston, MA 02110

(617) 451-6178

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$121,519,917
Liabilities$0
Net Assets$121,519,917
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$16,329,702
Expenses$16,811,647
Net Income-$481,945
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
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 Appendix102 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt06225
IRS1120ScheduleD/DisposeInvestmentQOFInd00
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt02093
IRS1120ScheduleD/Form4797GainOrLossAmt018
IRS1120ScheduleD/NetCapitalGainAmt04132
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt04132
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt02093
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04114
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02093
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04114
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HIGHVISTA II LIMITED PARTNERSHIP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt04114
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02093
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HIGHVISTA II LIMITED PARTNERSHIP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt02093
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0832
IRS990T/BooksInCareOfDetail/PersonNm0CHERYL GIDEON
IRS990T/BooksInCareOfDetail/PhoneNum06174516178
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0185 DEVONSHIRE STREET SUITE 600
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt0121519917
IRS990T/CharitableContributionsDedAmt05
IRS990T/ESPenaltyAmt038
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt06225
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt094
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt094
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1345
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04880
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04880
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt04786
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04786
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0794
IRS990T/TaxLessCreditsAmt0794
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0794
IRS990T/TotalTaxComputationAmt0794
IRS990T/TotalUBTIAmt03781
IRS990T/TotalUBTIBeforeNOLSpecificAmt04781
IRS990T/TotalUBTIBeforeSection199AAmt04781
IRS990T/TotalUBTIComputedAmt04786
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G BANNISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174516178
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMELIA PEABODY CHARITABLE FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AMEL
ReturnHeader/Filer/EIN0237364949
ReturnHeader/Filer/PhoneNum06174516178
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 DEVONSHIRE STREET 600
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D CANDELARIO
ReturnHeader/ReturnTs02025-11-11T13:37:01-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$122$0.00$122$16.3$16.8$0.48
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$120$0.00$120$9.18$7.59$1.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$0.00$119$19.8$10.0$9.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$0.00$109$3.95$8.80$4.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$0.00$114$6.71$7.73$1.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$0.00$115$8.77$10.5$1.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$0.00$117$11.3$10.1$1.15
2016Detailed filing. Detailed filing data is available for this year.$115$0.00$115$5.88$8.77$2.89
2015Detailed filing. Detailed filing data is available for this year.$118$0.00$118$3.51$8.57$5.06
2013Detailed filing. Detailed filing data is available for this year.$125$0.00$125$10.1$9.01$1.14