Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2025 • EIN 27-0210702

Apr 01, 2024 to Mar 31, 2025 • Filed on Dec 17, 2025

Hemenway Barnes PO Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Net Margin

7th percentile

-39%

Higher net margin than 7% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$13,741

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2025 filings • $5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-2.3%

Faster asset growth than 23% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-24%

Faster revenue growth than 10% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$7,708,045

Down $184,612 (-2.3%) from 2024

Net Assets

Down

$7,708,045

Down $184,612 (-2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$442,636

Down $142,656 (-24%) from 2024

Expenses

Down

$615,690

Down $11,011 (-1.8%) from 2024

Net Income

Down

-$173,054

Down $131,645 (-318%) from 2024

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2019: $8,775,410Liabilities 2019: $0Net Assets 2019: $8,775,4102019Assets 2020: $8,397,615Liabilities 2020: $0Net Assets 2020: $8,397,6152020Assets 2021: $8,433,582Liabilities 2021: $0Net Assets 2021: $8,433,5822021Assets 2022: $8,403,954Liabilities 2022: $0Net Assets 2022: $8,403,9542022Assets 2023: $7,980,182Liabilities 2023: $0Net Assets 2023: $7,980,1822023Assets 2024: $7,892,657Liabilities 2024: $0Net Assets 2024: $7,892,6572024Assets 2025: $7,708,045Liabilities 2025: $0Net Assets 2025: $7,708,0452025

Highlighted filing

2025

Assets$7,708,045
Liabilities$0
Net Assets$7,708,045

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2019: $536,027Expenses 2019: $636,282Net Income 2019: -$100,2552019Revenue 2020: $298,227Expenses 2020: $655,058Net Income 2020: -$356,8312020Revenue 2021: $652,229Expenses 2021: $616,262Net Income 2021: $35,9672021Revenue 2022: $604,499Expenses 2022: $625,309Net Income 2022: -$20,8102022Revenue 2023: $293,957Expenses 2023: $716,636Net Income 2023: -$422,6792023Revenue 2024: $585,292Expenses 2024: $626,701Net Income 2024: -$41,4092024Revenue 2025: $442,636Expenses 2025: $615,690Net Income 2025: -$173,0542025

Highlighted filing

2025

Revenue$442,636
Expenses$615,690
Net Income-$173,054
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES R PLATT APPOINTED 42822Trustee-$13,741-$13,741
TIMOTHY C WITHERSTrustee-$13,741-$13,741
MARY O HARRIS APPOINTED 3923Trustee-$13,741-$13,741
JOAN G FLYNNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dalessandro Foundation
EIN
27-0210702
Phone
6172277940
Address
HEMENWAY BARNES PO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Charles R Platt
Title
Trustee
Phone
6172277940
Signed
2025-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Theresa a Farrell
Phone
6172277940
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1280557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1378769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14121770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15122729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16120510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17110029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18299877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1977447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2077571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21238847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22214475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23159478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24186981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2526691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2651329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27116903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2835841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29294352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3050889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3167721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32133962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35245398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3612534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37255416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3833122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3986922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40225927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41112930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42101290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43104445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4416894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45166556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4623446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47237290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48320377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4988700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPS ALERIAN MLP ETF (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN HEALTHCARE REIT (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AVALONBAY CMNTYS INC (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BLACKROCK HEALTH SCIENCES TR II (UBS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK STRATEGIC INCOME OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIOA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKSTONE REAL ESTATE INCOME TRUST INC CL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CATALYST/MILLBURN HEDGE STRATEGY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CERTIFICATES OF DEPOSIT ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COHEN & STEERS REAL ESTATE SECURITIES FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FEDERATED HERMES FLOATING RATE STRATEGIC INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INDEPENDENCE RLTY TR INC REIT (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES INTL EQUITY F ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES INTL SELECT DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES MBS ETF (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES MSCI EAFE GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES MSCI USA MOMENTUM FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES MSCI USA QUALITY FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES PFD & INCOME SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHARES PREFERRED INCOME (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES RUSSELL 2000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES RUSSELL 2000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES TR IS 1-5 YR IN (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES TRUST 3-7 YEAR TREAS BD ETF (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27JANUS HENDERSON AAA CLO ETF (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28JANUS HENDERSON B BBB (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29JP MORGAN CORE PLUS FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30JP MORGAN ETF TR NASDAQ EQUITY PREMIUM INCOME (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31JP MORGAN NASDAQ EQT (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32MACQUARIE EMERGING MARKETS FUND INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33MORGAN STANLEY BK UT US (UBS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34MORGAN STANLEY PRV NY US (UBS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PRINCIPAL DIVERSIFIED INCOME FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PROLOGIS INC. (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SELECT SECTOR UTI SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SIMPLIFY MBS ETF (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40T. ROWE PRICE GLOBAL TECH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41VAG ITM-TERM CORPORATE (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42VANGUARD DIVID APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VANGUARD FTSE EUROPE (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47VANGUARD SHORT TERM COR (HILTON CAPITAL MGMT LLC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48VIRTUS CEREDEX SMALL-CAP VALUE EQUITY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49WISDOMTREE US LARGECAP DIVID FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt344700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4230922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5113522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6451988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7184445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt984388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10107557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1292520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1377550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14120976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15190022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16153000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17212237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18588716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1961460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2075381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21664406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22448009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23353142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24347858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2527285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2652216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27118459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2835432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29259725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3048569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3177204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32192015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33150540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34149987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35220374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3611738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37237003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3838400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3986090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40251424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41116099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42193990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43117585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4416499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45325861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4623535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47245424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48255559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49179852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV

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