Civic Intelligence

Sadie Ethel Macdonald Charitable Trust

EIN 30-6172646 • 501(c)3 • Boston, MA

Profile

To provide financial support to shriners hospitals, boston, ma

1 Iron Street CamBoston, MA 02210

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$3,616

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,078,132

Up $33,512 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,078,132

Up $33,512 (+3.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin84th percentile

Revenue

Up

$92,830

Up $1,156 (+1.3%) from 2023

Expenses

Down

$59,318

Down $21,567 (-27%) from 2023

Net Income

Up

$33,512

Up $22,723 (+211%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $851,836Liabilities 2011: $0Net Assets 2011: $851,8362011Assets 2012: $850,476Liabilities 2012: $0Net Assets 2012: $850,4762012Assets 2013: $851,426Liabilities 2013: $0Net Assets 2013: $851,4262013Assets 2014: $911,519Liabilities 2014: $0Net Assets 2014: $911,5192014Assets 2015: $913,424Liabilities 2015: $0Net Assets 2015: $913,4242015Assets 2016: $875,540Liabilities 2016: $0Net Assets 2016: $875,5402016Assets 2017: $885,159Liabilities 2017: $0Net Assets 2017: $885,1592017Assets 2018: $923,113Liabilities 2018: $0Net Assets 2018: $923,1132018Assets 2019: $927,859Liabilities 2019: $0Net Assets 2019: $927,8592019Assets 2020: $976,219Liabilities 2020: $0Net Assets 2020: $976,2192020Assets 2021: $1,054,633Liabilities 2021: $0Net Assets 2021: $1,054,6332021Assets 2022: $1,033,831Liabilities 2022: $0Net Assets 2022: $1,033,8312022Assets 2023: $1,044,620Liabilities 2023: $0Net Assets 2023: $1,044,6202023Assets 2024: $1,078,132Liabilities 2024: $0Net Assets 2024: $1,078,1322024

Highlighted filing

2024

Assets$1,078,132
Liabilities$0
Net Assets$1,078,132
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $63,2912011Expenses 2012: $37,8542012Revenue 2013: $38,394Expenses 2013: $37,444Net Income 2013: $9502013Revenue 2014: $111,559Expenses 2014: $51,466Net Income 2014: $60,0932014Revenue 2015: $53,028Expenses 2015: $51,123Net Income 2015: $1,9052015Revenue 2016: $12,407Expenses 2016: $50,291Net Income 2016: -$37,8842016Revenue 2017: $58,219Expenses 2017: $48,600Net Income 2017: $9,6192017Revenue 2018: $91,296Expenses 2018: $53,342Net Income 2018: $37,9542018Revenue 2019: $56,331Expenses 2019: $51,585Net Income 2019: $4,7462019Revenue 2020: $101,799Expenses 2020: $53,439Net Income 2020: $48,3602020Revenue 2021: $132,743Expenses 2021: $54,329Net Income 2021: $78,4142021Revenue 2022: $22,884Expenses 2022: $43,686Net Income 2022: -$20,8022022Revenue 2023: $91,674Expenses 2023: $80,885Net Income 2023: $10,7892023Revenue 2024: $92,830Expenses 2024: $59,318Net Income 2024: $33,5122024

Highlighted filing

2024

Revenue$92,830
Expenses$59,318
Net Income$33,512
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,078,132
Liabilities
$0
Net assets
$1,078,132
Revenue
$92,830
Expenses
$59,318
Net income
$33,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.05$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.05$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.04$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Gross Receipts
$241,106
Mission and Program Overview

Mission

To provide financial support to shriners hospitals, boston, ma

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,044,620$1,078,132▲ $33,512
Investments in Publicly Traded Securities$1,022,248$1,052,733▲ $30,485
Savings and Temporary Cash Investments$22,372$25,399▲ $3,027
Total Assets$1,044,620$1,078,132▲ $33,512
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,044,620$1,078,132▲ $33,512
Total Liabilities and Net Assets / Fund Balance$1,044,620$1,078,132▲ $33,512
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$3,616$3,616
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$92,830
Other Revenue
$0
Change in Net Assets
$33,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,106
Salaries, Compensation, and Employee Benefits$3,616
Other Expenses$596
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,106--$55,106
Current Officers, Directors, Trustees, and Key Employees$723$2,893-$3,616
All Other Expenses$70$526-$596
Total Functional Expenses$55,899$3,419$0$59,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shriners Hospitals for ChildrenBoston, MA501(c)(3)Financial Support$55,106
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VII, Section A

“Estimate of average hours per week devoted to related organizations is o”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The macdonald sadie ethel charitable trust u/will is governed in accordance with its trust document. There is no governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Because there is no governing body there are no committees with authority to act on behalf of a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is prepared and reviewed by the charitable tax group of state street bank and trust co. It is signed by the manager of the charitable tax group before filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The governing document and forms 990 will be available to the public upon request, during regular business hours, at the offices of state street global advisors trust co. State street global advisors trust co. Is located at one iron street, boston, ma 02210. Telephone 617-664-1099.”

Form 990, Page 7, Part VII, Section A

“There are no individual trustees to devote time to related organizations”

Filing and Contact Details

Filer

Filer Name
Sadie Ethel Macdonald Charitable Trust
EIN
30-6172646
Phone
6176641099
Address
1 IRON STREET CAM, BOSTON, MA 02210

Signing Officer

Name
State Street Global Advisors Tr Co
Title
Trustee
Phone
6176641099
Signed
2025-06-03

Organization Details

Formed
2008
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Column D Reportable Compensation Form the Organization (W-2/1099-misc)

“Consistent with the instructions for this section the amount paid to the institutional trustee is being reported here although there was no requirement to report compensation to an institutional trustee on a form w-2 or 1099-misc.”

Raw XML Appendix387 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
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0212526
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028580
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01022248
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01052733
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0148276
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064250
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064250
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYTotalExpensesAmt080885
IRS990/PYTotalRevenueAmt091674
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033512
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1STATE STREET PROVIDES QUARTERLY STATEMENTS AND COMMUNICATES REGULARLY WITH REPRESENTATIVES OF THE HOSPITAL REGARDING THE TRUST'S INVESTMENTS, AND THE QUARTERLY DISTRIBUTIONS FROM THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01051425
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt018275
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt011866
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt036248
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IRS990ScheduleI/RecipientTable/CashGrantAmt055106
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHRINERS HOSPITALS FOR CHILDREN
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH ITS TRUST DOCUMENT THIS ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO SHRINERS HOSPITAL BOSTON, MA
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONSISTENT WITH THE INSTRUCTIONS FOR THIS SECTION THE AMOUNT PAID TO THE INSTITUTIONAL TRUSTEE IS BEING REPORTED HERE ALTHOUGH THERE WAS NO REQUIREMENT TO REPORT COMPENSATION TO AN INSTITUTIONAL TRUSTEE ON A FORM W-2 OR 1099-MISC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MACDONALD SADIE ETHEL CHARITABLE TRUST U/WILL IS GOVERNED IN ACCORDANCE WITH ITS TRUST DOCUMENT. THERE IS NO GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BECAUSE THERE IS NO GOVERNING BODY THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED AND REVIEWED BY THE CHARITABLE TAX GROUP OF STATE STREET BANK AND TRUST CO. IT IS SIGNED BY THE MANAGER OF THE CHARITABLE TAX GROUP BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENT AND FORMS 990 WILL BE AVAILABLE TO THE PUBLIC UPON REQUEST, DURING REGULAR BUSINESS HOURS, AT THE OFFICES OF STATE STREET GLOBAL ADVISORS TRUST CO. STATE STREET GLOBAL ADVISORS TRUST CO. IS LOCATED AT ONE IRON STREET, BOSTON, MA 02210. TELEPHONE 617-664-1099.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO INDIVIDUAL TRUSTEES TO DEVOTE TIME TO RELATED ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1COLUMN D REPORTABLE COMPENSATION FORM THE ORGANIZATION (W-2/1099-MISC)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC CHARITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOSTON
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt055106
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01044620
IRS990/TotalAssetsEOYAmt01078132
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IRS990/TotalAssetsGrp/EOYAmt01078132
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03419
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055899
IRS990/TotalFunctionalExpensesGrp/TotalAmt059318
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01044620
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01078132
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055106
IRS990/TotalReportableCompFromOrgAmt03616
IRS990/TotalRevenueGrp/ExclusionAmt092830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092830
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01044620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01078132
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 IRON STREET
IRS990/USAddress/CityNm0BOSTON
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IRS990/USAddress/ZIPCd002210
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET GLOBAL ADVISORS TR CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176641099
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADIE ETHEL MACDONALD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SADI
ReturnHeader/Filer/EIN0306172646
ReturnHeader/Filer/PhoneNum06176641099
ReturnHeader/Filer/USAddress/AddressLine1Txt01 IRON STREET CAM
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-06-03T15:01:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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