Civic Intelligence

The Linda@Hammett Ory & Andrew Ory Charitable Trust

EIN 38-7082936 • Lincoln, MA

PO Box 458Lincoln, MA 01773
Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-347%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$564,291

Down $3,116,146 (-85%) from 2023

Liabilities

Down

$5,740

Down $113,100 (-95%) from 2023

Net Assets

$558,551

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue52nd percentileNet Margin2nd percentile

Revenue

Down

$896,485

Down $3,211,425 (-78%) from 2023

Expenses

Down

$4,005,598

Down $1,948,333 (-33%) from 2023

Net Income

Down

-$3,109,113

Down $1,263,092 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$20M$15M$10M$5.0M$0Assets 2013: $19,310,553Liabilities 2013: $02013Assets 2014: $16,397,289Liabilities 2014: $7,4502014Assets 2015: $15,917,175Liabilities 2015: $02015Assets 2016: $15,085,035Liabilities 2016: $0Net Assets 2016: $15,085,0352016Assets 2017: $13,655,577Liabilities 2017: $0Net Assets 2017: $13,655,5772017Assets 2018: $11,838,761Liabilities 2018: $254,240Net Assets 2018: $11,584,5212018Assets 2019: $10,473,338Liabilities 2019: $22,490Net Assets 2019: $10,450,8482019Assets 2020: $11,265,935Liabilities 2020: $1Net Assets 2020: $11,265,9352020Assets 2021: $9,697,677Liabilities 2021: $12021Assets 2022: $5,869,396Liabilities 2022: $1Net Assets 2022: $5,869,3962022Assets 2023: $3,680,437Liabilities 2023: $118,8402023Assets 2024: $564,291Liabilities 2024: $5,740Net Assets 2024: $558,5512024

Highlighted filing

2024

Assets$564,291
Liabilities$5,740
Net Assets$558,551
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MRevenue 2013: $21,229,031Expenses 2013: $2,259,380Net Income 2013: $18,969,6512013Revenue 2014: $392,417Expenses 2014: $2,853,332Net Income 2014: -$2,460,9152014Revenue 2015: $351,720Expenses 2015: $820,725Net Income 2015: -$469,0052015Revenue 2016: $1,059,004Expenses 2016: $1,426,659Net Income 2016: -$367,6552016Revenue 2017: $1,047,149Expenses 2017: $2,484,250Net Income 2017: -$1,437,1012017Revenue 2018: $1,193,086Expenses 2018: $3,282,831Net Income 2018: -$2,089,7452018Revenue 2019: $1,601,820Expenses 2019: $2,732,330Net Income 2019: -$1,130,5102019Revenue 2020: $5,635,121Expenses 2020: $2,938,245Net Income 2020: $2,696,8762020Revenue 2021: $3,628,737Expenses 2021: $5,241,725Net Income 2021: -$1,612,9882021Revenue 2022: $958,120Expenses 2022: $5,715,715Net Income 2022: -$4,757,5952022Revenue 2023: $4,107,910Expenses 2023: $5,953,931Net Income 2023: -$1,846,0212023Revenue 2024: $896,485Expenses 2024: $4,005,598Net Income 2024: -$3,109,1132024

Highlighted filing

2024

Revenue$896,485
Expenses$4,005,598
Net Income-$3,109,113
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$564,291
Liabilities
$5,740
Net assets
$558,551
Revenue
$896,485
Expenses
$4,005,598
Net income
-$3,109,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.56$0.90$4.01$3.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.12$4.11$5.95$1.85
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.96$5.72$4.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.00$3.63$5.24$1.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$5.64$2.94$2.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.02$10.5$1.60$2.73$1.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.25$11.6$1.19$3.28$2.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$1.05$2.48$1.44
2016Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.06$1.43$0.37
2015Summary only. Only limited summary data is available for this year.$15.9$0.00$0.35$0.82$0.47
2014Summary only. Only limited summary data is available for this year.$16.4$0.01$0.39$2.85$2.46
2013Summary only. Only limited summary data is available for this year.$19.3$0.00$21.2$2.26$19.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA G HAMMETT ORYTrustee-$0--
ANDREW D ORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Linda Hammett Ory & Andrew Ory
EIN
38-7082936
Phone
7812599700
Address
PO BOX 458, LINCOLN, MA 01773

Signing Officer

Name
Linda G Hammett Ory
Title
Trustee
Phone
7812599700
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET 16TH FLOOR, BOSTON, MA 02110
Preparer
John Kane
Phone
6172928400
Raw XML AppendixShowing 400 of 910 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.

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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DURING THE 2024 TAX YEAR, THE FOUNDATION MADE LARGE GRANTS TO SEVERAL CHARITIES AS PART OF ITS NORMAL GRANT-MAKING ACTIVITY. THESE GRANTS RESULTED IN A "SUBSTANTIAL CONTRACTION" OF THE FOUNDATION'S ASSETS AS MEASURED AT THE BEGINNING OF THE TAX YEAR. THE GRANTS WERE MADE IN THE ORDINARY COURSE OF THE FOUNDATION'S GRANT-MAKING ACTIVITIES, AND DO NOT REPRESENT ANY FULL OR PARTIAL LIQUIDATION, DISSOLUTION OR TERMINATION. THEREFORE, THERE IS NO RESOLUTION AND/OR LIQUIDATION PLAN IN RELATION TO THE GRANTS. A SCHEDULE THE LISTS THE NAMES AND ADDRESSES OF ALL CHARITABLE GRANTEES OF THE FOUNDATION DURING THE TAX YEAR IS PROVIDED ON PART XIV, "GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR OR APPROVED FOR FUTURE PAYMENT." ALL GRANTS MADE WERE CASH GRANTS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt61GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt63GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt64GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN REPERTORY THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN REPERTORY THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ARNOLD ARBORETUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BEACON ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BERKLEE COLLEGE OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BIG SISTER ASSOCIATON OF GREATER BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BOSTON BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BOSTON CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BREAKTIME UNITED INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CONCORD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12CONCORD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13BOSTON BUILDING RESOURCES (BBR) - REUSE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CONCORD MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15DECORDOVA SCULPTURE PARK & MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16DECORDOVA SCULPTURE PARK & MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17EMERSON HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FENN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FOOD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20FOUNDATION OF MASS EYE AND EAR INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21FRIENDS OF THE LINCOLN COUNCIL ON AGING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22GAINING GROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23GATEWAY ARTSVINFEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24GIRL SCOUTS OF EASTERN MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25GIRL SCOUTS OF EASTERN MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26GODDARD HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27HABITAT FOR HUMANITY YORK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28HARVARD GRADUATE SCHOOL OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29HARVARD UNIVERSITY (PRESIDENTS AND FELLOWS OF HARVARD COLLEGE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30HARVARD UNIVERSITY (PRESIDENTS AND FELLOWS OF HARVARD COLLEGE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31HOUSEHOLD GOODS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32JEANNETTE RANKIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33KENNEBUNKPORT CONSERVATION TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34KENNEBUNKPORT EMERGENCY MEDICAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35KENNEBUNKPORT HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36KEREM SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37KEREM SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38LINCOLN MMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39LINCOLN NURSERY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40LINCOLN SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41LINCOLN SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42LIVING CITY PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44MACULAR DEGENERATION RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45MHSA (MASSACHUSETTS HOUSING & SHELTER ALLIANCE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46MIDDLESEX SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47MMAHS (MINUTEMAN ARC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48NEW ENGLAND DEACONESS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49PINE STREET INN

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