Civic Intelligence

Fand Family Charitable Trust

990PF • Fiscal year 2016 • EIN 38-7104068

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Refreshing map…

323 Boylston Street Unit 601Brookline, MA 02445

(617) 935-3500

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$703,605

Up $214,964 (+44%) from 2015

Net Assets

Up

$703,405

Up $214,764 (+44%) from 2015

Liabilities

Up

$200

Up $199 (+19900%) from 2015

Revenue

Up

$257,884

Up $108,744 (+73%) from 2015

Expenses

Up

$43,120

Up $37,538 (+672%) from 2015

Net Income

Up

$214,764

Up $71,206 (+50%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2013: $271,404Liabilities 2013: $02013Assets 2014: $345,083Liabilities 2014: $1Net Assets 2014: $345,0832014Assets 2015: $488,641Liabilities 2015: $1Net Assets 2015: $488,6412015Assets 2016: $703,605Liabilities 2016: $200Net Assets 2016: $703,4052016Assets 2017: $931,990Liabilities 2017: $0Net Assets 2017: $931,9902017Assets 2018: $892,133Liabilities 2018: $10,000Net Assets 2018: $882,1332018Assets 2019: $961,148Liabilities 2019: $5,179Net Assets 2019: $955,9692019Assets 2020: $1,249,085Liabilities 2020: $8,950Net Assets 2020: $1,240,1352020Assets 2021: $1,158,595Liabilities 2021: $14,938Net Assets 2021: $1,143,6572021Assets 2022: $1,252,270Liabilities 2022: $77,313Net Assets 2022: $1,174,9572022Assets 2023: $1,279,982Liabilities 2023: $77,6582023Assets 2024: $186,793Liabilities 2024: $258,228Net Assets 2024: -$71,4352024

Highlighted filing

2016

Assets$703,605
Liabilities$200
Net Assets$703,405

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $302,008Expenses 2013: $30,604Net Income 2013: $271,4042013Revenue 2014: $100,599Expenses 2014: $26,920Net Income 2014: $73,6792014Revenue 2015: $149,140Expenses 2015: $5,582Net Income 2015: $143,5582015Revenue 2016: $257,884Expenses 2016: $43,120Net Income 2016: $214,7642016Revenue 2017: $264,246Expenses 2017: $35,661Net Income 2017: $228,5852017Revenue 2018: $6,753Expenses 2018: $56,610Net Income 2018: -$49,8572018Revenue 2019: $115,938Expenses 2019: $42,102Net Income 2019: $73,8362019Revenue 2020: $391,245Expenses 2020: $107,079Net Income 2020: $284,1662020Revenue 2021: $34,318Expenses 2021: $130,796Net Income 2021: -$96,4782021Revenue 2022: $34,319Expenses 2022: $3,019Net Income 2022: $31,3002022Revenue 2023: $34,359Expenses 2023: $6,992Net Income 2023: $27,3672023Revenue 2024: $8,279Expenses 2024: $1,282,038Net Income 2024: -$1,273,7592024

Highlighted filing

2016

Revenue$257,884
Expenses$43,120
Net Income$214,764
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN E SPIEGELTrustee-$0--
SALLY B FANDDirector-$0--
JEREMY FANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fand Family Charitable Trust
EIN
38-7104068
Phone
6179353500
Address
323 BOYLSTON STREET UNIT 601, BROOKLINE, MA 02445

Signing Officer

Name
Joan Spiegel
Title
Trustee
Phone
6179353500
Signed
2017-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Newburg & Company Llp
Address
890 WINTER STREET SUITE 208, WALTHAM, MA 02451
Preparer
Howard Newburg
Phone
7818844100
Raw XML Appendix368 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY - FAMILY VAN GIFT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE CENTER FOR HISTORIC SHIPWRECK PRESERVATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BARNSTABLE LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YARMOUTH POLICE RELIEF ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4YOUNG ISRAEL OF NEW ROCHELLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2407 NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE BRAD ERICKSON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41149 NORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PROVINCETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HYANNIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST YARMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW ROCHELLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0021385795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410804
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt015000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040270
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022168
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042349
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017607
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040270
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018102
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042349
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024247
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SALLY B FAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0317 DEL POND DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CANTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002021
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt0200
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0JOAN SPIEGEL
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02015-06
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0200
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0PAYMENT OF FOUNDATION'S 2015 TAX LIABILTIES - TO BE REIMBURSED BY FOUNDATION
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02016-03
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TRUSTEE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SALLY B FAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0317 DEL POND DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CANTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002021
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt1130
TaxesSchedule/TaxesDetail/CategoryTxt0MA PC FILING
TaxesSchedule/TaxesDetail/CategoryTxt1IRS - 2014 BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN SPIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179353500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAND FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOAN SPIEGEL
ReturnHeader/Filer/BusinessNameControlTxt0FAND
ReturnHeader/Filer/EIN0387104068
ReturnHeader/Filer/PhoneNum06179353500
ReturnHeader/Filer/USAddress/AddressLine1Txt0323 BOYLSTON STREET UNIT 601
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A6F07F5E52E2A2B573A3D9DEAC9D2CD8E68C0BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5761908F507EA6049050110148C6A1BCC508AB0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.63.145
ReturnHeader/FilingSecurityInformation/IPDt02017-03-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:01:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042805993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWBURG & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0890 WINTER STREET SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07818844100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD NEWBURG
ReturnHeader/ReturnTs02017-03-30T19:01:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.26$0.07$0.01$1.28$1.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.08$0.03$0.01$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.08$1.17$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.14$0.03$0.13$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.24$0.39$0.11$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.01$0.96$0.12$0.04$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.01$0.88$0.01$0.06$0.05
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.93$0.00$0.93$0.26$0.04$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.26$0.04$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.15$0.01$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.10$0.03$0.07
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.30$0.03$0.27
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