Civic Intelligence

Chestnut Fund

990T • Fiscal year 2024 • EIN 47-7017184

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
CO Gs 1 Post Office Square FL 2Boston, MA 02109

(617) 482-1776

Siviq Scores

Scores are not available for this record yet.

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

-

No earlier filing loaded for comparison.

Net Income

-

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.

$60M$40M$20M$0Assets 2019: $54,893,310Liabilities 2019: $502019Assets 2020: $52,570,358Liabilities 2020: $50Net Assets 2020: $52,570,3082020Assets 2021: $55,278,121Liabilities 2021: $50Net Assets 2021: $55,278,0712021Assets 2022: $52,696,026Liabilities 2022: $2,296Net Assets 2022: $52,693,7302022Assets 2023: $50,821,793Liabilities 2023: $1,845Net Assets 2023: $50,819,9482023Assets 2024: $54,884,454Liabilities 2024: $50Net Assets 2024: $54,884,4042024

Latest loaded filing

2024

Assets$54,884,454
Liabilities$50
Net Assets$54,884,404
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2019: $3,334,902Expenses 2019: $6,234,983Net Income 2019: -$2,900,0812019Revenue 2020: $3,621,528Expenses 2020: $7,958,735Net Income 2020: -$4,337,2072020Revenue 2021: $8,262,026Expenses 2021: $5,554,263Net Income 2021: $2,707,7632021Revenue 2022: $3,505,414Expenses 2022: $6,089,755Net Income 2022: -$2,584,3412022Revenue 2023: $2,730,883Expenses 2023: $4,604,665Net Income 2023: -$1,873,7822023Revenue 2024: $8,055,965Expenses 2024: $3,991,509Net Income 2024: $4,064,4562024

Latest loaded filing

2024

Revenue$8,055,965
Expenses$3,991,509
Net Income$4,064,456
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Chestnut Fund
EIN
47-7017184
Phone
6174821776
Address
CO GS 1 POST OFFICE SQUARE FL 2, BOSTON, MA 02109

Signing Officer

Name
Alan Rottenberg
Title
Trustee
Phone
6174821776
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
James R Downing
Phone
7819375300
Raw XML Appendix90 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
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0GOULSTON STORRS PC
IRS990T/BooksInCareOfDetail/PhoneNum06174821776
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01 POST OFFICE SQUARE FL 25
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002109
IRS990T/BookValueAssetsEOYAmt054884452
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt024784
IRS990T/OverpaymentSection/OverpaymentAmt024784
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0283
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt025000
IRS990TScheduleA/NetOperatingLossDeductionAmt0283
IRS990TScheduleA/OtherIncomeAmt03439
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03439
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03439
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED GAINS/LOSSES PASSED THROUGH FROM PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt03439
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03156
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0216
IRS990T/TaxLessCreditsAmt0216
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt0216
IRS990T/TotalTaxComputationAmt0216
IRS990T/TotalUBTIAmt02156
IRS990T/TotalUBTIBeforeNOLSpecificAmt03156
IRS990T/TotalUBTIBeforeSection199AAmt03156
IRS990T/TotalUBTIComputedAmt03156
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN ROTTENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHESTNUT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHES
ReturnHeader/Filer/EIN0477017184
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO GS 1 POST OFFICE SQUARE FL 2
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R DOWNING
ReturnHeader/ReturnTs02025-11-14T10:59:22-06:00
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
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$0.00$54.9$8.06$3.99$4.06
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$0.00$50.8$2.73$4.60$1.87
2022Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$3.51$6.09$2.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$0.00$55.3$8.26$5.55$2.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$0.00$52.6$3.62$7.96$4.34
2019Summary only. Only limited summary data is available for this year.$54.9$0.00$3.33$6.23$2.90