Civic Intelligence

Klingenstein Charitable Foundation Trust

990PF • Fiscal year 2021 • EIN 65-6266949

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 13, 2022

Organization Profile
32 Wauwinet RoadNewton, MA 02465

(585) 248-2768

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

15th percentile

-5.7%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-5.1%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$795,630

Down $48,145 (-5.7%) from 2020

Net Assets

Down

$795,630

Down $48,145 (-5.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin4th percentile

Revenue

Down

$39,140

Down $2,084 (-5.1%) from 2020

Expenses

Down

$87,285

Down $4,170 (-4.6%) from 2020

Net Income

Up

-$48,145

Up $2,086 (+4.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,049,222Liabilities 2010: $0Net Assets 2010: $2,049,2222010Assets 2011: $2,106,116Liabilities 2011: $0Net Assets 2011: $2,106,1162011Assets 2012: $929,036Liabilities 2012: $02012Assets 2013: $880,604Liabilities 2013: $0Net Assets 2013: $880,6042013Assets 2014: $846,840Liabilities 2014: $0Net Assets 2014: $846,8402014Assets 2015: $868,688Liabilities 2015: $0Net Assets 2015: $868,6882015Assets 2016: $833,504Liabilities 2016: $0Net Assets 2016: $833,5042016Assets 2017: $982,683Liabilities 2017: $0Net Assets 2017: $982,6832017Assets 2018: $916,985Liabilities 2018: $0Net Assets 2018: $916,9852018Assets 2019: $894,006Liabilities 2019: $0Net Assets 2019: $894,0062019Assets 2020: $843,775Liabilities 2020: $0Net Assets 2020: $843,7752020Assets 2021: $795,630Liabilities 2021: $0Net Assets 2021: $795,6302021Assets 2022: $757,239Liabilities 2022: $0Net Assets 2022: $757,2392022Assets 2023: $689,438Liabilities 2023: $0Net Assets 2023: $689,4382023Assets 2024: $873,419Liabilities 2024: $0Net Assets 2024: $873,4192024

Highlighted filing

2021

Assets$795,630
Liabilities$0
Net Assets$795,630
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$400K$200K$0-$200KExpenses 2010: $119,0942010Expenses 2011: $171,8562011Revenue 2012: $48,924Expenses 2012: $186,481Net Income 2012: -$137,5572012Revenue 2013: $52,365Expenses 2013: $100,797Net Income 2013: -$48,4322013Revenue 2014: $45,493Expenses 2014: $79,257Net Income 2014: -$33,7642014Revenue 2015: $46,198Expenses 2015: $24,350Net Income 2015: $21,8482015Revenue 2016: $43,416Expenses 2016: $78,600Net Income 2016: -$35,1842016Revenue 2017: $233,608Expenses 2017: $84,429Net Income 2017: $149,1792017Revenue 2018: $50,489Expenses 2018: $116,187Net Income 2018: -$65,6982018Revenue 2019: $48,804Expenses 2019: $71,783Net Income 2019: -$22,9792019Revenue 2020: $41,224Expenses 2020: $91,455Net Income 2020: -$50,2312020Revenue 2021: $39,140Expenses 2021: $87,285Net Income 2021: -$48,1452021Revenue 2022: $61,534Expenses 2022: $99,925Net Income 2022: -$38,3912022Revenue 2023: $28,653Expenses 2023: $96,454Net Income 2023: -$67,8012023Revenue 2024: $276,684Expenses 2024: $91,649Net Income 2024: $185,0352024

Highlighted filing

2021

Revenue$39,140
Expenses$87,285
Net Income-$48,145
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR R JAMES KLINGENSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Klingenstein Charitable Foundation Trust
EIN
65-6266949
Phone
5852482768
Address
32 WAUWINET ROAD, NEWTON, MA 02465

Signing Officer

Name
Dr R James Klingenstein
Title
Executive Director
Phone
5852482768
Signed
2022-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Marks Paneth LLC
Address
4 MANHATTANVILLE ROAD, PURCHASE, NY 10577
Preparer
Unterreiner Ii John
Phone
9145249000
Raw XML Appendix350 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05852482768
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOLOMON SCHECHTER DAY SCHOOL OF GREATER BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TIKVAH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MASSACHUSETTS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt160 STEIN CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2450 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3165 EAST 56TH STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084100
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/AppliedToCurrentYearAmt01650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084042
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085692
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt094750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084042
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0-35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0-34
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-69
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR R JAMES KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05852482768
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLINGENSTEIN CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KLIN
ReturnHeader/Filer/EIN0656266949
ReturnHeader/Filer/PhoneNum05852482768
ReturnHeader/Filer/USAddress/AddressLine1Txt032 WAUWINET ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873707167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MARKS PANETH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 MANHATTANVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09145249000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0UNTERREINER II JOHN
ReturnHeader/ReturnTs02022-07-15T07:49:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMES KLINGENSTEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$795,630
Liabilities
$0
Net assets
$795,630
Revenue
$39,140
Expenses
$87,285
Net income
-$48,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.28$0.09$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.23$0.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.10$0.05
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.05$0.19$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12