Civic Intelligence

David Goldman Foundation

990PF • Fiscal year 2023 • EIN 82-1564028

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 26, 2024

Organization Profile
160 Federal Street FL 20Boston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.2%

Faster asset growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

5.5%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$190,430

Up $5,831 (+3.2%) from 2022

Net Assets

Up

$190,430

Up $5,831 (+3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin19th percentile

Revenue

Up

$21,728

Up $1,130 (+5.5%) from 2022

Expenses

Up

$27,765

Up $1,469 (+5.6%) from 2022

Net Income

Down

-$6,037

Down $339 (-5.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2019: $180,558Liabilities 2019: $02019Assets 2020: $168,540Liabilities 2020: $0Net Assets 2020: $168,5402020Assets 2021: $190,331Liabilities 2021: $0Net Assets 2021: $190,3312021Assets 2022: $184,599Liabilities 2022: $0Net Assets 2022: $184,5992022Assets 2023: $190,430Liabilities 2023: $0Net Assets 2023: $190,4302023Assets 2024: $190,430Liabilities 2024: $0Net Assets 2024: $190,4302024

Highlighted filing

2023

Assets$190,430
Liabilities$0
Net Assets$190,430
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $20,913Expenses 2019: $12,998Net Income 2019: $7,9152019Revenue 2020: $9,021Expenses 2020: $21,123Net Income 2020: -$12,1022020Revenue 2021: $51,195Expenses 2021: $28,629Net Income 2021: $22,5662021Revenue 2022: $20,598Expenses 2022: $26,296Net Income 2022: -$5,6982022Revenue 2023: $21,728Expenses 2023: $27,765Net Income 2023: -$6,0372023Revenue 2024: $24,733Expenses 2024: $28,352Net Income 2024: -$3,6192024

Highlighted filing

2023

Revenue$21,728
Expenses$27,765
Net Income-$6,037
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 26, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P FULGINITITrustee-$0--
Filing and Contact Details

Filer

Filer Name
David Goldman Foundation
EIN
82-1564028
Phone
6179512777
Address
160 FEDERAL STREET FL 20, BOSTON, MA 02110

Signing Officer

Name
John P Fulginiti
Title
Trustee
Phone
6179512777
Signed
2024-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Taylor Ganson & Perrin Llp
Address
160 FEDERAL ST 20TH FLOOR, BOSTON, MA 02110
Preparer
Edward R Martin
Phone
6179512777
Raw XML Appendix379 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03785
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAYLOR, GANSON & PERRIN, LLP (TRUST ADMIN/PREP FOR FOUNDATION)
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt920001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1310564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312828
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm040 SHS 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2180 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3250 SHS BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 SHS DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5100 SHS MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6110 SHS NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm754 SHS NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8238 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9190 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1040SHS ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11110 SHS CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12280 SHS MERCK & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13600 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1465 SHS ELI LILLY & CO.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0175 SHS COMCAST HLDGS CORP PFD ZONES CONV 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119 SHS WELLS FARGO & COMPANY PERPETUAL PFD CONVERTIBLE CL A 7.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03785
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08703
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08703
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6037
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF 30 SHS MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF 25 SHS ELI LILLY & CO.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-26
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0190
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt018000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt018000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN P FULGINITI TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179512777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016198
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02084
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0282
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01802
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02409
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0607
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01508
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01508
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0190
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM PC FILING FEE FOR 2022
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0234
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0234
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0234
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012058
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT FOR OID
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt1286
TaxesSchedule/TaxesDetail/Amt2300
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1TAX PAID WITH 2022 RETURN
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED 2023 TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P FULGINITI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179512777
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID GOLDMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TAYLOR GANSON & PERRIN LLP
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0821564028
ReturnHeader/Filer/PhoneNum06179512777
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 FEDERAL STREET FL 20
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041894190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR GANSON & PERRIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL ST 20TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06179512777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R MARTIN
ReturnHeader/ReturnTs02024-10-26T10:25:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,430
Liabilities
$0
Net assets
$190,430
Revenue
$21,728
Expenses
$27,765
Net income
-$6,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.25$0.28$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.22$0.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.26$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.51$0.29$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09$0.21$0.12
2019Summary only. Only limited summary data is available for this year.$1.81$0.00$0.21$0.13$0.08