Civic Intelligence

Robsham Family Foundation

EIN 82-2640955 • Winchester, MA

Pub. 78 Eligible

Refreshing map…

42 Franklin RoadWinchester, MA 01890
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$24,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

72%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,296,004

Down $167,291 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,296,004

Down $167,291 (-2.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$282,144

Up $117,765 (+72%) from 2023

Expenses

Down

$449,435

Down $27,929 (-5.9%) from 2023

Net Income

Up

-$167,291

Up $145,694 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$10M$5.0M$0Assets 2019: $8,681,119Liabilities 2019: $0Net Assets 2019: $8,681,1192019Assets 2020: $8,367,691Liabilities 2020: $0Net Assets 2020: $8,367,6912020Assets 2021: $8,121,470Liabilities 2021: $0Net Assets 2021: $8,121,4702021Assets 2022: $7,776,280Liabilities 2022: $0Net Assets 2022: $7,776,2802022Assets 2023: $7,463,295Liabilities 2023: $0Net Assets 2023: $7,463,2952023Assets 2024: $7,296,004Liabilities 2024: $0Net Assets 2024: $7,296,0042024

Highlighted filing

2024

Assets$7,296,004
Liabilities$0
Net Assets$7,296,004
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2019: -$2,367,966Expenses 2019: $6,085Net Income 2019: -$2,374,0512019Revenue 2020: $22,107Expenses 2020: $335,535Net Income 2020: -$313,4282020Revenue 2021: $261,985Expenses 2021: $508,206Net Income 2021: -$246,2212021Revenue 2022: $180,003Expenses 2022: $525,193Net Income 2022: -$345,1902022Revenue 2023: $164,379Expenses 2023: $477,364Net Income 2023: -$312,9852023Revenue 2024: $282,144Expenses 2024: $449,435Net Income 2024: -$167,2912024

Highlighted filing

2024

Revenue$282,144
Expenses$449,435
Net Income-$167,291
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,296,004
Liabilities
$0
Net assets
$7,296,004
Revenue
$282,144
Expenses
$449,435
Net income
-$167,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.28$0.45$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.16$0.48$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.18$0.53$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.26$0.51$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.02$0.34$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$2.37$0.01$2.37
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 Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA DAVISTrusteePT$24,000-$24,000
JOHN W DOWNSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robsham Family Foundation
EIN
82-2640955
Phone
5084856001
Address
42 FRANKLIN ROAD, WINCHESTER, MA 01890

Signing Officer

Name
Jack Downs
Title
Trustee
Phone
5084856001
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Egp & Company Pc
Address
171 LOCKE DRIVE, MARLBOROUGH, MA 01752
Preparer
Jack Downs
Phone
5084856001
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4823998
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WELLS FARGO & COMPANY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61XYLEM INC.
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0387715
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1834
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03389
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