Civic Intelligence

Traquina Family Foundation

EIN 83-2756538 • Weston, MA

PO Box 155Weston, MA 02493-0155
Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.13x

Higher debt load relative to revenue than 40% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$48,995,153

Up $5,395,206 (+12%) from 2023

Liabilities

Down

$447,657

Down $528,443 (-54%) from 2023

Net Assets

Up

$48,547,496

Up $5,923,649 (+14%) from 2023

Revenue

Up

$3,567,982

Up $648,600 (+22%) from 2023

Expenses

Up

$2,150,633

Up $165,490 (+8.3%) from 2023

Net Income

Up

$1,417,349

Up $483,110 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2019: $19,876,645Liabilities 2019: $1Net Assets 2019: $19,876,6452019Assets 2020: $35,006,039Liabilities 2020: $1Net Assets 2020: $35,006,0392020Assets 2021: $43,497,649Liabilities 2021: $1Net Assets 2021: $43,497,6492021Assets 2022: $38,618,989Liabilities 2022: $1Net Assets 2022: $38,618,9892022Assets 2023: $43,599,947Liabilities 2023: $976,100Net Assets 2023: $42,623,8472023Assets 2024: $48,995,153Liabilities 2024: $447,657Net Assets 2024: $48,547,4962024

Highlighted filing

2024

Assets$48,995,153
Liabilities$447,657
Net Assets$48,547,496

Operations Trend

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

$15M$10M$5.0M$0Revenue 2019: $11,358,439Expenses 2019: $221,015Net Income 2019: $11,137,4242019Revenue 2020: $8,699,280Expenses 2020: $735,485Net Income 2020: $7,963,7952020Revenue 2021: $12,730,637Expenses 2021: $1,206,262Net Income 2021: $11,524,3752021Revenue 2022: $4,063,406Expenses 2022: $1,783,405Net Income 2022: $2,280,0012022Revenue 2023: $2,919,382Expenses 2023: $1,985,143Net Income 2023: $934,2392023Revenue 2024: $3,567,982Expenses 2024: $2,150,633Net Income 2024: $1,417,3492024

Highlighted filing

2024

Revenue$3,567,982
Expenses$2,150,633
Net Income$1,417,349

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY M TRAQUINATrustee-$0--
ROBIN R TRAQUINATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Traquina Family Foundation
EIN
83-2756538
Phone
6172276161
Address
PO BOX 155, WESTON, MA 02493-0155

Signing Officer

Name
Perry Traquina
Title
Trustee
Phone
6172276161
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01503922
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0595931
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt025380
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02125233
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02125233
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015768
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0936605
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02032900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02034000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01442749
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01489868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01503922
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01417349
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010038316
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt025380
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025380
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0595931
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03724849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01321026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038522
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02041503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02150633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03772879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03567982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08603
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt048030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0116633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08732652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1520000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0774097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2150662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0774097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2150662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09506749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1531515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM COATUE CLIMATE TECH FUND II LP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3520 SHS MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0936605
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01417349
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04506300
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt048547496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042623847
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt048547496
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02228967
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02228967
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02228967
IRS990PF/DistributableAmountGrp/IncomeTaxAmt04659
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02285401
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051775
IRS990PF/DistributableAmountGrp/TotalTaxAmt056434
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0115430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt078705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt088500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0115430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0167205
IRS990PF/FMVAssetsEOYAmt048995153
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010065406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011759990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011759990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016591920
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020347241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020347241
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016942621
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016887922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016887922
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0976100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0447657
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042623847
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt048547496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043599947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt048995153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048995153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0976100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0447657
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043599947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt048995153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042623847
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt048547496
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046404089
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0671780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036947491
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0696061
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08784818
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02285401
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045708028
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046404089
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

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