Michael R Kramer Charitable Trust

990PF • Fiscal year 2023 • EIN 85-1315837

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile

CO Nixon Peabody Llp 53 State StBoston, MA 02109-2835

(617) 345-1269

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

-948%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

$18,452

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 913.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

-1.2%

Faster asset growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,609,357

Down $19,496 (-1.2%) from 2022

Net Assets

Down

$1,609,357

Down $19,496 (-1.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue32nd percentile Net Margin1st percentile

Revenue

$2,019

Up $49,969 (+104%) from 2022

Expenses

Down

$21,165

Down $3,886 (-16%) from 2022

Net Income

-$19,146

Up $53,855 (+74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2023

Assets$1,609,357

Liabilities$1

Net Assets$1,609,357

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue$2,019

Expenses$21,165

Net Income-$19,146

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 6, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAY D ROSENBAUM	Trustee	-	$18,452	-	$18,452
G RICHARD KRAMER	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Michael R Kramer Charitable Trust
EIN: 85-1315837
Phone: 6173451269
Address: CO NIXON PEABODY LLP 53 STATE ST, BOSTON, MA 02109-2835

Signing Officer

Name: Jay D Rosenbaum
Title: Trustee
Phone: 6173451269
Signed: 2024-05-06
Discuss with paid preparer: Yes

Preparer

Firm: Nixon Peabody Llp
Address: 53 STATE STREET, BOSTON, MA 02109
Preparer: Aaron Poirier
Phone: 6173451000

Raw XML Appendix328 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	2500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	100783
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	96074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	578086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	38339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	724591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	34952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	FOREIGN STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt	0	0
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt	0	0
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	215783
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	215249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	63852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	231898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	67965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	34386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	14180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	19298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	38066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	EMERGING MARKETS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	INTERNATIONAL EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	MID CAP MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	SMALL CAP MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	AMERICAN DEPOSITORY RECEIPTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	REAL ESTATE INVESTMENT TRUSTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	EQUITY FUNDS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	207942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	72243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	36636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	17671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	17270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	40721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	35
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	178
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6173451269
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	11761
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	78958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	67197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	119814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	67197
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	52617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	52617
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11761
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	52617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	119814
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	899
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT FOR 2023 INTEREST AND DIVIDENDS RECEIVED IN 2024
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MASSACHUSETTS FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	549
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUSTMENT FOR 2022 INTEREST AND DIVIDENDS RECEIVED IN 2023
TaxesSchedule/TaxesDetail/Amt	0	178
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	178
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAY D ROSENBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6173451269
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MICHAEL R KRAMER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MICH
ReturnHeader/Filer/EIN	0	851315837
ReturnHeader/Filer/PhoneNum	0	6173451269
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO NIXON PEABODY LLP 53 STATE ST
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	021092835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	160764720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NIXON PEABODY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	53 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02109
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6173451000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	AARON POIRIER
ReturnHeader/ReturnTs	0	2024-05-08T10:06:13-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	ROSENBAUM
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

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: $1,609,357
Liabilities: $1
Net assets: $1,609,357
Revenue: $2,019
Expenses: $21,165
Net income: -$19,146

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.08	$0.18	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$1.61	$0.00	$1.61	$0.00	$0.02	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.05	$0.03	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70	$0.05	$0.32	$0.27
2020Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$3.32	$0.03	$3.29