Civic Intelligence

Pmg Foundation

EIN 85-3759530 • Boston, MA

Pub. 78 Eligible
Lwc 230 Congress St 12flBoston, MA 02110
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$1,671

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Up

$521,782

Up $24,462 (+4.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$521,782

Up $24,462 (+4.9%) from 2023

Revenue

Up

$216,987

Up $241,235 (+995%) from 2023

Expenses

Up

$192,525

Up $15,730 (+8.9%) from 2023

Net Income

Up

$24,462

Up $225,505 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $464Liabilities 2020: $1Net Assets 2020: $4642020Assets 2021: $712,608Liabilities 2021: $1Net Assets 2021: $712,6082021Assets 2022: $698,363Liabilities 2022: $1Net Assets 2022: $698,3632022Assets 2023: $497,320Liabilities 2023: $1Net Assets 2023: $497,3202023Assets 2024: $521,782Liabilities 2024: $0Net Assets 2024: $521,7822024

Highlighted filing

2024

Assets$521,782
Liabilities$0
Net Assets$521,782

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $280,464Expenses 2020: $280,000Net Income 2020: $4642020Revenue 2021: $1,003,575Expenses 2021: $291,431Net Income 2021: $712,1442021Revenue 2022: $259,330Expenses 2022: $273,575Net Income 2022: -$14,2452022Revenue 2023: -$24,248Expenses 2023: $176,795Net Income 2023: -$201,0432023Revenue 2024: $216,987Expenses 2024: $192,525Net Income 2024: $24,4622024

Highlighted filing

2024

Revenue$216,987
Expenses$192,525
Net Income$24,462

Filings

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY S HOLDINGCo-Trustee-$1,671-$1,671
AMY L DOMINICo-Trustee-$1,671-$1,671
PAUL MILLER GAMBLECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Pmg Foundation
EIN
85-3759530
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Wendy S Holding
Title
Co-trustee
Phone
6175236531
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Courtney G Monteleone
Phone
6175236531
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LORING WOLCOTT & COOLIDGE TRUST LLC
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02111 WEST STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BERKELEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094702
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0185385
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0405 SHS MASTERCARD INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-02-12
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA PC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA AG FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LORING WOLCOTT COOLIDGE TRUST - TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0162
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY S HOLDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PMG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PMGF

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