Gregory and Itsuko Herrema Charitable Foundation

990PF • Fiscal year 2023 • EIN 87-3885554

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

Organization Profile

48 Union Park Unit 3Boston, MA 02118

(978) 443-4087

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

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

998%

Higher net margin than 100% of similar nonprofits.

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

Higher top officer pay than 46% of similar nonprofits.

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

-19%

Faster asset growth than 7% 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

$3,652,572

Down $844,046 (-19%) from 2022

Net Assets

Down

$3,652,572

Down $844,046 (-19%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$84,579

Down $2,269,050 (-104%) from 2022

Expenses

$759,230

Up $200,720 (+36%) from 2022

Net Income

Down

-$843,809

Down $2,469,770 (-152%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2023

Assets$3,652,572

Liabilities$0

Net Assets$3,652,572

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue-$84,579

Expenses$759,230

Net Income-$843,809

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 Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GREGORY HERREMA	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Gregory and Itsuko Herrema Charitable
EIN: 87-3885554
Phone: 9784434087
Address: 48 UNION PARK UNIT 3, BOSTON, MA 02118

Signing Officer

Name: Gregory Herrema
Title: President
Phone: 9784434087
Signed: 2024-05-06
Discuss with paid preparer: Yes

Preparer

Firm: Rolleri & Sheppard Cpas Llp
Address: 2150 POST ROAD 5TH FL, FAIRFIELD, CT 06824
Preparer: Ryan C Sheppard CPA
Phone: 2032592727

Raw XML Appendix299 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/NetInvestmentIncomeAmt	0	4099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	3550294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	BANK OF AMERICA 84018,84019,84020,84021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	3829513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	107762
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	7984
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	211325
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	211325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	313238
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	835246
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	522008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	313238
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	733333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	522008
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	835246
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	313238
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	237
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	21345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	53
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUST AND MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	21345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	53
TaxesSchedule/TaxesDetail/Amt	0	400
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	400
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	GREGORY HERREMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9784434087
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GREGORY AND ITSUKO HERREMA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	GREG
ReturnHeader/Filer/EIN	0	873885554
ReturnHeader/Filer/PhoneNum	0	9784434087
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	48 UNION PARK UNIT 3
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061156122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ROLLERI & SHEPPARD CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2150 POST ROAD 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06824
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2032592727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RYAN C SHEPPARD CPA
ReturnHeader/ReturnTs	0	2024-05-13T12:27:22-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HERREMA
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $3,652,572
Liabilities: $0
Net assets: $3,652,572
Revenue: -$84,579
Expenses: $759,230
Net income: -$843,809

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.04	$0.00	$3.04	$0.30	$0.91	$0.61
2023Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65	$0.08	$0.76	$0.84
2022Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50	$2.18	$0.56	$1.63
2021Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.00	$0.00	$0.00