Civic Intelligence

Plum Bush Foundation

EIN 87-6783468 • Millis, MA

Pub. 78 Eligible
625 Main StreetMillis, MA 02054
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

94th percentile

55%

Faster asset growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

49%

Faster revenue growth than 80% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$16,326,910

Up $5,809,210 (+55%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,326,910

Up $5,809,210 (+55%) from 2023

Revenue

Up

$11,917,268

Up $3,898,057 (+49%) from 2023

Expenses

Down

$211,486

Down $337,759 (-61%) from 2023

Net Income

Up

$11,705,782

Up $4,235,816 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2021: $1,329,545Liabilities 2021: $0Net Assets 2021: $1,329,5452021Assets 2022: $6,510,194Liabilities 2022: $0Net Assets 2022: $6,510,1942022Assets 2023: $10,517,700Liabilities 2023: $0Net Assets 2023: $10,517,7002023Assets 2024: $16,326,910Liabilities 2024: $0Net Assets 2024: $16,326,9102024

Highlighted filing

2024

Assets$16,326,910
Liabilities$0
Net Assets$16,326,910

Operations Trend

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

$15M$10M$5.0M$0Revenue 2021: $8,608,311Expenses 2021: $0Net Income 2021: $8,608,3112021Revenue 2022: $8,515,970Expenses 2022: $1,179,018Net Income 2022: $7,336,9522022Revenue 2023: $8,019,211Expenses 2023: $549,245Net Income 2023: $7,469,9662023Revenue 2024: $11,917,268Expenses 2024: $211,486Net Income 2024: $11,705,7822024

Highlighted filing

2024

Revenue$11,917,268
Expenses$211,486
Net Income$11,705,782

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
DAVID FIALKOWTrustee-$0--
NINA FIALKOWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Plum Bush Foundation
EIN
87-6783468
Phone
6175579704
Address
625 MAIN STREET, MILLIS, MA 02054

Signing Officer

Name
David Fialkow
Title
Trustee
Phone
6175579704
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
William Cooper
Phone
6174472700
Raw XML AppendixShowing 400 of 407 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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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YELLOWSTONE CLUB COMMUNITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2675 EAST FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 RESEARCH DR UNIT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOUTH BOSTON
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287082
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0823732
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID FIALKOW
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1DAVID FIALKOW
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O KBS 625 MAIN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O KBS 625 MAIN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MILLIS
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16069241
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt06069241
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0122,884 SHARES OF SAMSARA INC. PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15892472
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 CONTRIBUTION CLEARING IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FMV IN EXCESS OF COST OF GIFTED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048926
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048926
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-150569
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-153
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HUNTERBROOK HOLDINGS LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1GALLATIN POINT CAPITAL PARTNERS (JASON) PARALLEL A LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-150569
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-153
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-150569
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-153
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0900
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DEDUCTIBLE CONTRIBUTION REVERSAL
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID AND NINA FIALKOW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O KBS 625 MAIN STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MILLIS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002054
TaxesSchedule/TaxesDetail/Amt050000
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/Amt210059
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210059
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FIALKOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175579704
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM BUSH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KINGSLEY BUSINESS SERVICE INC
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0876783468
ReturnHeader/Filer/PhoneNum06175579704
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MILLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700

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