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Nonprofiteer
← BOSTON CHARITABLE TRUST FUND

Form 990 for tax year 2022

Filed by BOSTON CHARITABLE TRUST FUND.

Totals

Total revenue
$32,625
Total expenses
$5,089
Contributions and grants received
$11,670
Grants paid
$0
Program service revenue
$0
Investment income
$20,955
Other revenue
$0
Total assets, end of year
$754,346
Total liabilities, end of year
$456,429
Net assets or fund balances, end of year
$297,917
Program services expenses (Part IX)
$0
Management and general expenses
$5,089
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $11,670

  • 3 · Investment income

    total $20,955 · excluded $20,955

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $33 · management and general $33

  • 24a · Other expenses: GENERAL & ADMINISTRATIV

    total $5,056 · management and general $5,056

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $222,826 · end of year $223,133

  • 2 · Savings and temporary cash investments

    beginning of year $487,569 · end of year $521,703

  • 12 · Investments: other securities

    beginning of year $12,539 · end of year $9,510

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,355 · end of year $0

  • 25 · Other liabilities

    beginning of year $445,197 · end of year $456,429

  • 27 · Net assets without donor restrictions

    beginning of year $270,382 · end of year $297,917

Mission and programs · 2022

Mission

TO FUND OTHER CHARITABLE ORGANIZATIONS WHICH ENGAGE IN CHARITABLE SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

  • THE PRINCIPAL AND INCOME FROM ALL PROPERTY RECEIVED AND ACCEPTED BY THE TRUST SHALL BE DISTRIBUTED TO OR FOR THE USE OF OTHER CHARITABLE ORGANIZATIONS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ashley Groffenberger

    CFO

    Total calculated
    $61,502
    From this org
    $0
    From related orgs
    $57,972
    Other
    $3,530
    Hours/week
    1

  • Dion Irish

    CHIEF OF OPERATIONS

    Total calculated
    $177,599
    From this org
    $0
    From related orgs
    $147,947
    Other
    $29,652
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,947 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,652 related
    Filer's total
    $0 + $177,599 related

  • Segun Idowu

    CHIEF OF ECONOMIC OPPORTUNITY & INCLUSION/CLERK

    Total calculated
    $150,267
    From this org
    $0
    From related orgs
    $140,337
    Other
    $9,930
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,337 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,930 related
    Filer's total
    $0 + $150,267 related

  • Brianna Millor

    CHIEF OF COMMUNITY ENGAGEMENT

    Total calculated
    $146,275
    From this org
    $0
    From related orgs
    $135,087
    Other
    $11,188
    Hours/week
    1 + 35 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CITY OF BOSTON

    115 · GOVERNMENTAL · MA

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411349349302806

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