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Carola C Berthelot Charitable Trust

  • Boston, MA
  • Tax-exempt since July 2014
  • EIN: 46-3972665

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$34.8k (2024)

Expenses
$88.3k (2024)

Total Assets
$1.06M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,790
Expenses
$88,321
Net Income
-$53,531
Net Assets
$1,056,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $86
0.2%
Dividends $31,099
89.4%
Sales of Assets $3,605
10.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,000
74.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,056,144
Total Liabilities $0
Net Assets $1,056,144
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on April 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,619
Expenses
$85,295
Net Income
-$34,676
Net Assets
$1,109,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $60
0.1%
Dividends $28,207
55.7%
Sales of Assets $21,822
43.1%
Other Income $530
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,000
78.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,109,816
Total Liabilities $0
Net Assets $1,109,816
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,187
Expenses
$94,574
Net Income
-$93,387
Net Assets
$1,144,492
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
1.6%
Dividends $26,003
> 100%
Sales of Assets -$24,915
Other Income $80
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,000
74.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,144,492
Total Liabilities $0
Net Assets $1,144,492
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$223,920
Expenses
$32,383
Net Income
$191,537
Net Assets
$1,237,879
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $32,432
14.5%
Sales of Assets $187,924
83.9%
Other Income $3,560
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,000
37.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,237,879
Total Liabilities $0
Net Assets $1,237,879
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on July 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$54,709
Expenses
$89,458
Net Income
-$144,167
Net Assets
$1,046,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
Dividends $35,937
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,000
78.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,046,509
Total Liabilities $1
Net Assets $1,046,508
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,668
Expenses
$70,296
Net Income
$52,372
Net Assets
$1,190,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $71
0.1%
Dividends $38,708
31.6%
Sales of Assets $83,889
68.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
71.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,190,676
Total Liabilities $1
Net Assets $1,190,675
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,991
Expenses
$67,992
Net Income
$36,999
Net Assets
$1,138,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $66
0.1%
Dividends $39,744
37.9%
Sales of Assets $65,181
62.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
73.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,138,304
Total Liabilities $0
Net Assets $1,138,304
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,185
Expenses
$120,481
Net Income
$12,704
Net Assets
$1,101,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $45
0.0%
Dividends $35,419
26.6%
Sales of Assets $97,721
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,000
83.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,101,305
Total Liabilities $0
Net Assets $1,101,305
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,398
Expenses
$16,231
Net Income
$94,167
Net Assets
$1,099,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $44
0.0%
Dividends $31,093
28.2%
Sales of Assets $77,808
70.5%
Other Income $1,453
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,099,675
Total Liabilities $0
Net Assets $1,099,675
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,851
Expenses
$70,939
Net Income
-$39,088
Net Assets
$1,004,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40
0.1%
Dividends $32,164
> 100%
Sales of Assets -$353
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
70.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,004,854
Total Liabilities $0
Net Assets $1,004,854
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,259
Expenses
$69,868
Net Income
$177,391
Net Assets
$1,046,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $188,441
76.2%
Interest Revenue $39
0.0%
Dividends $29,587
12.0%
Sales of Assets $29,192
11.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,804
72.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,046,503
Total Liabilities $0
Net Assets $1,046,503
Compensation
Key Employees and Officers Compensation Other
Andrew M Schneller (Trustee) $0 $0
Peter P Brown (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$922,425
Expenses
$53,313
Net Income
$869,112
Net Assets
$869,112
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $900,361
97.6%
Interest Revenue $184
0.0%
Dividends $8,619
0.9%
Sales of Assets $13,261
1.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,649
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $869,112
Total Liabilities $0
Net Assets $869,112

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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