Carola C Berthelot Charitable Trust is a 501(c)(3) organization based in Boston, Massachusetts, registered in 2014, with $34,790 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$35K
▼ 31.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$88K
Net assets
$1.1M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Carola C Berthelot Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Carola C Berthelot Charitable Trust: 143 mo reserves · -154% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Carola C Berthelot Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Carola C Berthelot Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $247K (FY2014) to $35K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-153.9%
Spent more than it raised in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$0
Net assets
$1.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $34,790▼31.3% | $88,321▲3.5% | $1,056,144▼4.8% | $1,056,144▼4.8% | 990PF |
| 2023 | $50,619▲4164% | $85,295▼9.8% | $1,109,816▼3.0% | $1,109,816▼3.0% | 990PF |
| 2022 | $1,187▼99.5% | $94,574▲192% | $1,144,492▼7.5% | $1,144,492▼7.5% | 990PF |
| 2021 | $223,920▲509% | $32,383▼63.8% | $1,237,879▲18.3% | $1,237,879▲18.3% | 990PF |
| 2020 | -$54,709▼145% | $89,458▲27.3% | $1,046,509▼12.1% | $1,046,509▼12.1% | 990PF |
| 2019 | $122,668▲16.8% | $70,296▲3.4% | $1,190,676▲4.6% | $1,190,676▲4.6% | 990PF |
| 2018 | $104,991▼21.2% | $67,992▼43.6% | $1,138,304▲3.4% | $1,138,304▲3.4% | 990PF |
| 2017 | $133,185▲20.6% | $120,481▲642% | $1,101,305▲0.1% | $1,101,305▲0.1% | 990PF |
| 2016 | $110,398▲247% | $16,231▼77.1% | $1,099,675▲9.4% | $1,099,675▲9.4% | 990PF |
| 2015 | $31,851▼87.1% | $70,939▲1.5% | $1,004,854▼4.0% | $1,004,854▼4.0% | 990PF |
| 2014 | $247,259 | $69,868 | $1,046,503 | $1,046,503 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Carola C Berthelot Charitable Trust (EIN 46-3972665) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.