Clinton H & Wilma T Shattuck Charitable Trust
Shattuck Charitable Trust: Consistent Giving, Minimal Overhead
EIN: 222659654 · Boston, MA · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $544K |
| Total Expenses | $458K |
| Program Spending | 99% |
| Net Assets | $3.5M |
| Transparency Score | 85/100 |
Is Clinton H & Wilma T Shattuck Charitable Trust Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Clinton H & Wilma T Shattuck Charitable Trust directs 99% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Clinton H & Wilma T Shattuck Charitable Trust
Clinton H & Wilma T Shattuck Charitable Trust (EIN: 222659654) is a nonprofit organization based in Boston, MA. The organization reported total revenue of $544K and total assets of $3.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Clinton H & Wilma T Shattuck Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Clinton H & Wilma T Shattuck Charitable Trust is a small nonprofit that has been operating for 40 years, with 9 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -7.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $198K |
| Total Expenses | $458K |
| Surplus / Deficit | $-259,887 |
| Total Assets | $3.5M |
| Total Liabilities | $1 |
| Net Assets | $3.5M |
| Operating Margin | -131.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 91.3 months |
Financial Health Grade: B
In 2023, Clinton H & Wilma T Shattuck Charitable Trust reported a deficit of $260K with expenses exceeding revenue, holds 91.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2023), Clinton H & Wilma T Shattuck Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -7.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +15.7% | +11.6% | -7.0% |
| 2022 | -15.0% | -5.2% | -6.0% |
| 2021 | +58.2% | +13.6% | -5.5% |
| 2020 | -72.0% | +11.7% | -26.1% |
| 2015 | +24.1% | -11.2% | +5.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1986 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Clinton H & Wilma T Shattuck Charitable Trust with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 1%
- programs: 99%
- fundraising: 0%
According to IRS 990 filings, Clinton H & Wilma T Shattuck Charitable Trust allocates its expenses as follows: admin: 1%, programs: 99%, fundraising: 0%. With 99% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $260K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is not reported, as the trust operates with no paid employees, indicating a volunteer-driven or trustee-managed structure.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Clinton H & Wilma T Shattuck Charitable Trust:
- Extremely low administrative and fundraising costs, with 0% fundraising reported.
- Consistent annual distributions (e.g., $197,973 in 2023, $171,145 in 2022) demonstrate ongoing charitable activity.
- Maintains a substantial asset base (e.g., $3,142,574 in 2023) to support future giving.
Frequently Asked Questions about Clinton H & Wilma T Shattuck Charitable Trust
Is Clinton H & Wilma T Shattuck Charitable Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Clinton H & Wilma T Shattuck Charitable Trust (EIN: 222659654) appears legitimate. Mission Score: 85/100. 0 red flags identified, 3 strengths noted.
How does Clinton H & Wilma T Shattuck Charitable Trust spend its money?
Clinton H & Wilma T Shattuck Charitable Trust directs 99% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Clinton H & Wilma T Shattuck Charitable Trust tax-deductible?
Clinton H & Wilma T Shattuck Charitable Trust is registered as a tax-exempt nonprofit (EIN: 222659654). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Clinton H & Wilma T Shattuck Charitable Trust located?
Clinton H & Wilma T Shattuck Charitable Trust is headquartered in Boston, Massachusetts and files with the IRS under EIN 222659654.
How many years of IRS 990 filings does Clinton H & Wilma T Shattuck Charitable Trust have?
Clinton H & Wilma T Shattuck Charitable Trust has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $544K in total revenue.
What does Clinton H & Wilma T Shattuck Charitable Trust do?
Clinton H & Wilma T Shattuck Charitable Trust is a nonprofit organization in the Unknown sector, located in Boston, Massachusetts. It is classified under NTEE code Unknown.
How much revenue does Clinton H & Wilma T Shattuck Charitable Trust have?
Clinton H & Wilma T Shattuck Charitable Trust reported total revenue of $543,706. Based on 9 IRS 990 filings on record.
What are Clinton H & Wilma T Shattuck Charitable Trust's total assets?
Clinton H & Wilma T Shattuck Charitable Trust holds total assets of $3,142,574 as reported in IRS 990 filings.
Where is Clinton H & Wilma T Shattuck Charitable Trust located?
Clinton H & Wilma T Shattuck Charitable Trust is based in Boston, Massachusetts.
What is Clinton H & Wilma T Shattuck Charitable Trust's EIN?
Clinton H & Wilma T Shattuck Charitable Trust's Employer Identification Number (EIN) is 222659654. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Clinton H & Wilma T Shattuck Charitable Trust?
Clinton H & Wilma T Shattuck Charitable Trust is classified under NTEE code Unknown (Unknown).
Is Clinton H & Wilma T Shattuck Charitable Trust a registered 501(c)(3)?
Clinton H & Wilma T Shattuck Charitable Trust appears in IRS records (EIN: 222659654). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Clinton H & Wilma T Shattuck Charitable Trust file IRS Form 990?
Yes, Clinton H & Wilma T Shattuck Charitable Trust has 9 IRS Form 990 filings on record. The most recent covers tax period 202308.
What was Clinton H & Wilma T Shattuck Charitable Trust's revenue in 2023?
In the 202308 filing period, Clinton H & Wilma T Shattuck Charitable Trust reported total revenue of $197,973, total expenses of $457,860, and net assets of $3,482,228.
Is Clinton H & Wilma T Shattuck Charitable Trust's revenue growing or declining?
Clinton H & Wilma T Shattuck Charitable Trust's revenue is growing. Revenue went from $171,145 (202208) to $197,973 (202308), a +15.7% change. Based on 9 filings on record.
What is Clinton H & Wilma T Shattuck Charitable Trust's most recent 990 filing?
The most recent IRS Form 990 filing for Clinton H & Wilma T Shattuck Charitable Trust covers tax period 202308. It shows revenue of $197,973, expenses of $457,860, total assets of $3,482,228, and liabilities of $1.
How much does Clinton H & Wilma T Shattuck Charitable Trust spend on programs vs administration?
Based on IRS 990 analysis, Clinton H & Wilma T Shattuck Charitable Trust allocates approximately 99% of expenses to program services, 1% to administrative costs, and 0% to fundraising. This indicates strong program focus.
Is Clinton H & Wilma T Shattuck Charitable Trust a trustworthy charity?
Based on AI analysis of IRS 990 data, Clinton H & Wilma T Shattuck Charitable Trust appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 3 strengths noted.
What are Clinton H & Wilma T Shattuck Charitable Trust's strengths?
Positive indicators for Clinton H & Wilma T Shattuck Charitable Trust include: Extremely low administrative and fundraising costs, with 0% fundraising reported.. Consistent annual distributions (e.g., $197,973 in 2023, $171,145 in 2022) demonstrate ongoing charitable activity.. Maintains a substantial asset base (e.g., $3,142,574 in 2023) to support future giving.. These findings are derived from AI analysis of the organization's financial filings.
How does Clinton H & Wilma T Shattuck Charitable Trust compensate executives?
Executive compensation is not reported, as the trust operates with no paid employees, indicating a volunteer-driven or trustee-managed structure. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
How does the trust manage to operate with 0% fundraising and minimal administrative costs?
The trust operates without paid employees and likely relies on volunteer trustees or pro bono services for its administration, as indicated by the absence of executive compensation and low administrative expenses (e.g., $4,578 in 2023).
What is the long-term trend of the trust's assets and distributions?
The trust's assets have shown a gradual decline over the past decade, from $5,703,780 in 2015 to $3,142,574 in 2023, while annual distributions have remained relatively stable, ranging from $127,236 to $479,342.
Filing History
IRS 990 filing history for Clinton H & Wilma T Shattuck Charitable Trust showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2023), Clinton H & Wilma T Shattuck Charitable Trust's revenue has declined by 59.2%, moving from $485K to $198K. Total assets decreased by 34.5% over the same period, from $5.3M to $3.5M. Total functional expenses rose by 11.5%, from $411K to $458K. In its most recent filing year (2023), Clinton H & Wilma T Shattuck Charitable Trust reported a deficit of $260K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $198K | $458K | $3.5M | $1 | — | View 990 |
| 2022 | $171K | $410K | $3.7M | $1 | — | View 990 |
| 2021 | $201K | $433K | $4.0M | $1 | — | — |
| 2020 | $127K | $381K | $4.2M | $1 | — | — |
| 2015 | $454K | $341K | $5.7M | $0 | — | View 990 |
| 2014 | $366K | $384K | $5.4M | $0 | — | View 990 |
| 2013 | $479K | $444K | $5.4M | $0 | — | View 990 |
| 2012 | $423K | $370K | $5.4M | $0 | — | View 990 |
| 2011 | $485K | $411K | $5.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $198K, expenses of $458K, and assets of $3.5M (revenue +15.7% year-over-year).
- 2022: Revenue of $171K, expenses of $410K, and assets of $3.7M (revenue -15.0% year-over-year).
- 2021: Revenue of $201K, expenses of $433K, and assets of $4.0M (revenue +58.2% year-over-year).
- 2020: Revenue of $127K, expenses of $381K, and assets of $4.2M (revenue -72.0% year-over-year).
- 2015: Revenue of $454K, expenses of $341K, and assets of $5.7M (revenue +24.1% year-over-year).
- 2014: Revenue of $366K, expenses of $384K, and assets of $5.4M (revenue -23.7% year-over-year).
- 2013: Revenue of $479K, expenses of $444K, and assets of $5.4M (revenue +13.4% year-over-year).
- 2012: Revenue of $423K, expenses of $370K, and assets of $5.4M (revenue -12.8% year-over-year).
- 2011: Revenue of $485K, expenses of $411K, and assets of $5.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Clinton H & Wilma T Shattuck Charitable Trust:
Data Sources and Methodology
This transparency report for Clinton H & Wilma T Shattuck Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.