THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-09
- IRS object ID
- 202631909349100703
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-09T08:19:15-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043068663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 S MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174841878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174841878 | PhoneNum |
| Signature | 2026-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy F Hagan CPA | PreparerPersonNm |
| PTIN | P00365820 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2026-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $858 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $858 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,855 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $62 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $28,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $920 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $920 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $70,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $60,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $138,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $138,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc | P | 2020-01-01 | 2025-03-24 | $4,185 | $0 | $2,260 | $1,925 | $0 | $0 | $0 | $1,925 |
| S&P Global | P | 2020-01-01 | 2025-03-24 | $1,010 | $0 | $874 | $136 | $0 | $0 | $0 | $136 |
| Salesforce | P | 2020-01-01 | 2025-03-24 | $1,139 | $0 | $1,056 | $83 | $0 | $0 | $0 | $83 |
| Hartford Insurance Group Inc | P | 2020-01-01 | 2025-03-24 | $1,446 | $0 | $858 | $588 | $0 | $0 | $0 | $588 |
| Applied Materials Inc | P | 2020-01-01 | 2025-03-24 | $931 | $0 | $797 | $134 | $0 | $0 | $0 | $134 |
| Lowes Cos | P | 2025-01-01 | 2025-03-24 | $1,158 | $0 | $1,096 | $62 | $0 | $0 | $0 | $62 |
| S&P 500 Aristocrafts | P | 2020-01-01 | 2025-03-24 | $3,749 | $0 | $3,493 | $256 | $0 | $0 | $0 | $256 |
| Adcanved Micro Devices | P | 2020-01-01 | 2025-03-24 | $917 | $0 | $668 | $249 | $0 | $0 | $0 | $249 |
| Boston Scientific Corp | P | 2020-01-01 | 2025-03-24 | $2,156 | $0 | $1,546 | $610 | $0 | $0 | $0 | $610 |
| PNC Financial Services | P | 2020-01-01 | 2025-03-24 | $1,406 | $0 | $1,444 | -$38 | $0 | $0 | $0 | -$38 |
| ConocoPhillips | P | 2020-01-01 | 2025-03-24 | $1,527 | $0 | $1,945 | -$418 | $0 | $0 | $0 | -$418 |
| UnitedHealth group Inc | P | 2020-01-01 | 2025-03-24 | $2,061 | $0 | $2,101 | -$40 | $0 | $0 | $0 | -$40 |
| Visa Inc | P | 2020-01-01 | 2025-03-24 | $3,099 | $0 | $2,121 | $978 | $0 | $0 | $0 | $978 |
| PulteGroup Inc | P | 2020-01-01 | 2025-03-24 | $841 | $0 | $816 | $25 | $0 | $0 | $0 | $25 |
| Amazon Inc | P | 2020-01-01 | 2025-03-24 | $4,460 | $0 | $2,109 | $2,351 | $0 | $0 | $0 | $2,351 |
| JPMorgan Chase | P | 2020-01-01 | 2025-03-24 | $2,721 | $0 | $1,734 | $987 | $0 | $0 | $0 | $987 |
| Ecolab Inc | P | 2020-01-01 | 2025-03-24 | $1,262 | $0 | $1,274 | -$12 | $0 | $0 | $0 | -$12 |
| iShares MSCI | P | 2020-01-01 | 2025-03-24 | $5,009 | $0 | $4,566 | $443 | $0 | $0 | $0 | $443 |
| American Express Co | P | 2020-01-01 | 2025-03-24 | $1,106 | $0 | $911 | $195 | $0 | $0 | $0 | $195 |
| PepsiCo | P | 2020-01-01 | 2025-03-24 | $874 | $0 | $1,053 | -$179 | $0 | $0 | $0 | -$179 |
| Eli Lilly & Co | P | 2020-01-01 | 2025-03-24 | $1,723 | $0 | $1,332 | $391 | $0 | $0 | $0 | $391 |
| Invesco S&P MidCap Quality | P | 2020-01-01 | 2025-03-24 | $4,710 | $0 | $5,244 | -$534 | $0 | $0 | $0 | -$534 |
| Shares of Merck & Co | P | 2020-01-01 | 2025-03-24 | $1,011 | $0 | $1,442 | -$431 | $0 | $0 | $0 | -$431 |
| Equinix Inc | P | 2020-01-01 | 2025-03-24 | $849 | $0 | $770 | $79 | $0 | $0 | $0 | $79 |
| Palo Alto Network | P | 2020-01-01 | 2025-03-24 | $1,477 | $0 | $790 | $687 | $0 | $0 | $0 | $687 |
| Winsdom Tree Trust | P | 2020-01-01 | 2025-03-24 | $1,883 | $0 | $1,829 | $54 | $0 | $0 | $0 | $54 |
| Sysco Corp | P | 2020-01-01 | 2025-03-24 | $856 | $0 | $950 | -$94 | $0 | $0 | $0 | -$94 |
| ServiceNow Inc | P | 2020-01-01 | 2025-03-24 | $1,696 | $0 | $756 | $940 | $0 | $0 | $0 | $940 |
| Easton Corp | P | 2020-01-01 | 2025-03-24 | $1,514 | $0 | $827 | $687 | $0 | $0 | $0 | $687 |
| NextEra Energy | P | 2020-01-01 | 2025-03-24 | $1,541 | $0 | $1,603 | -$62 | $0 | $0 | $0 | -$62 |
| AbbVie Inc | P | 2020-01-01 | 2025-03-24 | $1,662 | $0 | $1,376 | $286 | $0 | $0 | $0 | $286 |
| Vanguard International | P | 2020-01-01 | 2025-03-24 | $4,223 | $0 | $3,920 | $303 | $0 | $0 | $0 | $303 |
| Marriott | P | 2020-01-01 | 2025-03-24 | $1,450 | $0 | $884 | $566 | $0 | $0 | $0 | $566 |
| Columbia | P | 2020-01-01 | 2025-03-24 | $1,994 | $0 | $1,872 | $122 | $0 | $0 | $0 | $122 |
| Chevron | P | 2020-01-01 | 2025-03-24 | $1,484 | $0 | $1,505 | -$21 | $0 | $0 | $0 | -$21 |
| Netflix | P | 2020-01-01 | 2025-03-24 | $1,938 | $0 | $975 | $963 | $0 | $0 | $0 | $963 |
| Honeywell International | P | 2020-01-01 | 2025-03-24 | $1,057 | $0 | $1,055 | $2 | $0 | $0 | $0 | $2 |
| Prologis | P | 2020-01-01 | 2025-03-24 | $1,099 | $0 | $1,223 | -$124 | $0 | $0 | $0 | -$124 |
| Emerson Electric | P | 2020-01-01 | 2025-03-24 | $1,492 | $0 | $1,380 | $112 | $0 | $0 | $0 | $112 |
| American Electric power | P | 2020-01-01 | 2025-03-24 | $1,252 | $0 | $1,084 | $168 | $0 | $0 | $0 | $168 |
| Dimensional US | P | 2020-01-01 | 2025-03-24 | $2,714 | $0 | $2,377 | $337 | $0 | $0 | $0 | $337 |
| Analog Devices | P | 2020-01-01 | 2025-03-24 | $1,060 | $0 | $829 | $231 | $0 | $0 | $0 | $231 |
| Jacobs Solutions | P | 2020-01-01 | 2025-03-24 | $856 | $0 | $662 | $194 | $0 | $0 | $0 | $194 |
| NVIDIA Corp | P | 2020-01-01 | 2025-03-24 | $7,434 | $0 | $3,110 | $4,324 | $0 | $0 | $0 | $4,324 |
| Water Management | P | 2020-01-01 | 2025-03-24 | $679 | $0 | $618 | $61 | $0 | $0 | $0 | $61 |
| Meta Plantforms | P | 2020-01-01 | 2025-03-24 | $4,321 | $0 | $2,276 | $2,045 | $0 | $0 | $0 | $2,045 |
| Thermo Fisher | P | 2020-01-01 | 2025-03-24 | $1,037 | $0 | $1,159 | -$122 | $0 | $0 | $0 | -$122 |
| Uber Tech | P | 2020-01-01 | 2025-03-24 | $1,141 | $0 | $1,096 | $45 | $0 | $0 | $0 | $45 |
| SPDR MSCI ACWI | P | 2020-01-01 | 2025-03-24 | $2,175 | $0 | $2,119 | $56 | $0 | $0 | $0 | $56 |
| SPDR Portfolio Intermedite | P | 2020-01-01 | 2025-03-24 | $9,653 | $0 | $9,303 | $350 | $0 | $0 | $0 | $350 |
| IQVIA Holding | P | 2020-01-01 | 2025-03-24 | $928 | $0 | $1,158 | -$230 | $0 | $0 | $0 | -$230 |
| Eastman Chemical | P | 2020-01-01 | 2025-03-24 | $983 | $0 | $1,408 | -$425 | $0 | $0 | $0 | -$425 |
| Vanguard FTSE | P | 2020-01-01 | 2025-03-24 | $5,670 | $0 | $5,149 | $521 | $0 | $0 | $0 | $521 |
| Microsoft CORP | P | 2020-01-01 | 2025-03-24 | $6,281 | $0 | $5,161 | $1,120 | $0 | $0 | $0 | $1,120 |
| Apple Inc | P | 2020-01-01 | 2025-03-24 | $5,064 | $0 | $3,140 | $1,924 | $0 | $0 | $0 | $1,924 |
| Walmart | P | 2020-01-01 | 2025-03-24 | $3,224 | $0 | $1,674 | $1,550 | $0 | $0 | $0 | $1,550 |
| Broadcom INC | P | 2020-01-01 | 2025-03-24 | $3,065 | $0 | $917 | $2,148 | $0 | $0 | $0 | $2,148 |
| iShares 1-5 ETF | P | 2020-01-01 | 2025-03-24 | $7,459 | $0 | $7,314 | $145 | $0 | $0 | $0 | $145 |
| Air Product and Chemicals | P | 2020-01-01 | 2025-03-24 | $1,172 | $0 | $1,034 | $138 | $0 | $0 | $0 | $138 |
| Parker Hannifin | P | 2020-01-01 | 2025-03-24 | $1,279 | $0 | $1,267 | $12 | $0 | $0 | $0 | $12 |
| Oracle Corp | P | 2020-01-01 | 2025-03-24 | $1,854 | $0 | $1,125 | $729 | $0 | $0 | $0 | $729 |
| Blackrock Inc | P | 2020-01-01 | 2025-03-24 | $1,924 | $0 | $1,667 | $257 | $0 | $0 | $0 | $257 |
| Units of Proncipal Spectrum | P | 2020-01-01 | 2025-03-24 | $3,728 | $0 | $3,756 | -$28 | $0 | $0 | $0 | -$28 |
| Units of MFS Emerging Mkts | P | 2020-01-01 | 2025-03-24 | $5,931 | $0 | $5,916 | $15 | $0 | $0 | $0 | $15 |
| Shenkamn Capital | P | 2020-01-01 | 2025-03-24 | $3,576 | $0 | $3,547 | $29 | $0 | $0 | $0 | $29 |
| Fidelity Treasury | P | 2020-01-01 | 2025-03-24 | $522 | $0 | $522 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,855 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $62 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,975 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,975 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,975 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,677 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,677 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSMARIE H SCULLY | ||||||||
| 55 WATERTOWN STREET | LEXINGTON | MA | 024216343 | PRES/TREASURER | 2.00 | $0 | $0 | $0 |
| JOIA KIRBY | ||||||||
| 7 LINCOLN CIRCLE | BELMONT | MA | 02478 | CLERK | 1.00 | $0 | $0 | $0 |
| ANDREA KEOGH | ||||||||
| PO BOX 477 | JAMESTOWN | RI | 02835 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATRINA OHL | ||||||||
| 4 MEADOWBROOK ROAD | LINCOLN | MA | 01773 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $145,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,680 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $588,463 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,772 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $700,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,574,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,680 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $159,680 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,733,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,712,980 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,666 | ExcessFromYear4Amt |
| Excess From Year3 | $588,463 | ExcessFromYear3Amt |
| Excess From Year2 | $137,772 | ExcessFromYear2Amt |
| Excess From Year1 | $700,399 | ExcessFromYear1Amt |
| Excess From Current Year | $159,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WATERTOWN STREET 048 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024216343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | SALUTE TO SPRING EVENT | $1,000 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | ART IN TUNE PROGRAM | $45,000 |
| ST PAUL PARISH | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | GENERALSUPPORT | $50,000 |
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PC | GENERALSUPPORT | $10,000 |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | ||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | PC | FY25 GALA FUND | $1,000 |
| HANDEL & HAYDN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PC | ANNUAL FUND | $25,000 |
| HOLLINS UNIVERSITY | ||||||
| 7916 WILLIAMSON ROAD | ROANOKE | VA | 24020 | PC | GENERAL SUPPORT | $1,000 |
| MOTHER CAROLINE ACADEMY | ||||||
| 515 BLUE HILL AVENUE | BOSTON | MA | 02121 | PC | GENERAL SUPPORT | $25,000 |
| THE ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | CATHOLIC APPEAL | $500 |
| BASILICA OF THE NATIONAL SHRINE | ||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | PC | GENERAL SUPPORT | $250 |
| LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,835 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS FROM SALES OF INVESTMENT SECURITIES SUBSIDIZE GRANT PAYMENTS TO CHARITABLE RECIPIENTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | STATEMENT REQUIRED BY GENERAL INSTRUCTION T | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853)DURING THE 2025 TAX YEAR, THE SCULLY FAMILY FOUNDATION (EIN 04-3556853) | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Revenue And Expenses Per Books | $430 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $430 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EASTERN BANK INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $747 | Amt |
| Net Investment Income | $747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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