BETA

PEACH TREE CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PEACH TREE CHARITABLE FOUNDATION (EIN 47-5312354)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-31
IRS object ID
202401529349100210
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-31T06:39:10-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133927161PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fine Ciliberti & Di Pietro LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 Bedford RoadAddressLine1Txt
CityPleasantvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10570ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475312354EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEACH TREE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEACBusinessNameControlTxt
Phone4134982724PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 764AddressLine1Txt
CityTURNER FALLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01376ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIANNE SUNDELLPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARIANNEPersonFirstNm
Person LastSUNDELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD KLUGEPreparerPersonNm
PTINP00205986PTIN
Phone9147472733PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,721,554FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$941,316ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$80,024DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$181,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,208,863GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$181,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,202,669TotalRevAndExpnssAmt
Total Net Invst Incm$261,353TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,950AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$20,241OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,241OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$397OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$397OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$604,464ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$604,464ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$627,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$604,464TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$575,617ExcessRevenueOverExpensesAmt
Net Investment Income$238,765NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,402CashBOYAmt
Cash EOY$106,721CashEOYAmt
Cash EOYFMV$106,721CashEOYFMVAmt
Corporate Stock BOY$2,047,623CorporateStockBOYAmt
Corporate Stock EOY$2,569,312CorporateStockEOYAmt
Corporate Stock EOYFMV$2,614,833CorporateStockEOYFMVAmt
Other Assets EOY$2,080OtherAssetsEOYAmt
Total Assets BOY$2,103,025TotalAssetsBOYAmt
Total Assets EOY$2,678,113TotalAssetsEOYAmt
Total Assets EOYFMV$2,721,554TotalAssetsEOYFMVAmt
Accounts Payable EOY$386AccountsPayableEOYAmt
Total Liabilities EOY$386TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,103,025RetainedEarningBOYAmt
Retained Earning EOY$2,677,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,103,025TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,677,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,103,025TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,678,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,103,025TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$575,617ExcessRevenueOverExpensesAmt
Subtotal$2,678,642SubtotalAmt
Other Decreases$915OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,677,727TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SECURITIESP2023-01-012023-01-01$84,152$89,506-$5,354-$5,354
VARIOUS SECURITIESP2001-01-012023-01-01$1,124,711$938,028$186,683$186,683
FieldValueIRS element (for citing)
Capital Gain Net Income$181,329CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,354NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,319InvestmentIncomeExciseTaxAmt
Subtotal$3,319SubtotalAmt
Tax Based On Investment Income$3,319TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,080TotalPaymentsAndCreditsAmt
Tax Due$1,239TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NOBLE AND ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4134982724PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1266 MILLERS FALLS RDAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01360ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARIANNE SUNDELL
PO BOX 762WENDELLMA01379President10.00$0
LILLIAN SUNDELL-THOMAS
21 ADDISON STESSEXMA01929Secretary5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,388,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,061AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,469,738TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,469,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,046CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,432,692NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,635MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,319TaxBasedOnInvestmentIncomeAmt
Total Tax$3,319TotalTaxAmt
Distributable Before Adj$118,316DistributableBeforeAdjAmt
Distributable Before Ded$118,316DistributableBeforeDedAmt
Distributable As Adjusted$118,316DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$604,464ExpensesAndContributionsAmt
Qualifying Distributions$604,464QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,316DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$364,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,892ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$867,097ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$355,521ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$411,588ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,035,933TotalExcessDistributionCyovAmt
Qualifying Distributions$604,464QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$118,316AppliedToCurrentYearAmt
Remaining Distri From Corpus$486,148RemainingDistriFromCorpusAmt
Total Corpus$2,522,081TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$364,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,157,246ExcessDistriCyovToNextYrAmt
Excess From Year4$36,892ExcessFromYear4Amt
Excess From Year3$867,097ExcessFromYear3Amt
Excess From Year2$355,521ExcessFromYear2Amt
Excess From Year1$411,588ExcessFromYear1Amt
Excess From Current Year$486,148ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonDONORSCHOOSEORGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1134 W 37TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTED EDUCATIONAL SUPPORT FOR CLASSROOMSGrantOrContributionPurposeTxt
Amt$604,464Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$604,464TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,024ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$181,329RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$80,024ExclusionAmt
Related Or Exempt Function Incm$181,329RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$261,353TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMARIANNE SUNDELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 762AddressLine1Txt
CityWENDELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01379ZIPCd
FieldValueIRS element (for citing)
Total Contributions$941,316TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,950Amt
Net Investment Income$1,950NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockASSETMARKStockNm
EOY Book Value$2,569,312EOYBookValueAmt
EOYFMV$2,614,833EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFED TAX C/FDesc
EOY Book Value$2,080EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXES PAIDDesc
Amt$915Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$36$36
POSTAGE$141$141
STATE ANNUAL REPORT FEES$220$220

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$20,241Amt
Net Investment Income$20,241NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationREQUEST FOR REASONABLE CAUSE FROM LATE PENALTIES1.ACCOUNTANT/TAX PREPARER WAS IN A HEAD-ON COLLISSION WITH A DRUNK DRIVER AND WAS UNABLE TO TIMELY FILE THE TAX RETURN AND/OR AN EXTENSION.2.THE TAXPAYER PREVIOUSLY HAS NEVER BEEN LATE IN FILING THEIR RETURN OR PAYMENT OF TAXES.ExplanationTxt

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