BETA

PEACH TREE CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PEACH TREE CHARITABLE FOUNDATION (EIN 47-5312354)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-12
IRS object ID
202511329349101136
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-12T08:10:15-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD KLUGEPreparerPersonNm
PTINP00205986PTIN
Phone9147472733PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,127,742FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$785,408ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$102,864DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,864DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$617,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,800,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$617,938CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,506,210TotalRevAndExpnssAmt
Total Net Invst Incm$720,802TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$32,282OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,282OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$404OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$404OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$33,686TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,686TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$745,005ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$745,005ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$778,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,686TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$745,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$727,519ExcessRevenueOverExpensesAmt
Net Investment Income$687,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,721CashBOYAmt
Cash EOY$15,823CashEOYAmt
Cash EOYFMV$15,823CashEOYFMVAmt
Corporate Stock BOY$2,569,312CorporateStockBOYAmt
Corporate Stock EOY$3,438,761CorporateStockEOYAmt
Corporate Stock EOYFMV$3,111,919CorporateStockEOYFMVAmt
Other Assets BOY$2,080OtherAssetsBOYAmt
Other Assets EOY-$326,843OtherAssetsEOYAmt
Total Assets BOY$2,678,113TotalAssetsBOYAmt
Total Assets EOY$3,127,741TotalAssetsEOYAmt
Total Assets EOYFMV$3,127,742TotalAssetsEOYFMVAmt
Accounts Payable BOY$386AccountsPayableBOYAmt
Accounts Payable EOY$9,722AccountsPayableEOYAmt
Total Liabilities BOY$386TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,722TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,677,727RetainedEarningBOYAmt
Retained Earning EOY$3,118,019RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,677,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,118,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,678,113TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,127,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,677,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$727,519ExcessRevenueOverExpensesAmt
Subtotal$3,405,246SubtotalAmt
Other Decreases$287,227OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,118,019TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2001-01-012024-01-01$1,505,655$898,085$607,570$607,570
VARIOUS SECURITIESP2024-01-012024-01-01$294,911$284,543$10,368$10,368
FieldValueIRS element (for citing)
Capital Gain Net Income$617,938CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,551InvestmentIncomeExciseTaxAmt
Subtotal$9,551SubtotalAmt
Tax Based On Investment Income$9,551TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,320TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$6,237TaxDueAmt
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$2,840,215AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,272AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,901,487TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,901,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,857,965NetVlNoncharitableAssetsAmt
Minimum Investment Return$142,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$142,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,551TaxBasedOnInvestmentIncomeAmt
Total Tax$9,551TotalTaxAmt
Distributable Before Adj$133,347DistributableBeforeAdjAmt
Distributable Before Ded$133,347DistributableBeforeDedAmt
Distributable As Adjusted$133,347DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$745,005ExpensesAndContributionsAmt
Qualifying Distributions$745,005QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,347DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$36,892ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$867,097ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$355,521ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$411,588ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$486,148ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,157,246TotalExcessDistributionCyovAmt
Qualifying Distributions$745,005QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$133,347AppliedToCurrentYearAmt
Remaining Distri From Corpus$611,658RemainingDistriFromCorpusAmt
Total Corpus$2,768,904TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$36,892ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,732,012ExcessDistriCyovToNextYrAmt
Excess From Year4$867,097ExcessFromYear4Amt
Excess From Year3$355,521ExcessFromYear3Amt
Excess From Year2$411,588ExcessFromYear2Amt
Excess From Year1$486,148ExcessFromYear1Amt
Excess From Current Year$611,658ExcessFromCurrentYearAmt

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$745,005Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$745,005TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,864ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$617,938RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$102,864ExclusionAmt
Related Or Exempt Function Incm$617,938RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$720,802TotalIncomeProducingActyAmt

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$785,408TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,120 SHARES OF MARATHON PETROLEUM CORP AT $153.40 PER SHARENoncashPropertyDesc
Fair Market Value$785,408FairMarketValueAmt
Received2024-01-04ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
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$3,438,761EOYBookValueAmt
EOYFMV$3,111,919EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
EOY Book Value-$326,843EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXES PAIDDesc
Amt$5,809Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES-$31-$31
INTEREST EXPENSES$275$275
STATE ANNUAL REPORT FEES$160$160

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$32,282Amt
Net Investment Income$32,282NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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