JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH W & FAITH K TIBERIO CHARITABLE FOUNDATION (EIN 04-3253603)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349101357
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T09:04:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900751149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLONY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WASHINGTON ST 11TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043253603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH W & FAITH K TIBERIO CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5084297524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 SPRINGVALE ROAD | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH DOUGHERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084297524 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FAITH | PersonFirstNm |
| Person Last | DOUGHERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN KELLY | PreparerPersonNm |
| PTIN | P01334868 | PTIN |
| Phone | 6177238200 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,799,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $911,522 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $497,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $967,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,438 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,438 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $591 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $865,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,140 | CashBOYAmt |
| Cash EOY | $7,653 | CashEOYAmt |
| Cash EOYFMV | $7,653 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $326,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $326,872 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $776,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,166,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,495,489 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $765,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,019,734 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $900,950 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $109,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,666 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,730,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,593,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,799,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,730,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,593,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,730,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,593,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,730,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,593,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,730,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $865,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,595,775 | SubtotalAmt |
| Other Decreases | $1,945 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,593,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY ACCT #2608 - DETAILS AVAILABLE UPON REQUEST | 2022-01-01 | 2022-12-31 | $69,398 | $102,360 | -$32,962 | -$32,962 |
| FIDELITY ACCT #2608 - DETAILS AVAILABLE UPON REQUEST | 2020-01-01 | 2022-12-31 | $427,631 | $400,349 | $27,282 | $27,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,105 | OverpaymentAmt |
| Applied To ES Tax | $1,105 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FAITH DOUGHERTY | IndividualWithBooksNm |
| Phone | 5084228514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 SPRINGVALE ROAD | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| FAITH DOUGHERTY | ||||||||
| 260 SPRINGVALE ROAD | GREAT FALLS | VA | 22066 | PRESIDENT & CHAIRMAN | 2.00 | $5,000 | $0 | $0 |
| JOAN CURRIER | ||||||||
| PO BOX 1208 | UPTON | MA | 01568 | SECRETARY | 2.00 | $700 | $0 | $0 |
| FAITH T FEUER | ||||||||
| 7 SPARROW ROAD | NORFOLK | MA | 02056 | BOARD MEMBER | 1.00 | $600 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,974,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,036,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,036,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,005,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $99,743 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,743 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,743 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,688 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,808 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,192 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $141,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,688 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $115,642 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,075 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,808 | ExcessFromYear4Amt |
| Excess From Year3 | $44,567 | ExcessFromYear3Amt |
| Excess From Year2 | $2,192 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| INFUSED IMPACT INC | |||||||
| 126 CORAM LN | ORANGE | CT | 06477 | PUBLIC CHARITY | GENERAL | $2,000 | |
| FLAGLER COLLEGE | |||||||
| 74 KING ST | ST AUGUSTINE | FL | 32084 | PUBLIC CHARITY | GENERAL | $1,500 | |
| UNIVERSITY OF VERMONT | |||||||
| 194 SOUTH PROSPECT STREET | BURLINGTON | VT | 04501 | PUBLIC CHARITY | GENERAL | $3,000 | |
| BOSTON UNIVERSITY STUDENT ACCOUNTING SERVICE | |||||||
| 25 BUICK ST SUITE 130 | BOSTON | MA | 02215 | PUBLIC CHARITY | GENERAL | $3,000 | |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | PUBLIC CHARITY | GENERAL | $3,000 | |
| ADOPTAPLATOON | |||||||
| 118 COLORADO AVE | RIO HONDO | TX | 78583 | PUBLIC CHARITY | GENERAL | $250 | |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PUBLIC CHARITY | GENERAL | $850 | |
| AMERICAN INDIAN RELIEF COUNCIL | |||||||
| 2401 EGLIN ST | RAPID CITY | SD | 57703 | PUBLIC CHARITY | GENERAL | $250 | |
| DOWD EDUCATION CENTER | |||||||
| 33 N GRUBB ST | COLUMBUS | OH | 43215 | PUBLIC CHARITY | GENERAL | $250 | |
| FAITH MISSION | |||||||
| 245 N GRANT AVE | COLUMBUS | OH | 43215 | PUBLIC CHARITY | GENERAL | $250 | |
| NEOESR INC | |||||||
| 49 STONEHEDGE RD | LINCOLN | MA | 01773 | PUBLIC CHARITY | GENERAL | $400 | |
| NORTHERN PLAINS RESERVATION AID | |||||||
| 16415 ADDISON RD SUITE 200 | ADDISON | TX | 75001 | PUBLIC CHARITY | GENERAL | $250 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PUBLIC CHARITY | GENERAL | $500 | |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | PUBLIC CHARITY | GENERAL | $2,000 | |
| CARING FOR CAMBODIA | |||||||
| 12400 W HWY 71 STE 350-193 | AUSTIN | TX | 78738 | PUBLIC CHARITY | GENERAL | $500 | |
| MEDFIELD ANIMAL SHELTER | |||||||
| 101 OLD BRIDGE STREET | MEDFIELD | MA | 02052 | PUBLIC CHARITY | GENERAL | $250 | |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | GENERAL | $250 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | GENERAL | $500 | |
| CAPE COD CHILDREN'S PLACE INC | |||||||
| 10 BALLWIC RD | NORTH EASTHAM | MA | 02651 | PUBLIC CHARITY | GENERAL | $2,500 | |
| THE FAMILY PANTRY OF CAPE COD | |||||||
| GEORGE P MORRIS BUILDING 133 QUEEN | HARWICH | MA | 02645 | PUBLIC CHARITY | GENERAL | $1,000 | ANNE RD |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | GENERAL | $1,000 | |
| AMERICAN REPERTORY THEATER | |||||||
| LOEB DRAMA CENTER 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL | $500 | |
| BLACKSTONE FIRE DEPARTMENT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | PUBLIC CHARITY | GENERAL | $1,000 | |
| BLACKSTONE POLICE DEPARTMENT | |||||||
| 15 ST PAUL ST | BLACKSTONE | MA | 01504 | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOSTON BALLET | |||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOSTON MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | GENERAL | $1,000 | |
| CPSA(CITIZENS FOR THE PRESERVATION OF ST AUG) | |||||||
| PO BOX 487 | ST AUGUSTINE | FL | 32085 | PUBLIC CHARITY | GENERAL | $1,000 | |
| CUMBERLAND UNIVERSITY | |||||||
| 1 CUMBERLAND SQUARE | LEBANON | TN | 37087 | PUBLIC CHARITY | GENERAL | $1,000 | |
| DOWD SCHOOLHOMELESS FAMILIES FOUNDATION | |||||||
| 33 N GRUBB ST | COLUMBUS | OH | 43215 | PUBLIC CHARITY | GENERAL | $500 | |
| EMMA CONCERT ASSOCIATION | |||||||
| PO BOX 860130 | ST AUGUSTINE | FL | 32086 | PUBLIC CHARITY | GENERAL | $1,500 | |
| FIRST COAST OPERA | |||||||
| PO BOX 2223 | ST AUGUSTINE | FL | 32085 | PUBLIC CHARITY | GENERAL | $3,000 | |
| FRAMINGHAM HISTORY CENTER | |||||||
| 3 OAK ST | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | GENERAL | $500 | |
| HOLLISTON SENIOR CENTER | |||||||
| 150 GOULDING ST | HOLLISTON | MA | 01746 | PUBLIC CHARITY | GENERAL | $500 | |
| HUNTINGTON THEATRE | |||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLIC CHARITY | GENERAL | $1,000 | |
| KONA HISTORICAL SOCIETY | |||||||
| 81-6551 HAWAII BELT RD | KEALAKEKUA | HI | 96750 | PUBLIC CHARITY | GENERAL | $100 | |
| LIMELIGHT THEATRE INC | |||||||
| 11 OLD MISSION AVE | ST AUGUSTINE | FL | 32084 | PUBLIC CHARITY | GENERAL | $4,000 | |
| MASSACHUSETTS 4-H FOUNDATION | |||||||
| 1661 WORCESTER RD SUITE 201 | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | GENERAL | $1,000 | |
| MUSEUM OF THE AMERICAN REVOLUTION | |||||||
| 101 S 3RD ST | PHILADELPHIA | PA | 19106 | PUBLIC CHARITY | GENERAL | $500 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| HISTORIC MISSION BUILDING 100 | PINE RIDGE | SD | 57770 | PUBLIC CHARITY | GENERAL | $500 | MISSION DRIVE |
| SHERBORN FIRE & RESCUE | |||||||
| 22 N MAIN ST | SHERBORN | MA | 01770 | PUBLIC CHARITY | GENERAL | $1,000 | |
| ST AUGUSTINE ART ASSOCIATION | |||||||
| 22 MARINE ST | ST AUGUSTINE | FL | 32084 | PUBLIC CHARITY | GENERAL | $5,000 | |
| ST AUGUSTINE PILOT'S CLUB | |||||||
| PO BOX 3761 | ST AUGUSTINE | FL | 32085 | PUBLIC CHARITY | GENERAL | $1,000 | |
| ST AUGUSTINE SISTER CITIES ASSOCIATION INC | |||||||
| 3732 HARBOR DR | ST AUGUSTINE | FL | 32084 | PUBLIC CHARITY | GENERAL | $2,000 | |
| WELLESLEY MONTHLY MEETING OF FRIENDS | |||||||
| 26 BENVENUE ST | WELLESLEY | MA | 02482 | PUBLIC CHARITY | GENERAL | $3,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | GENERAL | $500 | |
| EDWARD STREET CHILD SERVICES | |||||||
| 50 PORTLAND STREET | WORCESTER | MA | 01608 | PUBLIC CHARITY | GENERAL | $500 | |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | GENERAL | $500 | |
| HOLLISTON HIGH SCHOOL AGRICULTURAL FUND | |||||||
| 370 HILLIS STREET | HOLLISTON | MA | 01746 | PUBLIC CHARITY | GENERAL | $1,000 | |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD ST | PHILADELPHIA | PA | 19122 | PUBLIC CHARITY | GENERAL | $4,000 | |
| DUBLIN MONTESSORI | |||||||
| 10465 SAWMILL RD | POWELL | OH | 43065 | PUBLIC CHARITY | GENERAL | $500 | |
| SHERBORN LIONS CLUB | |||||||
| 5 POWDERHOUSE LN | SHERBORN | MA | 01770 | PUBLIC CHARITY | GENERAL | $1,000 | |
| SHERBORN POLICE DEPARTMENT | |||||||
| 17 WASHINGTON ST | SHERBORN | MA | 01770 | PUBLIC CHARITY | GENERAL | $1,000 | |
| WOMAN'S NATIONAL FARM & GARDEN ASSOCIATION | |||||||
| 1322 KIRKS LN | DRESHER | PA | 19025 | PUBLIC CHARITY | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,100 | 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 | $61,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,944 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAITH TIBERIO FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 LOWLAND STREET | AddressLine1Txt |
| City | HOLLISTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $911,522 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SULLIVAN BILLE, P.C. - TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC 9.95% 11/10/2038 | $27,648 | $24,837 |
| AMERICAN EXPRESS CO 8.15 | $74,336 | $62,205 |
| APPALACHIAN PWR CO SER Q NOTE 7.00% 04/01/2038 | $58,442 | $44,606 |
| BNSF FUNDING TRUST 1 NOTE CALL MAKE WHOL 6.610% 12/15/2055 | $109,347 | $94,130 |
| BSB CAP TR I BOND 8.13% 07/31/2028 | $30,322 | $30,034 |
| DEVON ENERGY CORP NEW BOND 7.95% 04/15/2032 | $25,184 | $22,698 |
| FHLBANKS 4.000 03/08/24 | $34,956 | $34,703 |
| GENENTECH INC NOTE CALL MAKE WHOLE 5.25% 07/15/2035 | $67,892 | $49,674 |
| MIDAMERICAN ENERGY 5.95 | $46,742 | $36,313 |
| NEWMONT CORP NOTE CALL MAKE WHOLE 5.88% 04/01/2035 | $30,521 | $23,542 |
| NY CMNTY BANCP 4.125 11/01/30 25 FRN | $45,505 | $44,941 |
| OCCIDENTAL PETR 7.87% 09/15/2031 | $25,648 | $22,080 |
| PLAINS ALL AMERN PIPELINE L P NOTE 6.65% 01/15/2037 | $110,441 | $98,385 |
| ROGERS COMMUNICATIONS INC 8.75% 05/01/2032 | $33,150 | $29,107 |
| SCRIPPS NETWORK INTERACTIVE NOTE 3.90% 11/15/2024 | $24,341 | $23,859 |
| TRANSCANADA PIPELINES LTD BOND 6.20% 10/15/2037 | $6,837 | $5,098 |
| UNITED STATES TREAS BDS 6.00% 02/15/2026 | $105,927 | $105,137 |
| US TREASURY 4.25% 10/15/2025 | $100,042 | $99,922 |
| ZIMMER BIOMET 4.25% 08/15/2035 | $62,453 | $49,679 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $49,140 | $71,108 |
| ALPHABET INC CLASS A | $57,241 | $61,761 |
| APPLE INC | $73,157 | $64,965 |
| AT&T INC | $73,899 | $67,970 |
| BANK OF AMERICA | $58,369 | $72,036 |
| BRISTOL MYERS SQUIBB | $41,143 | $50,365 |
| BROADCOM INC | $48,147 | $72,687 |
| CHENIERE ENERGY INC NEW | $68,667 | $71,981 |
| CISCO SYSTEMS INC | $52,805 | $67,887 |
| GENERAL MOTORS CO | $62,547 | $56,448 |
| HONEYWELL INTL INC | $34,656 | $51,861 |
| INTERNATIONAL BUSINESS MACHINES | $60,109 | $66,923 |
| JPMORGAN CHASE & CO | $46,062 | $71,073 |
| LOWES COMPANIES | $39,292 | $71,726 |
| MASTERCARD INC | $60,455 | $69,546 |
| MICROSOFT CORP | $54,244 | $64,751 |
| NESTLE ADR | $15,439 | $37,636 |
| ORACLE CORPORATION | $47,400 | $69,479 |
| RAYTHEON TECHNOLOGIES CORP COM | $31,575 | $50,460 |
| THERMO FISHER SCIENTIFIC INC | $29,948 | $68,836 |
| TJX COMPANIES INC | $47,767 | $71,640 |
| UNITEDHEALTH GROUP | $48,305 | $74,225 |
| ZIMMER BIOMET HLDGS INC COM | $66,538 | $70,125 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMERICAN TOWER CORPORATION | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $72,666 | BookValueAmt |
| EOYFMV | $68,855 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,945 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $531 | $531 | $0 |
| BANK FEES | $60 | $60 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE COLONY GROUP - MANAGEMENT FEE | CategoryTxt |
| Amt | $16,727 | Amt |
| Net Investment Income | $16,727 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF | $1,186 | $0 | $0 |
| STATE FILING FEE | $35 | $0 | $0 |
| FOREIGN TAXES | $338 | $338 | $0 |
| 990-PF - ESTIMATES PAID | $1,640 | $0 | $0 |
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