COMEAU FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COMEAU FAMILY FOUNDATION (EIN 84-3960290)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511359349103331
Schema version
2024v5.0
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)
Return2025-05-15T14:06:27-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824748087PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW J BERNIER CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 COMMONWEALTH RD STE 3AAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843960290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMEAU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMEBusinessNameControlTxt
Phone6176103524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1454 WEBSTER STREETAddressLine1Txt
CityNEEDHAM HEIGHTSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE HOFFMEISTERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6176103524PhoneNum
Signature2025-04-30SignatureDt
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 PersonMATTHEW J BERNIERPreparerPersonNm
PTINP01985049PTIN
Phone5088798840PhoneNum
Preparation2025-04-30PreparationDt
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$6,878,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$226,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,463NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,527,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,463CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,124OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,124OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$297,854TotalRevAndExpnssAmt
Total Net Invst Incm$297,854TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$52,524OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,386TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,290OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$66,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$339,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$339,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$405,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$339,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$108,046ExcessRevenueOverExpensesAmt
Net Investment Income$297,854NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$305,268SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$170,416SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$170,416SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,093,797OtherInvestmentsBOYAmt
Other Investments EOY$6,120,603OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,707,849OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,399,065TotalAssetsBOYAmt
Total Assets EOY$6,291,019TotalAssetsEOYAmt
Total Assets EOYFMV$6,878,265TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,399,065RetainedEarningBOYAmt
Retained Earning EOY$6,291,019RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,399,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,291,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,399,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,291,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,399,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$108,046ExcessRevenueOverExpensesAmt
Subtotal$6,291,019SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,291,019TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING ADVISOR SERVICESP$206,723$202,734$3,989$3,989
PERSHING ADVISOR SERVICESP$1,317,334$1,257,552$59,782$59,782
PERSHING ADVISOR SERVICESP$3,852$5,160-$1,308-$1,308
FieldValueIRS element (for citing)
Capital Gain Net Income$62,463CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,140InvestmentIncomeExciseTaxAmt
Subtotal$4,140SubtotalAmt
Tax Based On Investment Income$4,140TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$158EsPenaltyAmt
Tax Due$698TaxDueAmt

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
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
Individual With BooksMICHELLE HOFFMEISTERIndividualWithBooksNm
Phone6176103524PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1454 WEBSTER STREETAddressLine1Txt
CityNEEDHAM HEIGHTSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
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
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER COMEAU
120 NICHOLS ROADCOHASSETMA02025TRUSTEE1.00$0$0$0
MICHELLE HOFFMEISTER
454 WEBSTER STREETNEEDHAM HEIGHTSMA02494TRUSTEE1.00$0$0$0
PETER COMEAU
5807 S FULTON WAYGREENWOOD VILLAGECO80111TRUSTEE1.00$0$0$0
KIMBERLY WEBSTER
14 BROOK MEADOW CIRCLEFRAMINGHAMMA01701TRUSTEE1.00$0$0$0
JONATHAN GEORGITIS
804 VIVIAN STREETLONGMONTCO80501TRUSTEE1.00$0$0$0
ELIZABETH GEORGITIS
2134 S GILPIN STREETDENVERCO80207TRUSTEE1.00$0$0$0
KATE GEORGITIS
4417 UTICA STREETDENVERCO80212TRUSTEE1.00$0$0$0
EMILY STANTON
8922 COMANCHE ROADNIWOTCO80503TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,608,801AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$375,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,984,269TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,984,269AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,879,505NetVlNoncharitableAssetsAmt
Minimum Investment Return$343,975MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$343,975MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,140TaxBasedOnInvestmentIncomeAmt
Total Tax$4,140TotalTaxAmt
Distributable Before Adj$339,835DistributableBeforeAdjAmt
Distributable Before Ded$339,835DistributableBeforeDedAmt
Distributable As Adjusted$339,835DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$339,000ExpensesAndContributionsAmt
Qualifying Distributions$339,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$339,835DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$28,563ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,300ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,863TotalExcessDistributionCyovAmt
Qualifying Distributions$339,000QualifyingDistributionsAmt
Applied To Current Year$339,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$835ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$835ExcessDistributionCyovAppCYAmt
Total Corpus$40,028TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,028ExcessDistriCyovToNextYrAmt
Excess From Year2$27,728ExcessFromYear2Amt
Excess From Year1$12,300ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAGS OF FUN
7200 S ALTON WAY A-180CENTENNIALCO80112PCGENERAL CHARITABLE DONATION$15,000
DOC WAYNE
1304 COMMONWEALTH AVENUEBOSTONMA02134PCGENERAL CHARITABLE DONATION$15,000
LIFE RING SECULAR RECOVERY
25125 SANTA CLARA STREETHAYWARDCA94544PCGENERAL CHARITABLE DONATION$20,000
WOMAN FOR HEALTHY RURAL LIVING
87 MAIN STREETMILBRIDGEME04658PCGENERAL CHARITABLE DONATION$40,000
TENNYSON CENTER FOR CHILDREN
2950 TENNYSON STREETDENVERCO80212PCGENERAL CHARITABLE DONATION$20,000
LIFELINE PUPPY RESCUE
15171 RIVERDALE ROADBRIGHTONCO80602PCGENERAL CHARITABLE DONATION$40,000
THORNE NATURE EXPERIENCE
1466 63RD STREETBOULDERCO80303PCGENERAL CHARITABLE DONATION$20,000
ARTISTS FOR HUMANITY
100 W 2ND STREETBOSTONMA02127PCGENERAL CHARITABLE DONATION$10,000
PHILANTHROPIC VENTURES
1222 PRESERVATION PARK WYOAKLANDCA94612PCGENERAL CHARITABLE DONATION$10,000
SECOND WIND FUND
303 E 17TH AVE SUITE 400DENVERCO80203PCGENERAL CHARITABLE DONATION$20,000
SOJOURNER HOUSE
85 ROCKLAND STREETBOSTONMA02119PCGENERAL CHARITABLE DONATION$10,000
BOSTON SCORES
150 BYRON STREETEAST BOSTONMA02128PCGENERAL CHARITABLE DONATION$15,000
BLUE HILL HERITAGE TRUST
157 HINCKLEY RIDGE ROADBLUE HILLME04614PCGENERAL CHARITABLE DONATION$20,000
OLD SURRY VILLAGE SCHOOL
1147 NEWBURRY NECK ROADSURRYME04684PCGENERAL CHARITABLE DONATION$9,000
WAYPOINT ADVENTURES
453 CONCORD AVENUELEXINGTONMA02421PCGENERAL CHARITABLE DONATION$25,000
HANDS IN OUTREACH
1504 SILVER STREETSHEFFIELDMA01257PCGENERAL CHARITABLE DONATION$25,000
GOOD SPORTS
1515 WASHINGTON STREETBRAINTREEMA02184PCGENERAL CHARITABLE DONATION$10,000
ELEVATE YOUTH
89 SOUTH STREET 203BOSTONMA02111PCGENERAL CHARITABLE DONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$339,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$226,267ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$9,124ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$62,463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$297,854ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$297,854TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementCOMEAU FAMILY FOUNDATION'S PURPOSE IS TO MAKE CHARITABLE DONATIONS TO QUALIFIED CHARITABLE ORGANIZATIONS ANNUALLY.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,700Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,066,504$2,095,182
EXCHANGE TRADED FUNDSAT COST$4,054,099$4,612,667

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MEETING EXPENSES$9,290

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPERSHING ADVISOR SERVICESDesc
Revenue And Expenses Per Books$9,124RevenueAndExpensesPerBooksAmt
Net Investment Income$9,124NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$52,524Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$3,386Amt

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