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SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-29
IRS object ID
202232109349100303
Schema version
2021v4.0
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)
Return2022-07-29T06:34:25-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043403268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cody Cody & McCarthy LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Pine Hill Drive Suite 501AddressLine1Txt
CityQuincyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461192399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE BENNETT CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUZABusinessNameControlTxt
Phone6174725151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CodyCodyMcCarthy1 Pine Hill 501AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL T CODYPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-07-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAEL TPersonFirstNm
Person LastCODYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael T CodyPreparerPersonNm
PTINP01300962PTIN
Phone6174725151PhoneNum

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$747,894FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,998DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,998DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,998DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$29,250NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$386,374GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,250CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,124NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$41,251TotalRevAndExpnssAmt
Total Net Invst Incm$41,251TotalNetInvstIncmAmt
Total Adj Net Incm$14,125TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$12,845LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,633LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$10,149OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,149OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$368TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$19OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$35,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,881TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,630ExcessRevenueOverExpensesAmt
Net Investment Income$21,101NetInvestmentIncomeAmt
Adjusted Net Income$14,125AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,417CashBOYAmt
Cash EOY$9,293CashEOYAmt
Cash EOYFMV$21,946CashEOYFMVAmt
Other Investments BOY$622,446OtherInvestmentsBOYAmt
Other Investments EOY$596,802OtherInvestmentsEOYAmt
Other Investments EOYFMV$725,948OtherInvestmentsEOYFMVAmt
Total Assets BOY$633,863TotalAssetsBOYAmt
Total Assets EOY$606,095TotalAssetsEOYAmt
Total Assets EOYFMV$747,894TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$633,863NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$606,095NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$633,863TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$606,095TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$633,863TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$606,095TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$633,863TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,630ExcessRevenueOverExpensesAmt
Other Increases$863OtherIncreasesAmt
Subtotal$606,096SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$606,095TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Schwab #4V 6927-7709 L/TP2020-01-012021-12-31$148,057$126,331$21,726$21,726
SCHWAB #4V 6927-7709 S/TP2021-01-012021-12-31$232,917$230,793$2,124$2,124
Capital Gain Dividends$5,400
FieldValueIRS element (for citing)
Capital Gain Net Income$29,250CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,124NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$293InvestmentIncomeExciseTaxAmt
Subtotal$293SubtotalAmt
Tax Based On Investment Income$293TaxBasedOnInvestmentIncomeAmt
Tax Due$293TaxDueAmt
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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 Line1CO Cody Cody & McCarthy LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174725151PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PINE HILL DRIVE SUITE 501AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169President1.00$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Treasurer1.00$0
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Clerk1.00$0
MICHAEL T CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Director1.00$3,000
JAMIE NADEAU CODY
1 PINE HILL DRIVE SUITE 501QUINCYMA02169Director1.00$3,000
JANET DRISCOLL
128 South Pickens StreetLakevilleMA02347Director1.00$3,000
PATRICK DONOVAN
16 Rebecca RoadAssonetMA02702Director1.00$3,000
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$728,768AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$761,165TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$761,165AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,417CashDeemedCharitableAmt
Net Vl Noncharitable Assets$749,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,487MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,487MinimumInvestmentReturnAmt
Tax Based On Investment Income$293TaxBasedOnInvestmentIncomeAmt
Total Tax$293TotalTaxAmt
Distributable Before Adj$37,194DistributableBeforeAdjAmt
Distributable Before Ded$37,194DistributableBeforeDedAmt
Distributable As Adjusted$37,194DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,500ExpensesAndContributionsAmt
Qualifying Distributions$34,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,194DistributableAsAdjustedAmt
Undistributed Income PY$33,136UndistributedIncomePYAmt
Qualifying Distributions$34,500QualifyingDistributionsAmt
Applied To Year1$33,136AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,364AppliedToCurrentYearAmt
Undistributed Income CY$35,830UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EASTER SEALS
484 Main Street 600WorcesterMA01608NONEGeneral use$1,000
PWSA
8588 Potter Park Dr Suite 500SarasotaFL34238NONEGeneral use$2,500
HOME FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780NONEGENERAL USE$3,000
LLOYDS CENTER
430 POTOMSKA ROADDARTMOUTHMA02748NONEGENERAL USE$1,000
4 PAWS FOR ABILITY
253 DAYTON AVEXENIAOH45385NONEGENERAL USE$1,000
MISSION K9 RESCUE
PO Box 395NeedvilleTX77461NONEGENERAL USE$2,000
DREAM BIG
281 NEEDHAM STREET SUITE 202NEWTONMA02464NONEGENERAL USE$1,000
THE JIMMY PASCHAL FUND
1 ANTHONY WAYCANTONMA02021NONEGENERAL USE$3,000
NORTHEAST ANIMAL SHELTER
347 HIGHLAND AVESALEMMA01970NONEGENERAL USE$5,000
THE SHEPHERD'S PANTRY
PO BOX 760FAIRHAVENMA02719NONEGENERAL USE$3,000
SACRED HEART FOOD PANTRYST VINCENT
53 OAK STREETMIDDLEBOROUGHMA02346NONEGENERAL USE$3,000
ABBY'S HOUSE
52 HIGH STREETWORCESTERMA01609NONEGENERAL USE$1,000
CONWAY HOUSE MIDDLEBORO
14 Eaat Grove StreetMiddleboroMA02346NONEGENERAL USE$3,000
FISHER HOUSE FOUNDATION
12300 TWINBROOK PKWY SUITE 410ROCKVILLEMD20852NONEGENERAL USE$3,000
FARM AND COMMUNITY COLLABORATIVE -
2 MARK TWAIN DRIVELAKEVILLEMA02347NONEGENERAL USE$1,000
MASS AUDUBON
1904 CANTON AVEMILTONMA02186NONEGENERAL USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$11,998ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$5,400ExclusionAmt
Related Or Exempt Function Incm$23,850RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,401ExclusionAmt
Related Or Exempt Function Incm$23,850RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,251TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,845LegalFeesAmt
Net Investment Income$9,633NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAnnual Report FeeDesc
Revenue And Expenses Per Books$19RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$863Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHWABCategoryTxt
Amt$10,149Amt
Net Investment Income$10,149NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal$251$251
FOREIGN INCOME TAX$82$82
State Form PC$35$35

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