EVERETT CITIZENS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: EVERETT CITIZENS FOUNDATION INC (EIN 84-2084252)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2022-06-16
IRS object ID: 202241679349100614
Schema version: 2019v5.0
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
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-16T15:10:02-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043360657	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LAW OFFICES OF JOSEPH D CATALDO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	369 BROADWAY	AddressLine1Txt
City	EVERETT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02149	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	842084252	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EVERETT CITIZENS FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EVER	BusinessNameControlTxt
Phone	6173656557	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MATTHEW LATTANZI 484 BROADWAY	AddressLine1Txt
City	EVERETT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02149	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS FIORENTINO	PersonNm
Person Title	VICE-PRESIDENT	PersonTitleTxt
Phone	6173656557	PhoneNum
Signature	2022-06-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH D CATALDO	PreparerPersonNm
PTIN	P00140311	PTIN
Phone	6173819600	PhoneNum
Preparation	2022-06-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	Yes (X)	InitialReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$65,813	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Other Income Rev And Expnss	$361,504	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$361,504	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$361,504	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Total Adj Net Incm	$361,504	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$19	OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm	$19	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$19	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$19	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$295,672	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$295,672	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$295,691	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$19	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$295,672	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$65,813	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$361,485	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$65,813	CashEOYAmt
Cash EOYFMV	$65,813	CashEOYFMVAmt
Total Assets EOY	$65,813	TotalAssetsEOYAmt
Total Assets EOYFMV	$65,813	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY	$65,813	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY	$65,813	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$65,813	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$65,813	ExcessRevenueOverExpensesAmt
Subtotal	$65,813	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$65,813	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	HOLLY GARCIA	IndividualWithBooksNm
Phone	6173656557	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	688 BROADWAY	AddressLine1Txt
City	EVERETT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02149	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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
HOLLY GARCIA
688 BROADWAY	EVERETT	MA	02149	PRESIDENT	000.00	$0	$0	$0
CYNTHIA SARNIE
30 FOREST AVENUE	EVERETT	MA	02149	TREASURER	000.00	$0	$0	$0
VIOLA TORRA
15 CLEVELAND AVENUE	EVERETT	MA	02149	CLERK	000.00	$0	$0	$0
THOMAS FIORENTINO
504 REYNOLDS DRIVE	SAUGUS	MA	01906	VICE-PRESIDE	000.00	$0	$0	$0
RAQUEL DUVERGE
120 HIGH STREET APT 1	EVERETT	MA	02149	DIRECTOR	000.00	$0	$0	$0
GEORGIA WRIGHT-EASY
18 SHERMAN STREET	EVERETT	MA	02149	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SUPPORT OF LOCAL GROUPS,ASSOCIATIONS AND PROGRAMS WITH IMPORTANT INITIATIVES WITHIN THE CITY OF EVERETT.	Description1Txt
Expenses1	$295,672	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$295,672	ExpensesAndContributionsAmt
Qualifying Distributions	$295,672	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$295,672	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$295,672	QualifyingDistributionsAmt
Remaining Distri From Corpus	$295,672	RemainingDistriFromCorpusAmt
Total Corpus	$295,672	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$295,672	CurrentYearAmt
Total	$295,672	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$295,672	CurrentYearAmt
Total	$295,672	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
CRIMSON TIDE POP WARNER
143 BUCKNAM STREET	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
EVERETT GRACE FOOD PANTRY
50 CHURCH STREET	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
THE E CLUB FOR EVERETT INC
PO BOX 490135	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
ELIOT COMMUNITY HUMAN
92 SCHOOL STREET	SOMERVILLE	MA	02143	GENERAL SUPPORT	$10,000	SERVICES
PORTAL TO HOPE
PO BOX 5075	SALISBURY	MA	01952	GENERAL SUPPORT	$10,000
EVERETT GIRLS SOFTBALL
116 MALDEN STREET	EVERETT	MA	02149	GENERAL SUPPORT	$9,932	LEAGUE
ZION CHURCH MINISTRIES
757 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
KIWANIS CLUB OF EVERETT
419 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
JOINT COMMITTEE FOR
484 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$10,000	CHILDREN'S HEALTH CARE
FOR KIDS ONLY AFTERSCHOOL
888 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
EVERETT CULTURAL COUNCIL
484 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$4,446
SHORE EDUCATIONAL
99 4TH STREET	CHELSEA	MA	02150	GENERAL SUPPORT	$4,446	COLLABORATIVE
LUMA
198 FERRY STREET	EVERETT	MA	02149	GENERAL SUPPORT	$4,338
FIRST BAPTIST CHURCH
50 CHURCH STREET	EVERETT	MA	02149	GENERAL SUPPORT	$4,338
SCIENCE FOR SCIENTISTS
1 DEANGELO DRIVE	BEDFORD	MA	01730	GENERAL SUPPORT	$4,343
EVERETT ADULT LEARNING
90 CHELSEA STREET	EVERETT	MA	02149	GENERAL SUPPORT	$4,275	CENTER
READ TO A CHILD
20 WILLIAM STREET	WELLESLEY	MA	02481	GENERAL SUPPORT	$4,207
GEORGE KEVERIAN PTO
20 NICHOLS STREET	EVERETT	MA	02149	GENERAL SUPPORT	$4,172
ABCD
75 STATION LANDING	MEDFORD	MA	02155	GENERAL SUPPORT	$3,933
LA COMMUNIDAD INC
471 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$3,830
CLUB 24 INC
787 SALEM STREET	MALDEN	MA	02148	GENERAL SUPPORT	$3,830
COMMUNITY FAMILY INC
106 WYLLIS AVENUE	EVERETT	MA	02149	GENERAL SUPPORT	$3,830
EVERETT HIGH SCHOOL
100 ELM STREET	EVERETT	MA	02149	GENERAL SUPPORT	$55,752	ACADAMIES
BREAD OF LIFE
214 COMMERCIAL STREET	MALDEN	MA	02148	GENERAL SUPPORT	$10,000
ELIOT FAMILY RESOURCE CENTER
548 BROADWAY	EVERETT	MA	02149	GENERAL SUPPORT	$10,000
HOUSING FAMILIES INC
350 CROSS STREET	MALDEN	MA	02149	GENERAL SUPPORT	$10,000
MALDEN YMCA
99 DARTMOUTH STREET	MALDEN	MA	02149	GENERAL SUPPORT	$7,500
UNITED WAY - EVERETT FUND
51 SLEEPER STREET	BOSTON	MA	02210	GENERAL SUPPORT	$52,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$295,672	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Related Or Exempt Function Incm	$361,504	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$361,504	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$361,504	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
OFFICE EXPENSES	$9	$9
WIRE FEE	$10	$10

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$361,504	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$361,504	AdjustedNetIncomeAmt

EVERETT CITIZENS FOUNDATION INC: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Comments