MARLEE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARLEE FOUNDATION INC (EIN 47-3165035)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-20
- IRS object ID
- 202532939349100803
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T14:37:41-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043020242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMCHES & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 GROVE STREET SUITE 375 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473165035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARLEE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 7815457365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 COUNTRY WAY | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7815457365 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM J DEMARAL | PreparerPersonNm |
| PTIN | P00145773 | PTIN |
| Phone | 7812371570 | PhoneNum |
| Preparation | 2025-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $1,918,173 | 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 | $845,025 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,939 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $78,939 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $923,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,939 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $78,939 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,250 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,005 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,005 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,992 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,062 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,317 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $619,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,317 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $304,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,622 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,598,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,113,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,113,720 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $790,000 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $790,000 | LandEOYAmt |
| Land EOYFMV | $790,000 | LandEOYFMVAmt |
| Other Assets BOY | $14,453 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,453 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,453 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,613,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,918,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,918,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,613,304 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,918,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,613,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,918,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,613,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,918,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,613,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $304,869 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,918,173 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,918,173 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,056 | SubtotalAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $89 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $89 | RefundAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | MARLEEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | WILLIAM HALE | IndividualWithBooksNm |
| Phone | 7815457365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 COUNTRY WAY | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM HALE | ||||||||
| 41 MORDECAI LINCOLN ROAD | SCITUATE | MA | 02066 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| MICHAEL HALE | ||||||||
| 16 BAYBERRY ROAD | SCITUATE | MA | 02066 | VICE PRESIDE | 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 |
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 | $1,356,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $790,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,146,286 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,146,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,114,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,056 | TotalTaxAmt |
| Distributable Before Adj | $104,649 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,649 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,778 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $612,778 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,649 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $822 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,352 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,136 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,725 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $305,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $701,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,778 | QualifyingDistributionsAmt |
| Applied To Current Year | $104,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $508,129 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,209,266 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $822 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $822 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,124,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,352 | ExcessFromYear4Amt |
| Excess From Year3 | $91,136 | ExcessFromYear3Amt |
| Excess From Year2 | $136,725 | ExcessFromYear2Amt |
| Excess From Year1 | $305,531 | ExcessFromYear1Amt |
| Excess From Current Year | $508,129 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM HALE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 COUNTRY WAY | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812640092 | RecipientPhoneNum |
| Recipient Email Address | AAWILL@AJAINT.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE EVAN HENRY FOUNDATION | ||||||
| PO BOX 930 | NORWELL | MA | 02061 | 501(C)(3) | DONATION | $5,000 |
| V BRYCE CO OKLAHOMA STATE UNIV | ||||||
| 107 WHITEHURST | STILLWATER | OK | 74078 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| C MCGUIRE CO UC IRVINE | ||||||
| 204 ALDRICH HALL | IRVINE | CA | 92697 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| M PEREZ CO DUKE UNIVERSITY | ||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | 501(C)(3) | SCHOLARSHIP | $5,500 |
| A SAMUEL CO UNIV OF ALABAMA | ||||||
| PO BOX 870 | TUSCALOOSA | AL | 35487 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| TUNNEL TO TOWERS | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | 501(C)(3) | DONATION | $200,000 |
| PAWS OF WAR | ||||||
| 127-6 SMITHTOWN BLVD | NESCONSET | NY | 11767 | 501(C)(3) | DONATION | $100,000 |
| BARN SANCTUARY | ||||||
| 20179 MCKERNAN DR | CHELSEA | MI | 48118 | 501(C)(3) | DONATION | $100,000 |
| FBC SCITUATE | ||||||
| 660 COUNTRY WAY | SCITUATE | MA | 02066 | 501(C)(3) | DONATION | $20,000 |
| CROSSPOINTE BAPTIST CHURCH | ||||||
| 4100 NORTH VALDOSTA ROAD | VALDOSTA | GA | 31602 | 501(C)(3) | DONATION | $40,000 |
| HIGASHI SCHOOL | ||||||
| 800 N MAIN ST | RANDOLPH | MA | 02368 | 501(C)(3) | DONATION | $14,078 |
| KERRY JON WALKER FUND | ||||||
| PO BOX 98 | HULL | MA | 02045 | 501(C)(3) | DONATION | $1,000 |
| M JONES CO UNIV OF ARKANSAS | ||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| L HALLAS CO UNC CHAPEL HILL | ||||||
| UNC CHAPEL HILL SUITE 310 | CHAPEL HILL | NC | 27599 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| B GOOD CO AUBURN UNIVERSITY | ||||||
| 211 W THACH AVE | AUBURN | AL | 36849 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| M HANSING CO CAL POLY POMONA | ||||||
| 3801 W TEMPLE AVENUE | POMONA | CA | 91768 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| M HIGGINS CO UNIV OF NOTRE DAME | ||||||
| HOLY CROSS DR | NOTRE DAME | IN | 46556 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| E SIMS CO TRUETT MCCONELL UNIV | ||||||
| 100 ALUMNI DRIVE | CLEVELAND | GA | 30528 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| G ROSENBLOOM CO UNIV OF PENN | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| ERIC FRUGE CO UNC AT WILMINGTON | ||||||
| 601 COLLEGE ROAD | WILMINGTON | NC | 28403 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| L LAMONICA CO METHODIST UNIV | ||||||
| 5400 RAMSEY ST | FAYETTEVILLE | NC | 28311 | 501(C)(3) | SCHOLARSHIP | $5,000 |
| M GAGNARD CO NC STATE UNIV | ||||||
| CAMPUS BOX 7018 | RALEIGH | NC | 276957018 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| C HIGGINS CO INDIANA UNIV SE | ||||||
| 4201 GRANT LINE ROAD | NEW ALBANY | IN | 47150 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| E SAGER CO WASHINGTON COLLEGE | ||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| C SPROUSE CO NC STATE UNIV | ||||||
| CAMPUS BOX 7018 | RALEIGH | NC | 276957018 | 501(C)(3) | SCHOLARSHIP | $4,500 |
| R ZOOK CO LETOURNEAU UNIV | ||||||
| 2100 S MOBBERLY AVE | LONGVIEW | TX | 75607 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| R BRYAN CO JAMES MADISON UNIV | ||||||
| 800 SOUTH MAIN STREET | HARRISONBURG | VA | 22807 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| I DELGADO CO UNIV OF ALABAMA | ||||||
| 801 UNIVERSITY BOULEVARD | TUSCALOOSA | AL | 35401 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| J OLIVIER CO BENEDICTINE COLLEGE | ||||||
| 12829 RIVER RD | RICHMOND | VA | 23238 | 501(C)(3) | SCHOLARSHIP | $4,000 |
| A SHIVELY CO LANDER UNIVERSITY | ||||||
| 320 STANLEY AVE | GREENWOOD | SC | 296492099 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| L DAUGHERTY CO UNIV OF ALABAMA | ||||||
| 801 UNIVERSITY BOULEVARD | TUSCALOOSA | AL | 35401 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| A MCFADYEN CO COL OF CHARLESTON | ||||||
| 89 ST PHILIP STREET | CHARLESTON | SC | 29424 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| T GONZALEZ-SANCHEZ CO SANTA FE CO | ||||||
| 3000 NW 83 ST | GAINESVILLE | FL | 32606 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| M BARRY CO UNC CHAPEL HILL | ||||||
| 200 E CAMERON AVE | CHAPEL HILL | NC | 27599 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| I JAMESON CO LIBERTY UNIVERSITY | ||||||
| 1971 UNIVERSITY BOULEVARD | LYNCHBURG | VA | 24515 | 501(C)(3) | SCHOLARSHIP | $3,000 |
| W JAMESON CO LIBERTY UNIVERSITY | ||||||
| 1971 UNIVERSITY BOULEVARD | LYNCHBURG | VA | 24515 | 501(C)(3) | SCHOLARSHIP | $3,500 |
| N MILLER CO UNIV OF ALABAMA | ||||||
| 801 UNIVERSITY BOULEVARD | TUSACLOOSA | AL | 35401 | 501(C)(3) | SCHOLARSHIP | $2,000 |
| S DEJARNETTE CO USC | ||||||
| 3551 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | 501(C)(3) | SCHOLARSHIP | $2,000 |
| K FEDRICK CO TUSCULUM UNIV | ||||||
| 60 SHILOH RD | TUSCULUM | TN | 37745 | 501(C)(3) | SCOLARSHIP | $2,000 |
| D PETERSON CO REGIS COLLEGE | ||||||
| 235 WELLESLEY STREET | WESTON | MA | 02493 | 501(C)(3) | SCHOLARSHIP | $2,000 |
| M BUCHTA CO AUBURN UNIVERSITY | ||||||
| 211 W THACH AVE | AUBURN | AL | 36849 | 501(C)(3) | SCHOLARSHIP | $2,500 |
| R BRYCE CO OKLAHOMA STATE UNIV | ||||||
| 107 WHITEHURST | STILLWATER | OK | 74078 | 501(C)(3) | SCHOLARSHIP | $2,000 |
| S MOURAS CO QUEENS U OF CHARLOTTE | ||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | 501(C)(3) | SCHOLARSHIP | $2,000 |
| N YERACE CO UC DAVIS | ||||||
| 1 SHIELDS AVENUE | DAVIS | CA | 95616 | 501(C)(3) | SCHOLARSHIP | $1,500 |
| C MEDURE CO ARIZONA STATE UNIV | ||||||
| 1151 S FOREST AVE | TEMPE | AZ | 85281 | 501(C)(3) | SCHOLARSHIP | $1,000 |
| S MOSELE CO LOYOLA UNIV CHICAGO | ||||||
| 6339 N SHERIDAN ROAD | CHICAGO | IL | 60660 | 501(C)(3) | SCHOLARSHIP | $1,000 |
| S RAYNOR CO OLD DOMINION UNIV | ||||||
| 5115 HAMPTON BOULEVARD | NORFOLK | VA | 23529 | 501(C)(3) | SCHOLARSHIP | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,778 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,939 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,939 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,939 | 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 |
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 Person | WILLIAM HALE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MORDECAI LINCOLN ROAD | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $840,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 814 COUNTRY WAY, SCITUATE, MA | NoncashPropertyDesc |
| Fair Market Value | $790,000 | FairMarketValueAmt |
| Received | 2024-06-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,250 | Amt |
| Adjusted Net Income | $2,250 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 814 COUNTRY WAY | PropertyDesc |
| Acquired | 2024-12-30 | AcquiredDt |
| Cost Or Other Basis | $790,000 | CostOrOtherBasisAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 39.0000 | LifeRt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $790,000 | CostOrOtherBasisAmt |
| Book Value | $790,000 | BookValueAmt |
| EOYFMV | $790,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DRIVING SIMULATOR SCITUATE POLICE | Desc |
| BOY Book Value | $14,453 | BOYBookValueAmt |
| EOY Book Value | $14,453 | EOYBookValueAmt |
| EOYFMV | $14,453 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $70 | $70 | |
| CD FEES | $2,992 | $2,992 | $2,992 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,005 | Amt |
| Adjusted Net Income | $1,005 | AdjustedNetIncomeAmt |
Comments