JOSEPH & AGATHA SICARI CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & AGATHA SICARI CHARITABLE TR (EIN 04-6922636)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108791
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T19:40:14-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043215625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vallas & Arrison PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Road | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | 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 | 046922636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joseph & Agatha Sicari Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Trust | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,792,221 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $216,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,690 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $216,690 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $700,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,677,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $700,733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,720 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,720 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $46,720 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,364,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $964,143 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $263,410 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $32,500 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,231 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $8,231 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $153,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,398 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,825 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $125 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,058 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $2,058 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $230,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $42,914 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $697,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $697,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $928,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $42,914 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $436,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $776,420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $220,496 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,762 | CashBOYAmt |
| Cash EOY | $98,492 | CashEOYAmt |
| Cash EOYFMV | $98,492 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $359,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $359,575 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $955,682 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,589,726 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $955,682 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $955,682 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations EOY | $389,909 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $399,006 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,327,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,640,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,908,395 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,078,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,514,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,792,221 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,600 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,600 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,600 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,076,126 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,512,132 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,076,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,512,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,078,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,514,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,076,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $436,006 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,512,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,512,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LPL ST Covered | P | 2024-01-01 | 2024-12-31 | $291,053 | $359,622 | -$68,569 | -$68,569 |
| LPL ST Noncovered | P | 2024-01-01 | 2024-12-31 | $98,841 | $97,477 | $1,364 | $1,364 |
| LPL LT Covered | P | 2020-01-01 | 2024-12-31 | $427,658 | $270,485 | $157,173 | $157,173 |
| LPL LT Noncovered | P | 2020-01-01 | 2024-12-31 | $859,555 | $248,790 | $610,765 | $610,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $700,733 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$67,205 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,792 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,792 | SubtotalAmt |
| Tax Based On Investment Income | $10,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $433 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $433 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,359 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Taylor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783681200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Vallas & Arrison | |||||
| 312 Great Road | Littleton | MA | 01450 | Accounting Services | $2,600 |
| LPL Financial | |||||
| 1055 LPL Way | Fort Mill | SC | 29715 | Investment Management | $153,398 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grants Made to Seven tax exempt organizations. | Description1Txt |
| Expenses1 | $697,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,169,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $950,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,414,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,414,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,243,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $562,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $562,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,792 | TotalTaxAmt |
| Distributable Before Adj | $551,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $551,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $551,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $697,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,375 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $94,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,470 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,669 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $551,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,125 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,794 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $94,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $351,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,470 | ExcessFromYear4Amt |
| Excess From Year3 | $39,696 | ExcessFromYear3Amt |
| Excess From Year2 | $47,471 | ExcessFromYear2Amt |
| Excess From Year1 | $33,805 | ExcessFromYear1Amt |
| Excess From Current Year | $146,125 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Davis Taylor Trustee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBox 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9783681200 | RecipientPhoneNum |
| Form And Info And Materials | No Predetermined Forms | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Friends of Ellen M Leach Memorial H | ||||||
| One Colonial Circle | Brewer | ME | 04412 | None | General Purposes | $85,000 |
| Holden Christian Academy | ||||||
| 279 Reservoir Road | Holden | MA | 01520 | None | General Purposes | $75,000 |
| Missionaries 2 Marriages | ||||||
| C/o DeMott 10700 W 104th Ave | Westminister | CO | 80021 | None | General Purposes | $47,500 |
| Ducks on a Pond | ||||||
| 197 Friend Street | Boston | MA | 02114 | None | General Purposes | $50,000 |
| Regenerating Life Ministries | ||||||
| PO Box 1355 | Fatetteville | GA | 30214 | None | General Purposes | $30,000 |
| Earning for Life Inc | ||||||
| PO Box 307 | Shrewsbury | MA | 01545 | None | General Purpose | $400,000 |
| Westwood Food Pantry | ||||||
| 60 Nahatan Street | Westwood | MA | 02090 | None | General Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $697,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,690 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $700,733 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $263,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $700,733 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $964,143 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Dividend and interest income is used to make distributions to various tax exempt organizations. |
| 7 | Miscellaneous income is used to make distributions to various tax exempt organizations. |
| 8 | Proceeds from the sale of investments are used to make distributions to various tax exempt organizations. |
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 | Michael Phillips | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Spring Ranch Drive | AddressLine1Txt |
| City | Golden | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $8,231 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,231 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Bank Charges | $240 | $240 |
| Dues and Subscriptions | $1,660 | $1,660 |
| Office Expense | $149 | $149 |
| Postage | $9 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $46,720 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $153,398 | Amt |
| Net Investment Income | $153,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fees | $125 | $125 | |
| Foreign Taxes | $1,825 | $1,825 |
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