JOSEPH & AGATHA SICARI CHARITABLE TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JOSEPH & AGATHA SICARI CHARITABLE TR (EIN 04-6922636)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201311339349102056
Schema version: 2012v2.0
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Assets Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T12:48:04-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS ARRISON PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	312 GREAT RD	AddressLine1
City	LITTLETON	City
State	MA	State
ZIP Code	01460	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046922636	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE JOSEPH & AGATHA SICARI CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JOSE	NameControl
Phone	9783681200	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	141 KENDALL HILL ROAD	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	01564	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID TAYLOR	Name
Title	TRUSTEE	Title
Phone	9783681200	Phone
Date Signed	2013-05-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THOMAS ARRISON CPA	Name
Phone	9784869855	Phone
Date Prepared	2013-05-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	8274670	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	239151	DividendsRevAndExpnss
Dividends Net Invst Incm	239151	DividendsNetInvstIncm
Dividends Adj Net Incm	239151	DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm	303969	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	10315	NetSTCGAdjNetIncm
Total Revenue And Expenses	239151	TotalRevenueAndExpenses
Total Net Investment Income	543120	TotalNetInvestmentIncome
Total Adjusted Net Income	249466	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	49000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Adj Net Incm	49000	CompOfcrDirTrstAdjNetIncm
Legal Fees Rev And Expnss	4000	LegalFeesRevAndExpnss
Legal Fees Adj Net Incm	4000	LegalFeesAdjNetIncm
Accounting Fees Rev And Expnss	2400	AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm	2400	AccountingFeesAdjNetIncm
Other Prof Fees Rev And Expnss	87841	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	87841	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	87841	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	487	TaxesRevAndExpnss
Taxes Adj Net Incm	417	TaxesAdjNetIncm
Other Expenses Rev And Expnss	706	OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm	706	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	144434	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	87841	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	144364	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	370000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	370000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	514434	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	87841	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	144364	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	370000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-275283	ExcessOfRevenueOverExpenses
Net Investment Income	455279	NetInvestmentIncome
Adjusted Net Income	105102	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	5308	CashBOY
Cash EOY	21632	CashEOY
Cash EOYFMV	21632	CashEOYFMV
Savings And Temp Cash Invst BOY	388784	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	777629	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	777629	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Rcvbl BOY	2260629	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	2398714	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	2398714	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	3622672	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3109817	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4707207	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	298494	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	298850	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	315660	InvestmentsCorpBondsEOYFMV
Investments Other BOY	50000	InvestmentsOtherBOY
Investments Other EOY	50000	InvestmentsOtherEOY
Investments Other EOYFMV	50000	InvestmentsOtherEOYFMV
Other Assets BOY	3828	OtherAssetsBOY
Other Assets EOY	3828	OtherAssetsEOY
Other Assets EOYFMV	3828	OtherAssetsEOYFMV
Total Assets BOY	6629715	TotalAssetsBOY
Total Assets EOY	6660470	TotalAssetsEOY
Total Assets EOYFMV	8274670	TotalAssetsEOYFMV
Accounts Payable BOY	2400	AccountsPayableBOY
Accounts Payable EOY	2400	AccountsPayableEOY
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	0	OtherLiabilitiesEOY
Total Liabilities BOY	2400	TotalLiabilitiesBOY
Total Liabilities EOY	2400	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	6627315	UnrestrictedBOY
Unrestricted EOY	6658070	UnrestrictedEOY
Total Net Assets BOY	6627315	TotalNetAssetsBOY
Total Net Assets EOY	6658070	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	6629715	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	6660470	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	6627315	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-275283	ExcessOfRevenueOverExpenses
Other Increases	306038	OtherIncreases
Subtotal	6658070	Subtotal
Total Net Assets Fund Balances EOY	6658070	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
500 Walmart Stores	P	2011-08-11	2012-01-04	30037	24510	5527	5527
2000 Huntsman Corp	P	2012-01-03	2012-01-19	22282	20280	2002	2002
2000 Corning Inc	P	2012-01-26	2012-08-03	22712	25840	-3128	-3128
1500 Walgreen	P	2012-05-01	2012-10-01	55216	52599	2617	2617
1000 Walgreen	P	2012-06-19	2012-10-01	18405	15108	3297	3297
1000 Home Depot	P	2009-10-16	2012-01-12	43350	27080	16270	16270
500 Berkshire Hathaway	P	2005-04-20	2012-02-23	39506	27908	11598	11598
2000 Procter & Gamble	P	2001-09-17	2012-02-23	129241	62974	66267	66267
2000 Volkswagen	P	2010-04-27	2012-04-27	67614	39460	28154	28154
1000 HJ Heinz	P	2010-08-06	2012-05-15	54875	45198	9677	9677
300 Home Depot	P	2009-10-16	2012-05-21	14244	8124	6120	6120
2000 Home Depot	P	2009-10-20	2012-05-21	94958	54360	40598	40598
300 Home Depot	P	2009-11-17	2012-05-21	14244	8036	6208	6208
400 Home Depot	P	2010-08-19	2012-05-21	18992	11294	7698	7698
1000 HJ Heinz	P	2010-11-19	2012-05-22	53994	47763	6231	6231
1000 Exelon	P	2009-11-20	2012-05-23	36842	46710	-9868	-9868
1000 Exelon	P	2010-04-16	2012-05-23	36843	43720	-6877	-6877
500 Exelon	P	2011-03-16	2012-05-23	18421	20304	-1883	-1883
600 Archer Daniels Midland	P	2011-03-02	2012-06-06	19050	21926	-2876	-2876
1400 Archer Daniels Midland	P	2011-03-11	2012-06-06	44449	49574	-5125	-5125
1000 Eli Lilly	P	2010-03-05	2012-10-09	52685	34990	17695	17695
2000 Eli Lilly	P	2010-03-05	2012-10-17	107260	69980	37280	37280
2000 Procter & Gamble	P	2001-09-17	2012-10-26	139722	62974	76748	76748
3000 Annaly Cap Mgmt	P	2011-07-12	2012-11-28	44009	54270	-10261	-10261

Field	Value	IRS element (for citing)
Capital Gain Net Income	303969	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	10315	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Qualifying Distributions Year1	361400	QualifyingDistributionsYear1
Noncharitable Assets Year1	7329451	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049308	DistributionRatioYear1
Qualifying Distributions Year2	373000	QualifyingDistributionsYear2
Noncharitable Assets Year2	8565099	NoncharitableAssetsYear2
Distribution Ratio Year2	0.043549	DistributionRatioYear2
Qualifying Distributions Year3	393815	QualifyingDistributionsYear3
Noncharitable Assets Year3	7576428	NoncharitableAssetsYear3
Distribution Ratio Year3	0.051979	DistributionRatioYear3
Qualifying Distributions Year4	493835	QualifyingDistributionsYear4
Noncharitable Assets Year4	8918020	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055375	DistributionRatioYear4
Qualifying Distributions Year5	442075	QualifyingDistributionsYear5
Noncharitable Assets Year5	9897842	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044664	DistributionRatioYear5
Total Distribution Ratio	0.244875	TotalDistributionRatio
Average Distribution Ratio	0.048975	AverageDistributionRatio
Net Noncharitable Assets	8187874	NetNoncharitableAssets
Adjusted Noncharitable Assets	401001	AdjustedNoncharitableAssets
One Percent Net Investment Income	4553	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	405554	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	370000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	9106	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	9106	Subtotal
Tax Based On Investment Income	9106	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3907	EstTaxPaymentsAndOverpayment
Total Credits And Payments	3907	TotalCreditsAndPayments
Tax Paid Original Return	3907	TaxPaidOriginalReturn
Tax Due	5199	TaxDue
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	DAVID TAYLOR	BooksInCareOfPersonName
Books In Care Of Phone Number	9783681200	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	141 KENDALL HILL RD	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	015641516	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	DAVID TAYLOR	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	141 KENDALL HILL RD	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	01564	ZIPCode

Field	Value	IRS element (for citing)
Title	Trustee	Title
Avg Hours Per Wk Devoted To Position	5.00	AvgHoursPerWkDevotedToPosition
Compensation	49000	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAMBRIDGE TRUST ADVISORS	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31 WASHINGTON STREET	AddressLine1
City	WELLESLEY	City
State	MA	State
ZIP Code	02481	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	Investment Management	TypeOfService
Compensation	87841	Compensation

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	Grants Made to Eight 501(c)(3) organizations	Description1
Expenses1	370000	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5302528	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	568572	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	2441462	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	8312562	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	8312562	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	124688	CashDeemedCharitable
Net Noncharitable Assets	8187874	NetNoncharitableAssets
Minimum Investment Return	409394	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	409394	MinimumInvestmentReturn
Tax Based On Investment Income	9106	TaxBasedOnInvestmentIncome
Total Tax	9106	TotalTax
Distributable Amount Before Adj	400288	DistributableAmountBeforeAdj
Distributable Amount Before Ded	400288	DistributableAmountBeforeDed
Distributable Amount As Adjusted	400288	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	370000	ExpensesAndContributions
Qualifying Distributions	370000	QualifyingDistributions
Adj Qualifying Distributions	370000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	400288	DistributableAmountAsAdjusted
Undistributed Income Prior Year	364267	UndistributedIncomePriorYear
Excess Distri Carryover Year5	442075	ExcessDistriCarryoverYear5
Excess Distri Carryover Year1	361400	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	803475	TotalExcessDistriCarryover
Qualifying Distributions	370000	QualifyingDistributions
Remaining Distri From Corpus	370000	RemainingDistriFromCorpus
Total Corpus	1173475	TotalCorpus
Taxable Amount2	364267	TaxableAmount2
Undistributed Income CY	400288	UndistributedIncomeCY
Excess Distri Cyov From Year5	442075	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	731400	ExcessDistriCyovToNextYear
Excess From Year1	361400	ExcessFromYear1
Excess From Current Year	370000	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DAVID TAYLOR TRUSTEE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	141 KENDALL HILL ROAD	AddressLine1
City	STERLING	City
State	MA	State
ZIP Code	01564	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9783681200	RecipientPhoneNumber
Form And Info And Materials	NO PREDETERMINED FORMS	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ELLEN M LEACH HOUSE
ONE COLONIAL CIRCLE	BREWER	ME	04412	None	PurposesGeneral	$20,000
HOLDEN CHRISTIAN ACADEMY
279 RESERVOIR RD	HOLDEN	MA	01520	None	PurposesGeneral	$45,000
21 INTERNATIONAL INC
PO BOX 150909	LAKEWOOD	CO	80215	None	PurposesGeneral	$180,000
FAITH HOUSE
141 KENDALL HILL ROAD	STERLING	MA	01564	None	PurposesGeneral	$45,000
MARJOT FOUNDATION
28 WIDGEON ROAD	FALMOUTH	MA	02540	None	PurposesGeneral	$5,000
HOME FOR LITTLE WANDERERS
271 HUNTINGTON AVE	BOSTON	MA	02115	None	PurposesGeneral	$5,000
MISSION E4
20 HAVANA ROAD	WORCESTER	MA	01603	None	PurposesGeneral	$20,000
FIRST ASSEMBLY OF GOD
30 TYLER-PRENTICE ROAD	WORCESTER	MA	01605	none	Purchase Van	$50,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	370000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$239,151	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$239,151	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	239151	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Berkshire Hathaway	99666	105128
Mixrosoft Corp Fixed Rt Nt	199184	210532

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	Publicly Traded Securities - details available on request	NameOfStock
EOY Book Value	3109817	EOYBookValue
EOYFMV	4707207	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	Eagle Rental	CategoryOrItem
Book Value	50000	BookValue
EOYFMV	50000	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX RECEIVABLE	Description
BOY Book Value	3828	BOYBookValue
EOY Book Value	3828	EOYBookValue
EOYFMV	3828	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX RECEIVABLE	Description
BOY Book Value	3828	BOYBookValue
EOY Book Value	3828	EOYBookValue
EOYFMV	3828	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX RECEIVABLE	Description
BOY Book Value	3828	BOYBookValue
EOY Book Value	3828	EOYBookValue
EOYFMV	3828	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
DUES & SUBSCRIPTIONS	695	695
Bank Service Charges	11	11

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
Gains on Securities	$303,970
Other Gains	$2,068

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX PAYABLE	Description

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	FEDERAL EXCISE TAX PAYABLE	Description

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Adjusted Net IncomeAdjustedNetIncome
State Filing Fees	$70
Foreign Taxes	$417	417

JOSEPH & AGATHA SICARI CHARITABLE TR: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

US Address USAddress

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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