FRAZZOLI-CASSI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRAZZOLI-CASSI FAMILY FOUNDATION (EIN 82-3342245)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-01
- IRS object ID
- 202612449349100516
- Schema version
- 2025v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-01T16:42:05-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823342245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Frazzoli-Cass Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FRAZ | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emilio Frazzoli | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,084,386 | 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 | $661,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,299,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $371,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $417,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,770 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $752,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,938 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $199,599 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $184,781 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $185,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,234,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,999,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,605,003 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $153,332 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,944 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $171,771 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,723,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,475,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,084,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,723,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,475,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,723,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,475,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,723,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,475,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,723,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $752,608 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,475,612 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,475,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,299,490 | GrossSalesPriceAmt |
| Cost Or Other Basis | $927,506 | CostOrOtherBasisAmt |
| Gain Or Loss | $371,984 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $371,984 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $371,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,475 | SubtotalAmt |
| Tax Based On Investment Income | $5,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,181 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,481 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | AppliedToESTaxAmt |
| Refund | $0 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Romana Cass | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Emilio Frazzoli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,218,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,340,190 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,340,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,290,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,475 | TotalTaxAmt |
| Distributable Before Adj | $159,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $35,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,029 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $56,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,143 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $197,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,770 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $123,259 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,259 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,584 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $74,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,584 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Emilio Frazzoli | ContributingManagerNm |
| Contributing Manager | ROMANA CASS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CANADIAN COLOMBIAN CHILDREN ORGANIZATION | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 THE EAST MALL STE 300 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M9B 6J7 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | General & Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,087 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $157,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,119 | 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 | Frazzoli Emilio | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Summer Lane | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $661,551 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NVIDIA CORP NVDA, 3610 sh. | NoncashPropertyDesc |
| Fair Market Value | $661,551 | FairMarketValueAmt |
| Received | 2025-12-22 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON INC - 2.100% - 05/12/20 | $13,892 | $14,471 |
| BANK AMER CORP - 3.419% - 12/2 | $16,300 | $16,806 |
| BRISTOL-MYERS SQUIBBCO NOTE - | $13,416 | $13,545 |
| COMCAST CORP NOTE - 4.150% - 1 | $12,926 | $13,069 |
| CONOCOPHILLIPS COMPANY - 4.700 | $13,921 | $14,273 |
| GOLDMAN SACHS GROUP INC - 5.05 | $14,455 | $14,355 |
| INTEL CORP - 2.450% - 11/15/20 | $15,150 | $15,878 |
| JPMORGAN CHASE & CO NOTE - 5.0 | $11,129 | $11,278 |
| PFIZER INVT - 4.450% - 05/19/2 | $16,119 | $16,217 |
| RIO TINTO FIN USA PLC - 4.880% | $15,062 | $15,428 |
| VERIZON COMMUNICATIONS INC - 4 | $14,017 | $14,017 |
| WELLS FARGO & CO SER W MTN - 5 | $12,557 | $12,434 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (119 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACI WORLDWIDE INC | $3,578 | $3,395 |
| ADVANCED ENERGY IND INC | $9,461 | $10,259 |
| AEROVIRONMENT, INC. | $1,739 | $4,112 |
| ALNYLAM PHARMACEUTICALS, INC | $39,063 | $33,800 |
| ALPHABET INC CL A | $29,581 | $58,844 |
| AMAZON COM | $31,825 | $39,701 |
| AMERIS BANCORP | $2,755 | $3,862 |
| AMPHENOL CORPORATION | $18,905 | $24,460 |
| API GROUP CORPORATION | $10,184 | $10,866 |
| APPLE INC | $210,786 | $284,910 |
| ARISTA NETWORKS | $26,024 | $51,233 |
| ATLANTIC UNION BANKSHARES CORP | $3,092 | $3,459 |
| AZENTA INC | $2,430 | $2,295 |
| BALCHEM CORP | $3,261 | $3,374 |
| BOOT BARN HOLDINGS, INC | $3,130 | $4,588 |
| BOSTON SCIENTIFIC | $23,041 | $33,849 |
| BOX INC | $3,660 | $3,350 |
| BRINKER INTL INC | $3,182 | $4,449 |
| BROADCOM INC | $30,710 | $44,301 |
| BROWN & BROWN INC | $9,214 | $9,166 |
| CALX NETWORKS INC. | $3,469 | $4,181 |
| CARGURUS INC | $3,990 | $4,219 |
| CASEY'S GENERAL STORES, INC | $6,038 | $10,501 |
| CAVA GROUP INC | $10,027 | $7,571 |
| CLOUDFLARE, INC. | $9,607 | $11,040 |
| COMMVAULT SYSTEMS, INC | $3,304 | $3,510 |
| COSTCO WHOLESALE CORPORATION | $24,326 | $35,356 |
| CRANE CO | $5,053 | $11,250 |
| CRANE NXT ORD SHS | $2,654 | $2,118 |
| CREDO TECHNOLOGY GROUP HOLDLIN | $5,722 | $7,051 |
| CSW INDUSTRIALS INC | $2,451 | $3,522 |
| CURTISS WRIGHT CP | $7,600 | $15,436 |
| D R HORTON | $7,674 | $6,769 |
| DATADOG INC | $8,981 | $8,567 |
| DELL TECHNOLOGIES INC CLASS C | $22,314 | $24,798 |
| DYNATRACE | $39,566 | $32,375 |
| E.L.F. BEAUTY, INC. | $105,160 | $56,194 |
| EATON CORP PLC | $23,097 | $35,992 |
| ECOLAB INC | $27,321 | $31,240 |
| EMCOR GROUP INC | $3,599 | $14,683 |
| ENCOMPASS HEALTH CORPORATION | $8,692 | $9,340 |
| ENPRO INDUSTRIES INC | $2,382 | $4,283 |
| FAIR ISSAC & CO INC | $10,993 | $8,453 |
| FASTENAL COMPANY | $8,599 | $8,508 |
| FEDERAL SIGNAL CORP | $2,988 | $3,258 |
| GARMIN LTD | $8,660 | $8,520 |
| GE VERNOVA | $30,400 | $33,986 |
| GOLDMAN SACHS GROUP | $30,407 | $50,982 |
| GUIDEWIRE SOFTWARE INC | $9,324 | $9,849 |
| HALOZYME THERAPEUTICS, INC | $6,155 | $7,336 |
| HEICO CORP | $9,405 | $10,031 |
| HOULIHAN LOKEY INC | $10,253 | $9,580 |
| HOWMET AEROSPACE ORD SHS | $18,674 | $38,544 |
| IDEXX LABORATORIES INC | $31,086 | $28,414 |
| INTERDIGITAL COMMUNICATIONS CO | $2,768 | $6,049 |
| INTERFACE INC CL A | $2,693 | $3,993 |
| INTUITIVE SURGICAL | $23,237 | $37,946 |
| ISHARE SP SMALL CAP 600 INDEX | $65,177 | $82,924 |
| ISHARES CORE MSCI EAFE ETF | $120,600 | $149,040 |
| ISHARES CORE MSCI TOTAL INTERN | $113,963 | $132,462 |
| ISHARES TR LEHMAN INTER GOVT C | $187,956 | $178,201 |
| ISHARES TRUST RUSSELL 1000 GRO | $110,724 | $219,138 |
| JBT MAREL CORPORATION | $3,770 | $3,917 |
| KIRBY CORPORATION | $3,321 | $3,195 |
| KNIFE RIVER HOLDING COMPANY | $2,133 | $1,899 |
| LEMAITRE VASCULAR, INC | $3,119 | $4,217 |
| LIGAND PHARMACEUTICALS INC | $1,849 | $4,349 |
| MARTIN MARIETTA MATLS INC | $18,893 | $26,774 |
| MERIT MEDICAL SYSTEMS, INC. | $3,757 | $4,054 |
| META PLATFORMS INC | $26,894 | $43,566 |
| MICROSOFT CORP | $37,440 | $50,296 |
| MODINE MFG CO | $3,898 | $3,738 |
| MONGODB INC CL A | $8,799 | $9,653 |
| MONOLITHIC POWER SYSTEMS, INC | $5,871 | $12,689 |
| MOODYS CORP | $19,935 | $26,564 |
| MOOG INC CL A | $2,712 | $4,871 |
| NETFLIX INC | $26,439 | $30,003 |
| NOVA MEASURING INSTRUMENTS LTD | $2,757 | $5,254 |
| NOVANTA INC | $3,944 | $3,927 |
| NVENT ELECTRIC PLC | $8,797 | $15,805 |
| NVIDIA CORP | $727,665 | $762,973 |
| O'REILLY AUTOMOTIVE INC | $19,031 | $28,731 |
| OLLIES BARGAIN OUTLET HOLDINGS | $9,003 | $10,303 |
| PALANTIR TECHNOLOGIES INC | $14,334 | $14,398 |
| PALO ALTO NETWORKS INC | $24,147 | $25,051 |
| PARKER HANNIFIN CP | $23,513 | $36,916 |
| PENUMBRA INC | $9,452 | $15,235 |
| PINTEREST INC | $6,165 | $5,877 |
| PJT PARTNERS INC | $2,647 | $4,180 |
| PRIMORIS SERVICES CORP | $3,320 | $5,214 |
| PURE STORAGE INC | $7,030 | $8,912 |
| QUANTA SVCS INC | $10,072 | $10,552 |
| RAMBUS, INC | $3,108 | $5,054 |
| RAYMOND JAMES FINANCIAL INC | $8,176 | $13,008 |
| REPLIGEN CORP | $3,950 | $4,424 |
| ROSS STORES, INC | $9,237 | $9,187 |
| SENSIENT TECHNOLOGIES | $2,944 | $3,758 |
| SERVICE NOW | $28,393 | $30,638 |
| SHOPIFY INC | $22,557 | $33,804 |
| SKYLINE CHAMPION CORP | $3,501 | $4,394 |
| SPROUTS FARMERS MARKET INC | $10,672 | $5,896 |
| STERLING CONSTRUCTION COMPANY | $792 | $5,206 |
| SYNOPSYS, INC | $21,974 | $27,244 |
| TAPESTRY INC | $9,984 | $13,160 |
| TEXAS ROADHOUSE, INC | $9,429 | $8,632 |
| TG THERAPEUTICS INC | $3,083 | $2,981 |
| THERMO FISHER SCIENTIFIC INC | $32,783 | $33,029 |
| TJX COMPANIES INC | $28,214 | $42,396 |
| TKO GROUP HOLDINGS, INC | $22,907 | $26,961 |
| TOAST INC | $6,605 | $5,611 |
| UBER | $26,292 | $26,556 |
| UFP TECHNOLOGIES INC | $2,589 | $2,886 |
| UNIVERSAL TECH INST | $3,670 | $2,953 |
| VERICEL ORD SHS | $3,983 | $2,989 |
| VIKING HOLDINGS LTD | $9,885 | $12,140 |
| VISA INC | $26,063 | $36,825 |
| WELLTOWER INC. | $26,660 | $30,811 |
| WILLIAMS COS | $26,580 | $27,170 |
| YETI HOLDINGS, INC. | $2,501 | $2,694 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $184,781 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $185,674 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,345 | $17,345 | |
| Bank Charges | $73 | $73 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $23,507 | $23,507 | |
| Professional Services | $3,400 | $3,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $4,100 | |
| 990-PF Extension for 2024 | $2,600 | |
| Foreign Tax Paid | $12 | $12 |
Comments