IORIO CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: IORIO CHARITABLE FOUNDATION (EIN 04-6745180)
Tax period: 2024-11-01 to 2025-10-31
Filed: 2026-09-03
IRS object ID: 202612469349101201
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
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-09-03T09:01:17-05:00	ReturnTs
Tax Period End	2025-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	330 RUSH ALLEY SUITE 800	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	432153932	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046745180	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IORIO CHARITABLE FOUNDATION DTD 1141993	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	IORI	BusinessNameControlTxt
Phone	5084598000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 FRONT STREET 5TH FLOOR	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOROTHY IORIO	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5084598000	PhoneNum
Signature	2026-09-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KELLY NEUGEBAUER	PreparerPersonNm
PTIN	P01285591	PTIN
Phone	6142211000	PhoneNum
Preparation	2026-09-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,471,055	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$63,018	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$63,018	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$43,083	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$259,147	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$43,083	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$106,101	TotalRevAndExpnssAmt
Total Net Invst Incm	$106,101	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$4,500	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$2,250	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,250	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$8,389	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$8,389	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$130	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$130	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,019	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,639	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,380	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$94,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$94,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$107,019	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,639	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$96,380	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$918	ExcessRevenueOverExpensesAmt
Net Investment Income	$95,462	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$186,388	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$127,977	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$127,977	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$1,512,434	CorporateStockBOYAmt
Corporate Stock EOY	$1,586,618	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,343,078	CorporateStockEOYFMVAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,698,822	TotalAssetsBOYAmt
Total Assets EOY	$1,714,595	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,471,055	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,698,822	CapitalStockBOYAmt
Capital Stock EOY	$1,714,595	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,698,822	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,714,595	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,698,822	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,714,595	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,698,822	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$918	ExcessRevenueOverExpensesAmt
Other Increases	$16,691	OtherIncreasesAmt
Subtotal	$1,714,595	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,714,595	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
1. LTCG FROM STATEMENTS	2024-10-01	2025-10-31	$250,824	$216,043	$34,781	$34,781
1. STCG FROM STATEMENTS	2024-11-01	2025-10-31		$21	-$21	-$21
CAPITAL GAIN DIVIDENDS					$8,323		P
CAPITAL GAIN DIVIDENDS					$8,323		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$43,083	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Ruling Letter	1966-04-16	RulingLetterDt
Investment Income Excise Tax	$1,327	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,327	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,327	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$2,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$2,000	TotalPaymentsAndCreditsAmt
Es Penalty	$69	EsPenaltyAmt
Overpayment	$604	OverpaymentAmt
Applied To ES Tax	$604	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	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	SUMNER B TILTON JR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5084598000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 FRONT STREET 5TH FLOOR	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01608	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	Yes (true)	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
SUMNER B TILTON JR
100 FRONT STREET 5TH FLOOR	WORCESTER	MA	01608	TRUSTEE	5	$4,500
DOROTHY IORIO
100 FRONT STREET 5TH FLOOR	WORCESTER	MA	01608	TRUSTEE	5	$0
THEODORE L IORIO
100 FRONT STREET 5TH FLOOR	WORCESTER	MA	01608	TRUSTEE	5	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$2,181,665	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$100,226	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,281,891	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,281,891	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$34,228	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,247,663	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$112,383	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$112,383	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,327	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,327	TotalTaxAmt
Distributable Before Adj	$111,056	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$111,056	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$111,056	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$96,380	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	$96,380	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$111,056	DistributableAsAdjustedAmt
Undistributed Income PY	$44,772	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$96,380	QualifyingDistributionsAmt
Applied To Year1	$44,772	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$51,608	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$59,448	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NORFOLK HUNT PONY CLUB FA THE US
CK 460 12/19/2024	2 WARD LN	SHERBORN	MA	017701212	NONE	PC	GENERAL SUPPORT	$3,000
BOSTON MEDICAL CENTER
CK 465 11/27/2024	960 MASSACHUSETTS AVE 2ND FL	BOSTON	MA	02118	NONE	PC	GENERAL PURPOSE	$2,000
PRESIDENT &TRUSTEES OF COLBY COLLEGE
CK 466 12/5/2024	4335 MAYFLOWER HILL	WATERVILLE	ME	04901	NONE	PC	GENERAL PURPOSE	$2,000
BENTLEY UNIVERSITY
CK 469 11/26/2024	175 FOREST STPAYROLL DEPARTMENT	WALTHAM	MA	02452	NONE	PC	GENERAL PURPOSE	$2,000
ANNA MARIA COLLEGE
CK 449 11/25/2024	50 SUNSET LANE	PAXTON	MA	016121198	NONE	PC	GENERAL SUPPORT	$2,500
TRUSTEES OF BOSTON UNIVERSITY
CK 468 12/12/2024	881 COMMONWEALTH AVE 4TH FLOOR	BOSTON	MA	022151390	NONE	PC	GENERAL PURPOSE	$2,000
CUSHING ACADEMY
CK 452 11/18/2024	39 SCHOOL STREET	ASHBURNHAM	MA	014308000	NONE	PC	GENERAL PURPOSE	$2,500
MCPHS UNIVERSITY
CK 457 11/20/2024	179 LONGWOOD AVE	BOSTON	MA	02115	NONE	PC	GENERAL SUPPORT	$5,000
TRUSTEES OF RESERVATIONS
CK 463 11/15/2024	200 HIGH STREET SUITE 4A	BOSTON	MA	10025	NONE	PC	GENERAL PURPOSE	$5,000
MILLIS FOOD PANTRY
CK 458 11/20/2024	142 EXCHANGE STREET	MILLIS	MA	02054	NONE	PC	GENERAL PURPOSE	$2,500
FOXBOROUGH HIGH SCHOOL
CK 454 12/13/2024	120 SOUTH STREET	FOXBOROUOGH	MA	02035	NONE	GOV	GENERAL SUPPORT	$7,000
MILLIS PUBLIC SCHOOLS
CK 459 11/20/2024	245 PLAIN STREET	MILLIS	MA	02054	NONE	GOV	GENERAL PURPOSE-GIFT	$14,000
FORDHAM PREPARATORY SCHOOL
CK 461 11/15/2024	32 PLANTING FIELD RD	MEDFIELD	NY	10458	NONE	PC	GENERAL PURPOSE	$7,000
PTA OF MS54 INC
CK 462 11/19/2024	103 WEST 107TH STREET	NEW YORK	NY	10025	NONE	PC	GENERAL PURPOSE	$7,000
FRIENDS OF MILLIS COUNCIL ON AGING
CH 455 11/14/24	900 MAIN STREET	MILLIS	MA	02054	NONE	PC	GENERAL PURPOSE	$2,500
BAY STATE SPEEDSKATING CLUB INC
CK 450 11/18/2024	692 WEST STREET	BRAINTREE	MA	02184	NONE	PC	GENERAL SUPPORT	$2,500
OBERLIN COLLEGE
CK 467 12/3/2024	173 W LORAIN ST CONTROLLERS OFFICE	OBERLIN	OH	440741057	NONE	PC	GENERAL PURPOSE	$2,000
JOHN J AHERN MIDDLE SCHOOL
PARENT ADVISORY - CK 456 11/26/2024	111 MECHANIC ST	FOXBOROUGH	MA	02035	NONE	PC	GENERAL SUPPORT TO PAC	$7,000
FOXBORO SKATEPARK ASSOCIATION
CK 453 1/2/2025	13 UNION STREET	FOXBORO	MA	02035	NONE	PC	GENERAL PURPOSE	$1,500
COFFE UNLIMITED
CK 451 12/2/2024	263 W 139TH ST	NEW YORK	NY	100302104	NONE	PC	GENERAL PURPOSE	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$94,000	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$63,018	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	$43,083	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	$106,101	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$106,101	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ARTISAN HIGH INCOME ADVISOR (A	$43,821	$46,237
BAIRD AGGREGATE BOND INS (BAGI	$313,557	$312,645
BLACKROCK STRATEGIC INCOME OPP	$93,023	$93,997
HARBOR CORE BOND RETIREMENT (H	$336,416	$340,712
AMERICAN FUNDS EUROPACIFIC GRO	$72,456	$96,291
COHEN & STEERS INSTL REALTY SH	$58,542	$64,515
DODGE & COX INTERNATIONAL STOC	$93,253	$121,403
DWS RREEF REAL ASSETS INST (AA	$132,698	$140,052
GQG PARTNERS EMERGING MARKETS	$65,107	$74,774
PIMCO RAE EMERGING MARKETS INS	$45,085	$56,039
VANGUARD EXTENDED MARKET INDEX	$105,108	$239,171
VANGUARD TOTAL INTL STOCK INDE	$86,821	$128,272
VANGUARD 500 INDEX ADMIRAL (VF	$123,731	$611,199
BAIRD QUALITY INTERMEDIATE MUN
METROPOLITAN WEST TOTAL RETURN
PRINCIPAL DIVERSIFIED REAL ASS
VANGUARD VALUE INDEX ADM (VVIA
ARGA EMERGING MARKET VA	$17,000	$17,771

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER NON-ALLOCABLE EXPENSE -	Desc
Revenue And Expenses Per Books	$130	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$130	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT TO COST BASIS	Desc
Amt	$16,691	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMNT MNGMNT FEES (NON-DED	CategoryTxt
Amt	$8,389	Amt
Net Investment Income	$8,389	NetInvestmentIncomeAmt

IORIO CHARITABLE FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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