MARLEE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MARLEE FOUNDATION INC (EIN 47-3165035)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202611329349102721
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T13:02:33-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043020242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIMCHES & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 GROVE STREET SUITE 375AddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473165035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARLEE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARLBusinessNameControlTxt
Phone7815457365PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1814 COUNTRY WAYAddressLine1Txt
CitySCITUATECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM HALEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7815457365PhoneNum
Signature2026-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM J DEMARALPreparerPersonNm
PTINP00145773PTIN
Phone7812371570PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,587,685FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,791ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39,754InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,754InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$39,754InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$167,545TotalRevAndExpnssAmt
Total Net Invst Incm$39,754TotalNetInvstIncmAmt
Total Adj Net Incm$39,754TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,950AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$600OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,200TaxesRevAndExpnssAmt
Taxes Adj Net Incm$1,200TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$20,256DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$20,256DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$56,136OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$56,136OccupancyAdjNetIncmAmt
Other Expenses Rev And Expnss$891OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$891OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$81,033TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$81,033TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$417,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$417,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$498,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$81,033TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$417,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$330,488ExcessRevenueOverExpensesAmt
Net Investment Income$39,754NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,113,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$803,488SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$803,488SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$790,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,256LandBldgEquipAccumDeprecAmt
Land BOY$790,000LandBOYAmt
Land EOY$769,744LandEOYAmt
Land EOYFMV$769,744LandEOYFMVAmt
Other Assets BOY$14,453OtherAssetsBOYAmt
Other Assets EOY$14,453OtherAssetsEOYAmt
Other Assets EOYFMV$14,453OtherAssetsEOYFMVAmt
Total Assets BOY$1,918,173TotalAssetsBOYAmt
Total Assets EOY$1,587,685TotalAssetsEOYAmt
Total Assets EOYFMV$1,587,685TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,918,173RetainedEarningBOYAmt
Retained Earning EOY$1,587,685RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,918,173TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,587,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,918,173TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,587,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,918,173TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$330,488ExcessRevenueOverExpensesAmt
Subtotal$1,587,685SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,587,685TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$553InvestmentIncomeExciseTaxAmt
Subtotal$553SubtotalAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$28EsPenaltyAmt
Tax Due$581TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressMARLEEFOUNDATION.COMWebsiteAddressTxt
Individual With BooksWILLIAM HALEIndividualWithBooksNm
Phone7815457365PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1814 COUNTRY WAYAddressLine1Txt
CitySCITUATECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02066ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
WILLIAM HALE
814 COUNTRY WAYSCITUATEMA02066PRESIDENT000.00$0$0$0
KEVEN JAMES
49 MORDECAI LINCOLN ROADSCITUATEMA02066VICE PRESIDE000.00$0$0$0814 COUNTRY WAY
STEPHEN MACDONALD
814 COUNTRY WAYSCITUATEMA02066SECRETARY000.00$0$0$0
MICHAEL WALKER
814 COUNTRY WAYSCITUATEMA02066DIRECTOR000.00$0$0$0
JOSEPH CRONIN
814 COUNTRY WAYSCITUATEMA02066DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$958,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$790,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,748,604TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,748,604AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,229CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,722,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Total Tax$553TotalTaxAmt
Distributable Before Adj$85,566DistributableBeforeAdjAmt
Distributable Before Ded$85,566DistributableBeforeDedAmt
Distributable As Adjusted$85,566DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$417,000ExpensesAndContributionsAmt
Qualifying Distributions$417,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,566DistributableAsAdjustedAmt
Total For Prior Years$822TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$83,352ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,136ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$136,725ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$305,531ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$508,129ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,124,873TotalExcessDistributionCyovAmt
Qualifying Distributions$417,000QualifyingDistributionsAmt
Applied To Current Year$85,566AppliedToCurrentYearAmt
Remaining Distri From Corpus$331,434RemainingDistriFromCorpusAmt
Total Corpus$1,456,307TotalCorpusAmt
Prior Year Undistributed Incm$822PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$822PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$83,352ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,372,955ExcessDistriCyovToNextYrAmt
Excess From Year4$91,136ExcessFromYear4Amt
Excess From Year3$136,725ExcessFromYear3Amt
Excess From Year2$305,531ExcessFromYear2Amt
Excess From Year1$508,129ExcessFromYear1Amt
Excess From Current Year$331,434ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM HALERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1814 COUNTRY WAYAddressLine1Txt
CitySCITUATECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02066ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7812640092RecipientPhoneNum
Recipient Email AddressAAWILL@AJAINT.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
THE EVAN HENRY FOUNDATION
PO BOX 930NORWELLMA02061POFDONATION$5,000
TUNNEL TO TOWERS
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306PCDONATION$100,000
BARN SANCTUARY
20179 MCKERNAN DRCHELSEAMI48118PCDONATION$102,000
FBC SCITUATE
660 COUNTRY WAYSCITUATEMA02066PCDONATION$20,000
HIGASHI SCHOOL
800 N MAIN STRANDOLPHMA02368PCDONATION$15,000
NOT ONE MORE VET INC
PO BOX 426656SAN FRANSISCOCA94142PCDONATION$2,500
DPETERSON CO
400 W 1ST STCHICOCA95929PCSCHOLARSHIP$500CALIFORNIA STATE UNIV
ERIC F CO
2300 WEST INNES STSALISBURYNC28144PCSCHOLARSHIP$2,500CATAWBA COLLEGE
SMOURAS CO
1900 SELWYN AVECHARLOTTENC28274PCSCHOLARSHIP$2,000QUEENS UNIV OF CHARLOTTE
KSTANBROOK CO
56 BURDITT AVEHINGHAMMA02043PCSCHOLARSHIP$12,500DERBY ACADEMY
TWALKER CO
1100 NORTH AVEGRAND JUNCTIONCO81501PCSCHOLARSHIP$2,000COLORADO MESA UNIV
JOLIVIER CO
1020 N 2ND STATCHISONKS66002PCSCHOLARSHIP$4,000BENEDICTINE COLLEGE
APLATT CO
201 OLD MAINUNIVERSITY PARKPA16802PCSCHOLARSHIP$4,000PENN STATE UNIV
HCRIST CO
101 BRADDOCK ROADFROSTBURGMD21532PCSCHOLARSHIP$4,000FROSTBURG STATE UNIV
BGOOD CO
202 MARY MARTIN HALLAUBURN UNIVERSITYAL36849PCSCHOLARSHIP$5,000AUBURN UNIV
IDELGADO CO
801 UNIVERSITY BLVDTUSCALOOSAAL35487PCSCHOLARSHIP$5,000UNIVERSITY OF ALABAMA
IJAMESON CO
1971 UNIVERSITY BLVDLYNCHBURGVA24515PCSCHOLARSHIP$5,000LIBERTY UNIVERSITY
MHANSING CO
3801 W TEMPLE AVEPOMONACA91768PCSCHOLARSHIP$5,000CAL POLY POMONA
MHULIN CO
105 SIKES HALLCLEMSONSC29634PCSCHOLARSHIP$5,500CLEMSON UNIV
RBRYAN CO
800 S MAIN STHARRISONBURGVA22807PCSCHOLARSHIP$3,000JAMES MADISON UNIV
APATTERSON CO
1 UTSA CIRCLESAN ANTONIOTX78249PCSCHOLARSHIP$5,000UNIV OF TEXAS SAN ANTONIO
ZWALDRON CO
1 COLLEGE STWORCESTERMA01610PCSCHOLARSHIP$5,000COLLEGE OF THE HOLY CROSS
RTALLY CO
2100 S MOBBERLY AVELONGVIEWTX75602PCSCHOLARSHIP$2,000LETOURNEAU UNIV
LSMITH CO
610 PURDUE MALLWEST LAFAYETTEIN47907PCSCHOLARSHIP$3,500PURDUE UNIVERSITY
ASHIVELY CO
320 STANLY AVEGREENWOODSC29649PCSCHOLARSHIP$5,000LANDER UNIVERSITY
SEUBANK CO
7671 EVANS DRIVEAMARILLOTX79106PCSCHOLARSHIP$5,500TEXAS TECH SVM
MHUNTER CO
202 MARY MARTIN HALLAUBURN UNIVERSITYAL36849PCSCHOLARSHIP$4,500AUBURN UNIV
KPOLAND CO
2425 GRIMES WAYPULLMANWA99164PCSCHOLARSHIP$5,000WASHINGTON STATE UNIV
SVEENEMAN CO
200 E CAMERON AVECHAPEL HILLNC27514PCSCHOLARSHIP$5,500UNC CHAPEL HILL
CCLAPP CO
3820 MUNDY HILL ROADOAKWOODGA30566PCSCHOLARSHIP$4,000UNIVERSITY OF NORTH GEORGIA
EABERNATHY CO
9201 UNIVERSITY CITY BLVDCHARLOTTENC28223PCSCHOLARSHIP$5,500UNC CHARLOTTE
RKAILIAN CO
1201 LOCUST AVEFAIRMONTWV26554PCSCHOLARSHIP$2,000FAIRMONT STATE UNIV
CCHURCHBOURNE CO
267 RIVERS STBOONENC28608PCSCHOLARSHIP$3,000APPALACHIAN STATE UNIV
PEUBANKS CO
400 BIZZELL STCOLLEGE STATIONTX77843PCSCHOLARSHIP$5,500TEXAS A&M
JPITTMAN CO
3300 W CAMELBACK RDPHOENIXAZ85017PCSCHOLARSHIP$5,000GRAND CANYON UNIV
TGONZALEZ-SANCHEZ CO
3000 NW 83RD STGAINESVILLEFL32606PCSCHOLARSHIP$5,000SANTA FE COLLEGE
CHIGGINS CO
4201 GRANT LINE RDNEW ALBANYIN47150PCSCHOLARSHIP$2,000INDIANA UNIVERSITY SOUTHEAST
JMALIZIA CO
45 UPPLER COLLEGE RDKINGSTONRI02881PCSCHOLARSHIP$5,000URI
RHAMMERSCHMIDT CO
1400 SPRING GARDEN STGREENSBORONC27412PCSCHOLARSHIP$4,500UNC GREENSBORO
AROBISON CO
1010 MAIN CAMPUS DRRALEIGHNC27606PCSCHOLARSHIP$5,000NC STATE UNIV
JMENDOZA CO
4202 E FOWLER AVETAMPAFL33620PCSCHOLARSHIP$2,000UNIV OF SOUTH FLORIDA
BRISENMAY CO
155 EAST 1230 NORTHPROVOUT84602PCSCHOLARSHIP$5,500BYU PROVO
CEZZELL CO
9201 UNIVERSITY CITY BLVDCHARLOTTENC28223PCSCHOLARSHIP$2,000UNC CHARLOTTE
LHARTMAN CO
925 PRICES FORK ROADBLACKSBURGVA24061PCSCHOLARSHIP$5,000VIRGINIA TECH
WSIVULA CO
1725 STATE STLA CROSSEWI54601PCSCHOLARSHIP$5,000UW LACROSSE
THODNE CO
202 MARY MARTIN HALLAUBURN UNIVERSITYAL36849PCSCHOLARSHIP$500AUBURN UNIV
EMARSALIS CO
1971 UNIVERSITY BLVDLYNCHBURGVA24515PCSCHOLARSHIP$5,000LIBERTY UNIVERSITY
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$417,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,754RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,754RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,754TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
AJA INTERNATIONAL INC
172 SHARP STHINGHAMMA02043$30,241Yes (X)
WILLIAM HALE
241 MORDECAI LINCOLN ROADSCITUATEMA02066$42,834Yes (X)
KEVEN JAMES
3816 COUNTRY WAYSCITUATEMA02066$30,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,950Amt
Adjusted Net Income$1,950AdjustedNetIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
Property814 COUNTRY WAYPropertyDesc
Acquired2024-12-30AcquiredDt
Cost Or Other Basis$790,000CostOrOtherBasisAmt
Computation MethodS/LComputationMethodTxt
Life39.0000LifeRt
Current Year Expense$20,256CurrentYearExpenseAmt
Adjusted Net Income$20,256AdjustedNetIncomeAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$790,000CostOrOtherBasisAmt
Accumulated Depreciation$20,256AccumulatedDepreciationAmt
Book Value$769,744BookValueAmt
EOYFMV$769,744EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDRIVING SIMULATOR SCITUATE POLICEDesc
BOY Book Value$14,453BOYBookValueAmt
EOY Book Value$14,453EOYBookValueAmt
EOYFMV$14,453EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BANK FEES$150$150
OFFICE EXPENSES$741$741

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$600Amt
Adjusted Net Income$600AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonKEVEN JAMESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1816 COUNTRY WAYAddressLine1Txt
CitySCITUATECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02066ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,200Amt
Adjusted Net Income$1,200AdjustedNetIncomeAmt

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