ELIZABETH SCHICKEL FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH SCHICKEL FOUNDATION INC (EIN 47-5137995)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349202206
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T11:12:19-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363077757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY HUNTER STENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 HARGER RD SUITE 521 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605231819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475137995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH SCHICKEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 5085058675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 FERN STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA COUGHLIN | PersonNm |
| Person Title | TREASURER, BOARD | PersonTitleTxt |
| Phone | 5085058674 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | COUGHLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN C COUGHLIN | PreparerPersonNm |
| PTIN | P00285810 | PTIN |
| Phone | 6305714900 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | ELIZABETHSHICKELFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $59,550 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $25,130 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $34,357 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $26,093 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $8,264 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $63 | OtherRevenueTotalAmt |
| Total Revenue | $33,457 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $32,605 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $318 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,352 | OtherExpensesTotalAmt |
| Total Expenses | $36,275 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,818 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $131,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,334 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,152 | BOYAmt |
| EOY | $128,334 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,152 | BOYAmt |
| EOY | $128,334 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,152 | BOYAmt |
| EOY | $128,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SEE SCHEDULE O. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| MONTROSE SCHOOL SCHOLARSHIP FUND AWARD BY OUR FOUNDATION TO YOUNG WOMEN OF OUTSTANDING CHARCTER. CURRENTLY FUNDING 5 SCHOLARSHIP RECIPIENTS IN HIGH SCHOOL, WITH GRANTS RANGING FROM 2,500-5,000 PER YEAR. | $22,500 | $22,500 |
| MONTROSE WELLNESS SUPPORT SUPPORTING THE WORK OF AN ALUMNA AS SHE DEVELOPED A WELLNESS ELECTIVE FOR STUDENTS AT MONTROSE SCHOOL THAT WILL HELP INCREASE SOCIAL EMOTIONAL LITERACY. FUNDS DEVELOPMENT OF THE PROJECT TO EQUIP STUDENTS WITH TOOLS | $10,000 | $10,000 |
| STRIVERS RUNNING CLUB SUPPORTED A GIRLS RUNNING CLUB THAT FREQUENTLY PARTICIPATES IN AN ANNUAL FUNDRAISING RUN. | $105 | $105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,605 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KATHY SCHICKEL | ||
| PRESIDENT,BO | 4.00 | $0 |
| ABRAHAM SCHICKEL | ||
| VICE PRESIDE | 3.00 | $0 |
| ELLEN GIBBONS | ||
| SECRETARY, B | 2.00 | $0 |
| LAURA COUGHLIN | ||
| TREASURER, B | 2.00 | $0 |
| ELYSHA GIROUARD | ||
| BOARD OF DIR | 3.00 | $0 |
| STEPHANIE MORGAN | ||
| BOARD OF DIR | 2.00 | $0 |
| SYLVIA FERNANDEZ | ||
| BOARD OF DIR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA COUGHLIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 CEDAR RD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085058675 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,130 | CurrentTaxYearAmt |
| Total | $128,431 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,130 | CurrentTaxYearAmt |
| Total | $128,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $128,431 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $48 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62 | CurrentTaxYearAmt |
| Total | $110 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,357 | CurrentTaxYearAmt |
| Total | $98,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $226,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,420 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 98,433 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COCKTAIL FUNDRA | Event1Nm |
| Gross Receipts Event1 | $33,209 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,503 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,706 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,446 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,455 | OtherDirectExpensesEvent1Amt |
| Event2 | MAVERICK 5K | Event2Nm |
| Gross Receipts Event2 | $23,187 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,536 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,651 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $422 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,570 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $56,396 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,039 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,357 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,868 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,025 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,093 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,264 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I | 8. OTHER REVENUE - AMAZON SMILE INCOME. 10. GRANTS AND SIMILAR AMOUNTS PAID: SEE PART III., 28-30 16. OTHER EXPENSES: INCLUDES INSURANCE, FILING FEES, MEALS, OFFICE EXPENSES, SUPPLIES, ETC. |
| FORM 990-EZ, PART I, LINE 8 | AMAZON SMILE INCOME 63 TOTAL 63 |
| FORM 990-EZ, PART I, LINE 10 | NAME: MONTROSE LIFE COMPASS INSTITUTE CASH CONTRIBUTION: 22,500 NAME: MONTROSE WELNESS SUPPORT CASH CONTRIBUTION: 10,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 3,352 TOTAL 3,352 |
| FORM 990-EZ, PART III | ELIZABETH COURAGEOUSLY LIVED HER CATHOLIC FAITH WITH INFECTIOUS ZEAL AND AUTHENTIC JOY. SHE SHOWED A GRATITUDE AND LOVE FOR OTHERS, WHICH INCREASED ADMIRABLY THROUGHOUT HER ILLNESS UNTIL HER DEATH FROM CANCER AT AGE FIFTEEN. INSPIRED BY HER BEAUTIFUL LIFE, THE ELIZABETH SCHICKEL FOUNDATION SHARES HER STORY AND EMPOWERS OTHERS TO LIVE WITH ELIZABETH'S SPIRIT NO MATTER THE CIRCUMSTANCE. MONTROSE WELLNESS SUPPORT (CONT): FUNDS DEVELOPMENT OF THE PROJECT TO EQUIP STUDENTS WITH TOOLS AND SKILLS NEEDED TO UNDERSTAND EMOTIONAL REACTIONS, FOSTER REFLECTION AND RECALIBRATE IN THE FACE OF SOCIAL-EMOTIONAL CHALLENGES. |
| FORM 990-EZ, PART III, LINE 28 | MONTROSE SCHOOL SCHOLARSHIP FUND AWARD BY OUR FOUNDATION TO YOUNG WOMEN OF OUTSTANDING CHARCTER. CURRENTLY FUNDING 5 SCHOLARSHIP RECIPIENTS IN HIGH SCHOOL, WITH GRANTS RANGING FROM 2,500-5,000 PER YEAR. |
| FORM 990-EZ, PART III, LINE 29 | MONTROSE WELLNESS SUPPORT SUPPORTING THE WORK OF AN ALUMNA AS SHE DEVELOPED A WELLNESS ELECTIVE FOR STUDENTS AT MONTROSE SCHOOL THAT WILL HELP INCREASE SOCIAL EMOTIONAL LITERACY. FUNDS DEVELOPMENT OF THE PROJECT TO EQUIP STUDENTS WITH TOOLS |