MASIELLO FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MASIELLO FAMILY FOUNDATION (EIN 87-6900464)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349106000
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T17:27:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042943536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONNESON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDGEWATER PLACE SUITE 300 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018806208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876900464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASIELLO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASI | BusinessNameControlTxt |
| Phone | 9787711750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MARYS WAY | AddressLine1Txt |
| City | HOLLIS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA J MASIELLO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9787711750 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | MASIELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE M BLYSTAD | PreparerPersonNm |
| PTIN | P01004220 | PTIN |
| Phone | 7812459999 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $852,989 | 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 | $16,652 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$182,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $627,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$135,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,888 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,000,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,685 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $798,128 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $822,304 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,000,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,000,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $828,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $828,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $828,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,756 | OtherIncreasesAmt |
| Subtotal | $828,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $828,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMAZON COM INC | P | $28,366 | $53,222 | -$24,856 | -$24,856 |
| ALPHABET INC SHS | P | $56,191 | $81,755 | -$25,564 | -$25,564 |
| APPLE INC | P | $39,368 | $51,090 | -$11,722 | -$11,722 |
| APPLIED MATERIAL INC | P | $50,356 | $62,084 | -$11,728 | -$11,728 |
| BARCLAYS PLC | P | $7,636 | $10,630 | -$2,994 | -$2,994 |
| CITIGROUP INC COM NEW | P | $23,942 | $29,903 | -$5,961 | -$5,961 |
| CRISPR THERAPEUTICS AG | P | $13,374 | $18,083 | -$4,709 | -$4,709 |
| FS KKR CAPITAL CORP REG | P | $22,613 | $29,029 | -$6,416 | -$6,416 |
| OWL ROCK CAPITAL CORP | P | $77,091 | $92,510 | -$15,419 | -$15,419 |
| GLOBALFOUNDRIES INC | P | $23,824 | $26,030 | -$2,206 | -$2,206 |
| VANECK PHARMACEUTICAL | P | $34,577 | $37,278 | -$2,701 | -$2,701 |
| LOCKHEED MARTIN CORP | P | $45,027 | $38,720 | $6,307 | $6,307 |
| MICRON TECHNOLOGY INC | P | $16,912 | $29,296 | -$12,384 | -$12,384 |
| ON SEMICONDUCTOR CRP | P | $24,773 | $32,016 | -$7,243 | -$7,243 |
| PAYPAL HOLDING INC | P | $23,167 | $30,314 | -$7,147 | -$7,147 |
| QORDVO INC SHS | P | $25,373 | $27,174 | -$1,801 | -$1,801 |
| QUALCOMM INC | P | $21,701 | $33,880 | -$12,179 | -$12,179 |
| BLOCK INC | P | $9,121 | $18,122 | -$9,001 | -$9,001 |
| UBER TECHNOLOGIES INC | P | $19,928 | $27,950 | -$8,022 | -$8,022 |
| VIATRIS INC | P | $10,660 | $15,028 | -$4,368 | -$4,368 |
| VALE SA | P | $19,874 | $16,915 | $2,959 | $2,959 |
| VODAFONE GROUP PLC | P | $26,697 | $39,045 | -$12,348 | -$12,348 |
| YETI HLDGS INC | P | $7,094 | $10,642 | -$3,548 | -$3,548 |
| CAPITAL GAINS DIVIDENDS | P | $192 | $192 | $192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$182,859 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $429 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURA J MASIELLO | IndividualWithBooksNm |
| Phone | 9787711750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MARYS WAY LN | AddressLine1Txt |
| City | HOLLIS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 030496140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA J MASIELLO | ||||||||
| 14 MARYS WAY | HOLLIS | NH | 03049 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN C MASIELLO | ||||||||
| 14 MARYS WAY | HOLLIS | NH | 03049 | TRUSTEE | 2.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $906,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $906,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $906,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $892,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $429 | TotalTaxAmt |
| Distributable Before Adj | $44,219 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,219 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,219 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,251 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,251 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,749 | 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 | $38,470 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN C MASIELLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PACH OUTREACH | ||||||
| PO BOX 1247 | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $7,000 |
| AUTISM SPEAKS | ||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | 501(C)(3) | GENERAL SUPPORT | $7,000 |
| TOWN OF PEPPERELL RECREATION COMMISSION | ||||||
| 1 MAIN STREET | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| ST MARY'S HIGH SCHOOL | ||||||
| 35 TREMONT STREET | LYNN | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| ALBERT HARRIS CENTER | ||||||
| 37 NASHUA ROAD | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| PEPPERELL 4TH OF JULY | ||||||
| PO BOX 533 | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| FITZPATRICK COLLABORATIVE | ||||||
| 45 MAIN STREET | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| BEAVER BROOK | ||||||
| 117 RIDGE ROAD | HOLLIS | NH | 03049 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| TAYBS | ||||||
| PO BOX 443 | TOWNSEND | MA | 01469 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| OLD GROTON MEETING HOUSE PRESERVATION FUND | ||||||
| PO BOX 1065 | GROTON | MA | 01450 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| NASHUA RIVER WATERSHED ASSOCIATION | ||||||
| 592 MAIN STREET | GROTON | MA | 01450 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| CHILDREN'S ONCOLOGY GROUP FOUNDATION | ||||||
| 3720 SPRUCE STREET 506 | PHILADELPHIA | PA | 19104 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| MAKE A WISH MASSACHUSETTS | ||||||
| 133 FEDERAL STREET 2ND FLOOR | BOSTON | MA | 02110 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| PEPPERELL VFW POST 3291 | ||||||
| 55 LEIGHTON STREET | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| FRIENDS OF THE LAWRENCE LIBRARY | ||||||
| PO BOX 30 | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| VARNUM BROOK ELEMENTARY SCHOOL PTO | ||||||
| 10 HOLLIS STREET | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| NM BOOSTER CLUB | ||||||
| PO BOX 34 | TOWNSEND | MA | 01469 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| MIDDLESEX GWOT MONUMENT | ||||||
| 97 ELM STRET | PEPPERELL | MA | 01463 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| HOLLIS BROOKLINE ATHLETIC BOOSTER CLUB | ||||||
| PO BOX 726 | HOLLIS | NH | 03049 | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$182,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$151,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$151,971 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INTEREST EARNED FROM FOUNDATION CHECKING ACCOUNT | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND LEGAL | CategoryTxt |
| Amt | $16,652 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH INVESTMENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $798,128 | EOYBookValueAmt |
| EOYFMV | $822,304 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS/LOSSES | Desc |
| Amt | $40,756 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS FEES | CategoryTxt |
| Amt | $4,998 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA J MASIELLO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MARYS WAY | AddressLine1Txt |
| City | HOLLIS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03049 | ZIPCd |