MATTHEW ZONGHETTI SCHOLARSHIP FUND: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MATTHEW ZONGHETTI SCHOLARSHIP FUND (EIN 83-3397489)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-16
- IRS object ID
- 202131369349201318
- Schema version
- 2020v4.1
- 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 | 2021-05-16T11:38:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042690326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T CHIPMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 WASHINGTON STREET | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833397489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW ZONGHETTI SCHOLARSHIP FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATT | BusinessNameControlTxt |
| Phone | 5087256060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 KING ARTHUR WAY | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ZONGHETTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5087256060 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | ZONGHETTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M ZWICKER CPA | PreparerPersonNm |
| PTIN | P01204492 | PTIN |
| Phone | 7817626272 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.LIVELIKEZ.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $65,221 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,536 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $50,685 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $11,415 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $39,270 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $53,806 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $12,050 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,650 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $925 | OtherExpensesTotalAmt |
| Total Expenses | $14,625 | TotalExpensesAmt |
| Excess Or Deficit For Year | $39,181 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $107,224 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $146,405 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,614 | BOYAmt |
| EOY | $145,655 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $750 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,614 | BOYAmt |
| EOY | $146,405 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,390 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,224 | BOYAmt |
| EOY | $146,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS OR FELLOWSHIP GRANTS ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS TO STUDENTS OF SERIOUS PURPOSE AND FINANCIAL NEED (PREFERABLY BUT NOT EXCLUSIVELY) FROM MANSFIELD, MASSACHUSETTS WHO ARE ATTENDING ANY SCHOOL, COLLEGE, GRADUATE SCHOOL OR OTHER ACCREDITED EDUCATIONAL INSTITUTION EXEMPT UNDER IRS CODE SECTION 501(C)(3). | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE MATTHEW ZONGHETTI SCHOLARSHIP IS A PROGRAM THAT PROVIDES SCHOLARSHIPS OR FELLOWSHIP GRANTS ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS TO STUDENTS OF SERIOUS PURPOSE AND FINANCIAL NEED (PREFERABLY BUT NOT EXCLUSIVELY) FROM MANSFIELD, MASSACHUSETTS WHO ARE ATTENDING ANY SCHOOL, COLLEGE, GRADUATE SCHOOL OR OTHER ACCREDITED EDUCATIONAL INSTITUTION EXEMPT UNDER IRS CODE SECTION 501(C)(3) BY RAISING FUNDS THROUGH CONTRIBUTIONS, GRANTS AND FUNDRAISING.IT IS THIS PROGRAMS INTENTION TO ALSO PROVIDE FUNDING TO OTHER ORGANIZATIONS THAT PROVIDE SUPPORT TO FAMILIES DEALING WITH HARDSHIPS. AT CURRENT, WEST SIDE BENEVOLENT CIRCLE HAS BEEN ITS MAJOR RECIPIENT, BUT AS THE ORGANIZATION BUILDS THE SCHOLARSHIP FUND, THEIR MISSION IS TO SEEK OUT OTHER ORGANIZATIONS THAT COULD BENEFIT FROM A CONTRIBUTION BY THE FUND. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $12,050 | GrantsAndAllocationsAmt |
| Program Service Expenses | $12,050 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,050 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARK HEALEY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE BUSHARIS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART PINK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA ADKINS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZAN ZONGHETTI | ||||
| PRESIDENT | 3.00 | $0 | $0 | $0 |
| MICHAEL ZONGHETTI | ||||
| TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ZONGHETTI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 KING ARTHUR WAY | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087256060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 Minus1 Year | $122,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,536 | CurrentTaxYearAmt |
| Total | $136,694 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $122,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,536 | CurrentTaxYearAmt |
| Total | $136,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $136,694 | PublicSupportTotal170Amt |
| Total Support | $136,694 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $58,185 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,685 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $300 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,479 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,980 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $435 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $58,185 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,685 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $300 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,479 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,980 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $435 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,194 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,491 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LAUREN BREITENSTEIN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MARY MULDOON. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JOSHUA WISEL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ANDREW COWLES. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 250. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ETHAN THEVENOT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: ANANTIKA NACK. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KENDAL SEYBOTH. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: GRACE MAHER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JULIA SHIELD. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: WESTSIDE BENEVOLENT CIRCLE. GRANTEE ADDRESS: PO BOX 506 MANSFIELD, MA 02048. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/30/20. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: WESTSIDE BENEVOLENT CIRCLE. GRANTEE ADDRESS: PO BOX 506 MANSFIELD, MA 02048. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/07/20. AMOUNT GIVEN: 5,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: MEMORY OF SHANE FARRELL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/10/20. AMOUNT GIVEN: 50. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,050. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: TAXES & LICENSES. AMOUNT: 70. DESCRIPTION: BANK FEES. AMOUNT: 855. TOTAL TO FORM 990-EZ, LINE 16: 925. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 750. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 3,390. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |