BEHRAKIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEHRAKIS FOUNDATION (EIN 04-3348263)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-05
- IRS object ID
- 202540369349100214
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-05T13:13:35-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043450484 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOLLARD GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043348263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEHRAKIS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEPHANIE B LIAKOS TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHR | BusinessNameControlTxt |
| Phone | 7818619114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MUZZEY STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE B LIAKOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818619114 | PhoneNum |
| Signature | 2025-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANASTASIOS PARAFESTAS | PreparerPersonNm |
| PTIN | P00960470 | PTIN |
| Phone | 6177205800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,551,172 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,268,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,512 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,246 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,246 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $367,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,045 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,591,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,805,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,678,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $151,933 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $169,935 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $708,172 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $499,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $481,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,767 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,666,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,678,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,551,172 | 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 | $2,666,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,678,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,666,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,678,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,666,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,678,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,666,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,688,847 | SubtotalAmt |
| Other Decreases | $10,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,678,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAIN | P | $239,907 | $222,528 | $17,379 | $17,379 |
| LONG-TERM CAPITAL GAIN | P | $1,028,429 | $857,296 | $171,133 | $171,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,018 | 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 | $2,018 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,226 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | STEPHANIE B LIAKOS TRUSTEE | IndividualWithBooksNm |
| Phone | 7818619114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MUZZEY STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE D BEHRAKIS | ||||||||
| C/O THE BEHRAKIS FDN 19 MUZZEY ST | LEXINGTON | MA | 02421 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARGO BEHRAKIS | ||||||||
| C/O THE BEHRAKIS FDN 19 MUZZEY ST | LEXINGTON | MA | 02421 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DRAKE BEHRAKIS | ||||||||
| C/O THE BEHRAKIS FDN 19 MUZZEY ST | LEXINGTON | MA | 02421 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEPHANIE B LIAKOS | ||||||||
| C/O THE BEHRAKIS FDN 19 MUZZEY ST | LEXINGTON | MA | 02421 | TRUSTEE | 20.00 | $50,000 | $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 | $3,181,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,408,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,408,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,357,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,244 | TotalTaxAmt |
| Distributable Before Adj | $164,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,332 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,332 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,418 | 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 | $74,196 | 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 | GEORGE D BEHRAKIS | ContributingManagerNm |
| Contributing Manager | MARGO BEHRAKIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHANIE B LIAKOS TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MUZZEY STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7818619114 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: SUMMARIZING COVER LETTER, A NARRATIVE PROPOSAL, PROJECT AND AGENCY BUDGETS, COPIES OF THE MOST RECENT IRS RULING, A FINANCIAL STATEMENT AND AUDIT REPORT, AND A LIST OF THE BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD BE SUBMITTED BETWEEN OCTOBER 1 AND JUNE 30 FOR THE CURRENT FISCAL YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MINIMUM GRANTS ARE $100 PER ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHEPA GOLF | ||||||||
| PO BOC 9083 | LOWELL | MA | 01853 | N/A | 501(C)(3) | EDUCATION | $5,000 | |
| AMERICAN FRIENDS OF THE BLIND | ||||||||
| C/O CAMBRIDGE AND EASTERN BANK | PORTSMOUTH | NH | 03801 | N/A | 501(C)(3) | EDUCATION | $500 | |
| ARCHONS OF THE ECUMENICAL PATRIARCHATE | ||||||||
| 8 E 79TH ST NY NY 10075 | NY | NY | 10075 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| BOYS CLUB OF LOWELL 2024 HOLIDAY AUCTION | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | N/A | 501(C)(3) | COMMUNITY SERVICE | $1,750 | |
| BOYS CLUB OF LOWELL BAB 25K 23 | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | N/A | 501(C)(3) | COMMUNITY SERVICE | $10,000 | |
| CROSSROADS (10K) | ||||||||
| 955 MASS AVE | CAMBRIDGE | MA | 02139 | N/A | 501(C)(3) | RELIGIOUS | $10,000 | |
| DYOUVILLE MANOR | ||||||||
| 981 VARNUM AVE | LOWELL | MA | 01854 | N/A | 501(C)(3) | COMMUNITY SERVICE | $2,000 | |
| HELLENIC AA PTA | ||||||||
| 41 BROADWAY ST | LOWELL | MA | 01852 | N/A | 501(C)(3) | EDUCATION | $5,000 | |
| HELLENIC WOMENS EOK | ||||||||
| 45 YORK TERRACE | BROOKLINE | MA | 02446 | N/A | 501(C)(3) | COMMUNITY SERVICE | $1,300 | |
| HOLY TRINITY GOLF | ||||||||
| 62 LEWIS ST | LOWELL | MA | 01854 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| HOLY TRINITY FESTIVAL SPONSOR | ||||||||
| 62 LEWIS ST | LOWELL | MA | 01854 | N/A | 501(C)(3) | RELIGIOUS | $3,000 | |
| IOCC | ||||||||
| 110 WEST ROAD 360 | BALTIMORE | MD | 21204 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| KOSMOS PROJECT | ||||||||
| 62 GOODARD AVENUE | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| LOWELL ASSOC FOR THE BLIND | ||||||||
| 169 MERRIAMCK ST | LOWELL | MA | 01852 | N/A | 501(C)(3) | COMMUNITY SERVICE | $1,500 | |
| LOWELL ASSOC FOR THE BLIND | ||||||||
| 169 MERRIAMCK ST | LOWELL | MA | 01852 | N/A | 501(C)(3) | COMMUNITY SERVICE | $1,000 | |
| MBC CAMP GOLF | ||||||||
| 62 GOODARD AVENUE | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| MINISTRY AWARDS | ||||||||
| 62 GOODARD AVENUE | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| MSPCA- NEVINS FARM | ||||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | 501(C)(3) | COMMUNITY SERVICE | $5,000 | |
| NATIONAL HELLENIC SOCIETY 23 YR (50000) | ||||||||
| 5019D BACKLICK ROAD | ANNANDALE | VA | 22003 | N/A | 501(C)(3) | COMMUNITY SERVICE | $15,000 | |
| NATIONAL HELLENIC SOCIETY 3 YR (50000) | ||||||||
| 5019D BACKLICK ROAD | ANNANDALE | VA | 22003 | N/A | 501(C)(3) | COMMUNITY SERVICE | $10,000 | |
| NATIONAL MS SOCIETY-KATHLEEN SEDGELEY | ||||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | N/A | 501(C)(3) | HUMANARTIAN | $200 | |
| OCFC | ||||||||
| 50 GODDARD AVE BROOKLINE MA 02445 | BROOKLINE | MA | 20445 | N/A | 501(C)(3) | RELIGIOUS | $2,500 | |
| PROJECT LEARN | ||||||||
| 58 PRESCOTT ST LOWELL MA 01852 | LOWELL | MA | 01852 | N/A | 501(C)(3) | COMMUNITY SERVICE | $2,500 | |
| PROJECT MEXICO | ||||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | N/A | 501(C)(3) | COMMUNITY SERVICE | $2,500 | |
| ST BONAFICE | ||||||||
| 50 GLEN AVE | NEWTON | MA | 02459 | N/A | 501(C)(3) | COMMUNITY SERVICE | $4,500 | |
| ST SPYRIDON GOLF | ||||||||
| 102 RUSSEL ST | WORCESTER | MA | 01609 | N/A | 501(C)(3) | RELIGIOUS | $3,000 | |
| WHISTLER HOUSE | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | N/A | 501(C)(3) | ARTS | $12,500 | |
| TELOS | ||||||||
| 955 MASS AVE 406 | CAMBRIDGE | MA | 02139 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| UML STUDENT ARCHIVIST | ||||||||
| UNIVERSITY CROSSING SUITE 420 220 | LOWELL | MA | 01854 | N/A | 501(C)(3) | EDUCATION | $5,000 | PAWTUCKET ST |
| UNCOMMON THREADS | ||||||||
| 60 ISLAND RD | LAWRENCE | MA | 01840 | N/A | 501(C)(3) | COMMUNITY SERVICE | $2,500 | |
| POLLARD LIBRARY | ||||||||
| 401 MERRIMACK ST LOWELL MA 01852 | LOWELL | MA | 01852 | N/A | 501(C)(3) | EDUCATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,011 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,512 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,024 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $11,246 | Amt |
| Net Investment Income | $11,246 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY #1998 | BondNm |
| EOY Book Value | $151,933 | EOYBookValueAmt |
| EOYFMV | $169,935 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #2012 | $334,964 | $493,651 |
| MORGAN STANLEY #1998 | $1,470,358 | $2,184,396 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY #1238 | AT COST | $69,796 | $70,076 |
| MORGAN STANLEY #1998 | AT COST | $429,411 | $411,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE - PAYROLL DEDUCTION | Desc |
| Amt | $10,340 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $522 | $0 | $0 |
| PAYROLL SERVICE | $4,319 | $0 | $0 |
| SUBSCRIPTIONS | $792 | $0 | $0 |
| MISCELLANEOUS | $8,806 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,251 | Amt |
| Net Investment Income | $33,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMPLOYER PAYROLL TAXES | $4,002 | $0 | $0 |
| MA ANNUAL REPORT | $35 | $0 | $0 |
| FOREIGN TAXES PAID | $178 | $178 | $0 |
| FORM 990-PF | $964 | $0 | $0 |