STRATEGY STUDIO / PUBLIC DATA EXPLORER

DICROCE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DICROCE FAMILY FOUNDATION (EIN 04-6974293)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349102037
Schema version
2024v5.0
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)
Return2025-11-11T15:08:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201740478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SANDRA A O'DONNELL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18 CURTIS STAddressLine1Txt
CityPEABODYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046974293EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DICROCE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDICRBusinessNameControlTxt
Phone6177911202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 S US HIGHWAY 1 UNIT 409AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACEY DICROCEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9785355555PhoneNum
Signature2025-11-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA A O'DONNELLPreparerPersonNm
PTINP01480894PTIN
Phone9788367558PhoneNum
Preparation2025-11-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$832,384FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,792DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,792DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,792DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,567NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,567CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,365TotalRevAndExpnssAmt
Total Net Invst Incm$22,365TotalNetInvstIncmAmt
Total Adj Net Incm$20,798TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$5,853OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$833TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,686TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$679ExcessRevenueOverExpensesAmt
Net Investment Income$22,365NetInvestmentIncomeAmt
Adjusted Net Income$20,798AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,823CashBOYAmt
Cash EOY$5,079CashEOYAmt
Cash EOYFMV$5,079CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,277SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,730SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,730SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$507,744CorporateStockBOYAmt
Corporate Stock EOY$608,317CorporateStockEOYAmt
Corporate Stock EOYFMV$608,317CorporateStockEOYFMVAmt
Corporate Bonds BOY$70,171CorporateBondsBOYAmt
Corporate Bonds EOY$73,842CorporateBondsEOYAmt
Corporate Bonds EOYFMV$73,842CorporateBondsEOYFMVAmt
Other Investments BOY$132,743OtherInvestmentsBOYAmt
Other Investments EOY$143,416OtherInvestmentsEOYAmt
Other Investments EOYFMV$143,416OtherInvestmentsEOYFMVAmt
Total Assets BOY$736,758TotalAssetsBOYAmt
Total Assets EOY$832,384TotalAssetsEOYAmt
Total Assets EOYFMV$832,384TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$736,758NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$832,384NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$736,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$832,384TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$736,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$832,384TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$736,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$679ExcessRevenueOverExpensesAmt
Other Increases$94,947OtherIncreasesAmt
Subtotal$832,384SubtotalAmt
Tot Net Ast Or Fund Balances EOY$832,384TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,567CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$311InvestmentIncomeExciseTaxAmt
Subtotal$311SubtotalAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Tax Due$311TaxDueAmt

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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTACEY DICROCEIndividualWithBooksNm
Phone6177911202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 S HIGHWAY 1AddressLine1Txt
Address Line2UNIT 409AddressLine2Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
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

FieldValueIRS element (for citing)
PersonSTACEY DICROCEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 S HIGHWAY 1AddressLine1Txt
Address Line2UNIT 409AddressLine2Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THIS ORGANIZATION DISTRIBUTES GRANTS TO SECTION 501(C)(3) ORGANIZATIONS. DURING 2024, THESE GRANTS TOTALLED 15,000 TO TWO ORGANIZATIONS.Description1Txt
Expenses1$15,000Expenses1Amt

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$558,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$210,086FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$784,571TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$784,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,769CashDeemedCharitableAmt
Net Vl Noncharitable Assets$772,802NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,640MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,640MinimumInvestmentReturnAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Total Tax$311TotalTaxAmt
Distributable Before Adj$38,329DistributableBeforeAdjAmt
Distributable Before Ded$38,329DistributableBeforeDedAmt
Distributable As Adjusted$38,329DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,329DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$79,302ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$79,302TotalExcessDistributionCyovAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Applied To Current Year$15,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$23,329ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,329ExcessDistributionCyovAppCYAmt
Total Corpus$55,973TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$55,973ExcessDistriCyovToNextYrAmt
Excess From Year4$55,973ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 6214MIDDLETOWNRI02842NONE501C3CONTRIBUTION$10,000
ST MARY'S HIGH SCHOOL
35 TREMONT STLYNNMA01902NONE501C3CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,792ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,567ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,365ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,365TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS IS A FLORIDA FOUNDATION AND THERE IS NO FILING REQUIREMENT IN FLExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSECURITIES; BONDSBondNm
EOY Book Value$73,842EOYBookValueAmt
EOYFMV$73,842EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES; STOCKStockNm
EOY Book Value$608,317EOYBookValueAmt
EOYFMV$608,317EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$143,416BookValueAmt
EOYFMV$143,416EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$94,947Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$5,853Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL$246
FOREIGN$587