Civic Intelligence

The James and Alice Mcgonagle Chari

EIN 04-3559145 • Norwood, MA

C/O John E Fedele Trustee - 17 WANorwood, MA 02062-3318
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-75%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,081,487

Up $13,206 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,081,487

Up $13,206 (+1.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Down

$41,289

Down $529,130 (-93%) from 2023

Expenses

Down

$72,294

Down $2,237 (-3.0%) from 2023

Net Income

Down

-$31,005

Down $526,893 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $886,056Liabilities 2011: $02011Assets 2012: $859,224Liabilities 2012: $02012Assets 2013: $846,466Liabilities 2013: $02013Assets 2014: $813,800Liabilities 2014: $02014Assets 2015: $787,908Liabilities 2015: $02015Assets 2018: $718,413Liabilities 2018: $0Net Assets 2018: $718,4132018Assets 2019: $676,909Liabilities 2019: $0Net Assets 2019: $676,9092019Assets 2020: $649,393Liabilities 2020: $0Net Assets 2020: $649,3932020Assets 2021: $629,109Liabilities 2021: $0Net Assets 2021: $629,1092021Assets 2022: $612,113Liabilities 2022: $0Net Assets 2022: $612,1132022Assets 2023: $1,068,281Liabilities 2023: $0Net Assets 2023: $1,068,2812023Assets 2024: $1,081,487Liabilities 2024: $0Net Assets 2024: $1,081,4872024

Highlighted filing

2024

Assets$1,081,487
Liabilities$0
Net Assets$1,081,487
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $25,411Expenses 2011: $47,273Net Income 2011: -$21,8622011Revenue 2012: $20,146Expenses 2012: $46,978Net Income 2012: -$26,8322012Revenue 2013: $34,946Expenses 2013: $47,704Net Income 2013: -$12,7582013Revenue 2014: $25,400Expenses 2014: $58,066Net Income 2014: -$32,6662014Revenue 2015: $21,532Expenses 2015: $47,424Net Income 2015: -$25,8922015Revenue 2018: $22,256Expenses 2018: $47,444Net Income 2018: -$25,1882018Revenue 2019: $23,793Expenses 2019: $57,233Net Income 2019: -$33,4402019Revenue 2020: $21,955Expenses 2020: $44,656Net Income 2020: -$22,7012020Revenue 2021: $20,330Expenses 2021: $57,528Net Income 2021: -$37,1982021Revenue 2022: $30,994Expenses 2022: $47,513Net Income 2022: -$16,5192022Revenue 2023: $570,419Expenses 2023: $74,531Net Income 2023: $495,8882023Revenue 2024: $41,289Expenses 2024: $72,294Net Income 2024: -$31,0052024

Highlighted filing

2024

Revenue$41,289
Expenses$72,294
Net Income-$31,005
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,081,487
Liabilities
$0
Net assets
$1,081,487
Revenue
$41,289
Expenses
$72,294
Net income
-$31,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.57$0.07$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.04$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.02$0.06$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.02$0.05$0.03
2015Summary only. Only limited summary data is available for this year.$0.79$0.00$0.02$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.03$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.03$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.02$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.03$0.05$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN E FEDELETrustee-$0--
JOAN ROYCROFTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The James and Alice Mcgonagle Chari
EIN
04-3559145
Phone
7815515900
Address
C/O JOHN E FEDELE TRUSTEE - 17 WA, NORWOOD, MA 02062-3318

Signing Officer

Name
John E Fedele
Title
Trustee
Phone
7815515900
Signed
2024-11-08

Preparer

Firm
Sullivan and Folan LLC
Address
325 WOOD RD STE 105, BRAINTREE, MA 02184-2413
Preparer
David Sullivan CPA
Phone
7818496060
Raw XML Appendix294 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0370000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0359233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0427173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01353471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt075000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt098258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt027466
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1627
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt016730
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt042569
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042569
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0527850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027466
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027466
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0495888
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0130508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016730
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01716
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01716
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1627
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029665
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012271
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0570419
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014531
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1105000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1105000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERIPRISE FINL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GNMA POOL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GNMA POOL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MICRO FOCUS INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MICRO FOCUS INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1627
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0495888
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt039720
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01108001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0612113
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01068281
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071524
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071524
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071524
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071936
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0412
IRS990PF/DistributableAmountGrp/TotalTaxAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0604
IRS990PF/FMVAssetsEOYAmt02001592
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0936931
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0936931
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0194259
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0188512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0188512
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020820
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0370000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0359233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0239039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0427173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01353471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057995
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07596
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02118
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-324818
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0131350
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0612113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01068281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02001592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0612113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01068281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0612113
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01068281
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt098258
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01460630
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0191385
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01269245
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021909
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071936
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01438721
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01460630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN E FEDELE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN ROYCROFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017 WALPOLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1727 MAIN STREET APT F2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OSTERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0020623318
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102655
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 WALPOLE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0020623318
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN E FEDELE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07815515900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALS THERAPY DEVELOPMENT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 TECHNOLOGY SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002139
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012364
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047636
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071524
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt04861
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt04861
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04861
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt059160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047636
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FEDELE AND MURRAY, P.C.
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01716
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01716
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0434
OtherDecreasesSchedule/OtherDecreasesDetail/Amt139286
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK VS TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0515
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012271
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012271
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E FEDELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815515900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES AND ALICE MCGONAGLE CHARI
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0043559145
ReturnHeader/Filer/PhoneNum07815515900
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOHN E FEDELE TRUSTEE - 17 WA
ReturnHeader/Filer/USAddress/CityNm0NORWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0020623318
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043252952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN AND FOLAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 WOOD RD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021842413
ReturnHeader/PreparerPersonGrp/PhoneNum07818496060
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SULLIVAN CPA
ReturnHeader/ReturnTs02024-11-14T11:03:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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