Civic Intelligence

Annie J Maccoll Charitable Trust

EIN 04-6891630 • 501(c)3 • Palm Beach, FL

Profile

Provide funds for scholarships

400 S Ocean Blvd 109Palm Beach, FL 33480

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$26,474

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 35.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

57%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,176,655

Up $346,173 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,176,655

Up $346,173 (+19%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin87th percentile

Revenue

Up

$75,169

Up $27,291 (+57%) from 2023

Expenses

Down

$42,842

Down $9,598 (-18%) from 2023

Net Income

Up

$32,327

Up $36,889 (+809%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,050,495Liabilities 2011: $635Net Assets 2011: $1,049,8602011Assets 2012: $1,115,128Liabilities 2012: $0Net Assets 2012: $1,115,1282012Assets 2013: $1,270,560Liabilities 2013: $0Net Assets 2013: $1,270,5602013Assets 2014: $1,329,095Liabilities 2014: $0Net Assets 2014: $1,329,0952014Assets 2015: $1,238,969Liabilities 2015: $0Net Assets 2015: $1,238,9692015Assets 2016: $1,333,485Liabilities 2016: $0Net Assets 2016: $1,333,4852016Assets 2017: $1,449,140Liabilities 2017: $0Net Assets 2017: $1,449,1402017Assets 2018: $1,342,859Liabilities 2018: $0Net Assets 2018: $1,342,8592018Assets 2019: $1,582,091Liabilities 2019: $0Net Assets 2019: $1,582,0912019Assets 2020: $1,639,223Liabilities 2020: $0Net Assets 2020: $1,639,2232020Assets 2021: $1,773,123Liabilities 2021: $0Net Assets 2021: $1,773,1232021Assets 2022: $1,602,492Liabilities 2022: $0Net Assets 2022: $1,602,4922022Assets 2023: $1,830,482Liabilities 2023: $0Net Assets 2023: $1,830,4822023Assets 2024: $2,176,655Liabilities 2024: $0Net Assets 2024: $2,176,6552024

Highlighted filing

2024

Assets$2,176,655
Liabilities$0
Net Assets$2,176,655
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $36,989Expenses 2011: $34,386Net Income 2011: $2,6032011Revenue 2012: $44,559Expenses 2012: $17,109Net Income 2012: $27,4502012Revenue 2013: $32,247Expenses 2013: $18,383Net Income 2013: $13,8642013Revenue 2014: $61,580Expenses 2014: $19,070Net Income 2014: $42,5102014Revenue 2015: $43,392Expenses 2015: $18,540Net Income 2015: $24,8522015Revenue 2016: $50,421Expenses 2016: $18,735Net Income 2016: $31,6862016Revenue 2017: $81,073Expenses 2017: $34,524Net Income 2017: $46,5492017Revenue 2018: $56,194Expenses 2018: $35,214Net Income 2018: $20,9802018Revenue 2019: $103,272Expenses 2019: $50,528Net Income 2019: $52,7442019Revenue 2020: $68,732Expenses 2020: $50,592Net Income 2020: $18,1402020Revenue 2021: $53,975Expenses 2021: $36,541Net Income 2021: $17,4342021Revenue 2022: $51,196Expenses 2022: $36,995Net Income 2022: $14,2012022Revenue 2023: $47,878Expenses 2023: $52,440Net Income 2023: -$4,5622023Revenue 2024: $75,169Expenses 2024: $42,842Net Income 2024: $32,3272024

Highlighted filing

2024

Revenue$75,169
Expenses$42,842
Net Income$32,327
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,176,655
Liabilities
$0
Net assets
$2,176,655
Revenue
$75,169
Expenses
$42,842
Net income
$32,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.08$0.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.02$0.03
2015Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.04$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.06$0.02$0.04
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.04$0.02$0.03
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.04$0.03$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Gross Receipts
$220,753
Mission and Program Overview

Mission

Provide funds for scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,592,095$1,905,099▲ $313,004
Savings and Temporary Cash Investments$238,277$271,152▲ $32,875
Total Assets$1,830,482$2,176,655▲ $346,173
Other Assets Total$110$404▲ $294
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,830,482$2,176,655▲ $346,173
Total Net Assets Fund Balance$1,830,482$2,176,655▲ $346,173
Total Liabilities and Net Assets / Fund Balance$1,830,482$2,176,655▲ $346,173
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Barry a KeanTrustee$26,474$26,474
Catherine C HortonTrustee$2,942$2,942
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$75,712
Other Revenue
$-543
Change in Net Assets
$32,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,416
Grants and Similar Amounts Paid$7,500
Other Expenses$5,926
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$29,416-$29,416
Grants to Domestic Orgs$7,500--$7,500
Fees for Services Accounting-$3,423-$3,423
Other Expenses-$63-$63
Total Functional Expenses$7,500$35,342$0$42,842
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New England Conservatory of MusicBoston, MA3Scholarship Funds$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Return reviewed by trustee barry kean before signing and filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Annie J Maccoll Charitable Trust
EIN
04-6891630
Phone
6178753167
Address
400 S OCEAN BLVD 109, PALM BEACH, FL 33480

Signing Officer

Name
Barry a Kean
Title
Trustee
Phone
7818492040
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry a Kean
Formed
1998
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Worthington Hughes & Hoar Pc
Address
400 W CUMMINGS PARK STE 3000, WOBURN, MA 01801-6592
Preparer
Anthony Caruso
Phone
7813053534
Raw XML Appendix309 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FUNDS FOR SCHOLARSHIPS
IRS990/BooksInCareOfDetail/PersonNm0BARRY A KEAN
IRS990/BooksInCareOfDetail/PhoneNum06178753167
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 S OCEAN BLVD 109
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt029416
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt029416
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07500
IRS990/CYInvestmentIncomeAmt075712
IRS990/CYOtherExpensesAmt05926
IRS990/CYOtherRevenueAmt0-543
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt032327
IRS990/CYSalariesCompEmpBnftPaidAmt029416
IRS990/CYTotalExpensesAmt042842
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt075169
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDED SCHOLARSHIP PROGRAM AT THE NEW ENGLAND CONSERVATORY OF MUSIC. SCHOLARSHIPS WERE AWARDED BY THE CONSERVATORY TO SUITABLE STUDENTS CHOSEN BY THE FACULTY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03423
IRS990/FeesForServicesAccountingGrp/TotalAmt03423
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BARRY A KEAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE C HORTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt026474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013904
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt07500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0159488
IRS990/GrossReceiptsAmt0220753
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt061802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061808
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt06
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01592095
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01905099
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145584
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FUNDS FOR SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01830482
IRS990/NetAssetsOrFundBalancesEOYAmt02176655
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013904
IRS990/NetUnrlzdGainsLossesInvstAmt0313846
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01830482
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02176655
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0110
IRS990/OtherAssetsTotalGrp/EOYAmt0404
IRS990/OtherExpensesGrp/Desc0SUNOCO EXPENSES K-1
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2BANK & FILING FEES
IRS990/OtherExpensesGrp/Desc3ENERGY TRANSFER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt363
IRS990/OtherExpensesGrp/TotalAmt01129
IRS990/OtherExpensesGrp/TotalAmt11064
IRS990/OtherExpensesGrp/TotalAmt2247
IRS990/OtherExpensesGrp/TotalAmt363
IRS990/OtherRevenueMiscGrp/BusinessCd0211100
IRS990/OtherRevenueMiscGrp/BusinessCd1211100
IRS990/OtherRevenueMiscGrp/Desc0ENERGY TRANSFER LP
IRS990/OtherRevenueMiscGrp/Desc1SUNOCO LP
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-214
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-329
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-214
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-329
IRS990/OtherRevenueTotalAmt0-543
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BARRY A KEAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022500
IRS990/PYInvestmentIncomeAmt049672
IRS990/PYOtherExpensesAmt04919
IRS990/PYOtherRevenueAmt0-1794
IRS990/PYRevenuesLessExpensesAmt0-4562
IRS990/PYSalariesCompEmpBnftPaidAmt025021
IRS990/PYTotalExpensesAmt052440
IRS990/PYTotalRevenueAmt047878
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt032327
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0238277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0271152
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROVIDED FUNDING OF SCHOLARSHIP PROGRAM AT THE NEW ENGLAND CONSERVATORY OF MUSIC. SCHOLARSHIPS ARE AWARDED BY THE CONSERVATORY TO SUITABLE STUDENTS CHOSEN BY THE FACULTY. THE SOLE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE FUNDING FOR THE SCHOLARSHIP PROGRAM OF THE NEW ENGLAND CONSERVATORY OF MUSIC AS STIPULATED IN OUR GOVERNING DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE NEW ENGLAND CONSERVATORY OF MUSIC WOULD HAVE HAD TO RAISE ADDITIONAL FUNDS OR USED ITS ENDOWMENT TO FUND THE SCHOLARSHIPS IF NOT FOR THIS ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237225104
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW ENGLAND CONSERVATORY OF MUSIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0NEW ENGLAND CONSERVATORY OF MUSIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt07500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEW ENGLAND CONSERVATORY OF MUSIC
IRS990ScheduleI/RecipientTable/RecipientEIN0237225104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0290 HUNTINGTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002115
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN REVIEWED BY TRUSTEE BARRY KEAN BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01830482
IRS990/TotalAssetsEOYAmt02176655
IRS990/TotalAssetsGrp/BOYAmt01830482
IRS990/TotalAssetsGrp/EOYAmt02176655
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07500
IRS990/TotalFunctionalExpensesGrp/TotalAmt042842
IRS990/TotalGrossUBIAmt0-537
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01830482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02176655
IRS990/TotalProgramServiceExpensesAmt07500
IRS990/TotalReportableCompFromOrgAmt029416
IRS990/TotalRevenueGrp/ExclusionAmt075706
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075169
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-537
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01830482
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02176655
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 S OCEAN BLVD 109
IRS990/USAddress/CityNm0PALM BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033480
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY A KEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818492040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE J MACCOLL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0046891630
ReturnHeader/Filer/PhoneNum06178753167
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 S OCEAN BLVD 109
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472399509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORTHINGTON HUGHES & HOAR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W CUMMINGS PARK STE 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018016592
ReturnHeader/PreparerPersonGrp/PhoneNum07813053534
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY CARUSO
ReturnHeader/ReturnTs02025-05-14T14:12:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.