Civic Intelligence

The Joseph & Agatha Sicari Charitable Trust

990PF • Fiscal year 2010 • EIN 04-6922636

Jan 01, 2010 to Dec 31, 2010 • Filed on May 06, 2011

Organization Profile
141 Kendall Hill Road01564
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

87th percentile

$55,000

Higher top officer pay than 87% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$7,052,645

No earlier filing loaded for comparison.

Net Assets

$7,010,245

No earlier filing loaded for comparison.

Liabilities

$42,400

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$535,158

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,052,645Liabilities 2010: $42,400Net Assets 2010: $7,010,2452010Assets 2011: $6,629,715Liabilities 2011: $2,400Net Assets 2011: $6,627,3152011Assets 2012: $6,660,470Liabilities 2012: $2,400Net Assets 2012: $6,658,0702012Assets 2013: $6,521,208Liabilities 2013: $2,400Net Assets 2013: $6,518,8082013Assets 2014: $6,338,869Liabilities 2014: $2,400Net Assets 2014: $6,336,4692014Assets 2015: $6,096,235Liabilities 2015: $2,400Net Assets 2015: $6,093,8352015Assets 2016: $6,112,838Liabilities 2016: $8,714Net Assets 2016: $6,104,1242016Assets 2017: $5,826,096Liabilities 2017: $2,387Net Assets 2017: $5,823,7092017Assets 2018: $5,471,920Liabilities 2018: $2,400Net Assets 2018: $5,469,5202018Assets 2019: $5,368,218Liabilities 2019: $2,400Net Assets 2019: $5,365,8182019Assets 2020: $5,113,130Liabilities 2020: $2,500Net Assets 2020: $5,110,6302020Assets 2021: $4,862,301Liabilities 2021: $2,500Net Assets 2021: $4,859,8012021Assets 2022: $4,489,485Liabilities 2022: $2,500Net Assets 2022: $4,486,9852022Assets 2023: $4,078,726Liabilities 2023: $2,600Net Assets 2023: $4,076,1262023Assets 2024: $4,514,732Liabilities 2024: $2,600Net Assets 2024: $4,512,1322024

Highlighted filing

2010

Assets$7,052,645
Liabilities$42,400
Net Assets$7,010,245
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $535,1582010Expenses 2011: $515,0672011Expenses 2012: $514,4342012Revenue 2013: $252,265Expenses 2013: $559,492Net Income 2013: -$307,2272013Revenue 2014: $262,411Expenses 2014: $617,487Net Income 2014: -$355,0762014Revenue 2015: $295,393Expenses 2015: $578,597Net Income 2015: -$283,2042015Revenue 2016: $551,426Expenses 2016: $557,003Net Income 2016: -$5,5772016Revenue 2017: $337,387Expenses 2017: $609,587Net Income 2017: -$272,2002017Revenue 2018: $318,753Expenses 2018: $670,970Net Income 2018: -$352,2172018Revenue 2019: $560,090Expenses 2019: $664,499Net Income 2019: -$104,4092019Revenue 2020: $371,888Expenses 2020: $638,477Net Income 2020: -$266,5892020Revenue 2021: $409,720Expenses 2021: $629,101Net Income 2021: -$219,3812021Revenue 2022: $313,537Expenses 2022: $686,913Net Income 2022: -$373,3762022Revenue 2023: $260,653Expenses 2023: $671,512Net Income 2023: -$410,8592023Revenue 2024: $1,364,143Expenses 2024: $928,137Net Income 2024: $436,0062024

Highlighted filing

2010

Revenue-
Expenses$535,158
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 6, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$55,000-$55,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant2 1 INTERNATIONALEXPANDED OUTREACH AND OPERATIONS-LAKEWOOD, CO, US$195,000
Paid GrantMISSION E4 INCCOMPUTER EQUIPMENT-WORCESTER, MA, US$70,000
Paid GrantHOLDEN CHRISTIAN ACADEMYPRE-K START UP EXPENSES-HOLDEN, MA, US$40,000
Paid GrantROBBINS INSTITUTE OFGENERAL PURPOSES-BOSTON, MA, US$25,000
Paid GrantFAITH HOUSEGENERAL PURPOSES-STERLING, MA, US$15,000
Paid GrantWEST SUBURBAN YMCAEXPAND SERVICES TO CHILDREN-NEWTON, MA, US$10,000
Paid GrantAIMSFURNITURE & EQUIPMENT FOR OFFICE.-VIRGINIA BEACH, VA, US$8,000
Paid GrantELLEN LEACH MEM HOUSEGENERAL PURPOSES-BREWER, ME, US$5,000
Paid GrantMARJOT FOUNDATION INCSTUDENT SCIENCE PROJECTS-FALMOUTH, MA, US$5,000
Filing and Contact Details

Filer

EIN
04-6922636
Raw XML Appendix374 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome02400
AccountingFeesSchedule/AccountingFees/Amount02400
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/BusinessName/BusinessNameLine10DAVID TAYLOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis03563914
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis11253254
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12007-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice03590569
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11175606
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED WINSLOW SHORT TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1SEE ATTACHED WINSLOW LONG TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet026655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-77648
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue099454
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV099386
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03659434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV04995725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PUBLICLY TRADED SECURITIES
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01000000
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0996544
InvestmentsOtherSchedule2/InvestmentsOther/BookValue050000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0EAGLE REIT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV050000
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0154770
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-50993
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount014365
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0118142
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0118142
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome06977
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm055000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0373000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0373000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0154770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0154770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0154770
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-417016
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice04766175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm014365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm014365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss014365
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-50993
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome064942
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0102658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0102163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0102658
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm02100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0169135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0162158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0373000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0104193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0535158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0169135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0118142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0162158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0104193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0162158
IRS990PF/BalanceSheets/AccountsPayableBOY02400
IRS990PF/BalanceSheets/AccountsPayableEOY02400
IRS990PF/BalanceSheets/CashBOY010076
IRS990PF/BalanceSheets/CashEOY04110
IRS990PF/BalanceSheets/CashEOYFMV04110
IRS990PF/BalanceSheets/GrantsPayableBOY040000
IRS990PF/BalanceSheets/GrantsPayableEOY040000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY099454
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV099386
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04368442
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03659434
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV04995725
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0600000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01000000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0996544
IRS990PF/BalanceSheets/InvestmentsOtherBOY050000
IRS990PF/BalanceSheets/InvestmentsOtherEOY050000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV050000
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY07333
IRS990PF/BalanceSheets/OtherAssetsEOY06034
IRS990PF/BalanceSheets/OtherAssetsEOYFMV06034
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY01025276
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY01877829
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV01877829
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01877829
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01408534
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0355784
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0355784
IRS990PF/BalanceSheets/TotalAssetsBOY07469661
IRS990PF/BalanceSheets/TotalAssetsEOY07052645
IRS990PF/BalanceSheets/TotalAssetsEOYFMV08385412
IRS990PF/BalanceSheets/TotalLiabilitiesBOY042400
IRS990PF/BalanceSheets/TotalLiabilitiesEOY042400
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY07469661
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY07052645
IRS990PF/BalanceSheets/TotalNetAssetsBOY07427261
IRS990PF/BalanceSheets/TotalNetAssetsEOY07010245
IRS990PF/BalanceSheets/UnrestrictedBOY07427261
IRS990PF/BalanceSheets/UnrestrictedEOY07010245
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-417016
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal07010245
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY07427261
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY07010245
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear06113
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment07412
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment06113
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01299
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07412
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08385412
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets08565099
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances033139
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06746224
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0128476
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01785736
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0421831
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08436623
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets08565099
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition015.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10DAVID TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation055000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10141 KENDALL HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0STERLING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001564
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear06977
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total062698
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year1015867
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year2015867
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year3023987
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear05930
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total053293
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year1013487
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year2013487
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year3020389
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear0373000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total01664113
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year10394500
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year20501738
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year30394875
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear0373000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total01664113
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year10394500
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year20501738
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year30394875
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear0281221
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total01160963
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year10252547
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year20297267
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year30329928
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0444753
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0444104
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052640
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051979
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.055375
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045344
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.059676
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050827
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets08436623
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear107576428
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear208918020
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear309749374
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear409160635
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear509543878
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0649
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0373000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10393815
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20493835
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30442075
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40546670
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50485083
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.263201
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0373000
IRS990PF/QualifyingDistributions/ExpensesAndContributions0373000
IRS990PF/QualifyingDistributions/QualifyingDistributions0373000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVID TAYLOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09783681200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10141 KENDALL HILL ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0STERLING
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001564
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10GRANTS MADE TO SEVEN 501(C)(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectCharitableActy/Expenses10373000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0195000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount440000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount670000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount825000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EXPANDED OUTREACH AND OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FURNITURE & EQUIPMENT FOR OFFICE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PRE-K START UP EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5STUDENT SCIENCE PROJECTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6COMPUTER EQUIPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7EXPAND SERVICES TO CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine102 1 INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AIMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FAITH HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ELLEN LEACH MEM HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HOLDEN CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MARJOT FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MISSION E4 INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WEST SUBURBAN YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ROBBINS INSTITUTE OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20SPEECH CORRECTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 150909
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 64534
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1358 COLONIAL CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14279 RESERVOIR ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 803
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1620 HAVANA ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17276 CHURCH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18EMERSON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LAKEWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1VIRGINIA BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2STERLING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BREWER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HOLDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5FALMOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode123464
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201564
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode304412
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode401520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502541
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode601603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode702458
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode802116
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0373000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions0373000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0373000
IRS990PF/UndistributedIncome/TotalCorpus0373000
OtherAssetsSchedule/OtherAssets/BOYBookValue07333
OtherAssetsSchedule/OtherAssets/Description0REFUNDABLE TAXES
OtherAssetsSchedule/OtherAssets/EOYBookValue06034
OtherAssetsSchedule/OtherAssets/EOYFMV06034
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0495
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1102163
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description3MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0102163
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0495
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1102163
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShort/BalanceDue01025276
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShort/NameOf501c3Organization/BusinessNameLine10DUNAMIS LLP
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShort/NameOf501c3Organization/BusinessNameLine1121 INTERNATIONAL
TaxesSchedule/Taxes/AdjustedNetIncome0731
TaxesSchedule/Taxes/AdjustedNetIncome11299
TaxesSchedule/Taxes/AdjustedNetIncome270
TaxesSchedule/Taxes/Amount0731
TaxesSchedule/Taxes/Amount11299
TaxesSchedule/Taxes/Amount270
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAXES
TaxesSchedule/Taxes/Category2MASSACHUSETTS FEES
TaxesSchedule/Taxes/NetInvestmentIncome0731
TaxesSchedule/Taxes/NetInvestmentIncome11299
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046922636
ReturnHeader/Filer/Name/BusinessNameLine10SICARI CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SICA
ReturnHeader/Filer/Phone09783681200
ReturnHeader/Filer/USAddress/AddressLine10141 KENDALL HILL ROAD
ReturnHeader/Filer/USAddress/City0STERLING
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001564
ReturnHeader/Officer/DateSigned02011-05-06
ReturnHeader/Officer/Name0DAVID TAYLOR
ReturnHeader/Officer/Phone09783681200
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-05-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMAS ARRISON PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1171
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LITTLETON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0014600771
ReturnHeader/Preparer/Name0THOMAS ARRISON
ReturnHeader/Preparer/Phone09784869855
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-17T15:47:05-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,052,645
Liabilities
$42,400
Net assets
$7,010,245
Revenue
-
Expenses
$535,158
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.36$0.93$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.26$0.67$0.41
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.31$0.69$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.41$0.63$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.37$0.64$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.56$0.66$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.32$0.67$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.82$0.34$0.61$0.27
2016Detailed filing. Detailed filing data is available for this year.$6.11$0.01$6.10$0.55$0.56$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.09$0.30$0.58$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.26$0.62$0.36
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.25$0.56$0.31
2012Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.51
2011Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.52
2010Detailed filing. Detailed filing data is available for this year.$7.05$0.04$7.01$0.54