Civic Intelligence

The James a Greenleaf Memorial Trust Fund Inc

EIN 30-0021151 • 501(c)3 • Waterford, CT

Pub. 78 Eligible

Profile

The James A. Greenleaf, Jr. Memorial Scholarship Fund, Inc. has been established to honor and remember a dear family member and friend who lost his life as a result of the catastrophe which occurred in New York City in 2001. The fund is used to provide financial assistance to students attending St. Bernards High School as well as graduating seniors from Waterford High School, Fitch High School and New London High School towards their college tuition.

PO Box 420Waterford, CT 06385

jamesgreenleaf.org

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

2nd percentile

-158%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

9.8%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,877,173

Up $166,869 (+9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,877,173

Up $166,869 (+9.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Down

$85,064

Down $53,844 (-39%) from 2023

Expenses

Up

$219,216

Up $54,645 (+33%) from 2023

Net Income

Down

-$134,152

Down $108,489 (-423%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $532,662Liabilities 2012: $0Net Assets 2012: $532,6622012Assets 2013: $712,523Liabilities 2013: $0Net Assets 2013: $712,5232013Assets 2014: $835,818Liabilities 2014: $0Net Assets 2014: $835,8182014Assets 2015: $1,006,566Liabilities 2015: $0Net Assets 2015: $1,006,5662015Assets 2016: $1,134,914Liabilities 2016: $0Net Assets 2016: $1,134,9142016Assets 2017: $1,312,227Liabilities 2017: $0Net Assets 2017: $1,312,2272017Assets 2019: $1,493,182Liabilities 2019: $0Net Assets 2019: $1,493,1822019Assets 2020: $1,639,162Liabilities 2020: $0Net Assets 2020: $1,639,1622020Assets 2021: $1,806,978Liabilities 2021: $0Net Assets 2021: $1,806,9782021Assets 2022: $1,508,381Liabilities 2022: $0Net Assets 2022: $1,508,3812022Assets 2023: $1,710,304Liabilities 2023: $0Net Assets 2023: $1,710,3042023Assets 2024: $1,877,173Liabilities 2024: $0Net Assets 2024: $1,877,1732024

Latest loaded filing

2024

Assets$1,877,173
Liabilities$0
Net Assets$1,877,173
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2012: $15,3572012Expenses 2013: $58,4752013Revenue 2014: $171,473Expenses 2014: $43,496Net Income 2014: $127,9772014Revenue 2015: $155,882Expenses 2015: $56,030Net Income 2015: $99,8522015Revenue 2016: $175,725Expenses 2016: $62,997Net Income 2016: $112,7282016Revenue 2017: $180,903Expenses 2017: $65,759Net Income 2017: $115,1442017Revenue 2019: $97,612Expenses 2019: $87,180Net Income 2019: $10,4322019Revenue 2020: $57,869Expenses 2020: $75,504Net Income 2020: -$17,6352020Revenue 2021: $101,166Expenses 2021: $86,655Net Income 2021: $14,5112021Revenue 2022: $48,988Expenses 2022: $82,227Net Income 2022: -$33,2392022Revenue 2023: $138,908Expenses 2023: $164,571Net Income 2023: -$25,6632023Revenue 2024: $85,064Expenses 2024: $219,216Net Income 2024: -$134,1522024

Latest loaded filing

2024

Revenue$85,064
Expenses$219,216
Net Income-$134,152
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.22$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.07$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.18$0.06$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.16$0.06$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.17$0.04$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 9, 2026
Return Version
2025v4.0
Mission and Program Overview

Mission

The James A. Greenleaf, Jr. Memorial Scholarship Fund, Inc. has been established to honor and remember a dear family member and friend who lost his life as a result of the catastrophe which occurred in New York City in 2001. The fund is used to provide financial assistance to students attending St. Bernards High School as well as graduating seniors from Waterford High School, Fitch High School and New London High School towards their college tuition.

Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MCBRIDEDirector-$0--
MICHAEL FIORELLIDirector-$0--
ANDREA ONOFRIODirector-$0--
ARTHUR LAMOUREUXDirector-$0--
TIMOTHY MURRAYDirector-$0--
JOHN ESTELLEDirector-$0--
JAMES WELCHDirector-$0--
JAMES BELLIDirector-$0--
ANDREA MARCILLESecretary-$0--
FRANK MARCILLE IIIPresident-$0--
MARK SCOZZAFAVATreasurer-$0--
ANDREW SCOZZAFAVADirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CONTRIBUTION TO THE SCHOOL.-UNCASVILLE, CT, US$100,000
Paid Grant-SCHOLARSHIPS FOR VARIOUS STUDENTS.-UNCASVILLE, CT, US$87,478
Filing and Contact Details

Filer

Filer Name
The James a Greenleaf Memorial Trust
EIN
30-0021151
Phone
8608595957
Address
PO BOX 420, WATERFORD, CT 06385

Signing Officer

Name
Frank Marcille Iii
Title
President
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Baruno Hannaford Heap Aurello
Address
280 MONTAUK AVE, New London, CT 06320
Preparer
Shannon Heap
Phone
8604438391
Raw XML Appendix324 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ANDREW SCOZZAFAVA
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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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt07 ATLANTIC AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GROTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006340
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROLYN CELLUCI
IRS990PF/StatementsRegardingActyGrp/PhoneNum08608595957
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0jamesgreenleaf.org
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt087478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR VARIOUS STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CONTRIBUTION TO THE SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAINT BERNARD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SAINT BERNARD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01593 NORWICH-NEW LONDON TPKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11593 NORWICH-NEW LONDON TPKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0UNCASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UNCASVILLE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0187478
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0502340
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0184095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130767
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0502340
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0314862
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK & CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOARD MEETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GENERAL OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Special Event Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WEB PAGE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11933
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2690
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53002
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt69705
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7915
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income From Special Events
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07265
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0217376
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011079
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011079
TaxesSchedule/TaxesDetail/Amt0694
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX EXPENSE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK MARCILLE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES A GREENLEAF MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0300021151
ReturnHeader/Filer/PhoneNum08608595957
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006385
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810972887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARUNO HANNAFORD HEAP AURELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 MONTAUK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New London
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006320
ReturnHeader/PreparerPersonGrp/PhoneNum08604438391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON HEAP
ReturnHeader/ReturnTs02026-03-09T12:18:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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