Civic Intelligence

Stephen & Karla Forgiel Charitable Foundation

990PF • Fiscal year 2024 • EIN 46-4911066

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
75 Third Avenue 2nd FloorWaltham, MA 02451

(781) 210-4710

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-494%

Higher net margin than 1% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$623,726

Down $22,930 (-3.5%) from 2023

Net Assets

Down

$623,726

Down $22,930 (-3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin1st percentile

Revenue

Down

$10,093

Down $36,835 (-78%) from 2023

Expenses

Up

$59,971

Up $1,137 (+1.9%) from 2023

Net Income

Down

-$49,878

Down $37,972 (-319%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2014: $10Liabilities 2014: $0Net Assets 2014: $102014Assets 2015: $4,896Liabilities 2015: $0Net Assets 2015: $4,8962015Assets 2016: $763,736Liabilities 2016: $0Net Assets 2016: $763,7362016Assets 2017: $735,604Liabilities 2017: $0Net Assets 2017: $735,6042017Assets 2018: $705,437Liabilities 2018: $0Net Assets 2018: $705,4372018Assets 2019: $700,951Liabilities 2019: $0Net Assets 2019: $700,9512019Assets 2020: $682,430Liabilities 2020: $0Net Assets 2020: $682,4302020Assets 2021: $681,897Liabilities 2021: $0Net Assets 2021: $681,8972021Assets 2022: $694,855Liabilities 2022: $0Net Assets 2022: $694,8552022Assets 2023: $646,656Liabilities 2023: $0Net Assets 2023: $646,6562023Assets 2024: $623,726Liabilities 2024: $0Net Assets 2024: $623,7262024

Highlighted filing

2024

Assets$623,726
Liabilities$0
Net Assets$623,726
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100K$50K$0-$50KRevenue 2014: $10Expenses 2014: $0Net Income 2014: $102014Revenue 2015: $4,886Expenses 2015: $0Net Income 2015: $4,8862015Revenue 2016: $33,427Expenses 2016: $44,033Net Income 2016: -$10,6062016Revenue 2017: $59,571Expenses 2017: $54,301Net Income 2017: $5,2702017Revenue 2018: $24,142Expenses 2018: $55,101Net Income 2018: -$30,9592018Revenue 2019: $44,057Expenses 2019: $49,083Net Income 2019: -$5,0262019Revenue 2020: $4,782Expenses 2020: $31,539Net Income 2020: -$26,7572020Revenue 2021: $38,118Expenses 2021: $48,155Net Income 2021: -$10,0372021Revenue 2022: $62,092Expenses 2022: $39,733Net Income 2022: $22,3592022Revenue 2023: $46,928Expenses 2023: $58,834Net Income 2023: -$11,9062023Revenue 2024: $10,093Expenses 2024: $59,971Net Income 2024: -$49,8782024

Highlighted filing

2024

Revenue$10,093
Expenses$59,971
Net Income-$49,878
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F Brooks EsqTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Support Military VeteransEOFRockville, MD, US$10,000
Paid Grant-Mental Illness Services.EOFBoston, MA, US$10,000
Paid Grant-Housing for veterans.EOFTaunton, MA, US$10,000
Paid Grant-Support Military VeteransEOFWorcester, MA, US$10,000
Paid Grant-Support Military VeteransEOFSharon, MA, US$10,000
Filing and Contact Details

Filer

Filer Name
Stephen & Karla Forgiel Charitable
EIN
46-4911066
Phone
7812104710
Address
75 Third Avenue 2nd Floor, Waltham, MA 02451

Signing Officer

Name
William F Brooks Esq
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Gaudet & Associates LLC
Address
19 Fletcher St PO Box 367, Chelmsford, MA 01824
Preparer
Brian J Stafford CPA MST
Phone
9782500300
Raw XML Appendix285 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028963
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-19140
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0270
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029233
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-19140
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010093
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028963
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028963
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49878
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0542061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-19140
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0105180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt242538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-17509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-17509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0105420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1395974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt240493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Wells Fargo - ST Box A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Wells Fargo - LT Box D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25,760.09 shs Lord Abbett Bond Debenture
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-19140
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49878
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt026948
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0623726
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0646656
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0623726
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032533
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032533
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032533
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032847
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0314
IRS990PF/DistributableAmountGrp/TotalTaxAmt0314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0314
IRS990PF/FMVAssetsEOYAmt0623726
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0501
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0646656
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0623726
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0638299
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0611140
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0611140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012586
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0646656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0623726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0623726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0646656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0623726
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0646656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0623726
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0666939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06337
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0660602
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010004
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032847
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0656935
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0666939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William F Brooks Esq
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt075 Third Avenue Second Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Waltham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002451
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt053244
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt053244
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/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/AddressLine1Txt075 Third Avenue 2nd Floor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Waltham
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002551
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0William F Brooks Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812104710
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Military Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Mental Illness Services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Housing for veterans.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support Military Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support Military Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fisher House Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NAMI of Massachusetts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Homes For Our Troops Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Project New Hope Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Mohawks Corp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 Rockville Pike 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1529 Main Street Suite 1M17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt370 James Street Suite 155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42 Commercial Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Taunton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Sharon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402067
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt032533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010821
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031532
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010821
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053244
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031532
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010821
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0591
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0591
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06674
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1947
TaxesSchedule/TaxesDetail/Amt253
TaxesSchedule/TaxesDetail/CategoryTxt0Fed Invest Tax-EXT-2023
TaxesSchedule/TaxesDetail/CategoryTxt1Fed refund 2023
TaxesSchedule/TaxesDetail/CategoryTxt2Overdue taxes - 2022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt053
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William F Brooks Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen & Karla Forgiel Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0464911066
ReturnHeader/Filer/PhoneNum07812104710
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Third Avenue 2nd Floor
ReturnHeader/Filer/USAddress/CityNm0Waltham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043325905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stafford Gaudet & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Fletcher St PO Box 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelmsford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782500300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T12:08:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$623,726
Liabilities
$0
Net assets
$623,726
Revenue
$10,093
Expenses
$59,971
Net income
-$49,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.10$0.60$0.50
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.47$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.62$0.40$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.38$0.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.05$0.32$0.27
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.44$0.49$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.24$0.55$0.31
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.60$0.54$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.33$0.44$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00