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Nonprofit · EIN 01-6207698

CASABELLA FAM TR

Also known as PIANE BARBARA M TTEE

Tax-exempt · E LONGMEADOW, MA 01028

Financials

$24K$28K2023$26K$31K2024
Revenue Expenses · by fiscal year end
Financials of CASABELLA FAM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$26,270$30,610-$4,340$327,409$0$327,409
May 31, 2024990-PF$24,380$28,385-$4,005$331,749$0$331,749
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$7,113
Interest
$3,704
Net gain from sales of assets
$15,453

Expenses

Grants and similar amounts paid
$18,000
Compensation of officers, directors and key employees
$1,000
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$30,610
Excise tax on investment income
$266

Balance sheet and other

Total assets, start of year
$331,749
Total assets, end of year
$327,409
Total liabilities, end of year
$0
Net assets, end of year
$327,409
Fair market value of assets
$516,339
Qualifying distributions
$30,610
Net investment income
$26,270

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THADDEUS TOKARZ
31 KOPERNICK ST, INDIAN ORCHARD, MA 01151
CO-TRUSTEE1$1,000
JAMES F COURTNEY
248 PINEHURST DR, EAST LONGMEADOW, MA 01028
CO-TRUSTEE2$0
JACQUELINE M REARDON
PO BOX 778, WINDSOR, CT 06095
CO-TRUSTEE1$0
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
JACQUELINE M REARDON
PO BOX 778, WINDSOR, CT 06095
CO-TRUSTEE1$2,000
THADDEUS TOKARZ
31 KOPERNICK ST, INDIAN ORCHARD, MA 01151
CO-TRUSTEE1$1,000
JOHN M PIANE
24 NORTH RIVERAD, WALPOLE, NH 03608
CO-TRUSTEE1$0
JAMES F COURTNEY
248 PINEHURST DR, EAST LONGMEADOW, MA 01028
CO-TRUSTEE2$0

Address and contacts

Address (IRS master file)
248 PINEHURST DR, E LONGMEADOW, MA 01028-3063
In care of
% JAMES F COURTNEY
Signed the 990-PF
JAMES F COURTNEY, CO-TRUSTEE
Phone
(413) 478-6776

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
01-6207698
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
May
Files
Form 990-PF
Category (NTEE)
Education (B84)
Assets (IRS master file)
$327,409
Income (IRS master file)
$64,486

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$26,270$30,610$327,409XML
990-PFMay 2024$24,380$28,385$331,749XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6207698).

Questions about CASABELLA FAM TR

What is the EIN of CASABELLA FAM TR?
The employer identification number (EIN) of CASABELLA FAM TR is 01-6207698.
Is CASABELLA FAM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to CASABELLA FAM TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CASABELLA FAM TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CASABELLA FAM TR due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASABELLA FAM TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of CASABELLA FAM TR?
The 990-PF for the year ended May 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $1,000 (THADDEUS TOKARZ, CO-TRUSTEE).
How much revenue does CASABELLA FAM TR have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $26,270, expenses of $30,610 and total assets of $327,409 at year end.

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