Nonprofit · EIN 04-3037802
S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION
Tax-exempt · WESTWOOD, MA 02090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $64,114 | $58,971 | $5,143 | $23,403 | $389 | $23,014 |
| December 31, 2023 | 990-PF | $63,844 | $63,811 | $33 | $18,363 | $492 | $17,871 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $12,536
- Interest
- $991
- Net gain from sales of assets
- $50,002
- Other income
- $585
Expenses
- Grants and similar amounts paid
- $56,203
- Disbursements for charitable purposes
- $56,203
- Excise tax on investment income
- $869
Balance sheet and other
- Total assets, start of year
- $18,363
- Total assets, end of year
- $23,403
- Total liabilities, end of year
- $389
- Net assets, end of year
- $23,014
- Fair market value of assets
- $1,150,547
- Qualifying distributions
- $56,203
- Net investment income
- $63,529
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S RICHARD PENNI 19 SKYLINE DR, WESTWOOD, MA 02090 | TRUSTEE | 0 | $0 |
| PATRICIA R PENNI 19 SKYLINE DR, Westwood, MA 02090 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S RICHARD PENNI 19 SKYLINE DR, WESTWOOD, MA 02090 | TRUSTEE | 0 | $0 |
| PATRICIA R PENNI 19 SKYLINE DR, Westwood, MA 02090 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 19 SKYLINE DR, WESTWOOD, MA 02090-1071
- In care of
- % S RICHARD PENNI
- Signed the 990-PF
- S RICHARD PENNI, TRUSTEE
- Phone
- (781) 329-0969
- Return prepared by
- KS AND LZ ACCOUNTING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3037802
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $23,403
- Income (IRS master file)
- $64,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $64,114 | $58,971 | $23,403 | XML |
| 990-PF | December 2023 | $63,844 | $63,811 | $18,363 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-3037802).
Questions about S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION
- What is the EIN of S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION?
- The employer identification number (EIN) of S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION is 04-3037802.
- Is S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does S RICHARD & PATRICIA R PENNI CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $64,114, expenses of $58,971 and total assets of $23,403 at year end.
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