Nonprofit · EIN 04-3374699
UNICO MERRIMACK VALLEY FOUNDATION INC
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $45,490 | $40,113 | $5,377 | $162,307 | $2,690 | $159,617 |
| June 30, 2024 | 990 | $36,206 | $36,280 | -$74 | $155,840 | $1,600 | $154,240 |
| June 30, 2023 | 990 | $28,814 | $33,010 | -$4,196 | $157,314 | $3,000 | $154,314 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30,845
- Program service revenue
- $0
- Investment income
- $12,223
- Net gain from sales of assets
- $7,051
- Net income from fundraising events
- $2,422
- Other revenue
- $2,422
Expenses
- Grants and similar amounts paid
- $37,250
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $37,250
- Management and general (functional)
- $2,863
Balance sheet and other
- Total assets, start of year
- $155,840
- Total assets, end of year
- $162,307
- Total liabilities, end of year
- $2,690
- Net assets, end of year
- $159,617
- Publicly traded securities
- $159,928
- Gross receipts
- $93,137
- Employees
- 0
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS FORGIONE | President Trustee or director | 0.5 | $0 |
| LAWRENCE J ARDITO | Treasurer Trustee or director | 0.5 | $0 |
| MICHAEL ANTOSCA | Director Trustee or director | 0.5 | $0 |
| DOMENICO SCANISCIA | Director Trustee or director | 0.5 | $0 |
| JEFF FERRANTE | Vice President Trustee or director | 0.5 | $0 |
| ANTHONY BROCCOLI | Director Trustee or director | 0.5 | $0 |
| KENNETH DEBENEDICTIS | Secretary Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS FORGIONE | President Trustee or director | 0.5 | $0 |
| LAWRENCE J ARDITO | Treasurer Trustee or director | 0.5 | $0 |
| MICHAEL ANTOSCA | Director Trustee or director | 0.5 | $0 |
| DOMENICO SCANISCIA | Director Trustee or director | 0.5 | $0 |
| JEFF FERRANTE | Vice President Trustee or director | 0.5 | $0 |
| ANTHONY BROCCOLI | Director Trustee or director | 0.5 | $0 |
| KENNETH DEBENEDICTIS | Secretary Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS FORGIONE | President Trustee or director | 0.5 | $0 |
| LAWRENCE J ARDITO | Treasurer Trustee or director | 0.5 | $0 |
| MICHAEL ANTOSCA | Director Trustee or director | 0.5 | $0 |
| DOMENICO SCANISCIA | Director Trustee or director | 0.5 | $0 |
| JEFF FERRANTE | Vice President Trustee or director | 0.5 | $0 |
| ANTHONY BROCCOLI | Director Trustee or director | 0.5 | $0 |
| KENNETH DEBENEDICTIS | Secretary Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 40 BAYFIELD DRIVE, NORTH ANDOVER, MA 01845-6016
- Principal officer (990 for 2024)
- LAWRENCE J ARDITO, 40 BAYFIELD DRIVE, NORTH ANDOVER, MA 01845
- Signed the 990
- LAWRENCE J ARDITO, Treasurer
- Phone
- (978) 688-2880
- Return prepared by
- ARDITO TOSCANO & MCCOLLUM PC
Mission
TO RAISE FUNDS THROUGH VARIOUS FUNDRAISING EVENTS SUCH AS A GOLF TOURNAMENT, SILENT AUCTION & DINNER. ALL FUNDS RAISED ARE USED FOR CHARITABLE OR EDUCATIONAL ACTIVITIES. THIS INCLUDES EDUCATIONAL SCHOLARSHIPS AND GRANTS TO LOCAL CHARITIES
Program accomplishments
- GRANTING OF SCHOLARSHIPS TO STUDENTSExpenses $18,750 · grants $18,750
- GRANTING AWARDS TO VARIOUS LOCAL CHARITIES/ORGANIZATIONS/SCHOOLS WHO SUPPORT THE MERRIMACK VALLEY COMMUNITYExpenses $18,500 · grants $18,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3374699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $162,307
- Income (IRS master file)
- $93,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $45,490 | $40,113 | $162,307 | IRS |
| 990 | June 2024 | $36,206 | $36,280 | $155,840 | IRS |
| 990 | June 2023 | $28,814 | $33,010 | $157,314 | XML |
| 990 | June 2022 | $35,670 | $39,196 | $158,510 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 04-3374699).
Questions about UNICO MERRIMACK VALLEY FOUNDATION INC
- What is the EIN of UNICO MERRIMACK VALLEY FOUNDATION INC?
- The employer identification number (EIN) of UNICO MERRIMACK VALLEY FOUNDATION INC is 04-3374699.
- Is UNICO MERRIMACK VALLEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to UNICO MERRIMACK VALLEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNICO MERRIMACK VALLEY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNICO MERRIMACK VALLEY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNICO MERRIMACK VALLEY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNICO MERRIMACK VALLEY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LAWRENCE J ARDITO.
- Who are the officers and directors of UNICO MERRIMACK VALLEY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNICO MERRIMACK VALLEY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $45,490, expenses of $40,113 and total assets of $162,307 at year end.
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