Nonprofit · EIN 04-3576803
DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $335,237 | $365,700 | -$30,463 | $2,331,066 | $0 | $2,331,066 |
| August 31, 2024 | 990-PF | $291,327 | $297,090 | -$5,763 | $2,362,952 | $1,416 | $2,361,536 |
| August 31, 2023 | 990-PF | $283,334 | $255,063 | $28,271 | $2,368,398 | $1,040 | $2,367,358 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $326
- Dividends
- $70,230
- Interest
- $13,685
- Net gain from sales of assets
- $250,996
Expenses
- Grants and similar amounts paid
- $304,000
- Compensation of officers, directors and key employees
- $18,326
- Disbursements for charitable purposes
- $332,447
- Excise tax on investment income
- $4,303
Balance sheet and other
- Total assets, start of year
- $2,362,952
- Total assets, end of year
- $2,331,066
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,331,066
- Fair market value of assets
- $3,987,655
- Qualifying distributions
- $332,447
- Net investment income
- $334,912
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EILEEN M TOTI C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | TREASURER/DIRECTOR | 2 | $0 |
| EDWARD GATTA JR C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | PRESIDENT/DIRECTOR | 2 | $0 |
| SUSAN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| DOUG MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| ELLEN MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| JEANNE D'AGOSTINO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | EXECUTIVE DIRECTOR | 10 | $0 |
| KATHY FLAHERTY C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| JOHANNA WISE SULLIVAN C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | CLERK/DIRECTOR | 1 | $0 |
| DR JAMES MANDELL C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| BOB EMMERT C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| BENJAMIN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANNE D'AGOSTINO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | EXECUTIVE DIRECTOR | 10 | $20,000 |
| EILEEN M TOTI C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | TREASURER/DIRECTOR | 2 | $0 |
| EDWARD GATTA JR C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | PRESIDENT/DIRECTOR | 2 | $0 |
| SUSAN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| DOUG MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| ELLEN MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| KATHY FLAHERTY C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| JOHANNA WISE SULLIVAN C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | CLERK/DIRECTOR | 1 | $0 |
| DR JAMES MANDELL C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| BOB EMMERT C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| BENJAMIN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANNE D'AGOSTINO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | EXECUTIVE DIRECTOR | 10 | $20,000 |
| EILEEN M TOTI C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | TREASURER/DIRECTOR | 2 | $0 |
| EDWARD GATTA JR C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | PRESIDENT/DIRECTOR | 2 | $0 |
| SUSAN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| DOUG MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| ELLEN MELLO C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| DR ALAN RETIK C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| KATHY FLAHERTY C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| KAREN VOCI C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| JOHANNA WISE SULLIVAN C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | CLERK/DIRECTOR | 1 | $0 |
| DR JAMES MANDELL C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
| BOB EMMERT C/O NUTTER MCCLENNEN FISH LLP 155, SEAPORT BLVD, BOSTON, MA 02210 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 51400, BOSTON, MA 02205-1400
- In care of
- % NMF
- Signed the 990-PF
- JOHANNA WISE SULLIVAN, CLERK/DIRECTOR
- Phone
- (617) 262-7770
- Website
- WWW.RETIKMELLOFOUNDATION.ORG
- Return prepared by
- NUTTER MCCLENNEN & FISH LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-3576803
- 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
- 2014
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,331,066
- Income (IRS master file)
- $739,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $335,237 | $365,700 | $2,331,066 | XML |
| 990-PF | August 2024 | $291,327 | $297,090 | $2,362,952 | XML |
| 990-PF | August 2023 | $283,334 | $255,063 | $2,368,398 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | 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 04-3576803).
Questions about DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC
- What is the EIN of DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC is 04-3576803.
- Is DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does DAVID E RETIK & CHRISTOPHER D MELLO CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $335,237, expenses of $365,700 and total assets of $2,331,066 at year end.
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