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Nonprofit · EIN 04-6486645

JOHN T SPINELLI FAMILY CHARITABLE TRUST

Also known as JOYCE EDWARD J CO TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$20K$77K2023$300K$31K2024$22K$36K2025
Revenue Expenses · by fiscal year end
Financials of JOHN T SPINELLI FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$22,221$36,082-$13,861$1,055,966$0$1,055,966
December 31, 2024990-PF$300,028$31,259$268,769$953,710$0$953,710
December 31, 2023990-PF$20,380$76,933-$56,553$872,577$0$872,577
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,018
Interest
$1,283
Net gain from sales of assets
-$2,080

Expenses

Grants and similar amounts paid
$11,588
Compensation of officers, directors and key employees
$1,500
Disbursements for charitable purposes
$14,729
Excise tax on investment income
$143

Balance sheet and other

Total assets, start of year
$953,710
Total assets, end of year
$1,055,966
Total liabilities, end of year
$0
Net assets, end of year
$1,055,966
Fair market value of assets
$1,055,966
Qualifying distributions
$14,729
Net investment income
$24,301

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
VINCENT J PANICO
2343 MASSACHUSETTS AVE, CAMBRIDGE, MA 02140
TRUSTEE0.5$1,500
CAMERON CASEY
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JENNIFER S EWING
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JESSICA L LAMBERT
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
RENAT V LUMPAU
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
VINCENT J PANICO
2343 MASSACHUSETTS AVE, CAMBRIDGE, MA 02140
TRUSTEE0.5$1,125
CAMERON CASEY
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JENNIFER S EWING
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JESSICA L LAMBERT
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
RENAT V LUMPAU
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
VINCENT J PANICO
2343 MASSACHUSETTS AVE, CAMBRIDGE, MA 02140
TRUSTEE0.5$1,500
BRENDA S DIANA
C/O HALL DIANA LLC 800 BOYLSTON, STREET, BOSTON, MA 02199
TRUSTEE (RESIGNED 9/7/23)0.5$0
MARTIN HALL
C/O HALL DIANA LLC 800 BOYLSTON, STREET, BOSTON, MA 02199
TRUSTEE (RESIGNED 9/7/23)0.5$0
CAMERON CASEY
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JENNIFER S EWING
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE0.5$0
JESSICA L LAMBERT
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE (APPOINTED 12/11/23)0.5$0
RENAT V LUMPAU
C/O CHOATE HALL STEWART LLP 2, INTERNATIONAL PLACE, BOSTON, MA 02110
TRUSTEE (APPOINTED 12/20/23)0.5$0

Address and contacts

Address (IRS master file)
2 INTERNATIONAL PLACE, BOSTON, MA 02110-4142
In care of
% ROPES & GRAY
Signed the 990-PF
CAMERON CASEY, TRUSTEE
Phone
(617) 248-5000
Return prepared by
EAG NEW ENGLAND 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6486645
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
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,055,966
Income (IRS master file)
$549,509

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$22,221$36,082$1,055,966IRS
990-PFDecember 2024$300,028$31,259$953,710IRS
990-PFDecember 2023$20,380$76,933$872,577XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6486645).

Questions about JOHN T SPINELLI FAMILY CHARITABLE TRUST

What is the EIN of JOHN T SPINELLI FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of JOHN T SPINELLI FAMILY CHARITABLE TRUST is 04-6486645.
Is JOHN T SPINELLI FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to JOHN T SPINELLI FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN T SPINELLI FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN T SPINELLI FAMILY CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN T SPINELLI FAMILY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOHN T SPINELLI FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $1,500 (VINCENT J PANICO, TRUSTEE).
How much revenue does JOHN T SPINELLI FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,221, expenses of $36,082 and total assets of $1,055,966 at year end.

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