Nonprofit · EIN 04-6922636
JOSEPH & AGATHA SICARI CHARITABLE TR
Also known as TAYLOR DAVID L TTEE
Tax-exempt · SHREWSBURY, MA 01545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,364,143 | $928,137 | $436,006 | $4,514,732 | $2,600 | $4,512,132 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $400,000
- Dividends
- $216,690
- Net gain from sales of assets
- $700,733
- Other income
- $46,720
Expenses
- Grants and similar amounts paid
- $697,500
- Compensation of officers, directors and key employees
- $65,000
- Disbursements for charitable purposes
- $697,500
- Excise tax on investment income
- $10,792
Balance sheet and other
- Total assets, start of year
- $4,078,726
- Total assets, end of year
- $4,514,732
- Total liabilities, end of year
- $2,600
- Net assets, end of year
- $4,512,132
- Fair market value of assets
- $10,792,221
- Qualifying distributions
- $697,500
- Net investment income
- $964,143
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 |
|---|---|---|---|
| David Taylor PO Box 307, Shrewsbury, MA 01545 | Trustee | 5 | $65,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 307, SHREWSBURY, MA 01545-0307
- In care of
- % DAVID L TAYLOR
- Signed the 990-PF
- David Taylor, Trustee
- Phone
- (978) 368-1200
- Return prepared by
- Vallas & Arrison PC
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
- 04-6922636
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,514,732
- Income (IRS master file)
- $2,340,517
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $260,653 | $671,512 | $4,078,726 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JOSEPH & AGATHA SICARI CHARITABLE TR
- What is the EIN of JOSEPH & AGATHA SICARI CHARITABLE TR?
- The employer identification number (EIN) of JOSEPH & AGATHA SICARI CHARITABLE TR is 04-6922636.
- Is JOSEPH & AGATHA SICARI CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOSEPH & AGATHA SICARI CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH & AGATHA SICARI CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH & AGATHA SICARI CHARITABLE TR 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 JOSEPH & AGATHA SICARI CHARITABLE TR 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 JOSEPH & AGATHA SICARI CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $65,000 (David Taylor, Trustee).
- How much revenue does JOSEPH & AGATHA SICARI CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,364,143, expenses of $928,137 and total assets of $4,514,732 at year end.
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