Nonprofit · EIN 30-0021151
JAMES A GREENLEAF MEMORIAL TR FUND
Tax-exempt · WATERFORD, CT 06385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $83,320 | $227,779 | -$144,459 | $1,950,090 | $0 | $1,950,090 |
| December 31, 2024 | 990-PF | $85,064 | $219,216 | -$134,152 | $1,877,173 | $0 | $1,877,173 |
| December 31, 2023 | 990-PF | $138,908 | $164,571 | -$25,663 | $1,710,304 | $0 | $1,710,304 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,740
- Dividends
- $69,315
- Other income
- $7,265
Expenses
- Grants and similar amounts paid
- $187,478
- Disbursements for charitable purposes
- $187,478
- Excise tax on investment income
- $809
Balance sheet and other
- Total assets, start of year
- $1,877,173
- Total assets, end of year
- $1,950,090
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,950,090
- Qualifying distributions
- $187,478
- Net investment income
- $69,315
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MCBRIDE 23 BURROWS ST, GROTON, CT 06340 | Director | 1 | $0 |
| MICHAEL FIORELLI 121 DEER RUN ROAD, MERIDEN, CT 06451 | Director | 1 | $0 |
| ANDREA ONOFRIO 22 CEDAR ROAD, CLINTON, CT 06413 | Director | 1 | $0 |
| ARTHUR LAMOUREUX 21 WASSMER CT, NEW LONDON, CT 06320 | Director | 1 | $0 |
| TIMOTHY MURRAY 12 GEISER ST, MYSTIC, CT 06355 | Director | 1 | $0 |
| JOHN ESTELLE 2 MICHAELS WAY, OAKDALE, CT 06370 | Director | 3 | $0 |
| JAMES WELCH 158 WALKER STREET 3, ATLANTA, GA 30313 | Director | 1 | $0 |
| JAMES BELLI 72 BOARDWALK, GROTON, CT 06340 | Director | 0 | $0 |
| ANDREA MARCILLE 9 NINA DRIVE, BRADFORD, RI 02808 | Secretary | 3 | $0 |
| FRANK MARCILLE III 782 VAUXHALL ST EXT, WATERFORD, CT 06385 | President | 1 | $0 |
| MARK SCOZZAFAVA 11 LILLIAN TERRACE, DARIEN, CT 06820 | Treasurer | 1 | $0 |
| ANDREW SCOZZAFAVA 2735 NORTH ST, FAIRFIELD, CT 06824 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MCBRIDE 23 BURROWS ST, GROTON, CT 06340 | Director | 1 | $0 |
| MICHAEL FIORELLI 121 DEER RUN ROAD, MERIDEN, CT 06451 | Director | 1 | $0 |
| ANDREA ONOFRIO 22 CEDAR ROAD, CLINTON, CT 06413 | Director | 1 | $0 |
| ARTHUR LAMOUREUX 21 WASSMER CT, NEW LONDON, CT 06320 | Director | 1 | $0 |
| TIMOTHY MURRAY 12 GEISER ST, MYSTIC, CT 06355 | Director | 1 | $0 |
| JOHN ESTELLE 2 MICHAELS WAY, OAKDALE, CT 06370 | Director | 3 | $0 |
| JAMES WELCH 158 WALKER STREET 3, ATLANTA, GA 30313 | Director | 1 | $0 |
| JAMES BELLI 72 BOARDWALK, GROTON, CT 06340 | Director | 0 | $0 |
| ANDREA MARCILLE 9 NINA DRIVE, BRADFORD, RI 02808 | Secretary | 3 | $0 |
| FRANK MARCILLE III 782 VAUXHALL ST EXT, WATERFORD, CT 06385 | President | 1 | $0 |
| MARK SCOZZAFAVA 11 LILLIAN TERRACE, DARIEN, CT 06820 | Treasurer | 1 | $0 |
| ANDREW SCOZZAFAVA 2735 NORTH ST, FAIRFIELD, CT 06824 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MCBRIDE 23 BURROWS ST, GROTON, CT 06340 | Director | 1 | $0 |
| MICHAEL FIORELLI 121 DEER RUN ROAD, MERIDEN, CT 06451 | Director | 1 | $0 |
| ANDREA ONOFRIO 22 CEDAR ROAD, CLINTON, CT 06413 | Director | 1 | $0 |
| ARTHUR LAMOUREUX 21 WASSMER CT, NEW LONDON, CT 06320 | Director | 1 | $0 |
| TIMOTHY MURRAY 12 GEISER ST, MYSTIC, CT 06355 | Director | 1 | $0 |
| JOHN ESTELLE 2 MICHAELS WAY, OAKDALE, CT 06370 | Director | 3 | $0 |
| JAMES WELCH 158 WALKER STREET 3, ATLANTA, GA 30313 | Director | 1 | $0 |
| JAMES BELLI 72 BOARDWALK, GROTON, CT 06340 | Director | 0 | $0 |
| ANDREA MARCILLE 9 NINA DRIVE, BRADFORD, RI 02808 | Secretary | 3 | $0 |
| FRANK MARCILLE III 782 VAUXHALL ST EXT, WATERFORD, CT 06385 | President | 1 | $0 |
| MARK SCOZZAFAVA 11 LILLIAN TERRACE, DARIEN, CT 06820 | Treasurer | 1 | $0 |
| ANDREW SCOZZAFAVA 2735 NORTH ST, FAIRFIELD, CT 06824 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 420, WATERFORD, CT 06385-0420
- In care of
- % DAVID MCBRIDE
- Signed the 990-PF
- FRANK MARCILLE III, President
- Phone
- (860) 859-5957
- Website
- jamesgreenleaf.org
- Return prepared by
- BARUNO HANNAFORD HEAP AURELLO
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 | 990-PF 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
- 30-0021151
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,950,090
- Income (IRS master file)
- $83,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $83,320 | $227,779 | $1,950,090 | XML |
| 990-PF | December 2024 | $85,064 | $219,216 | $1,877,173 | XML |
| 990-PF | December 2023 | $138,908 | $164,571 | $1,710,304 | XML |
| 990 | December 2022 | $48,988 | $82,227 | $1,508,381 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 30-0021151).
Questions about JAMES A GREENLEAF MEMORIAL TR FUND
- What is the EIN of JAMES A GREENLEAF MEMORIAL TR FUND?
- The employer identification number (EIN) of JAMES A GREENLEAF MEMORIAL TR FUND is 30-0021151.
- Is JAMES A GREENLEAF MEMORIAL TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to JAMES A GREENLEAF MEMORIAL TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES A GREENLEAF MEMORIAL TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES A GREENLEAF MEMORIAL TR FUND 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 JAMES A GREENLEAF MEMORIAL TR FUND 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 JAMES A GREENLEAF MEMORIAL TR FUND?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does JAMES A GREENLEAF MEMORIAL TR FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,320, expenses of $227,779 and total assets of $1,950,090 at year end.
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