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Nonprofit · EIN 33-1122321

THE@MARSHALL HOME FUND INC

Tax-exempt · WATERTOWN, MA 02472

Financials

$38K$98K2023$37K$109K2024
Revenue Expenses · by fiscal year end
Financials of THE@MARSHALL HOME FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$37,459$108,529-$71,070$1,081,565$0$1,081,565
December 31, 2023990-PF$38,497$97,740-$59,243$1,152,635$0$1,152,635
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,084
Dividends
$37,926
Net gain from sales of assets
-$7,115
Other income
$1,564

Expenses

Grants and similar amounts paid
$77,732
Salaries, compensation and benefits (total)
$16,633
Disbursements for charitable purposes
$86,730
Excise tax on investment income
$507

Balance sheet and other

Total assets, start of year
$1,152,635
Total assets, end of year
$1,081,565
Total liabilities, end of year
$0
Net assets, end of year
$1,081,565
Fair market value of assets
$1,240,314
Qualifying distributions
$86,730
Net investment income
$37,926

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.

NameTitleHours / weekCompensation
DAVID W DOWNES
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
LORRAINE CLIFFORD
120 MT AUBURN STREET, WATERTOWN, MA 02472
ASST TREASURER DIR1.5$0
JOHN HAWES
120 MT AUBURN STREET, WATERTOWN, MA 02472
SECRETARY DIR1.5$0
PAT AHERN
120 MT AUBURN STREET, WATERTOWN, MA 02472
CLERK DIR1.5$0
SEDA AGHAMIANZ
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
REV LOUISE FORREST
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
ERIN FRAGOLA
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
LENORE GIBSON
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
REV ANDREW GOLDHOR
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
JOHN GORMAN
120 MT AUBURN STREET, WATERTOWN, MA 02472
TREASURER DIR0$0
ANN HILFERTY
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
DEBORAH KAUP
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
CAROL ANN MENTON
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
DELORES MITCHELL
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
WILL TWOMBLY
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
2 more people on this return
NameTitleHours / weekCompensation
DANIEL UNSWORTH
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
JO WHITE
120 MT AUBURN STREET, WATERTOWN, MA 02472
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensation
Carole Katz
120 Mt Auburn Street, Watertown, MA 02472
Co-President/Dir.1.5$0
David Leon
120 Mt Auburn Street, Watertown, MA 02472
Co-President/Dir.1.5$0
Martha Scott
120 Mt Auburn Street, Watertown, MA 02472
Vice President/Dir.1.5$0
David W Downes
120 Mt Auburn Street, Watertown, MA 02472
Treasurer/Dir.1.5$0
Lorraine Clifford
120 Mt Auburn Street, Watertown, MA 02472
Asst. Treas./Dir.1.5$0
John Hawes
120 Mt Auburn Street, Watertown, MA 02472
Secretary/Dir.1.5$0
Pat Ahern
120 Mt Auburn Street, Watertown, MA 02472
Clerk/Dir.1.5$0
Seda Aghamianz
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Rev Louise Forrest
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Erin Fragola
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Lenore Gibson
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Rev Andrew Goldhor
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
John Gorman
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Ann Hilferty
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Deborah Kaup
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Carol Ann Menton
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Dolores Mitchell
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Will Twombly
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Daniel Unsworth
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0
Jo White
120 Mt Auburn Street, Watertown, MA 02472
Director0.5$0

Address and contacts

Address (IRS master file)
120 MOUNT AUBURN ST STE 12, WATERTOWN, MA 02472-3970
In care of
% JOHN GORMAN
Mailing address (990-N for 2010)
120 MT AUBURN STREET, WATERTOWN MA 02472
Principal officer (990-N for 2010)
WILL TWOMBLY, 120 MT AUBURN STREET NO12, WATERTOWN MA 02472
Signed the 990-PF
JOHN GORMAN, TREASURER DIR
Phone
(617) 529-0885
Return prepared by
Nicholas S Renzulli CPA

What it must file and when

IRS records say it files Not required. 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-1122321
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
2005
Accounting year ends
December
Files
Not required
Category (NTEE)
Human services (P60)
Assets (IRS master file)
$1,081,565
Income (IRS master file)
$254,542

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$37,459$108,529$1,081,565XML
990-PFDecember 2023$38,497$97,740$1,152,635XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-N for 2010
Officer: WILL TWOMBLY
December 31, 2010≤ $50,000 receipts––e-Postcard

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 33-1122321).

Questions about THE@MARSHALL HOME FUND INC

What is the EIN of THE@MARSHALL HOME FUND INC?
The employer identification number (EIN) of THE@MARSHALL HOME FUND INC is 33-1122321.
Is THE@MARSHALL HOME FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to THE@MARSHALL HOME FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@MARSHALL HOME FUND INC file?
Form Not required.
When is the next return of THE@MARSHALL HOME FUND INC 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 THE@MARSHALL HOME FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who is the principal officer of THE@MARSHALL HOME FUND INC?
The 990-N for 2010 names WILL TWOMBLY.
Who are the officers and directors of THE@MARSHALL HOME FUND INC?
The 990-PF for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
How much revenue does THE@MARSHALL HOME FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $37,459, expenses of $108,529 and total assets of $1,081,565 at year end.

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