Nonprofit · EIN 38-7104068
FAND FAM CHARITABLE TR
Also known as JOAN E SPIEGEL TTEE
Tax-exempt · MARSTONS MLS, MA 02648
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,279 | $1,282,038 | -$1,273,759 | $186,793 | $258,228 | -$71,435 |
| December 31, 2023 | 990-PF | $34,359 | $6,992 | $27,367 | $1,279,982 | $77,658 | $1,202,324 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,236
- Interest
- $3,184
- Net gain from sales of assets
- $2,859
Expenses
- Grants and similar amounts paid
- $1,278,651
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,278,651
- Excise tax on investment income
- $115
Balance sheet and other
- Total assets, start of year
- $1,279,982
- Total assets, end of year
- $186,793
- Total liabilities, end of year
- $258,228
- Net assets, end of year
- -$71,435
- Fair market value of assets
- $256,104
- Qualifying distributions
- $1,278,651
- Net investment income
- $8,279
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 |
|---|---|---|---|
| JOAN E SPIEGEL 330 OLDE HOMESTEAD DRIVE, MARSTON MILLS, MA 02648 | TRUSTEE | 2 | $0 |
| JEREMY FAND 260 PAINE AVENUE, NEW ROCHELLE, NY 10804 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN E SPIEGEL 330 OLDE HOMESTEAD DRIVE, MARSTON MILLS, MA 02648 | TRUSTEE | 2 | $0 |
| JEREMY FAND 260 PAINE AVENUE, NEW ROCHELLE, NY 10804 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 330 OLDE HOMESTEAD DR, MARSTONS MLS, MA 02648-1756
- In care of
- % JOAN E SPIEGEL
- Signed the 990-PF
- JOAN E SPIEGEL, TRUSTEE
- Phone
- (617) 935-3500
- Return prepared by
- NEWBURG & COMPANY 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 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
- 38-7104068
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $186,793
- Income (IRS master file)
- $8,667
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,279 | $1,282,038 | $186,793 | IRS |
| 990-PF | December 2023 | $34,359 | $6,992 | $1,279,982 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 38-7104068).
Questions about FAND FAM CHARITABLE TR
- What is the EIN of FAND FAM CHARITABLE TR?
- The employer identification number (EIN) of FAND FAM CHARITABLE TR is 38-7104068.
- Is FAND FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Which annual return does FAND FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FAND FAM 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 FAND FAM 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 FAND FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does FAND FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,279, expenses of $1,282,038 and total assets of $186,793 at year end.
Other nonprofits in MARSTONS MLS
- PERIDOT FOUNDATION INC EIN 91-2117285 · last filed 990-PF for 2025
- BRIDGES TO KINDNESS INC EIN 33-2160807 · last filed 990 for 2025
- INTERNATIONAL SENIORS AMATEUR GOLF SOCIETY INC EIN 59-2803351 · last filed 990 for 2026
- AMERICAN SENIORS GOLF ASSN EIN 38-6091769 · last filed 990 for 2025
- SOCIETY OF TWO HUNDRED GENTLEMEN SENIOR GOLFERS EIN 13-6016902 · last filed 990 for 2025
- CORDIAL EYE GALLERY AND ARTIST SPACE INC EIN 84-3685165 · last filed 990 for 2025
- MARSTONS MILLS PUBLIC LIBRARY INC EIN 04-2460444 · last filed 990 for 2025
- NEW ENGLAND SENIOR GOLFERS ASSOCIATION EIN 04-6115069 · last filed 990 for 2025
All nonprofits in MARSTONS MLS · Massachusetts · Philanthropy, voluntarism and grantmaking foundations