Joseph & Agatha Sicari Charitable Tr
- Assets
- $4.5m
- Revenue
- $313.5k
- Investments
- $2.7m
- Employees
- 0
- Location
- Shrewsbury, MA
- Founding
- 10/2000
- Data as of
- 12/2022
- EIN
- 04-6922636
Organization Overview
Joseph & Agatha Sicari Charitable Tr is located in Shrewsbury, MA. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joseph & Agatha Sicari Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Joseph & Agatha Sicari Charitable Tr generated $313.5k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 0.7% each year. All expenses for the organization totaled $686.9k during the year ending 12/2022. While expenses have increased by 2.2% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Joseph & Agatha Sicari Charitable Tr has awarded 84 individual grants totaling $3,778,086. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS MADE TO TEN 501(C)(3) ORGANIZATIONS.
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Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
B Riley Management | 12/30/22 | $40,518 |
Lpl Financial | 12/30/22 | $81,582 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $268,257 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $44,400 |
| Capital Gain Net Income | $44,400 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $880 |
| Total Revenue | $313,537 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $49,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,523 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,590 |
| Total operating and administrative expenses | $181,713 |
| Contributions, gifts, grants paid | $505,200 |
| Total expenses and disbursements | $686,913 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $46,179 |
| Savings and temporary cash investments | $67,346 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $1,645,196 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $33,923 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,489,485 |
| Accounts payable and accrued expenses | $2,500 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,500 |
Grants Awarded
Over the last fiscal year, Joseph & Agatha Sicari Charitable Tr has awarded $505,200 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF ELLEN M LEACH MEMORIAL H PURPOSE: GENERAL PURPOSES | $110,000 |
HOLDEN CHRISTIAN ACADEMY PURPOSE: GENERAL PURPOSES | $60,000 |
MISSIONARIES 2 MARRIAGES PURPOSE: GENERAL PURPOSES | $35,000 |
ROBBINS INSTIUTE OF SPEECH PURPOSE: GENERAL PURPOSES | $25,000 |
DUCKS ON A POND PURPOSE: GENERAL PURPOSES | $50,000 |
MISSION E4 INC PURPOSE: GENERAL PURPOSES | $205,200 |