2025-09-17T19:30:00-05:00 2024-12-31 993095602 FISCAL COMPLIANCE ASSUR TAX ADV SVCS LLC 1 BUTTERNUT AVENUE PEABODY MA 01960 990 2024-01-01 264133421 LEEWARD CHARITABLE FOUNDATION INC LEEW 9787586456 5 1ST STREET SALISBURY MA 019522517 ROBERT WERNER PRESIDENT 9787586456 2025-09-17 1 1 GREG ROGERS P01278154 9783955759 X 2024 2025-03-06 01:10:19Z ROBERT WERNER PO BOX 591 NEWBURYPORT MA 01950 3342718 0 X WWW.LEEWARDFOUNDATION.ORG X 2009 MA THE ORGANIZATION OPERATES A CHARITABLE THRIFT STORE IN MASSACHUSETTS TO RECYCLE, REUSE, AND RENEW FOR CHARITY IN ORDER TO ACHIEVE THEIR GOAL. 6 4 22 15 0 0 741546 762700 1208 9130 3463 533000 -14954 38876 731263 1343706 64100 88299 0 0 422899 417572 0 0 0 202300 149936 689299 655807 41964 687899 1101096 1734281 22871 18325 1078225 1715956 THE ORGANIZATION OPERATES A CHARITABLE THRIFT STORE IN MASSACHUSETTS TO RECYCLE, REUSE, AND RENEW FOR CHARITY IN ORDER TO ACHIEVE THEIR GOAL. 0 0 532595 88299 525281 THE LEEWARD CHARITABLE FOUNDATION RECEIVES 99.5% OF ITS REVENUE FROM THE SALE OF DONATED HOUSEHOLD ITEMS AND CLOTHING VIA ITS THRIFT STORE. 90% OF ALL EXPENSES ARE RELATED TO THE OPERATION OF THE THRIFT STORE WHILE 10% IS RELATED TO GENERAL ADMINISTRATION. 532595 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 3 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X THE ORGANIZATION 9787586456 PO BOX 591 NEWBURYPORT MA 01950 ROBERT WERNER PRESIDENT 40.00 X X 71994 0 14857 SHAUNA WERNER VICE PRESIDENT 20.00 X X 16400 0 0 CHERYL BURSAW SECRETARY 2.00 X X 0 0 0 THOMAS GILLIGAN TREASURER 2.00 X X 0 0 0 JOHN MCQUAID DIRECTOR 2.00 X 0 0 0 KENNETH MASSONE DIRECTOR 2.00 X 0 0 0 88394 0 14857 0 0 0 0 0 762700 762700 762700 RECYCLING REVENUE 900099 9130 9130 9130 55725 55725 1110191 652572 962240 323248 147951 329324 477275 477275 752400 713524 38876 38876 1343706 525281 0 55725 88299 88299 103251 25085 78166 269963 269963 14434 14434 29924 24589 5335 178 178 4649 4649 6210 5103 1107 1882 587 1295 47906 39365 8541 8446 6940 1506 858 705 153 1133 931 202 FACILITIES MAINTENANCE 25478 20936 4542 UTILITIES EXPENSES 14841 12195 2646 MISCELLANEOUS EXPENSES 14669 239 14430 VOLUNTEER COMMUNITY EVE 14539 14539 9147 8685 462 655807 532595 123212 0 37941 27176 725549 206550 4224 0 13203 61878 77989 75453 319719 2536 1435681 460 460 1101096 1734281 22871 18325 22871 18325 X 1078225 1715956 1078225 1715956 1101096 1734281 687899 -50168 0 X 1 X 0 0 0 X 258028 381573 600113 741546 762700 2743960 1210232 1308371 845552 737868 755361 4857384 1468260 1689944 1445665 1479414 1518061 7601344 0 0 0 7601344 147 0 51 3463 55724 59385 147 51 3463 55724 59385 1468407 1689944 1445716 1482877 1573785 7660729 0.99220 0.99950 0.00780 0.00050 X 77989 75453 2536 2536 X PART X, LINE 2: THE FOUNDATIONS ACTIVITIES ARE DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, ITS INCOME IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES. LEEWARD THRIFT, LLC IS DISREGARDED FOR INCOME TAX PURPOSES AND, AS SUCH, ITS REVENUE AND EXPENSES ARE REPORTED ON THE FOUNDATIONS INFORMATION RETURNS. MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN POSITIONS ARE REQUIRED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES FEDERAL FORM 990 ANNUALLY AND ALSO FILES AN ANNUAL REPORT IN THE COMMONWEALTH OF MASSACHUSETTS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX RETURNS SINCE 2021 REMAIN OPEN. 1 OUR NEIGHBORS TABLE PO BOX 592 AMESBURY MA 01913 043153941 501(C)(3) 15000 0 FOOD PANTRY SUPPORT THE BOYS AND GIRLS CLUB OF THE LOWER MERRIMACK VALLEY 18 MAPLE STREET SALISBURY MA 01952 043474114 501(C)(3) 15000 0 AFTER SCHOOL PROGRAM ASSISTANCE COMMUNITY ACTION OF HAVERHILL 3 WASHINGTON SQUARE HAVERHILL MA 01832 042383153 501(C)(3) 15000 0 FUEL ASSISTANCE THE PETTENGILL HOUSE INC 21 WATER STREET AMESBURY MA 01913 043287827 501(C)(3) 15000 0 FOOD PANTRY AND HOME HEATING ASSISTANCE SUPPORT 4 0 PART I, LINE 2: THE ORGANIZATION REVIEWS THE ANNUAL REPORTS OF THE PUBLIC CHARITIES IT SUPPORTS. THE ORGANIZATION ALSO MEETS WITH THE CHARITIES IT SUPPORTS, AS DEEMED NECESSARY, TO ENSURE THEIR MISSIONS REMAIN ALIGNED. JONATHAN WERNER BROTHER OF PRESIDENT/VICE PRESIDENT 78000 COMPENSATION AND EMPLOYEE BENEFITS FOR SERVICES AS AN EMPLOYEE OF THE ORGANIZATION 0 X 762700 THRIFT SHOP VALUE METHOD 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT, ROBERT WERNER, AND VICE-PRESIDENT, SHAUNA WERNER, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PRESENTED TO THE MEMBERS OF THE GOVERNING BOARD PRIOR TO ITS FILING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ANNUALLY DISCLOSE AND PROMPTLY UPDATE ANY DISCLOSURES PREVIOUSLY MADE ON AN ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE PROVIDED BY THE ORGANIZATION FOR EACH INTEREST DISCLOSED, THE FULL BOARD WILL DETERMINE THE ACTION, IF ANY, TO BE PERFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES THE U.S. DEPARTMENT OF LABOR'S NATIONAL INDUSTRY-SPECIFIC OCCUPATIONAL EMPLOYMENT AND WAGES ESTIMATES, BY STATE, TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS, AND TAX RETURNS AVAILABLE THE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990 AND THE MASSACHUSETTS FORM PC ARE AVAILABLE ON THE WEBSITES, WWW.GUIDESTAR.ORG AND WWW.MA.GOV, RESPECTIVELY. LEEWARD THRIFT LLC 126 BRIDGE ROAD SALISBURY MA 01952 264133421 THE ENTITY OPERATES A CHARITABLE THRIFT SHOP MA 794730 230496 LEEWARD CHARITABLE FOUNDATION INC