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Nonprofit · EIN 04-6863845

THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION

Also known as MAKEPEACE CHRISTOPHER ET AL TTEE

Tax-exempt · MARION, MA 02738

Financials

$202K$226K2023$274K$226K2024
Revenue Expenses · by fiscal year end
Financials of THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$273,871$225,513$48,358$1,815,493$0$1,815,493
December 31, 2023990-PF$201,730$226,247-$24,517$1,767,135$0$1,767,135
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$71,453
Interest
$624
Net gain from sales of assets
$201,794

Expenses

Grants and similar amounts paid
$190,500
Disbursements for charitable purposes
$190,535
Excise tax on investment income
$3,348

Balance sheet and other

Total assets, start of year
$1,767,135
Total assets, end of year
$1,815,493
Total liabilities, end of year
$0
Net assets, end of year
$1,815,493
Fair market value of assets
$4,009,918
Qualifying distributions
$190,535
Net investment income
$273,871

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
CHRISTOPHER MAKEPEACE
77 PINEY POINT ROAD, MARION, MA 02738
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CHRISTOPHER MAKEPEACE
77 PINEY POINT ROAD, MARION, MA 02738
Trustee0$0
JOANNA BENNETT
25 SOUTH STREET, MARION, MA 02738
Trustee0$0

Address and contacts

Address (IRS master file)
77 PINEY POINT RD, MARION, MA 02738-2037
In care of
% CHRISTOPHER MAKEPEACE
Signed the 990-PF
CHRISTOPHER MAKEPEACE, TRUSTEE
Phone
(508) 748-0800
Return prepared by
BEACON ADVISORS

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 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
04-6863845
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,815,493
Income (IRS master file)
$345,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$273,871$225,513$1,815,493XML
990-PFDecember 2023$201,730$226,247$1,767,135XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6863845).

Questions about THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION

What is the EIN of THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION?
The employer identification number (EIN) of THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION is 04-6863845.
Is THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION 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 MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION 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 THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $273,871, expenses of $225,513 and total assets of $1,815,493 at year end.

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