Nonprofit · EIN 06-1487230
ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $793,681 | $1,283,863 | -$490,182 | $4,418,439 | $0 | $4,418,439 |
| June 30, 2024 | 990-PF | $457,119 | $414,726 | $42,393 | $5,198,682 | $0 | $5,198,682 |
| June 30, 2023 | 990-PF | $476,155 | $503,472 | -$27,317 | $5,946,315 | $0 | $5,946,315 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $401,550
- Dividends
- $104,607
- Interest
- $27
- Net gain from sales of assets
- $287,497
Expenses
- Grants and similar amounts paid
- $1,199,655
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,201,093
- Excise tax on investment income
- $4,948
Balance sheet and other
- Total assets, start of year
- $5,198,682
- Total assets, end of year
- $4,418,439
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,418,439
- Fair market value of assets
- $6,592,011
- Qualifying distributions
- $1,201,093
- Net investment income
- $392,131
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET S PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | PRESIDENT | 6 | $0 |
| ROBERT E PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | CHAIRMAN | 3 | $0 |
| DONNA COLLINS 2 BASSWOOD COURT, ROCKY HILL, CT 06067 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET S PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | PRESIDENT | 6 | $0 |
| ROBERT E PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | CHAIRMAN | 3 | $0 |
| DONNA COLLINS 2 BASSWOOD COURT, ROCKY HILL, CT 06067 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET S PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | PRESIDENT | 6 | $0 |
| ROBERT E PATRICELLI 77 HARTFORD ROAD, SIMSBURY, CT 06070 | CHAIRMAN | 3 | $0 |
| DONNA COLLINS 2 BASSWOOD COURT, ROCKY HILL, CT 06067 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 77 HARTFORD RD, SIMSBURY, CT 06070-2506
- In care of
- % ROBERT E PATRICELLI
- Signed the 990-PF
- ROBERT E PATRICELLI, CHAIRMAN
- Phone
- (860) 678-3401
- Return prepared by
- CLIFTONLARSONALLEN
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1487230
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $4,418,439
- Income (IRS master file)
- $1,501,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $793,681 | $1,283,863 | $4,418,439 | IRS |
| 990-PF | June 2024 | $457,119 | $414,726 | $5,198,682 | IRS |
| 990-PF | June 2023 | $476,155 | $503,472 | $5,946,315 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 06-1487230).
Questions about ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC
- What is the EIN of ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC is 06-1487230.
- Is ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND MARGARET PATRICELLI FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $793,681, expenses of $1,283,863 and total assets of $4,418,439 at year end.
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