Nonprofit · EIN 20-6748222
MARIGOLD CHARITABLE TR
Also known as LAURIE J HALL TTEE
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $44,289 | $48,354 | -$4,065 | $4,592,932 | $0 | $4,592,932 |
| November 30, 2024 | 990-PF | $1,704,271 | $668,053 | $1,036,218 | $4,596,450 | $0 | $4,596,450 |
| November 30, 2023 | 990-PF | $240,095 | $673,825 | -$433,730 | $3,556,692 | $0 | $3,556,692 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $32,788
- Interest
- $668
- Net gain from sales of assets
- $10,833
Expenses
- Grants and similar amounts paid
- $27,613
- Compensation of officers, directors and key employees
- $13,986
- Salaries, compensation and benefits (total)
- $5,208
- Disbursements for charitable purposes
- $48,354
- Excise tax on investment income
- $616
Balance sheet and other
- Total assets, start of year
- $4,596,450
- Total assets, end of year
- $4,592,932
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,592,932
- Fair market value of assets
- $5,537,163
- Qualifying distributions
- $48,354
- Net investment income
- $44,289
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 |
|---|---|---|---|
| SONJA CANTU C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 30 | $7,500 |
| SUSAN SHAMUS C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 30 | $6,154 |
| DONALD MOSKOWITZ C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR | 40 | $5,208 |
| MERYL RICH C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 3 | $332 |
| BEVERLY G MARRAM C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 10 | $0 |
| GREGORY ZAFF C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 3 | $0 |
990-PF for the year ended November 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN SHAMUS C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 30 | $64,508 |
| SONJA CANTU C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 30 | $56,250 |
| DONALD MOSKOWITZ C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR | 40 | $46,245 |
| MERYL RICH C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 3 | $7,516 |
| GREGORY ZAFF C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 3 | $750 |
| BEVERLY G MARRAM C/O NIXON PEABODY LLP 53 STATE, STREET, BOSTON, MA 02109 | TRUSTEE | 10 | $0 |
990-PF for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD MOSKOWITZ 15 IRVING PLACE APT A, SUMMIT, NJ 07901 | PROGRAM DIRECTOR Highest-paid employee | 40 | $54,999 |
| GREGORY ZAFF 115 SECOND STREET, CAMBRIDGE, MA 02141 | TRUSTEE | 3 | $1,950 |
| BEVERLY G MARRAM 2701 NORTH OCEAN BOULEVARD APT E210, BOCA RATON, FL 33431 | TRUSTEE | 10 | $0 |
| MERYL RICH 72 FLINT STREET APT 1206, SALEM, MA 01970 | TRUSTEE | 3 | $0 |
| SUSAN SHAMUS 2687 NORTH OCEAN BOULEVARD APT G708, BOCA RATON, FL 33431 | TRUSTEE | 3 | $0 |
| SONJA CANTU 115 SECOND STREET, CAMBRIDGE, MA 02141 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 53 STATE STREET, BOSTON, MA 02109-2820
- In care of
- % EDWARDS ANGELL PALMER LLP
- Signed the 990-PF
- SUSAN SHAMUS, TRUSTEE
- Phone
- (617) 345-6157
- Return prepared by
- NIXON PEABODY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6748222
- 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
- 2006
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,592,932
- Income (IRS master file)
- $44,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $44,289 | $48,354 | $4,592,932 | IRS |
| 990-PF | November 2024 | $1,704,271 | $668,053 | $4,596,450 | XML |
| 990-PF | November 2023 | $240,095 | $673,825 | $3,556,692 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 20-6748222).
Questions about MARIGOLD CHARITABLE TR
- What is the EIN of MARIGOLD CHARITABLE TR?
- The employer identification number (EIN) of MARIGOLD CHARITABLE TR is 20-6748222.
- Is MARIGOLD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MARIGOLD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIGOLD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIGOLD CHARITABLE TR due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARIGOLD 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 MARIGOLD CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 4 received compensation from the organization, the highest $7,500 (SONJA CANTU, TRUSTEE).
- How much revenue does MARIGOLD CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $44,289, expenses of $48,354 and total assets of $4,592,932 at year end.
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