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Phyllis W Mcgillicuddy Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$102k (2023)

Expenses
$141k (2023)

Total Assets
$1.14M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,716
Expenses
$141,473
Net Income
-$39,757
Net Assets
$1,137,186
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,840
7.7%
Dividends $45,400
44.6%
Sales of Assets $48,476
47.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $118,351
83.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,137,186
Total Liabilities $0
Net Assets $1,137,186
Compensation
Key Employees and Officers Compensation Other
Jordana Schreiber (Trustee) $0 $0
Jaclyn O'leary (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,330
Expenses
$121,494
Net Income
$26,836
Net Assets
$1,177,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,502
1.7%
Dividends $43,470
29.3%
Sales of Assets $101,756
68.6%
Other Income $602
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,137
83.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,177,161
Total Liabilities $0
Net Assets $1,177,161
Compensation
Key Employees and Officers Compensation Other
Jordana Schreiber (Trustee) $0 $0
Jaclyn O'leary (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,470
Expenses
$118,030
Net Income
-$3,560
Net Assets
$1,153,796
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.0%
Dividends $41,868
36.6%
Sales of Assets $72,564
63.4%
Other Income $19
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,662
81.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,153,796
Total Liabilities $0
Net Assets $1,153,796
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby (Trustee) $0 $0
Jaclyn O'leary (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,739
Expenses
$110,531
Net Income
$28,208
Net Assets
$1,157,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $318
0.2%
Dividends $45,065
32.5%
Sales of Assets $92,770
66.9%
Other Income $586
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,703
80.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,157,442
Total Liabilities $1
Net Assets $1,157,441
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby (Trustee) $0 $0
Jaclyn O'leary (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,575
Expenses
$106,250
Net Income
-$8,675
Net Assets
$1,129,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,687
2.8%
Dividends $42,583
43.6%
Sales of Assets $52,305
53.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,847
77.0%
Compensation of Officers* $825
0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,129,122
Total Liabilities $1
Net Assets $1,129,121
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby (Trustee) $825 $0
Jaclyn O'leary (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,325
Expenses
$117,634
Net Income
-$79,309
Net Assets
$1,197,691
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
0.0%
Dividends $34,526
90.1%
Sales of Assets $3,256
8.5%
Other Income $527
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,801
78.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,197,691
Total Liabilities $0
Net Assets $1,197,691

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,488
Expenses
$106,407
Net Income
-$7,919
Net Assets
$1,276,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23
0.0%
Dividends $35,806
36.4%
Sales of Assets $60,660
61.6%
Other Income $1,999
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,028
77.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,276,965
Total Liabilities $0
Net Assets $1,276,965

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,748
Expenses
$110,112
Net Income
-$55,364
Net Assets
$1,284,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $35
0.1%
Dividends $37,447
68.4%
Sales of Assets $14,931
27.3%
Other Income $2,335
4.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,052
80.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,284,740
Total Liabilities $0
Net Assets $1,284,740

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,082
Expenses
$122,800
Net Income
$55,282
Net Assets
$1,340,325
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $42,167
23.7%
Sales of Assets $132,066
74.2%
Other Income $3,843
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,549
77.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,340,325
Total Liabilities $0
Net Assets $1,340,325

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,613
Expenses
$98,991
Net Income
$33,622
Net Assets
$1,285,028
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31
0.0%
Dividends $44,185
33.3%
Sales of Assets $88,397
66.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,126
72.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,285,028
Total Liabilities $0
Net Assets $1,285,028

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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