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EIN 20-7385312

Rae Family Charitable Foundation Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Winthrop
State
Massachusetts
Year formed
2007
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Rae Family Charitable Foundation Trust is a private foundation located in Winthrop, MA. Its primary purpose is to fund the discretion of the organization, with net proceeds from sales of investments within various trust investment accounts being used to fund charitable distributions for grantees such as Epiphany School and others. The foundation made eight grants last year.
Also known as...
Rae Family Charitable Foundation TR First Financial Trust N A Ttee; First Financial Trust N A
Total revenues
$35,402
2023
Total expenses
$106,855
2023
Total assets
$976,685
2023
Num. employees
0
2023

Program areas at Rae Family Charitable Foundation Trust

Sales of investments within the various Trust investment accounts net proceeds used to fund Charitable distributions
Net proceeds from partnerships net income and interest on federal tax refund used to fund Charitable distributions

Grants made by Rae Family Charitable Foundation Trust

GranteeGrant descriptionAmount
Trinity Boston ConnectsDiscretion of Organization$20,000
The Epiphany SchoolDiscretion of Organization$17,000
South Boston Neighborhood HouseDiscretion of Organization$10,000
...and 3 more grants made

Personnel at Rae Family Charitable Foundation Trust

NameTitle
Trust OfficerTrustee

Financials for Rae Family Charitable Foundation Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$28,256
Net rental income$0
Net gain from sale of non-inventory assets$7,146
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$35,402

Form 990s for Rae Family Charitable Foundation Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-10990PFView PDF
2021-122022-10-25990PFView PDF
2020-122021-11-12990PFView PDF
2019-122021-06-10990PFView PDF
...and 9 more Form 990s
Data update history
January 15, 2025
Used new vendors
Identified 1 new vendor, including
January 16, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Co Wayne Johnson 92 Upland Rd
Winthrop, MA 02152
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 852-4533
IRS details
EIN
20-7385312
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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