The Joseph & Agatha Sicari Charitable Trust
The Joseph & Agatha Sicari Charitable Trust is a private foundation, based in Shrewsbury, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 7 grants totaling $698K. Net investment income was $776K.
The Joseph & Agatha Sicari Charitable Trust at a glance
In short: The Joseph & Agatha Sicari Charitable Trust gave $698K across 7 grants in 2024 (avg $100K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $697,500
- +39.5% vs 2023
- Grants made (2024)
- 7
- +0.0% vs 2023
- Average grant
- $99,643
- +39.5% vs 2023
- Median grant
- $50,000
- Total assets
- $4,514,732
- +10.7% vs 2023
- Primary geography
- Massachusetts (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Joseph & Agatha Sicari Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 20 grants of 38 (53%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How The Joseph & Agatha Sicari Charitable Trust gives
- Giving grew 43% from 2021 to 2024. Method
- In 2024 it paid out 127% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $482K (2020) to $698K (2024). In 2024 it made 7 grants totaling $698K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 7 grants to individuals Recipients not named | — | $697,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,514,732 | $1,364,143 | $928,137 | $697,500 | 7 | $697,500 | $776,420 | $551,375 |
| 2023 | $4,078,726 | $260,653 | $671,512 | $500,000 | 7 | $500,000 | $120,920 | $466,195 |
| 2022 | $4,489,485 | $313,537 | $686,913 | $505,200 | 7 | $505,200 | $164,495 | $457,729 |
| 2021 | $4,862,301 | $409,720 | $629,101 | $488,216 | 8 | $488,216 | $299,373 | $448,520 |
| 2020 | $5,113,130 | $371,888 | $638,477 | $481,500 | 9 | — | $246,974 | $397,030 |
Under IRS private-foundation payout rules, The Joseph & Agatha Sicari Charitable Trust reported a distributable amount of $551K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Joseph & Agatha Sicari Charitable Trust is led by David Taylor, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
David Taylor
Trustee
On filings since 2020
5 hrs/week
$49K (2020) → $65K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $65K, to David Taylor (Trustee).
Frequently asked questions about The Joseph & Agatha Sicari Charitable Trust
How much does The Joseph & Agatha Sicari Charitable Trust give each year?
The Joseph & Agatha Sicari Charitable Trust gave $698K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $500K across 7 grants.
What is The Joseph & Agatha Sicari Charitable Trust's typical grant size?
The Joseph & Agatha Sicari Charitable Trust's median grant in 2024 was $50,000, and its average grant was $99,643, across 7 grants on its 2024 IRS Form 990-PF.
Where does The Joseph & Agatha Sicari Charitable Trust give grants?
The Joseph & Agatha Sicari Charitable Trust gives mostly in Massachusetts: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Maine (12%) and Colorado (7%).
Does The Joseph & Agatha Sicari Charitable Trust give general operating support?
Yes: 100% of The Joseph & Agatha Sicari Charitable Trust's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Joseph & Agatha Sicari Charitable Trust?
The Joseph & Agatha Sicari Charitable Trust reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $698K in qualifying distributions that year, against a required minimum of $551K (roughly 5% of its investment assets).
What is The Joseph & Agatha Sicari Charitable Trust's EIN?
The Joseph & Agatha Sicari Charitable Trust's EIN (Employer Identification Number) is 04-6922636. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Joseph & Agatha Sicari Charitable Trust funds
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