Peter T Serafin Living Trust

Nonprofit profile at a glance

EIN
476914516
IRS 990-PF coverage
2022–2025
Forms available
Form 990-PF 2025
Location
Putnam, CT, USA
Phone
8609286549
Rating confidence
Limited

Reported finances

Revenue
$0
Expenses
$0

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Peter T Serafin Living Trust is a nonprofit. Location: Putnam, CT. EIN 476914516. Tax year 2025 Form 990-PF reports $0 revenue and $0 expenses.

What it reported funding in 2025

The foundation reported 1 filed grant row totaling $0. The stated grant purpose was establishment of the shirley bradway serafin scholarship fund to provide financial assistance to nursing students that reside in the towns of putnam, pomfret, thompson and woodstock connecticut..

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: NotEnoughData
  • Transparency: NotEnoughData
  • Compliance: 94
  • Endowment Health: NotEnoughData

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: Limited

Transparency

  • Grant recipient disclosure: Limited

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 7; rating input score 88

Endowment Health

  • Endowment-health comparison: Limited

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: Filed grants detail
  • Payout: Filed payout detail
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: The filing reports $0 in revenue and $0 in expenses.