Nonprofit · EIN 02-6127798
LAFFERTY FAM CHARITABLE FOUNDATION
Also known as LAFFERTY CLAYTON TTEE
Tax-exempt · CONCORD, NH 03301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $446,249 | $464,270 | -$18,021 | $5,397,888 | $0 | $5,397,888 |
| June 30, 2024 | 990-PF | $520,497 | $450,888 | $69,609 | $5,549,643 | $0 | $5,549,643 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $91,342
- Interest
- $21,069
- Net gain from sales of assets
- $333,838
Expenses
- Grants and similar amounts paid
- $433,254
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $435,444
- Excise tax on investment income
- $5,794
Balance sheet and other
- Total assets, start of year
- $5,549,643
- Total assets, end of year
- $5,397,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,397,888
- Fair market value of assets
- $5,397,888
- Qualifying distributions
- $435,444
- Net investment income
- $445,487
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah Brush c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Trustee | 1 | $0 |
| Claire Corbett c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Trustee | 1 | $0 |
| Kate Lafferty c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Trustee | 1 | $0 |
| Sean Lafferty c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Trustee | 1 | $0 |
| Barbara Lafferty Braun c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | President | 1 | $0 |
| Elena Marie Braun c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Secretary | 1 | $0 |
| Daniel James Lafferty c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Lafferty Braun c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | President | 1 | $0 |
| Elena Marie Braun c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Secretary | 1 | $0 |
| Daniel James Lafferty c/o Bar Harbor Wealth Management 90, North Main St, Concord, NH 033022530 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 90 N MAIN ST, CONCORD, NH 03301-4915
- In care of
- % CHARTER TR
- Signed the 990-PF
- Barbara Lafferty Braun, President
- Phone
- (603) 279-2261
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6127798
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,397,888
- Income (IRS master file)
- $1,562,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $446,249 | $464,270 | $5,397,888 | IRS |
| 990-PF | June 2024 | $520,497 | $450,888 | $5,549,643 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 02-6127798).
Questions about LAFFERTY FAM CHARITABLE FOUNDATION
- What is the EIN of LAFFERTY FAM CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LAFFERTY FAM CHARITABLE FOUNDATION is 02-6127798.
- Is LAFFERTY FAM CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LAFFERTY FAM CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAFFERTY FAM CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAFFERTY FAM CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAFFERTY FAM CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LAFFERTY FAM CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LAFFERTY FAM CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $446,249, expenses of $464,270 and total assets of $5,397,888 at year end.
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All nonprofits in CONCORD · New Hampshire · Philanthropy, voluntarism and grantmaking foundations