Nonprofit · EIN 04-2178056
LUCRETIA PRENTISS BAILEY TRUST OF MASS
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $219,639 | $133,353 | $86,286 | $3,018,259 | $0 | $3,018,259 |
| December 31, 2024 | 990-PF | $110,213 | $141,421 | -$31,208 | $2,757,285 | $0 | $2,757,285 |
| December 31, 2023 | 990-PF | $72,663 | $145,072 | -$72,409 | $2,536,770 | $0 | $2,536,770 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $72,636
- Net gain from sales of assets
- $147,003
Expenses
- Grants and similar amounts paid
- $102,500
- Compensation of officers, directors and key employees
- $3,887
- Disbursements for charitable purposes
- $117,003
- Excise tax on investment income
- $2,852
Balance sheet and other
- Total assets, start of year
- $2,757,285
- Total assets, end of year
- $3,018,259
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,018,259
- Fair market value of assets
- $3,018,259
- Qualifying distributions
- $117,003
- Net investment income
- $219,639
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E FLANAGAN ONE INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $3,887 |
| RENAT V LUMPAU TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| JESSICA L LAMBERT TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E FLANAGAN ONE INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $3,739 |
| CHARLES A CHEEVER RESIGNED 52523 TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| RENAT V LUMPAU TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| JESSICA L LAMBERT TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E FLANAGAN ONE INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $3,397 |
| CHARLES A CHEEVER RESIGNED 52523 TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| RENAT V LUMPAU TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| JESSICA L LAMBERT TWO INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 INTERNATIONAL PL STE 1010, BOSTON, MA 02110-2621
- In care of
- % RUSSELL BRIER & CO
- Signed the 990-PF
- WILLIAM E FLANAGAN, TRUSTEE
- Phone
- (617) 447-2700
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2178056
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,018,259
- Income (IRS master file)
- $1,681,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $219,639 | $133,353 | $3,018,259 | IRS |
| 990-PF | December 2024 | $110,213 | $141,421 | $2,757,285 | IRS |
| 990-PF | December 2023 | $72,663 | $145,072 | $2,536,770 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-2178056).
Questions about LUCRETIA PRENTISS BAILEY TRUST OF MASS
- What is the EIN of LUCRETIA PRENTISS BAILEY TRUST OF MASS?
- The employer identification number (EIN) of LUCRETIA PRENTISS BAILEY TRUST OF MASS is 04-2178056.
- Is LUCRETIA PRENTISS BAILEY TRUST OF MASS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to LUCRETIA PRENTISS BAILEY TRUST OF MASS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does LUCRETIA PRENTISS BAILEY TRUST OF MASS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCRETIA PRENTISS BAILEY TRUST OF MASS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCRETIA PRENTISS BAILEY TRUST OF MASS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LUCRETIA PRENTISS BAILEY TRUST OF MASS?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $3,887 (WILLIAM E FLANAGAN, TRUSTEE).
- How much revenue does LUCRETIA PRENTISS BAILEY TRUST OF MASS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $219,639, expenses of $133,353 and total assets of $3,018,259 at year end.
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