Nonprofit · EIN 04-2607227
LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $75,589 | $58,625 | $16,964 | $705,794 | $0 | $705,794 |
| December 31, 2023 | 990-PF | $154,219 | $72,245 | $81,974 | $688,830 | $0 | $688,830 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $21,598
- Interest
- $12,567
- Net gain from sales of assets
- $41,412
- Other income
- $12
Expenses
- Grants and similar amounts paid
- $40,100
- Compensation of officers, directors and key employees
- $3,707
- Disbursements for charitable purposes
- $48,061
- Excise tax on investment income
- $929
Balance sheet and other
- Total assets, start of year
- $688,830
- Total assets, end of year
- $705,794
- Total liabilities, end of year
- $0
- Net assets, end of year
- $705,794
- Fair market value of assets
- $1,321,353
- Qualifying distributions
- $48,061
- Net investment income
- $75,407
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY T HARMON PO BOX N184, WESTPORT, MA 02790 | TRUSTEE | 0.25 | $2,327 |
| ELIZABETH F POTTER 975 MEMORIAL DRIVE, CAMBRIDGE, MA 02138 | TRUSTEE | 0.25 | $1,380 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY T HARMON PO BOX N184, WESTPORT, MA 02790 | TRUSTEE | 0.25 | $2,131 |
| ELIZABETH F POTTER 975 MEMORIAL DRIVE, CAMBRIDGE, MA 02138 | TRUSTEE | 0.25 | $1,698 |
Address and contacts
- Address (IRS master file)
- PO BOX 51400, BOSTON, MA 02205-1400
- In care of
- % KIRKPATRICK & LOCKHART LLP
- Signed the 990-PF
- NANCY T HARMON, TRUSTEE
- Phone
- (617) 439-2000
- Return prepared by
- NUTTER MCCLENNEN & FISH LLP
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 | Not 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
- 04-2607227
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $705,794
- Income (IRS master file)
- $145,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $75,589 | $58,625 | $705,794 | XML |
| 990-PF | December 2023 | $154,219 | $72,245 | $688,830 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 04-2607227).
Questions about LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND
- What is the EIN of LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND?
- The employer identification number (EIN) of LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND is 04-2607227.
- Is LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $2,327 (NANCY T HARMON, TRUSTEE).
- How much revenue does LOTTA M CRABTREE TRUST U/W FBO MARY A CRABTREE FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $75,589, expenses of $58,625 and total assets of $705,794 at year end.
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