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Nonprofit · EIN 04-3210639

THE RED ELM TREE FOUNDATION

Tax-exempt · LINCOLN, MA 01773

Financials

−$429K$845K2022$249K$406K2023−$1.1M$116K2024
Revenue Expenses · by fiscal year end
Financials of THE RED ELM TREE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF-$1,053,566$116,450-$1,170,016$16,655,935$0$16,655,935
November 30, 2024990-PF$249,221$406,177-$156,956$18,243,776$0$18,243,776
November 30, 2023990-PF-$429,445$844,700-$1,274,145$18,400,732$0$18,400,732
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$638,360
Interest
$11,331
Net gain from sales of assets
-$1,703,257

Expenses

Grants and similar amounts paid
$100,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$108,250
Excise tax on investment income
$47

Balance sheet and other

Total assets, start of year
$18,243,776
Total assets, end of year
$16,655,935
Total liabilities, end of year
$0
Net assets, end of year
$16,655,935
Fair market value of assets
$11,332,293
Qualifying distributions
$108,250
Net investment income
$11,331

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT E DAVOLI
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0
EILEEN L MCDONAGH
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT E DAVOLI
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0
EILEEN L MCDONAGH
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT E DAVOLI
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0
EILEEN L MCDONAGH
6 WINCHELSEA LANE, LINCOLN, MA 017735110
TRUSTEE1$0

Address and contacts

Address (IRS master file)
6 WINCHELSEA LN, LINCOLN, MA 01773-5110
Signed the 990-PF
ROBERT E DAVOLI, TRUSTEE
Phone
(617) 456-1620
Return prepared by
CHIAMPOU TRAVIS BESAW & KERSHNER 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
04-3210639
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
1994
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$16,655,935
Income (IRS master file)
$3,214,111

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025-$1,053,566$116,450$16,655,935XML
990-PFNovember 2024$249,221$406,177$18,243,776XML
990-PFNovember 2023-$429,445$844,700$18,400,732XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2019–––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 04-3210639).

Questions about THE RED ELM TREE FOUNDATION

What is the EIN of THE RED ELM TREE FOUNDATION?
The employer identification number (EIN) of THE RED ELM TREE FOUNDATION is 04-3210639.
Is THE RED ELM TREE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE RED ELM TREE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE RED ELM TREE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE RED ELM TREE FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE RED ELM TREE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of THE RED ELM TREE FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does THE RED ELM TREE FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of -$1,053,566, expenses of $116,450 and total assets of $16,655,935 at year end.

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