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Nonprofit · EIN 04-3340270

PEMBERTON FAMILY FOUNDATION INC

Tax-exempt · OSTERVILLE, MA 02655

Financials

$170K$166K2023$891K$289K2024
Revenue Expenses · by fiscal year end
Financials of PEMBERTON FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$891,143$288,744$602,399$2,269,964$0$2,269,964
June 30, 2024990-PF$169,896$165,658$4,238$1,667,565$0$1,667,565
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Interest
$93,491
Net gain from sales of assets
$796,852
Other income
$800

Expenses

Grants and similar amounts paid
$275,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$279,410
Excise tax on investment income
$12,326

Balance sheet and other

Total assets, start of year
$1,667,565
Total assets, end of year
$2,269,964
Total liabilities, end of year
$0
Net assets, end of year
$2,269,964
Fair market value of assets
$2,269,964
Qualifying distributions
$279,410
Net investment income
$891,143

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.

NameTitleHours / weekCompensation
ROBERT A PEMBERTON
125 WIANNO AVE BOX 370, OSTERVILLE, MA 02655
PRESIDENT0$0
EDWARD TARLOW
101 HUNTINGTON AVENUE PRUDENTIAL, CENTER, BOSTON, MA 02199
ASSISTANT CLERK0$0
ROBERT C PEMBERTON
135 WIANNO AVE, OSTERVILLE, MA 02655
DIRECTOR0$0
JULIE PEMBERTON
19 HAWTHORNE ROAD, WELLESLEY, MA 02481
DIRECTOR0$0
BRIAN PEMBERTON
125 WIANNO AVE, OSTERVILLE, MA 02655
DIRECTOR0$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
ROBERT A PEMBERTON
125 WIANNO AVE BOX 370, OSTERVILLE, MA 02655
PRESIDENT0$0
EDWARD TARLOW
101 HUNTINGTON AVENUE PRUDENTIAL, CENTER, BOSTON, MA 02199
ASSISTANT CLERK0$0
ROBERT C PEMBERTON
135 WIANNO AVE, OSTERVILLE, MA 02655
DIRECTOR0$0
JULIE PEMBERTON
19 HAWTHORNE ROAD, WELLESLEY, MA 02481
DIRECTOR0$0
BRIAN PEMBERTON
125 WIANNO AVE, OSTERVILLE, MA 02655
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 370, OSTERVILLE, MA 02655-0370
In care of
% ROBERT A PEMBERTON
Signed the 990-PF
ROBERT PEMBERTON, PRESIDENT
Return prepared by
ANDERSEN TAX LLC

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
04-3340270
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
1998
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,269,964
Income (IRS master file)
$2,370,397

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$891,143$288,744$2,269,964XML
990-PFJune 2024$169,896$165,658$1,667,565XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 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 04-3340270).

Questions about PEMBERTON FAMILY FOUNDATION INC

What is the EIN of PEMBERTON FAMILY FOUNDATION INC?
The employer identification number (EIN) of PEMBERTON FAMILY FOUNDATION INC is 04-3340270.
Is PEMBERTON FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to PEMBERTON FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PEMBERTON FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PEMBERTON FAMILY FOUNDATION INC 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 PEMBERTON FAMILY FOUNDATION INC 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 PEMBERTON FAMILY FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PEMBERTON FAMILY FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $891,143, expenses of $288,744 and total assets of $2,269,964 at year end.

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