Nonprofit · EIN 04-3393807
HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND
Tax-exempt · MARBLEHEAD, MA 01945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $881,285 | $303,182 | $578,103 | $6,890,376 | $0 | $6,890,376 |
| April 30, 2025 | 990 | $341,555 | $328,758 | $12,797 | $6,316,820 | $0 | $6,316,820 |
| April 30, 2024 | 990 | $506,699 | $286,550 | $220,149 | $6,282,003 | $0 | $6,282,003 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $881,285
- Net gain from sales of assets
- $688,490
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $222,277
- Compensation of officers, directors and key employees
- $7,489
- Salaries, compensation and benefits (total)
- $7,489
- Professional fundraising fees
- $0
- Accounting fees
- $2,804
- Program services (functional)
- $229,766
- Management and general (functional)
- $73,416
Balance sheet and other
- Total assets, start of year
- $6,316,820
- Total assets, end of year
- $6,890,376
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,890,376
- Publicly traded securities
- $6,890,376
- Gross receipts
- $3,230,593
- Employees
- 0
- Year formed
- 1993
- State of legal domicile
- MA
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 for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATIONAL GRAND BANK | TRUSTEE Institutional trustee | – | $7,489 |
990 for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK | INVESTMENTMANAGER Institutional trustee | – | $17,831 |
| NATIONAL GRAND BANK | TRUSTEE Institutional trustee | – | $8,477 |
990 for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK | TRUSTEE Institutional trustee | – | $16,381 |
| NATIONAL GRAND BANK | TRUSTEE Institutional trustee | – | $8,825 |
Address and contacts
- Address (IRS master file)
- 91 PLEASANT ST, MARBLEHEAD, MA 01945-3324
- In care of
- % EASTERN BANK
- Signed the 990
- JAMES NYE CO NATIONAL GRAND BANK, TRUSTEE
- Phone
- (781) 581-4275
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO SUPPORT FIVE CHARITABLE ORGANIZATIONS IN MARBLEHEAD, MA.
Program accomplishments
- MARBLEHEAD DOLLARS FOR SCHOLARS TO PROVIDE SCHOLARSHIP ASSISTANCE TO QUALIFIED RESIDENTS WITHIN ITS GEOGRAPHICAL LOCATION.grants $72,245 · revenue $286,437
- Marblehead Council on Aginggrants $67,690 · revenue $268,377
- MARBLEHEAD PARKS AND RECREATIONgrants $52,000 · revenue $206,170
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 04-3393807
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $6,890,376
- Income (IRS master file)
- $3,230,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $881,285 | $303,182 | $6,890,376 | XML |
| 990 | April 2025 | $341,555 | $328,758 | $6,316,820 | XML |
| 990 | April 2024 | $506,699 | $286,550 | $6,282,003 | XML |
| 990 | April 2023 | $290,168 | $71,872 | $6,060,866 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 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 04-3393807).
Questions about HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND
- What is the EIN of HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND?
- The employer identification number (EIN) of HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND is 04-3393807.
- Is HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who are the officers and directors of HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND?
- The 990 for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,489 (NATIONAL GRAND BANK, TRUSTEE).
- How much revenue does HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $881,285, expenses of $303,182 and total assets of $6,890,376 at year end.
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