Nonprofit · EIN 04-6034609
M FLORENCE SMALL TRUST U IND
Also known as CARLETON DEAN & F BUTTERWORTH JR TR
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $27,098 | $27,098 | $0 | $291,871 | $18,264 | $273,607 |
| December 31, 2024 | 990-EZ | $26,707 | $26,514 | $193 | $291,853 | $18,246 | $273,607 |
| December 31, 2023 | 990-EZ | $23,180 | $23,013 | $167 | $288,959 | $15,545 | $273,414 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Investment income
- $27,098
Expenses
- Grants and similar amounts paid
- $18,264
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $8,799
- Other expenses
- $35
Balance sheet and other
- Total assets, start of year
- $291,853
- Total assets, end of year
- $291,871
- Total liabilities, end of year
- $18,264
- Net assets, end of year
- $273,607
- Cash, savings and investments
- $291,871
- Gross receipts
- $27,098
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH CHASE LEY YOUNG PC | TRUSTEE | 5 | $0 |
990-EZ for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH CHASE LEY YOUNG PC | TRUSTEE | 5 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH CHASE LEY YOUNG PC | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 101 FEDERAL ST STE 1900, BOSTON, MA 02110-1861
- In care of
- % LEY & YOUNG PC
- Mailing address (990-N for 2020)
- 101 FEDERAL STREET SUITE 1900, BOSTON MA 02110
- Principal officer (990-N for 2020)
- SARAH CHASE, LEY YOUNG PC 101 FEDERAL ST STE, 1900 BOSTON MA 02110, BOSTON MA 02109
- Signed the 990-EZ
- SARAH CHASE, TRUSTEE
- Phone
- (617) 204-5650
- Return prepared by
- LIVINGSTON & HAYNES PC
Mission
TO PROVIDE GRANTS TO SUPPORT HARVARD UNIVERSITY
Program accomplishments
- SUPPORT OF HARVARD UNIVERSITY
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-6034609
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $291,871
- Income (IRS master file)
- $27,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $27,098 | $27,098 | $291,871 | IRS |
| 990-EZ | December 2024 | $26,707 | $26,514 | $291,853 | IRS |
| 990-EZ | December 2023 | $23,180 | $23,013 | $288,959 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: SARAH CHASE | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: SARAH CHASE | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 04-6034609).
Questions about M FLORENCE SMALL TRUST U IND
- What is the EIN of M FLORENCE SMALL TRUST U IND?
- The employer identification number (EIN) of M FLORENCE SMALL TRUST U IND is 04-6034609.
- Is M FLORENCE SMALL TRUST U IND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to M FLORENCE SMALL TRUST U IND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does M FLORENCE SMALL TRUST U IND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of M FLORENCE SMALL TRUST U IND 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 M FLORENCE SMALL TRUST U IND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of M FLORENCE SMALL TRUST U IND?
- The 990-N for 2020 names SARAH CHASE.
- Who are the officers and directors of M FLORENCE SMALL TRUST U IND?
- The 990-EZ for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does M FLORENCE SMALL TRUST U IND have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $27,098, expenses of $27,098 and total assets of $291,871 at year end.
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