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Nonprofit · EIN 04-6107955

LASSOR AND FANNY AGOOS CHARITY FUND

Tax-exempt · NEWTON, MA 02459

Financials

$112K$224K2023$306K$231K2024$567K$238K2025
Revenue Expenses · by fiscal year end
Financials of LASSOR AND FANNY AGOOS CHARITY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$567,430$238,365$329,065$4,715,013$27,054$4,687,959
December 31, 2024990-PF$305,984$231,428$74,556$2,614,535$4,353$2,610,182
December 31, 2023990-PF$111,879$223,621-$111,742$2,539,126$3,500$2,535,626
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,138
Interest
$27,881
Net gain from sales of assets
$501,717
Other income
$3,694

Expenses

Grants and similar amounts paid
$207,250
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$207,250
Excise tax on investment income
$7,554

Balance sheet and other

Total assets, start of year
$2,614,535
Total assets, end of year
$4,715,013
Total liabilities, end of year
$27,054
Net assets, end of year
$4,687,959
Fair market value of assets
$4,249,948
Qualifying distributions
$207,250
Net investment income
$563,736

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL B BRUCK
855 SNOW KING DR PO BOX 1242, JACKSON, WY 83001
PRESIDENT0$0
LAILA FREEDBERG
34 STANDISH RD, WAYLAND, MA 01778
SECRETARY0$0
JON SIMON
329 HARTMAN ROAD, NEWTON, MA 02459
TREASURER0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL B BRUCK
112 PICKNEY STREET APT 35, BOSTON, MA 02114
PRESIDENT0$0
LAILA FREEDBERG
34 STANDISH RD, WAYLAND, MA 01778
SECRETARY0$0
JON SIMON
329 HARTMAN ROAD, NEWTON, MA 02459
TREASURER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL B BRUCK
112 PICKNEY STREET APT 35, BOSTON, MA 02114
PRESIDENT0$0
ROBERTA SINGAL
48 PAYSON ROAD, BROOKLINE, MA 02467
SECRETARY0$0
JON SIMON
329 HARTMAN ROAD, NEWTON, MA 02459
TREASURER0$0

Address and contacts

Address (IRS master file)
CO JON SIMON 329 HARTMAN ROAD, NEWTON, MA 02459-0000
In care of
% DONALD BRUCK
Signed the 990-PF
JON SIMON, TREASURER
Phone
(617) 319-1450
Return prepared by
LITMANGERSON ASSOCIATES 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6107955
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
1926
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,715,013
Income (IRS master file)
$1,451,765

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$567,430$238,365$4,715,013XML
990-PFDecember 2024$305,984$231,428$2,614,535IRS
990-PFDecember 2023$111,879$223,621$2,539,126XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 04-6107955).

Questions about LASSOR AND FANNY AGOOS CHARITY FUND

What is the EIN of LASSOR AND FANNY AGOOS CHARITY FUND?
The employer identification number (EIN) of LASSOR AND FANNY AGOOS CHARITY FUND is 04-6107955.
Is LASSOR AND FANNY AGOOS CHARITY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1926.
Are donations to LASSOR AND FANNY AGOOS CHARITY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LASSOR AND FANNY AGOOS CHARITY FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LASSOR AND FANNY AGOOS CHARITY FUND 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 LASSOR AND FANNY AGOOS CHARITY FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LASSOR AND FANNY AGOOS CHARITY FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LASSOR AND FANNY AGOOS CHARITY FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $567,430, expenses of $238,365 and total assets of $4,715,013 at year end.

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