Nonprofit · EIN 04-6741839
ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB
Also known as KELLEY ROBERT F TTEE
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,908 | $10,386 | -$1,478 | $144,135 | $0 | $144,135 |
| December 31, 2024 | 990-PF | $3,126 | $9,725 | -$6,599 | $145,728 | $0 | $145,728 |
| December 31, 2023 | 990-PF | $1,364 | $11,717 | -$10,353 | $152,417 | $0 | $152,417 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,084
- Net gain from sales of assets
- $3,816
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $5,139
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $7,538
- Excise tax on investment income
- $84
Balance sheet and other
- Total assets, start of year
- $145,728
- Total assets, end of year
- $144,135
- Total liabilities, end of year
- $0
- Net assets, end of year
- $144,135
- Fair market value of assets
- $162,542
- Qualifying distributions
- $7,538
- Net investment income
- $8,908
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAMSEY A BAHRAWY ESQ 55 MAIN STREET, NORTH ANDOVER, MA 01845 | SUCCESSOR PRIMARY/PERMANENT TRUSTEE | 0 | $0 |
| BRIAN A DE PENA 200 COMMON STREET, LAWRENCE, MA 01840 | TRUSTEE | 0 | $0 |
| RON HILL 15 ABBOT STREET, ANDOVER, MA 01810 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAMSEY A BAHRAWY ESQ 55 MAIN STREET, NORTH ANDOVER, MA 01845 | SUCCESSOR PRIMARY/PERMANENT TRUSTEE | 0 | $0 |
| BRIAN A DE PENA 200 COMMON STREET, LAWRENCE, MA 01840 | TRUSTEE | 0 | $0 |
| RON HILL 15 ABBOT STREET, ANDOVER, MA 01810 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT F KELLEY 21 WILLIAM STREET, ANDOVER, MA 01810 | CHAIRMAN | 0 | $0 |
| BRIAN A DE PENA 200 COMMON STREET, LAWRENCE, MA 01840 | TRUSTEE | 0 | $0 |
| RON HILL 15 ABBOT STREET, ANDOVER, MA 01810 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 MAIN ST, NORTH ANDOVER, MA 01845-2426
- Signed the 990-PF
- RAMSEY A BAHRAWY ESQ, TRUSTEE
- Phone
- (978) 688-6900
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6741839
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $144,135
- Income (IRS master file)
- $8,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,908 | $10,386 | $144,135 | IRS |
| 990-PF | December 2024 | $3,126 | $9,725 | $145,728 | XML |
| 990-PF | December 2023 | $1,364 | $11,717 | $152,417 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6741839).
Questions about ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB
- What is the EIN of ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB?
- The employer identification number (EIN) of ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB is 04-6741839.
- Is ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB 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 ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB 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 ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALLAN J BATTERSHILL FUND OF THE LAWRENCE ROTARY CLUB have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,908, expenses of $10,386 and total assets of $144,135 at year end.
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