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Nonprofit · EIN 04-6878510

BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC

Tax-exempt · NEWPORT, VT 05855

Financials

$26K$51K2023$81K$51K2024$77K$50K2025
Revenue Expenses · by fiscal year end
Financials of BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$77,062$50,102$26,960$696,866$0$696,866
December 31, 2024990$80,731$50,590$30,141$669,944$0$669,944
December 31, 2023990$25,712$50,993-$25,281$640,032$0$640,032
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$77,062
Net gain from sales of assets
$55,589
Other revenue
$0

Expenses

Grants and similar amounts paid
$42,012
Compensation of officers, directors and key employees
$7,017
Salaries, compensation and benefits (total)
$7,017
Professional fundraising fees
$0
Accounting fees
$900
Program services (functional)
$42,012
Management and general (functional)
$8,090

Balance sheet and other

Total assets, start of year
$669,944
Total assets, end of year
$696,866
Total liabilities, end of year
$0
Net assets, end of year
$696,866
Publicly traded securities
$665,607
Net assets without donor restrictions
$696,866
Gross receipts
$189,704
Employees
0
Year formed
1998
State of legal domicile
VT

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUPFIDUCIARY TRUSTEE
Institutional trustee
2$7,017
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUPFIDUCIARY TRUSTEE
Institutional trustee
2$6,666
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMMUNITY FINANCIAL SERVICES GROUPFIDUCIARY TRUSTEE
Institutional trustee
2$5,989

Address and contacts

Address (IRS master file)
PO BOX 120, NEWPORT, VT 05855-0120
In care of
% THE CHITTENDEN TRUST CO TRUST DEP
Signed the 990
MICHELLE CHAREST, VICE PRESIDENT
Phone
(802) 334-1677
Return prepared by
DELOITTE TAX LLP

Mission

To Support the efforts and goals of the LMHS.

990 for the year ended December 31, 2025

Program accomplishments

  • Annual distributions to the LMHS equal to 5% of asset value or net inc
    Expenses $42,012 · grants $42,012

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 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6878510
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
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Animal-related (D112)
Assets (IRS master file)
$696,866
Income (IRS master file)
$189,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$77,062$50,102$696,866IRS
990December 2024$80,731$50,590$669,944XML
990December 2023$25,712$50,993$640,032XML
990December 2022$1,859$52,815$665,582IRS
990December 2021–––IRS
990December 2020–––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 04-6878510).

Questions about BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC

What is the EIN of BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC?
The employer identification number (EIN) of BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC is 04-6878510.
Is BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC 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 BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC 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 BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,017 (COMMUNITY FINANCIAL SERVICES GROUP, FIDUCIARY TRUSTEE).
How much revenue does BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $77,062, expenses of $50,102 and total assets of $696,866 at year end.

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