Nonprofit · EIN 04-6905468
KHASM FOUNDATION TR
Also known as BERNHARDT ELIZABETH A ET AL TTEE
Tax-exempt · WINCHESTER, MA 01890
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $2,857 | $9,817 | -$6,960 | $42,564 | $0 | $42,564 |
| November 30, 2024 | 990-PF | $3,233 | $7,417 | -$4,184 | $49,524 | $0 | $49,524 |
| November 30, 2023 | 990-PF | $2,434 | $9,464 | -$7,030 | $53,708 | $0 | $53,708 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $1,099
- Net gain from sales of assets
- $1,758
Expenses
- Grants and similar amounts paid
- $9,212
- Disbursements for charitable purposes
- $9,212
- Excise tax on investment income
- $35
Balance sheet and other
- Total assets, start of year
- $49,524
- Total assets, end of year
- $42,564
- Total liabilities, end of year
- $0
- Net assets, end of year
- $42,564
- Fair market value of assets
- $58,596
- Qualifying distributions
- $9,212
- Net investment income
- $2,542
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH BERNHARDT 263 HIGH STREET, WINCHESTER, MA 01890 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH BERNHARDT 263 HIGH STREET, WINCHESTER, MA 01890 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH BERNHARDT 263 HIGH STREET, WINCHESTER, MA 01890 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 263 HIGH ST, WINCHESTER, MA 01890-3247
- In care of
- % ELIZABETH A BERNHARDT
- Signed the 990-PF
- BETH BERNHARDT, TRUSTEE
- Phone
- (781) 729-3633
- Return prepared by
- TAX & BUSINESS SERVICES OF NE
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6905468
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $42,564
- Income (IRS master file)
- $2,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $2,857 | $9,817 | $42,564 | XML |
| 990-PF | November 2024 | $3,233 | $7,417 | $49,524 | XML |
| 990-PF | November 2023 | $2,434 | $9,464 | $53,708 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 04-6905468).
Questions about KHASM FOUNDATION TR
- What is the EIN of KHASM FOUNDATION TR?
- The employer identification number (EIN) of KHASM FOUNDATION TR is 04-6905468.
- Is KHASM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to KHASM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KHASM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KHASM FOUNDATION TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KHASM FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of KHASM FOUNDATION TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KHASM FOUNDATION TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $2,857, expenses of $9,817 and total assets of $42,564 at year end.
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All nonprofits in WINCHESTER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations