Nonprofit · EIN 04-6999344
LEWIS RHODES CHARITABLE TR
Also known as FOLLETT DAVID R ET AL TTEE
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $58,735 | $90,803 | -$32,068 | $537,629 | $564 | $537,065 |
| December 31, 2024 | 990-PF | $49,279 | $99,077 | -$49,798 | $569,762 | $629 | $569,133 |
| December 31, 2023 | 990-PF | $83,277 | $63,378 | $19,899 | $619,638 | $707 | $618,931 |
| December 31, 2021 | 990-PF | $107,725 | $54,176 | $53,549 | $714,755 | $130 | $714,625 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,804
- Dividends
- $13,572
- Interest
- $1,450
- Net gain from sales of assets
- $39,869
- Other income
- $40
Expenses
- Grants and similar amounts paid
- $80,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $80,500
- Excise tax on investment income
- $614
Balance sheet and other
- Total assets, start of year
- $569,762
- Total assets, end of year
- $537,629
- Total liabilities, end of year
- $564
- Net assets, end of year
- $537,065
- Fair market value of assets
- $705,767
- Qualifying distributions
- $80,500
- Net investment income
- $53,956
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 |
|---|---|---|---|
| DAVID R FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
| PAMELA L FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
| PAMELA L FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
| PAMELA L FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
| PAMELA L FOLLETT 120 COBLEIGH ROAD, BOXBORO, MA 01719 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 WASHINGTON ST, BOSTON, MA 02108-4414
- In care of
- % BNY MELLON
- Signed the 990-PF
- DAVID R FOLLETT, OFFICER
- Phone
- (978) 263-4196
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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
- 04-6999344
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $537,629
- Income (IRS master file)
- $259,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $58,735 | $90,803 | $537,629 | IRS |
| 990-PF | December 2024 | $49,279 | $99,077 | $569,762 | IRS |
| 990-PF | December 2023 | $83,277 | $63,378 | $619,638 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $107,725 | $54,176 | $714,755 | XML |
| 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 04-6999344).
Questions about LEWIS RHODES CHARITABLE TR
- What is the EIN of LEWIS RHODES CHARITABLE TR?
- The employer identification number (EIN) of LEWIS RHODES CHARITABLE TR is 04-6999344.
- Is LEWIS RHODES CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LEWIS RHODES CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEWIS RHODES CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEWIS RHODES CHARITABLE TR 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 LEWIS RHODES CHARITABLE TR 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 LEWIS RHODES CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LEWIS RHODES CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $58,735, expenses of $90,803 and total assets of $537,629 at year end.
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