Nonprofit · EIN 06-6205123
RUTH A SHULTZ TRUST UNDER WILL OF
Tax-exempt · LENOX, MA 01240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,776 | $11,496 | $10,280 | $144,692 | $0 | $144,692 |
| December 31, 2024 | 990-PF | $15,261 | $11,766 | $3,495 | $134,304 | $0 | $134,304 |
| December 31, 2023 | 990-PF | $6,065 | $7,947 | -$1,882 | $130,681 | $0 | $130,681 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,086
- Net gain from sales of assets
- $16,690
Expenses
- Grants and similar amounts paid
- $8,000
- Compensation of officers, directors and key employees
- $2,331
- Disbursements for charitable purposes
- $8,938
- Excise tax on investment income
- $273
Balance sheet and other
- Total assets, start of year
- $134,304
- Total assets, end of year
- $144,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $144,692
- Fair market value of assets
- $176,778
- Qualifying distributions
- $8,938
- Net investment income
- $21,776
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 |
|---|---|---|---|
| BEACON BANK 25 MAIN STREET, LENOX, MA 01240 | TRUSTEE | 1 | $2,331 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERKSHIRE BANK 25 MAIN STREET, LENOX, MA 01240 | TRUSTEE | 1 | $2,265 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERKSHIRE BANK 25 MAIN STREET, LENOX, MA 01240 | TRUSTEE | 1 | $2,068 |
Address and contacts
- Address (IRS master file)
- 25 B MAIN STREET, LENOX, MA 01240-2311
- In care of
- % LEGACY BANKS TRUSTEE
- Signed the 990-PF
- JANICE E WARD, SVP
- Phone
- (855) 843-4716
- Return prepared by
- DELOITTE TAX 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 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
- 06-6205123
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $144,692
- Income (IRS master file)
- $56,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,776 | $11,496 | $144,692 | IRS |
| 990-PF | December 2024 | $15,261 | $11,766 | $134,304 | IRS |
| 990-PF | December 2023 | $6,065 | $7,947 | $130,681 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 06-6205123).
Questions about RUTH A SHULTZ TRUST UNDER WILL OF
- What is the EIN of RUTH A SHULTZ TRUST UNDER WILL OF?
- The employer identification number (EIN) of RUTH A SHULTZ TRUST UNDER WILL OF is 06-6205123.
- Is RUTH A SHULTZ TRUST UNDER WILL OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to RUTH A SHULTZ TRUST UNDER WILL OF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH A SHULTZ TRUST UNDER WILL OF file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH A SHULTZ TRUST UNDER WILL OF 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 RUTH A SHULTZ TRUST UNDER WILL OF 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 RUTH A SHULTZ TRUST UNDER WILL OF?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,331 (BEACON BANK, TRUSTEE).
- How much revenue does RUTH A SHULTZ TRUST UNDER WILL OF have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,776, expenses of $11,496 and total assets of $144,692 at year end.
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