Nonprofit · EIN 20-6601075
JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $12,816 | $30,422 | -$17,606 | $425,811 | $1 | $425,810 |
| December 31, 2022 | 990-PF | $69,847 | $65,603 | $4,244 | $443,418 | $2 | $443,416 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Dividends
- $12,504
- Net gain from sales of assets
- $312
Expenses
- Grants and similar amounts paid
- $30,075
- Disbursements for charitable purposes
- $30,075
- Excise tax on investment income
- $173
Balance sheet and other
- Total assets, start of year
- $443,418
- Total assets, end of year
- $425,811
- Total liabilities, end of year
- $1
- Net assets, end of year
- $425,810
- Fair market value of assets
- $684,737
- Qualifying distributions
- $30,075
- Net investment income
- $12,816
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theresa D Cederholm 73 East Avenue, Marion, MA 02738 | Trustee | 0 | $0 |
| David B Titus PO Box 1340, Marion, MA 02738 | Trustee | 0 | $0 |
| William Ryerson PO Box 580, Shelburne, VT 05482 | Trustee | 0 | $0 |
| Peter Hathaway 218 Perley Road, Naples, ME 04055 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theresa D Cederholm 73 East Avenue, Marion, MA 02738 | Trustee | 0 | $0 |
| David B Titus PO Box 1340, Marion, MA 02738 | Trustee | 0 | $0 |
| William Ryerson PO Box 580, Shelburne, VT 05482 | Trustee | 0 | $0 |
| Peter Hathaway 218 Perley Road, Naples, ME 04055 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 73 EAST AVE, MARION, MA 02738-1926
- Signed the 990-PF
- Theresa D Cederholm, Trustee
- Phone
- (508) 748-2947
- Return prepared by
- BENOIT & MCARDLE PC
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6601075
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $425,811
- Income (IRS master file)
- $12,816
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $12,816 | $30,422 | $425,811 | XML |
| 990-PF | December 2022 | $69,847 | $65,603 | $443,418 | XML |
| 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 20-6601075).
Questions about JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005
- What is the EIN of JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005?
- The employer identification number (EIN) of JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 is 20-6601075.
- Is JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005?
- The 990-PF for the year ended December 31, 2023 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOHN T AND THERESA D CEDERHOLM FOUNDATION UTA 07142005 have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $12,816, expenses of $30,422 and total assets of $425,811 at year end.
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