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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 30-6001640

THE SAFE FAMILY FOUNDATION

Tax-exempt · BOSTON, MA 02108

Financials

$485K$469K2022$478K$431K2023$714K$249K2024
Revenue Expenses · by fiscal year end
Financials of THE SAFE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$713,948$248,707$465,241$3,738,747$0$3,738,747
May 31, 2024990-PF$478,153$430,845$47,308$3,273,657$0$3,273,657
May 31, 2023990-PF$485,215$469,429$15,786$3,225,432$0$3,225,432
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$107,081
Interest
$10
Net gain from sales of assets
$606,857

Expenses

Grants and similar amounts paid
$200,000
Disbursements for charitable purposes
$200,000
Excise tax on investment income
$9,330

Balance sheet and other

Total assets, start of year
$3,273,657
Total assets, end of year
$3,738,747
Total liabilities, end of year
$0
Net assets, end of year
$3,738,747
Fair market value of assets
$8,452,143
Qualifying distributions
$200,000
Net investment income
$713,948

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HOPE S DUARTE
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
EDITH S DEVNEW
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
ELIZABETH S BITTING
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
HOPE S DUARTE
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
EDITH S DEVNEW
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
ELIZABETH S BITTING
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
990-PF for the year ended May 31, 2023: 3 people
NameTitleHours / weekCompensation
HOPE S DUARTE
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
EDITH S DEVNEW
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0
ELIZABETH S BITTING
C/O WELCH FORBES LLC 45 SCHOOL ST, BOSTON, MA 021083204
TRUSTEE1$0

Address and contacts

Address (IRS master file)
45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
In care of
% WELCH & FORBES LLC
Signed the 990-PF
HOPE S DUARTE, TRUSTEE
Phone
(617) 523-1635
Return prepared by
WELCH & FORBES 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
30-6001640
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
2002
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$3,738,747
Income (IRS master file)
$890,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$713,948$248,707$3,738,747XML
990-PFMay 2024$478,153$430,845$3,273,657XML
990-PFMay 2023$485,215$469,429$3,225,432XML
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––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 30-6001640).

Questions about THE SAFE FAMILY FOUNDATION

What is the EIN of THE SAFE FAMILY FOUNDATION?
The employer identification number (EIN) of THE SAFE FAMILY FOUNDATION is 30-6001640.
Is THE SAFE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to THE SAFE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SAFE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SAFE FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SAFE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of THE SAFE FAMILY FOUNDATION?
The 990-PF for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE SAFE FAMILY FOUNDATION have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $713,948, expenses of $248,707 and total assets of $3,738,747 at year end.

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