Nonprofit · EIN 47-6242074
SUSAN AND BARRY TATELMAN FAMILY FOUNDATION
Also known as TATELMAN BARRY E CO-TTEE
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $869,382 | $409,770 | $459,612 | $1,069,052 | $0 | $1,069,052 |
| December 31, 2024 | 990-PF | $58,666 | $692,500 | -$633,834 | $609,440 | $0 | $609,440 |
| December 31, 2023 | 990-PF | $703,666 | $520,877 | $182,789 | $1,243,274 | $0 | $1,243,274 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $307,833
- Dividends
- $16,413
- Interest
- $206
- Net gain from sales of assets
- $535,820
- Other income
- $9,110
Expenses
- Grants and similar amounts paid
- $399,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $399,500
- Excise tax on investment income
- $11,238
Balance sheet and other
- Total assets, start of year
- $609,440
- Total assets, end of year
- $1,069,052
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,069,052
- Fair market value of assets
- $1,131,494
- Qualifying distributions
- $399,500
- Net investment income
- $809,037
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 |
|---|---|---|---|
| SUSAN TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
| BARRY E TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
| BARRY E TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
| BARRY E TATELMAN C/O FIDUCIARY TRUST INTERNATIONAL, 55 OLD BEDFORD RD STE 302, LINCOLN, MA 01773 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO FIDUCIARY TR 55 OLD BEDFORD 30, LINCOLN, MA 01773-0000
- In care of
- % PALMER & DODGE LLP
- Signed the 990-PF
- BARRY E TATELMAN, TRUSTEE
- Phone
- (781) 274-9300
- Return prepared by
- CBIZ ADVISORS 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
- 47-6242074
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,069,052
- Income (IRS master file)
- $1,517,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $869,382 | $409,770 | $1,069,052 | XML |
| 990-PF | December 2024 | $58,666 | $692,500 | $609,440 | XML |
| 990-PF | December 2023 | $703,666 | $520,877 | $1,243,274 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 47-6242074).
Questions about SUSAN AND BARRY TATELMAN FAMILY FOUNDATION
- What is the EIN of SUSAN AND BARRY TATELMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of SUSAN AND BARRY TATELMAN FAMILY FOUNDATION is 47-6242074.
- Is SUSAN AND BARRY TATELMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SUSAN AND BARRY TATELMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUSAN AND BARRY TATELMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUSAN AND BARRY TATELMAN FAMILY FOUNDATION 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 SUSAN AND BARRY TATELMAN FAMILY FOUNDATION 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 SUSAN AND BARRY TATELMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SUSAN AND BARRY TATELMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $869,382, expenses of $409,770 and total assets of $1,069,052 at year end.
Other nonprofits in LINCOLN
- MAC FIVE FOUNDATION INC EIN 36-4507175 · last filed 990-PF for 2025
- TEAL POND FOUNDATION EIN 04-3584920 · last filed 990-PF for 2025
- THE LINDA@HAMMETT ORY & ANDREW ORY CHARITABLE TRUST EIN 38-7082936 · last filed 990-PF for 2024
- OAKHILL FOUNDATION EIN 20-6021595 · last filed 990-PF for 2025
- TAN FAMILY EDUCATION FOUNDATION EIN 45-5413079 · last filed 990-PF for 2025
- VONRICKENBACK FAMILY FOUNDATION EIN 47-3246621 · last filed 990-PF for 2024
- ENDEAVOR EDUCATION INC EIN 27-4386921 · last filed 990-PF for 2024
- SYSTEMS RESEARCH FOUNDATION EIN 26-2501753 · last filed 990-PF for 2025
All nonprofits in LINCOLN · Massachusetts · Philanthropy, voluntarism and grantmaking foundations