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Nonprofit · EIN 81-4778740

CHASE STREET FOUNDATION

Tax-exempt · NEWTON, MA 02465

Financials

$876K$145K2022$2.1M$544K2023$1.8M$139K2024
Revenue Expenses · by fiscal year end
Financials of CHASE STREET FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,822,264$138,804$1,683,460$14,163,521$0$14,163,521
December 31, 2023990-PF$2,056,600$544,187$1,512,413$10,367,467$0$10,367,467
December 31, 2022990-PF$875,529$144,885$730,644$9,724,573$0$9,724,573
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$364,318
Net gain from sales of assets
$1,457,946

Expenses

Grants and similar amounts paid
$55,000
Disbursements for charitable purposes
$55,000
Excise tax on investment income
$24,165

Balance sheet and other

Total assets, start of year
$10,367,467
Total assets, end of year
$14,163,521
Total liabilities, end of year
$0
Net assets, end of year
$14,163,521
Fair market value of assets
$16,273,837
Qualifying distributions
$55,000
Net investment income
$1,822,264

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARC S PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee1$0
HENI H KOENIGSBERG
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
SARAH KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
LAUREN KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARC S PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee1$0
HENI H KOENIGSBERG
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
SARAH KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
LAUREN KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
MARC S PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee1$0
HENI H KOENIGSBERG
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
SARAH KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0
LAUREN KOENIG-PLONSKIER
204 HIGHLAND AVENUE, NEWTON, MA 02465
Trustee0.5$0

Address and contacts

Address (IRS master file)
204 HIGHLAND AVE, NEWTON, MA 02465-2512
Signed the 990-PF
MARC S PLONSKIER, Trustee
Phone
(617) 964-4366
Return prepared by
Robert B Abel CPA

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

IRS record

EIN
81-4778740
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,163,521
Income (IRS master file)
$4,899,117

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,822,264$138,804$14,163,521IRS
990-PFDecember 2023$2,056,600$544,187$10,367,467XML
990-PFDecember 2022$875,529$144,885$9,724,573XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 81-4778740).

Questions about CHASE STREET FOUNDATION

What is the EIN of CHASE STREET FOUNDATION?
The employer identification number (EIN) of CHASE STREET FOUNDATION is 81-4778740.
Is CHASE STREET FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to CHASE STREET FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHASE STREET FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHASE STREET FOUNDATION 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 CHASE STREET FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CHASE STREET FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does CHASE STREET FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,822,264, expenses of $138,804 and total assets of $14,163,521 at year end.

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