Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 02-6004971

AGNES M LINDSAY TRUST

Tax-exempt · CHELMSFORD, MA 01824

Financials

$288K$1.1M2023$547K$1.5M2024$357K$1.6M2025
Revenue Expenses · by fiscal year end
Financials of AGNES M LINDSAY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$357,267$1,627,281-$1,270,014$42,096,370$47,765$42,048,605
December 31, 2024990-PF$546,611$1,487,376-$940,765$36,909,623$2,382$36,907,241
December 31, 2023990-PF$287,949$1,070,024-$782,075$32,185,880$432$32,185,448
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,682
Interest
$51
Net gain from sales of assets
$303,047
Other income
$30,487

Expenses

Grants and similar amounts paid
$1,186,505
Compensation of officers, directors and key employees
$165,000
Salaries, compensation and benefits (total)
$109,885
Disbursements for charitable purposes
$1,519,609
Excise tax on investment income
$4,037

Balance sheet and other

Total assets, start of year
$36,909,623
Total assets, end of year
$42,096,370
Total liabilities, end of year
$47,765
Net assets, end of year
$42,048,605
Fair market value of assets
$42,096,370
Qualifying distributions
$1,519,609
Net investment income
$340,893

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.

NameTitleHours / weekCompensationOther / benefits
AMY B LAMPERT
10 NORTH ROAD SUITE 2, CHELMSFORD, MA 01824
ADMINISTRATOR DIRECT
Highest-paid employee
40$109,885$34,325
ERNEST E DION
28 CENTRAL STREET APT D, HUDSON, NH 03051
TRUSTEE25$55,000$0
ALAN G LAMPERT
TEN NORTH ROAD, CHELMSFORD, MA 01824
TRUSTEE25$55,000$0
MICHAEL S DELUCIA
355 RIVER ROAD, MANCHESTER, NH 03104
TRUSTEE25$55,000$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
AMY B LAMPERT
10 NORTH ROAD SUITE 2, CHELMSFORD, MA 01824
ADMINISTRATOR DIRECT
Highest-paid employee
40$101,116$30,730
ERNEST E DION
28 CENTRAL STREET APT D, HUDSON, NH 03051
TRUSTEE25$52,500$0
ALAN G LAMPERT
TEN NORTH ROAD, CHELMSFORD, MA 01824
TRUSTEE25$52,500$0
MICHAEL S DELUCIA
355 RIVER ROAD, MANCHESTER, NH 03104
TRUSTEE25$52,500$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
AMY B LAMPERT
10 NORTH ROAD SUITE 2, CHELMSFORD, MA 01824
ADMINISTRATOR DIRECT
Highest-paid employee
40$98,000$29,427
ERNEST E DION
28 CENTRAL STREET APT D, HUDSON, NH 03051
TRUSTEE25$50,000$0
ALAN G LAMPERT
TEN NORTH ROAD, CHELMSFORD, MA 01824
TRUSTEE25$50,000$0
MICHAEL S DELUCIA
355 RIVER ROAD, MANCHESTER, NH 03104
TRUSTEE25$50,000$0

Address and contacts

Address (IRS master file)
10 NORTH ROAD SUITE 2, CHELMSFORD, MA 01824-2711
Signed the 990-PF
AMY LAMPERT, DIRECTOR
Phone
(978) 455-7818
Return prepared by
WIPFLI ADVISORY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
02-6004971
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$42,096,370
Income (IRS master file)
$1,494,220

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$357,267$1,627,281$42,096,370IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$546,611$1,487,376$36,909,623IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$287,949$1,070,024$32,185,880XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 02-6004971).

Questions about AGNES M LINDSAY TRUST

What is the EIN of AGNES M LINDSAY TRUST?
The employer identification number (EIN) of AGNES M LINDSAY TRUST is 02-6004971.
Is AGNES M LINDSAY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to AGNES M LINDSAY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AGNES M LINDSAY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of AGNES M LINDSAY TRUST 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 AGNES M LINDSAY TRUST 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 AGNES M LINDSAY TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $109,885 (AMY B LAMPERT, ADMINISTRATOR DIRECT).
How much revenue does AGNES M LINDSAY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $357,267, expenses of $1,627,281 and total assets of $42,096,370 at year end.

Other nonprofits in CHELMSFORD

All nonprofits in CHELMSFORD · Massachusetts