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Nonprofit · EIN 02-6060525

LUCY ELEANOR DAWSON TRUST

Tax-exempt · BOSTON, MA 02110

Financials

$128K$93K2023$144K$93K2024$143K$104K2025
Revenue Expenses · by fiscal year end
Financials of LUCY ELEANOR DAWSON TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$142,636$104,202$38,434$1,259,703$0$1,259,703
December 31, 2024990-PF$143,550$93,116$50,434$1,221,292$0$1,221,292
December 31, 2023990-PF$127,961$92,653$35,308$1,170,554$0$1,170,554
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,335
Net gain from sales of assets
$101,301

Expenses

Grants and similar amounts paid
$81,000
Compensation of officers, directors and key employees
$4,094
Disbursements for charitable purposes
$83,456
Excise tax on investment income
$1,835

Balance sheet and other

Total assets, start of year
$1,221,292
Total assets, end of year
$1,259,703
Total liabilities, end of year
$0
Net assets, end of year
$1,259,703
Fair market value of assets
$1,928,053
Qualifying distributions
$83,456
Net investment income
$142,636

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 / weekCompensation
EASTERN BANK
125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110
Trustee & Investment Advisor1$4,094
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
EASTERN BANK
125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110
Trustee & Investment Advisor1$3,751
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CAMBRIDGE TRUST COMPANY
75 STATE ST 18TH FL, BOSTON, MA 02109
Trustee & Investment Advisor1$3,433

Address and contacts

Address (IRS master file)
125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
Signed the 990-PF
CAMBRIDGE TRUST COMPANY, Executive VP
Phone
(617) 441-1548
Return prepared by
ERNST & YOUNG US LLP

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
02-6060525
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
2004
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,259,703
Income (IRS master file)
$616,982

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$142,636$104,202$1,259,703IRS
990-PFDecember 2024$143,550$93,116$1,221,292IRS
990-PFDecember 2023$127,961$92,653$1,170,554XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 02-6060525).

Questions about LUCY ELEANOR DAWSON TRUST

What is the EIN of LUCY ELEANOR DAWSON TRUST?
The employer identification number (EIN) of LUCY ELEANOR DAWSON TRUST is 02-6060525.
Is LUCY ELEANOR DAWSON TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LUCY ELEANOR DAWSON TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCY ELEANOR DAWSON TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCY ELEANOR DAWSON 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 LUCY ELEANOR DAWSON 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 LUCY ELEANOR DAWSON TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,094 (EASTERN BANK, Trustee & Investment Advisor).
How much revenue does LUCY ELEANOR DAWSON TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $142,636, expenses of $104,202 and total assets of $1,259,703 at year end.

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