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Nonprofit · EIN 02-6101659

CAROLINE C LEVINE CHARITABLE TR

Tax-exempt · NASHUA, NH 03063

Financials

$221K$123K2023$299K$192K2024
Revenue Expenses · by fiscal year end
Financials of CAROLINE C LEVINE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$299,405$191,605$107,800$5,497,309$0$5,497,309
December 31, 2023990-PF$221,283$123,476$97,807$5,392,585$0$5,392,585
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$235,323
Net gain from sales of assets
$63,917
Other income
$165

Expenses

Grants and similar amounts paid
$98,729
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$98,729
Excise tax on investment income
$4,162

Balance sheet and other

Total assets, start of year
$5,392,585
Total assets, end of year
$5,497,309
Total liabilities, end of year
$0
Net assets, end of year
$5,497,309
Fair market value of assets
$5,744,866
Qualifying distributions
$98,729
Net investment income
$299,405

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
JOSEPH W KENNY
20 TRAFALGAR SQUARE SUITE 505, NASHUA, NH 03063
TRUSTEE0$0
CAROLINE C LEVINE
30 STRAWS POINT ROAD, RYE, NH 03870
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOSEPH W KENNY
20 TRAFALGAR SQUARE SUITE 505, NASHUA, NH 03063
TRUSTEE0$0
CAROLINE C LEVINE
30 STRAWS POINT ROAD, RYE, NH 03870
TRUSTEE0$0

Address and contacts

Address (IRS master file)
20 TRAFALGAR SQ STE 505, NASHUA, NH 03063-1981
In care of
% JOESEPH W KENNY TRUSTEE
Signed the 990-PF
JOSEPH W KENNY, TRUSTEE
Phone
(603) 883-5501
Return prepared by
HAMBLETT & KERRIGAN PA

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
02-6101659
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,497,309
Income (IRS master file)
$807,607

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$299,405$191,605$5,497,309IRS
990-PFDecember 2023$221,283$123,476$5,392,585IRS
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 02-6101659).

Questions about CAROLINE C LEVINE CHARITABLE TR

What is the EIN of CAROLINE C LEVINE CHARITABLE TR?
The employer identification number (EIN) of CAROLINE C LEVINE CHARITABLE TR is 02-6101659.
Is CAROLINE C LEVINE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to CAROLINE C LEVINE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CAROLINE C LEVINE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CAROLINE C LEVINE CHARITABLE TR 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 CAROLINE C LEVINE CHARITABLE TR 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 CAROLINE C LEVINE CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CAROLINE C LEVINE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $299,405, expenses of $191,605 and total assets of $5,497,309 at year end.

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