Nonprofit · EIN 02-6117755
ALDEN N YOUNG TRUST FUND
Also known as SMITH NANCY S TTEE
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $167,393 | $235,841 | -$68,448 | $1,817,325 | $0 | $1,817,325 |
| December 31, 2024 | 990-PF | $135,547 | $159,956 | -$24,409 | $1,790,732 | $0 | $1,790,732 |
| December 31, 2023 | 990-PF | $113,706 | $211,760 | -$98,054 | $1,880,146 | $0 | $1,880,146 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $80,278
- Interest
- $11
- Net gain from sales of assets
- $87,104
Expenses
- Grants and similar amounts paid
- $207,416
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $212,671
- Excise tax on investment income
- $2,048
Balance sheet and other
- Total assets, start of year
- $1,790,732
- Total assets, end of year
- $1,817,325
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,817,325
- Fair market value of assets
- $4,078,624
- Qualifying distributions
- $212,671
- Net investment income
- $167,393
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 |
|---|---|---|---|
| REV DR NANCY S SMITH 2676 WAKEFIELD ROAD, WAKEFIELD, NH 03872 | TRUSTEE | 3 | $0 |
| MICHAEL J PUZO 75 STATE STREET 16TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV DR NANCY S SMITH 2676 WAKEFIELD ROAD, WAKEFIELD, NH 03872 | TRUSTEE | 3 | $0 |
| MICHAEL J PUZO 75 STATE STREET 16TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV DR NANCY S SMITH 2676 WAKEFIELD ROAD, WAKEFIELD, NH 03872 | TRUSTEE | 3 | $0 |
| MICHAEL J PUZO 75 STATE STREET 16TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- HEMENWAY BARNES LLP PO BOX 96120, BOSTON, MA 02196-0000
- In care of
- % SPENCER & STONE
- Signed the 990-PF
- REV DR NANCY S SMITH, TRUSTEE
- Phone
- (617) 227-7940
- Return prepared by
- HEMENWAY & BARNES 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 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
- 02-6117755
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,817,325
- Income (IRS master file)
- $179,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $167,393 | $235,841 | $1,817,325 | XML |
| 990-PF | December 2024 | $135,547 | $159,956 | $1,790,732 | IRS |
| 990-PF | December 2023 | $113,706 | $211,760 | $1,880,146 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 02-6117755).
Questions about ALDEN N YOUNG TRUST FUND
- What is the EIN of ALDEN N YOUNG TRUST FUND?
- The employer identification number (EIN) of ALDEN N YOUNG TRUST FUND is 02-6117755.
- Is ALDEN N YOUNG TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ALDEN N YOUNG TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALDEN N YOUNG TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALDEN N YOUNG TRUST FUND 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 ALDEN N YOUNG TRUST FUND 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 ALDEN N YOUNG TRUST FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALDEN N YOUNG TRUST FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $167,393, expenses of $235,841 and total assets of $1,817,325 at year end.
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