Nonprofit · EIN 02-6124799
THE BITTY FOUNDATION
Also known as MCLELLAN ELIZABETH A G TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $188,705 | $123,672 | $65,033 | $1,441,417 | $0 | $1,441,417 |
| December 31, 2024 | 990-PF | $74,542 | $99,336 | -$24,794 | $1,375,199 | $0 | $1,375,199 |
| December 31, 2023 | 990-PF | $99,190 | $91,174 | $8,016 | $1,400,697 | $0 | $1,400,697 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $51,946
- Net gain from sales of assets
- $136,759
Expenses
- Grants and similar amounts paid
- $103,610
- Disbursements for charitable purposes
- $106,278
- Excise tax on investment income
- $2,384
Balance sheet and other
- Total assets, start of year
- $1,375,199
- Total assets, end of year
- $1,441,417
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,441,417
- Fair market value of assets
- $1,709,057
- Qualifying distributions
- $106,278
- Net investment income
- $188,449
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 |
|---|---|---|---|
| STEPHEN D MCLELLAN 315 WEST THIRD STREET UNIT 805, LONG BEACH, CA 90802 | TRUSTEE | 1 | $0 |
| CHARLENE FORSTEN 89 LONGVIEW ROAD, HANCOCK, NH 03449 | TRUSTEE | 1 | $0 |
| AMY R LONERGAN C/O DAY PITNEY LLP ONE FEDERAL ST, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN D MCLELLAN 315 WEST THIRD STREET UNIT 805, LONG BEACH, CA 90802 | TRUSTEE | 1 | $0 |
| CHARLENE FORSTEN 89 LONGVIEW ROAD, HANCOCK, NH 03449 | TRUSTEE | 1 | $0 |
| AMY R LONERGAN C/O DAY PITNEY LLP ONE FEDERAL ST, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NH 315 WEST THIRD STREET UNIT 805, LONG BEACH, CA 90802 | TRUSTEE | 1 | $0 |
| CHARLENE FORSTEN 89 LONGVIEW ROAD, HANCOCK, NH 03449 | TRUSTEE | 1 | $0 |
| AMY R LONERGAN C/O DAY PITNEY LLP ONE FEDERAL ST, 29TH FL, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ONE FEDERAL ST 29TH FL, BOSTON, MA 02110-2029
- In care of
- % DAY PITNEY LLP
- Signed the 990-PF
- AMY R LONERGAN, TRUSTEE
- Phone
- (617) 345-4600
- 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 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
- 02-6124799
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,441,417
- Income (IRS master file)
- $699,759
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $188,705 | $123,672 | $1,441,417 | XML |
| 990-PF | December 2024 | $74,542 | $99,336 | $1,375,199 | IRS |
| 990-PF | December 2023 | $99,190 | $91,174 | $1,400,697 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 02-6124799).
Questions about THE BITTY FOUNDATION
- What is the EIN of THE BITTY FOUNDATION?
- The employer identification number (EIN) of THE BITTY FOUNDATION is 02-6124799.
- Is THE BITTY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE BITTY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BITTY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BITTY FOUNDATION 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 THE BITTY FOUNDATION 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 THE BITTY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE BITTY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $188,705, expenses of $123,672 and total assets of $1,441,417 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations