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Nonprofit · EIN 04-2607210

LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND

Tax-exempt · BOSTON, MA 02205

Financials

$102K$61K2023$41K$88K2024
Revenue Expenses · by fiscal year end
Financials of LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$41,311$87,714-$46,403$569,904$0$569,904
December 31, 2023990-PF$101,549$60,862$40,687$616,169$0$616,169
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$19,085
Interest
$8,413
Net gain from sales of assets
$13,813

Expenses

Grants and similar amounts paid
$70,000
Compensation of officers, directors and key employees
$2,897
Disbursements for charitable purposes
$78,203
Excise tax on investment income
$450

Balance sheet and other

Total assets, start of year
$616,169
Total assets, end of year
$569,904
Total liabilities, end of year
$0
Net assets, end of year
$569,904
Fair market value of assets
$1,003,351
Qualifying distributions
$78,203
Net investment income
$41,311

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
NANCY T HARMON
PO BOX N184, WESTPORT, MA 02790
TRUSTEE0.25$1,816
ELIZABETH F POTTER
975 MEMORIAL DRIVE, CAMBRIDGE, MA 02138
TRUSTEE0.25$1,081
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
NANCY T HARMON
PO BOX N184, WESTPORT, MA 02790
TRUSTEE0.25$1,712
ELIZABETH F POTTER
975 MEMORIAL DRIVE, CAMBRIDGE, MA 02138
TRUSTEE0.25$1,363

Address and contacts

Address (IRS master file)
PO BOX 51400, BOSTON, MA 02205-1400
In care of
% KIRKPATRICK & LOCKHART LLP
Signed the 990-PF
NANCY T HARMON, TRUSTEE
Phone
(617) 439-2000
Return prepared by
NUTTER MCCLENNEN & FISH 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2607210
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
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$569,904
Income (IRS master file)
$137,641

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$41,311$87,714$569,904XML
990-PFDecember 2023$101,549$60,862$616,169XML
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 04-2607210).

Questions about LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND

What is the EIN of LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND?
The employer identification number (EIN) of LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND is 04-2607210.
Is LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND 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 LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND 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 LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $1,816 (NANCY T HARMON, TRUSTEE).
How much revenue does LOTTA M CRABTREE TRUST UW LOTTA THEATRICAL FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $41,311, expenses of $87,714 and total assets of $569,904 at year end.

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