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Nonprofit · EIN 04-2767890

HELEN AND GEORGE LADD CHARITBLE CORPORTION

Tax-exempt · BOSTON, MA 02205

Financials

$783K$622K2023$1.9M$633K2024$1.2M$658K2025
Revenue Expenses · by fiscal year end
Financials of HELEN AND GEORGE LADD CHARITBLE CORPORTION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,179,907$657,822$522,085$8,699,265$0$8,699,265
December 31, 2024990-PF$1,927,091$633,213$1,293,878$8,177,180$0$8,177,180
December 31, 2023990-PF$783,373$622,388$160,985$6,883,302$0$6,883,302
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$362,824
Interest
$61,769
Net gain from sales of assets
$750,371
Other income
$4,943

Expenses

Grants and similar amounts paid
$502,910
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$530,429
Excise tax on investment income
$15,181

Balance sheet and other

Total assets, start of year
$8,177,180
Total assets, end of year
$8,699,265
Total liabilities, end of year
$0
Net assets, end of year
$8,699,265
Fair market value of assets
$17,005,616
Qualifying distributions
$530,429
Net investment income
$1,177,554

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
JOHN D LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
PRESIDENT/DIRECTOR0$0
WILLIAM L LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
G MICHAEL LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
DEBORAH MANUS
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
TREASURER/SECRETARY/DIRECTOR0$0
JOHN MCBRINE
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
ASST TREASURER/ASST SECRETARY/DIRECTOR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JOHN D LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
PRESIDENT/DIRECTOR0$0
WILLIAM L LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
G MICHAEL LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
DEBORAH MANUS
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
TREASURER/SECRETARY/DIRECTOR0$0
JOHN MCBRINE
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
ASST TREASURER/ASST SECRETARY/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN D LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
PRESIDENT/DIRECTOR0$0
WILLIAM L LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
G MICHAEL LADD
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
VICE PRESIDENT/DIRECTOR0$0
DEBORAH MANUS
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
TREASURER/SECRETARY/DIRECTOR0$0
JOHN MCBRINE
C/O NUTTERMCCLENNEN FISH POB 51400, BOSTON, MA 02205
ASST TREASURER/ASST SECRETARY/DIRECTOR0$0

Address and contacts

Address (IRS master file)
NUTTER MCCLENNEN FISH LLP POB 5140, BOSTON, MA 02205-0000
In care of
% NUTIER MCCLEHNEN & FISH LLP
Signed the 990-PF
DEBORAH MANUS, TREASURER
Phone
(617) 439-2637
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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2767890
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
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,699,265
Income (IRS master file)
$3,824,483

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,179,907$657,822$8,699,265XML
990-PFDecember 2024$1,927,091$633,213$8,177,180XML
990-PFDecember 2023$783,373$622,388$6,883,302XML
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 04-2767890).

Questions about HELEN AND GEORGE LADD CHARITBLE CORPORTION

What is the EIN of HELEN AND GEORGE LADD CHARITBLE CORPORTION?
The employer identification number (EIN) of HELEN AND GEORGE LADD CHARITBLE CORPORTION is 04-2767890.
Is HELEN AND GEORGE LADD CHARITBLE CORPORTION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to HELEN AND GEORGE LADD CHARITBLE CORPORTION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN AND GEORGE LADD CHARITBLE CORPORTION file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN AND GEORGE LADD CHARITBLE CORPORTION 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 HELEN AND GEORGE LADD CHARITBLE CORPORTION 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 HELEN AND GEORGE LADD CHARITBLE CORPORTION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does HELEN AND GEORGE LADD CHARITBLE CORPORTION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,179,907, expenses of $657,822 and total assets of $8,699,265 at year end.

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