Nonprofit · EIN 04-2944183
LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $8,166,879 | $2,219,111 | $5,947,768 | $87,599,707 | $12,772 | $87,586,935 |
| November 30, 2023 | 990-PF | $353,264 | $1,487,381 | -$1,134,117 | $81,647,422 | $8,255 | $81,639,167 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $1,774,012
- Interest
- $129,906
- Net gain from sales of assets
- $6,236,302
- Other income
- $26,659
Expenses
- Grants and similar amounts paid
- $1,927,710
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,927,710
- Excise tax on investment income
- $109,604
Balance sheet and other
- Total assets, start of year
- $81,647,422
- Total assets, end of year
- $87,599,707
- Total liabilities, end of year
- $12,772
- Net assets, end of year
- $87,586,935
- Fair market value of assets
- $101,302,441
- Qualifying distributions
- $1,927,710
- Net investment income
- $8,142,227
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne R Lovett 117 Cromwell Point Road, Holderness, NH 03245 | President | 0 | $0 |
| Stephen G Woodsum 25 Card Sound Road, Key Largo, FL 33037 | Treasurer | 0 | $0 |
| David H Hopfenberg 10142 Heronwood Lane, West Palm Beach, FL 33412 | Clerk | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne R Lovett 117 Cromwell Point Road, Holderness, NH 03245 | President | 0 | $0 |
| Stephen G Woodsum 25 Card Sound Road, Key Largo, FL 33037 | Treasurer | 0 | $0 |
| David H Hopfenberg 10142 Heronwood Lane, West Palm Beach, FL 33412 | Clerk | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 COMMONWEALTH AVE, BOSTON, MA 02116-2102
- Signed the 990-PF
- David H Hopfenberg, Clerk
- Phone
- (617) 247-2515
- Return prepared by
- VENTURE TAX SERVICES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2944183
- 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
- 1988
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $87,599,707
- Income (IRS master file)
- $42,464,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $8,166,879 | $2,219,111 | $87,599,707 | XML |
| 990-PF | November 2023 | $353,264 | $1,487,381 | $81,647,422 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 04-2944183).
Questions about LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC
- What is the EIN of LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC is 04-2944183.
- Is LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $8,166,879, expenses of $2,219,111 and total assets of $87,599,707 at year end.
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