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Nonprofit · EIN 04-3150178

JACKSON & IRENE GOLDEN 1989 CHAR TR

Also known as SPARROW MARVIN TTEE

Tax-exempt · BOSTON, MA 02109

Financials

$881K$956K2022$1.1M$904K2023$1.2M$990K2024
Revenue Expenses · by fiscal year end
Financials of JACKSON & IRENE GOLDEN 1989 CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,224,087$990,477$233,610$7,167,470$0$7,167,470
November 30, 2024990-PF$1,073,132$903,545$169,587$6,561,129$0$6,561,129
November 30, 2023990-PF$880,546$955,900-$75,354$6,384,029$0$6,384,029
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$215,593
Interest
$46,801
Net gain from sales of assets
$506,015
Other income
$455,678

Expenses

Grants and similar amounts paid
$745,000
Disbursements for charitable purposes
$815,256
Excise tax on investment income
$16,425

Balance sheet and other

Total assets, start of year
$6,561,129
Total assets, end of year
$7,167,470
Total liabilities, end of year
$0
Net assets, end of year
$7,167,470
Fair market value of assets
$17,873,256
Qualifying distributions
$815,256
Net investment income
$1,233,657

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
DONALD L SHULMAN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTT1$0
ANDREW D ROTHSTEIN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEE1$0
JAMIE GOLDEN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEE1$0
MICHELLE PORTER
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEEE1$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
DONALD L SHULMAN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTT1$0
ANDREW D ROTHSTEIN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEE1$0
JAMIE GOLDEN
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEE1$0
MICHELLE PORTER
C/O GOULSTON1 POST OFFICE SQ FL 25, BOSTON, MA 02109
TRUSTEEE1$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
DONALD L SHULMAN
C/O GOULSTONONE POST OFFICE SQUARE, BOSTON, MA 02109
TRUSTT1$0
ANDREW D ROTHSTEIN
C/O GOULSTONONE POST OFFICE SQUARE, BOSTON, MA 02109
TRUSTEE1$0
JAMIE GOLDEN
C/O GOULSTONONE POST OFFICE SQUARE, BOSTON, MA 02109
TRUSTEE1$0
MICHELLE PORTER
C/O GOULSTONONE POST OFFICE SQUARE, BOSTON, MA 02109
TRUSTEEE1$0

Address and contacts

Address (IRS master file)
1 POST OFFICE SQ FL 25, BOSTON, MA 02109-2115
In care of
% GOULSTON & STORRS
Signed the 990-PF
ANDREW D ROTHSTEIN, TRUSTEE
Phone
(617) 482-1776
Return prepared by
GOULSTON & STORRS PC

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 yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
04-3150178
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
1992
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$7,167,470
Income (IRS master file)
$2,943,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,224,087$990,477$7,167,470XML
990-TNovember 2025–––IRS
990-PFNovember 2024$1,073,132$903,545$6,561,129XML
990-TNovember 2024–––IRS
990-PFNovember 2023$880,546$955,900$6,384,029XML
990-TNovember 2023–––IRS
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-TNovember 2021–––IRS
990-PFNovember 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 04-3150178).

Questions about JACKSON & IRENE GOLDEN 1989 CHAR TR

What is the EIN of JACKSON & IRENE GOLDEN 1989 CHAR TR?
The employer identification number (EIN) of JACKSON & IRENE GOLDEN 1989 CHAR TR is 04-3150178.
Is JACKSON & IRENE GOLDEN 1989 CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to JACKSON & IRENE GOLDEN 1989 CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACKSON & IRENE GOLDEN 1989 CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JACKSON & IRENE GOLDEN 1989 CHAR TR due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JACKSON & IRENE GOLDEN 1989 CHAR TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of JACKSON & IRENE GOLDEN 1989 CHAR TR?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JACKSON & IRENE GOLDEN 1989 CHAR TR have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,224,087, expenses of $990,477 and total assets of $7,167,470 at year end.

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