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Nonprofit · EIN 04-3322480

SANTAYANA FUND INC

Tax-exempt · WOBURN, MA 01801

Financials

$338K$346K2023$284K$341K2024
Revenue Expenses · by fiscal year end
Financials of SANTAYANA FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$283,874$341,490-$57,616$30,438$31,699-$1,261
December 31, 2023990-PF$337,607$345,504-$7,897$90,995$34,640$56,355
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$284,954
Interest
$3
Net gain from sales of assets
-$1,115
Other income
$32

Expenses

Grants and similar amounts paid
$82,000
Compensation of officers, directors and key employees
$42,000
Salaries, compensation and benefits (total)
$142,137
Disbursements for charitable purposes
$339,771
Excise tax on investment income
$3,502

Balance sheet and other

Total assets, start of year
$90,995
Total assets, end of year
$30,438
Total liabilities, end of year
$31,699
Net assets, end of year
-$1,261
Fair market value of assets
$30,438
Qualifying distributions
$339,771
Net investment income
$252,622

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 / weekCompensationOther / benefits
ELISABETH NICHOLSON
101 COVE VIEW ROAD, WELLFLEET, MA 02667
EMPLOYEE
Highest-paid employee
40$142,137$17,056
PAM SOLO
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
CLERK & EXECUTIVE DIRECTOR10$42,000$5,040
SALLY S LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
PRESIDENT & DIRECTOR1$0$0
IAN R LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
TREASURER & DIRECTOR1$0$0
JENNIFER LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
DIRECTOR1$0$0
CHRISTOPHER H LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
DIRECTOR1$0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationOther / benefits
ELISABETH NICHOLSON
101 COVE VIEW ROAD, WELLFLEET, MA 02667
EMPLOYEE
Highest-paid employee
40$130,408$19,343
PAM SOLO
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
CLERK & EXECUTIVE DIRECTOR10$37,000$4,440
SALLY S LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
PRESIDENT & DIRECTOR1$0$0
IAN R LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
TREASURER & DIRECTOR1$0$0
JENNIFER LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
DIRECTOR1$0$0
CHRISTOPHER H LUTZ
C/O STANTON COMPANY 400 W CUMMINGS, PK STE 5850, WOBURN, MA 01801
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
400 W CUMMINGS PARK STE 5850, WOBURN, MA 01801-7238
In care of
% PAMELA SOLO
Signed the 990-PF
PAM SOLO, CLERK
Phone
(781) 933-1744
Return prepared by
KENNETH FREED & COMPANY 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 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
04-3322480
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1996
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B20Z)
Assets (IRS master file)
$30,438
Income (IRS master file)
$546,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$283,874$341,490$30,438IRS
990-PFDecember 2023$337,607$345,504$90,995XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 04-3322480).

Questions about SANTAYANA FUND INC

What is the EIN of SANTAYANA FUND INC?
The employer identification number (EIN) of SANTAYANA FUND INC is 04-3322480.
Is SANTAYANA FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SANTAYANA FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does SANTAYANA FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SANTAYANA FUND INC 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 SANTAYANA FUND INC 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 SANTAYANA FUND INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $142,137 (ELISABETH NICHOLSON, EMPLOYEE).
How much revenue does SANTAYANA FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $283,874, expenses of $341,490 and total assets of $30,438 at year end.

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