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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-3335235

LADD FAMILY FOUNDATION

Also known as LADD EDWARD & BERTHA K ET AL TTEES

Tax-exempt · DOVER, MA 02030

Financials

$696K$322K2022$327K$274K2023$493K$283K2024
Revenue Expenses · by fiscal year end
Financials of LADD FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$492,825$283,420$209,405$5,156,012$0$5,156,012
June 30, 2024990-PF$327,132$274,029$53,103$4,946,449$0$4,946,449
June 30, 2023990-PF$695,682$321,667$374,015$4,893,346$0$4,893,346
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$132,179
Net gain from sales of assets
$353,044
Other income
$7,602

Expenses

Grants and similar amounts paid
$225,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$255,205
Excise tax on investment income
$6,458

Balance sheet and other

Total assets, start of year
$4,946,449
Total assets, end of year
$5,156,012
Total liabilities, end of year
$0
Net assets, end of year
$5,156,012
Fair market value of assets
$6,352,830
Qualifying distributions
$255,205
Net investment income
$492,825

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BERTHE K LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
EDWARD H LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
ANNE K LADD
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
LEONARD R CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
EDWARD L LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
LAURA HEWITT LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
MADELINE CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
REED CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
BERTHE K LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
EDWARD H LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
ANNE K LADD
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
LEONARD R CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
EDWARD L LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
LAURA HEWITT LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
MADELINE CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
REED CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
990-PF for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
BERTHE K LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
EDWARD H LADD
125 CLAYBROOK RD, DOVER, MA 02030
TRUSTEE0$0
ANNE K LADD
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
LEONARD R CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
EDWARD L LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
LAURA HEWITT LADD
PO BOX 1461, WILSON, WY 83014
TRUSTEE0$0
MADELINE CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0
REED CARLMAN
PO BOX 1230, WILSON, WY 83014
TRUSTEE0$0

Address and contacts

Address (IRS master file)
125 CLAYBROOK RD, DOVER, MA 02030-2116
In care of
% RACKERMANN SAWYER & BREWSTER
Signed the 990-PF
EDWARD H LADD, TRUSTEE
Phone
(617) 807-5105
Return prepared by
CBIZ ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
04-3335235
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
1997
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$5,156,012
Income (IRS master file)
$5,458,211

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$492,825$283,420$5,156,012XML
990-PFJune 2024$327,132$274,029$4,946,449IRS
990-PFJune 2023$695,682$321,667$4,893,346XML
990-PFJune 2022–––IRS
990-PFJune 2021–––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 04-3335235).

Questions about LADD FAMILY FOUNDATION

What is the EIN of LADD FAMILY FOUNDATION?
The employer identification number (EIN) of LADD FAMILY FOUNDATION is 04-3335235.
Is LADD FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to LADD FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LADD FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LADD FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LADD FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LADD FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does LADD FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $492,825, expenses of $283,420 and total assets of $5,156,012 at year end.

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