Nonprofit · EIN 04-3382858
THE MARGARET STEWART LINDSAY FOUNDATION OF 1989
Also known as MCCARTHY KATHLEEN M TTEE
Tax-exempt · WESTON, MA 02493
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $176,983 | $411,761 | -$234,778 | $3,194,617 | $0 | $3,194,617 |
| December 31, 2023 | 990-PF | $232,667 | $370,995 | -$138,328 | $3,429,395 | $0 | $3,429,395 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,660
- Dividends
- $70,914
- Net gain from sales of assets
- $76,729
- Other income
- $19,680
Expenses
- Grants and similar amounts paid
- $297,150
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $321,691
- Excise tax on investment income
- $454
Balance sheet and other
- Total assets, start of year
- $3,429,395
- Total assets, end of year
- $3,194,617
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,194,617
- Fair market value of assets
- $5,987,274
- Qualifying distributions
- $321,691
- Net investment income
- $122,753
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JBRIAN POTTS 320 CONANT ROAD, WESTON, MA 02493 | TRUSTEE | 4 | $30,000 |
| GINA REGINA 2890 HAITE DRIVE, NAPLES, FL 34113 | TRUSTEE | 4 | $30,000 |
| DAVID H VAUGHN 10 PERRY ROAD, NATICK, MA 01760 | TRUSTEE | 4 | $30,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JBRIAN POTTS 320 CONCANT ROAD, WESTON, MA 02493 | TRUSTEE | 4 | $20,000 |
| GINA REGINA 31 CRANBERRY RUN, EAST FALMOUTH, MA 02536 | TRUSTEE | 4 | $20,000 |
| DAVID H VAUGHN 10 PERRY ROAD, NATICK, MA 01760 | TRUSTEE | 4 | $20,000 |
| KATHLEEN M MCCARTHY ESQ 9082 SAHAEE COURT, NAPLES, FL 34114 | TRUSTEE | 4 | $12,527 |
Address and contacts
- Address (IRS master file)
- 320 CONANT RD, WESTON, MA 02493-1755
- In care of
- % FIDUCIARY TRUST COMPANY
- Signed the 990-PF
- JBRIAN POTTS, TRUSTEE
- Phone
- (617) 733-2020
- Return prepared by
- JKJ Tax Compliance & Planning
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3382858
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,194,617
- Income (IRS master file)
- $502,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $176,983 | $411,761 | $3,194,617 | XML |
| 990-PF | December 2023 | $232,667 | $370,995 | $3,429,395 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 04-3382858).
Questions about THE MARGARET STEWART LINDSAY FOUNDATION OF 1989
- What is the EIN of THE MARGARET STEWART LINDSAY FOUNDATION OF 1989?
- The employer identification number (EIN) of THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 is 04-3382858.
- Is THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 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 THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 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 THE MARGARET STEWART LINDSAY FOUNDATION OF 1989?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $30,000 (JBRIAN POTTS, TRUSTEE).
- How much revenue does THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $176,983, expenses of $411,761 and total assets of $3,194,617 at year end.
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