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Nonprofit · EIN 04-3521246

MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC

Tax-exempt · NATICK, MA 01760

Financials

$1.2M$986K2023$629K$1M2024$1.8M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,847,709$1,289,037$558,672$20,960,312$0$20,960,312
December 31, 2024990-PF$629,085$1,000,095-$371,010$19,467,768$0$19,467,768
December 31, 2023990-PF$1,172,053$985,675$186,378$19,262,688$0$19,262,688
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,000,000
Dividends
$647,551
Interest
$44,872
Net gain from sales of assets
$103,379
Other income
$51,907

Expenses

Grants and similar amounts paid
$1,172,875
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,183,359
Excise tax on investment income
$9,697

Balance sheet and other

Total assets, start of year
$19,467,768
Total assets, end of year
$20,960,312
Total liabilities, end of year
$0
Net assets, end of year
$20,960,312
Fair market value of assets
$20,960,312
Qualifying distributions
$1,183,359
Net investment income
$795,802

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
DANA M NESHE
36 SUMMER STREET, NATICK, MA 01760
VICE PRESIDENT4$0
WILLIAM M KUZA UNTIL 12172025
36 SUMMER STREET, NATICK, MA 01760
PRESIDENT8$0
JEANNE SHERLOCK AS OF 5122025
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
RAYMOND PAGE
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
GEORGE FISKE JR
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
KELLY KOBER
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
PETER BURKE
36 SUMMER STREET, NATICK, MA 01760
TREASURER1$0
KATHRINE BALDWIN
36 SUMMER STREET, NATICK, MA 01760
CLERK1$0
DONNA GALLO
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
COURTNEY O'REGAN AS OF 05122025
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
ARTHUR J CHAVES AS OF 05122025
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
DANA M NESHE
36 Summer Street, Natick, MA 01760
VICE PRESIDENT4$0
WILLIAM M KUZA
36 Summer Street, Natick, MA 01760
PRESIDENT8$0
CARRIE HATCH FLOOD
36 Summer Street, Natick, MA 01760
Treasurer (Deceased 08/23/24)1$0
Michael McAuliffe
36 Summer Street, Natick, MA 01760
DIRECTOR (Retired 04/23/2024)1$0
RAYMOND PAGE
36 Summer Street, Natick, MA 01760
DIRECTOR1$0
George Fiske Jr
36 Summer Street, Natick, MA 01760
DIRECTOR1$0
KELLY KOBER
36 Summer Street, Natick, MA 01760
DIRECTOR1$0
PETER BURKE
36 Summer Street, Natick, MA 01760
DIRECTOR1$0
KATHRINE BALDWIN
36 Summer Street, natick, MA 01760
CLERK1$0
DONNA GALLO
36 Summer Street, natick, MA 01760
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
DANA NESHE
36 SUMMER STREET, NATICK, MA 01760
PRESIDENT4$0
WILLIAM M KUZA
36 SUMMER STREET, NATICK, MA 01760
VICE PRESIDENT8$0
CARRIE HATCH FLOOD
36 SUMMER STREET, NATICK, MA 01760
TREASURER1$0
MICHAEL MCAULIFFE
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
RAYMOND PAGE
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
GEORGE FISKE JR
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
KELLY KOBER
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
PETER BURKE
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
ARNOLD ZALTAS ENDED 103123
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0
KATHRINE BALDWIN
36 SUMMER STREET, NATICK, MA 01760
CLERK1$0
DONNA GALLO
36 SUMMER STREET, NATICK, MA 01760
DIRECTOR1$0

Address and contacts

Address (IRS master file)
CO MIDDLESEX SAVINGS 6 MAIN ST, NATICK, MA 01760-0000
In care of
% RICHARD GAY
Signed the 990-PF
DANA NESHE, VICE PRESIDENT
Phone
(508) 315-5361
Return prepared by
WOLF & 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3521246
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
Assets (IRS master file)
$20,960,312
Income (IRS master file)
$1,965,294

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,847,709$1,289,037$20,960,312XML
990-PFDecember 2024–––IRS
990-PFDecember 2023$1,172,053$985,675$19,262,688IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 04-3521246).

Questions about MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC

What is the EIN of MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC is 04-3521246.
Is MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,847,709, expenses of $1,289,037 and total assets of $20,960,312 at year end.

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