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Nonprofit · EIN 04-3730409

DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION

Tax-exempt · CAMBRIDGE, MA 02142

Financials

$25.7M$02023$2.1M$13K2024
Revenue Expenses · by fiscal year end
Financials of DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,069,510$13,089$2,056,421$69,876,160$0$69,876,160
December 31, 2023990-PF$25,696,699$0$25,696,699$67,819,739$0$67,819,739
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,430,278
Dividends
$363
Interest
$631,546
Net gain from sales of assets
$7,323

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$8,703

Balance sheet and other

Total assets, start of year
$67,819,739
Total assets, end of year
$69,876,160
Total liabilities, end of year
$0
Net assets, end of year
$69,876,160
Fair market value of assets
$66,574,261
Qualifying distributions
$13,414,942
Net investment income
$639,232

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 / weekCompensation
DIMITRIS BERTSIMAS
43 LANTERN ROAD, BELMONT, MA 02478
EXECUTIVE DIRECTOR20$0
GEORGIA PERAKIS
43 LANTERN ROAD, BELMONT, MA 02478
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DIMITRIS BERTSIMAS
43 LANTERN ROAD, BELMONT, MA 02478
EXECUTIVE DIRECTOR20$0
GEORGIA PERAKIS
43 LANTERN ROAD, BELMONT, MA 02478
DIRECTOR5$0

Address and contacts

Address (IRS master file)
75 CAMBRIDGE PKWY UNIT E1205, CAMBRIDGE, MA 02142-1282
In care of
% DIMITRIS BERTSIMAS
Signed the 990-PF
DIMITRIS BERTSIMAS, EXECUTIVE DIRECTOR
Phone
(617) 489-0137
Return prepared by
NORTHROCK TAX SERVICES

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
04-3730409
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$69,876,160
Income (IRS master file)
$27,056,854

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,069,510$13,089$69,876,160IRS
990-PFDecember 2023$25,696,699$0$67,819,739XML
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 04-3730409).

Questions about DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION

What is the EIN of DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION?
The employer identification number (EIN) of DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION is 04-3730409.
Is DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION 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 DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION 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 DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does DIMITRIS BERTSIMAS-GEORGIA PERAKIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,069,510, expenses of $13,089 and total assets of $69,876,160 at year end.

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