Nonprofit · EIN 04-6023807
ISAAC HARRIS CARY EDUCATIONAL FUND
Tax-exempt · LEXINGTON, MA 02420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $183,152 | $95,704 | $87,448 | $1,187,215 | $0 | $1,187,215 |
| April 30, 2024 | 990-PF | $61,756 | $106,114 | -$44,358 | $1,099,767 | $0 | $1,099,767 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $37,387
- Net gain from sales of assets
- $145,765
Expenses
- Grants and similar amounts paid
- $68,033
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $83,151
- Excise tax on investment income
- $2,378
Balance sheet and other
- Total assets, start of year
- $1,099,767
- Total assets, end of year
- $1,187,215
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,187,215
- Fair market value of assets
- $1,693,340
- Qualifying distributions
- $83,151
- Net investment income
- $183,152
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS SHAW 10 TODD ROAD, LEXINGTON, MA 02420 | PRESIDENT | 1 | $0 |
| CHRISTINE MITCHELL 145 ST BOTOLPH STREET UNIT 34, BOSTON, MA 02115 | VICE PRESIDENT | 1 | $0 |
| JAMES AVERY 8 DANIELS STREET, LEXINGTON, MA 02420 | CLERK | 1 | $0 |
| JUBY JACOB 6 DANIELS STREET, LEXINGTON, MA 02420 | TREASURER | 1 | $0 |
| NICOLE KEFALAS 19 HILLCREST RD, LEXINGTON, MA 02420 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS SHAW 10 TODD ROAD, LEXINGTON, MA 02420 | PRESIDENT | 1 | $0 |
| CHRISTINE MITCHELL 145 ST BOTOLPH STREET UNIT 34, BOSTON, MA 02115 | VICE PRESIDENT | 1 | $0 |
| JAMES AVERY 8 DANIELS STREET, LEXINGTON, MA 02420 | CLERK | 1 | $0 |
| JEANNE KRIEGER 44 WEBSTER RD, LEXINGTON, MA 02421 | TREASURER | 1 | $0 |
| NICOLE KEFALAS 19 HILLCREST RD, LEXINGTON, MA 02420 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 644, LEXINGTON, MA 02420-0006
- In care of
- % CHRISTINE MITCHELL
- Signed the 990-PF
- JEANNE KRIEGER, TREASURER
- Phone
- (781) 862-7730
- Return prepared by
- HOWELL & MINCHELLO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6023807
- 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
- 1952
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,187,215
- Income (IRS master file)
- $608,158
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $183,152 | $95,704 | $1,187,215 | XML |
| 990-PF | April 2024 | $61,756 | $106,114 | $1,099,767 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 04-6023807).
Questions about ISAAC HARRIS CARY EDUCATIONAL FUND
- What is the EIN of ISAAC HARRIS CARY EDUCATIONAL FUND?
- The employer identification number (EIN) of ISAAC HARRIS CARY EDUCATIONAL FUND is 04-6023807.
- Is ISAAC HARRIS CARY EDUCATIONAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to ISAAC HARRIS CARY EDUCATIONAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ISAAC HARRIS CARY EDUCATIONAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ISAAC HARRIS CARY EDUCATIONAL FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ISAAC HARRIS CARY EDUCATIONAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of ISAAC HARRIS CARY EDUCATIONAL FUND?
- The 990-PF for the year ended April 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ISAAC HARRIS CARY EDUCATIONAL FUND have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $183,152, expenses of $95,704 and total assets of $1,187,215 at year end.
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