Nonprofit · EIN 04-6528581
BOSTON CHARITABLE TRUST FUND
Tax-exempt · BOSTON, MA 02201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,185 | $142,389 | -$119,204 | $672,943 | $456,358 | $216,585 |
| June 30, 2024 | 990 | $39,359 | $1,487 | $37,872 | $792,408 | $456,619 | $335,789 |
| June 30, 2023 | 990 | $32,625 | $5,089 | $27,536 | $754,346 | $456,429 | $297,917 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $100
- Program service revenue
- $0
- Investment income
- $23,085
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $141,161
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $141,161
- Management and general (functional)
- $1,228
Balance sheet and other
- Total assets, start of year
- $792,408
- Total assets, end of year
- $672,943
- Total liabilities, end of year
- $456,358
- Net assets, end of year
- $216,585
- Net assets without donor restrictions
- $216,585
- Gross receipts
- $23,185
- Employees
- 0
- Volunteers
- 1
- Year formed
- 1985
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ASHLEY GROFFENBERGER | CFO, COLLECTOR-TREASURER Officer | 1 | $0 | $169,553 | $25,327 |
| JERICA BRADLEY | 1ST ASST. COLLECTOR-TREASURER Trustee or director, Officer | 1 | $0 | $138,940 | $8,654 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ASHLEY GROFFENBERGER | CFO, COLLECTOR-TREASURER Trustee or director, Officer | 1 | $0 | $168,099 | $27,099 |
| JERICA BRADLEY | 1ST ASST. COLLECTOR-TREASURER Officer | 1 | $0 | $122,875 | $9,623 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DION IRISH | CHIEF OF OPERATIONS Highest-paid employee | 1 | $0 | $147,947 | $29,652 |
| SEGUN IDOWU | CHIEF OF ECONOMIC OPPORTUNITY & INCLUSION/CLERK Highest-paid employee | 1 | $0 | $140,337 | $9,930 |
| BRIANNA MILLOR | CHIEF OF COMMUNITY ENGAGEMENT Highest-paid employee | 1 | $0 | $135,087 | $11,188 |
| ASHLEY GROFFENBERGER | CFO Trustee or director, Officer | 1 | $0 | $57,972 | $3,530 |
Address and contacts
- Address (IRS master file)
- BOSTON CITY HALL SUITE M-5, BOSTON, MA 02201-0001
- In care of
- % SHANDELL HUGHES TREASURY DE
- Principal officer (990 for 2024)
- JERICA BRADLEY, Boston City Hall M-5, Boston, MA 02201
- Signed the 990
- JERICA BRADLEY, 1ST ASST. COLL/TREAS
- Phone
- (617) 635-4140
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO FUND OTHER CHARITABLE ORGANIZATIONS WHICH ENGAGE IN CHARITABLE SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
Program accomplishments
- THE PRINCIPAL AND INCOME FROM ALL PROPERTY RECEIVED AND ACCEPTED BY THE TRUST SHALL BE DISTRIBUTED TO OR FOR THE USE OF OTHER CHARITABLE ORGANIZATIONS.Expenses $141,161
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6528581
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $672,943
- Income (IRS master file)
- $23,185
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,185 | $142,389 | $672,943 | XML |
| 990 | June 2024 | $39,359 | $1,487 | $792,408 | XML |
| 990 | June 2023 | $32,625 | $5,089 | $754,346 | XML |
| 990 | June 2022 | $52,908 | $497,900 | $722,934 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 04-6528581).
Questions about BOSTON CHARITABLE TRUST FUND
- What is the EIN of BOSTON CHARITABLE TRUST FUND?
- The employer identification number (EIN) of BOSTON CHARITABLE TRUST FUND is 04-6528581.
- Is BOSTON CHARITABLE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to BOSTON CHARITABLE TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOSTON CHARITABLE TRUST FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BOSTON CHARITABLE TRUST FUND 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 BOSTON CHARITABLE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BOSTON CHARITABLE TRUST FUND?
- The 990 for the year ended June 30, 2025 names JERICA BRADLEY.
- Who are the officers and directors of BOSTON CHARITABLE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BOSTON CHARITABLE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,185, expenses of $142,389 and total assets of $672,943 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations