Nonprofit · EIN 04-6533896
ELIZABETH WHITTEMORE CHARITABLE TRUST
Tax-exempt · FITCHBURG, MA 01420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $169,440 | $321,312 | -$151,872 | $1,372,182 | $0 | $1,372,182 |
| December 31, 2024 | 990-PF | $171,738 | $295,438 | -$123,700 | $1,524,055 | $0 | $1,524,055 |
| December 31, 2023 | 990-PF | $176,587 | $307,043 | -$130,456 | $1,647,755 | $0 | $1,647,755 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $169,403
- Net gain from sales of assets
- $37
Expenses
- Grants and similar amounts paid
- $291,890
- Compensation of officers, directors and key employees
- $27,360
- Disbursements for charitable purposes
- $291,890
- Excise tax on investment income
- $1,946
Balance sheet and other
- Total assets, start of year
- $1,524,055
- Total assets, end of year
- $1,372,182
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,372,182
- Fair market value of assets
- $6,494,953
- Qualifying distributions
- $291,890
- Net investment income
- $169,440
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $13,680 |
| ELISHA W ERB 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $13,680 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $12,950 |
| ELISHA W ERB 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $12,950 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $13,000 |
| ELISHA W ERB 780 MAIN ST P O BOX 827, FITCHBURG, MA 014200056 | TRUSTEE | 0.75 | $13,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 827, FITCHBURG, MA 01420-0056
- In care of
- % ERB & SOUTHCOTTE
- Signed the 990-PF
- ELISHA W ERB, TRUSTEE
- Phone
- (978) 343-4856
- Return prepared by
- ERB & SOUTHCOTTE
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 | 990-PF 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
- 04-6533896
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,372,182
- Income (IRS master file)
- $269,452
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $169,440 | $321,312 | $1,372,182 | IRS |
| 990-PF | December 2024 | $171,738 | $295,438 | $1,524,055 | IRS |
| 990-PF | December 2023 | $176,587 | $307,043 | $1,647,755 | 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 04-6533896).
Questions about ELIZABETH WHITTEMORE CHARITABLE TRUST
- What is the EIN of ELIZABETH WHITTEMORE CHARITABLE TRUST?
- The employer identification number (EIN) of ELIZABETH WHITTEMORE CHARITABLE TRUST is 04-6533896.
- Is ELIZABETH WHITTEMORE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ELIZABETH WHITTEMORE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH WHITTEMORE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH WHITTEMORE CHARITABLE TRUST 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 ELIZABETH WHITTEMORE CHARITABLE TRUST 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 ELIZABETH WHITTEMORE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $13,680 (DAVID G SOUTHCOTTE SR, TRUSTEE).
- How much revenue does ELIZABETH WHITTEMORE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $169,440, expenses of $321,312 and total assets of $1,372,182 at year end.
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