Nonprofit · EIN 04-6552121
C J L CHARITABLE FOUNDATION
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $2,488,292 | $707,634 | $1,780,658 | $7,634,265 | $0 | $7,634,265 |
| October 31, 2024 | 990-PF | $1,121,995 | $629,957 | $492,038 | $6,804,527 | $0 | $6,804,527 |
| October 31, 2023 | 990-PF | $870,936 | $504,179 | $366,757 | $6,595,366 | $0 | $6,595,366 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,039
- Dividends
- $291,001
- Net gain from sales of assets
- $1,197,252
Expenses
- Grants and similar amounts paid
- $590,034
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $637,101
- Excise tax on investment income
- $19,995
Balance sheet and other
- Total assets, start of year
- $6,804,527
- Total assets, end of year
- $7,634,265
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,634,265
- Fair market value of assets
- $9,991,639
- Qualifying distributions
- $637,101
- Net investment income
- $1,488,253
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY J LURIE C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
| MICHELLE M PORTER GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY J LURIE C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
| MICHELLE M PORTER GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY J LURIE C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| MARK D BALK GOULSTON STORRS 400 ATLANTIC AVE, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- M PORTER TR GOULSTON 1POSQUARE FL2, BOSTON, MA 02109-0000
- In care of
- % GOULSTON STORRS
- Signed the 990-PF
- MICHELLE M PORTER, TRUSTEE
- Phone
- (617) 482-1776
- Return prepared by
- DELOITTE TAX 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6552121
- 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
- 1987
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,634,265
- Income (IRS master file)
- $4,032,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $2,488,292 | $707,634 | $7,634,265 | XML |
| 990-PF | October 2024 | $1,121,995 | $629,957 | $6,804,527 | XML |
| 990-PF | October 2023 | $870,936 | $504,179 | $6,595,366 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 04-6552121).
Questions about C J L CHARITABLE FOUNDATION
- What is the EIN of C J L CHARITABLE FOUNDATION?
- The employer identification number (EIN) of C J L CHARITABLE FOUNDATION is 04-6552121.
- Is C J L CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to C J L CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C J L CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C J L CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C J L CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of C J L CHARITABLE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does C J L CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $2,488,292, expenses of $707,634 and total assets of $7,634,265 at year end.
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