Nonprofit · EIN 04-6864764
NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND
Also known as COOK BRADLEY R TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $49,309 | $65,327 | -$16,018 | $560,423 | $0 | $560,423 |
| December 31, 2023 | 990 | $49,419 | $59,293 | -$9,874 | $578,149 | $0 | $578,149 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $49,309
- Net gain from sales of assets
- $22,612
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $44,000
- Compensation of officers, directors and key employees
- $12,666
- Salaries, compensation and benefits (total)
- $12,666
- Professional fundraising fees
- $0
- Legal fees
- $2,437
- Accounting fees
- $4,873
- Program services (functional)
- $44,000
- Management and general (functional)
- $21,327
Balance sheet and other
- Total assets, start of year
- $578,149
- Total assets, end of year
- $560,423
- Total liabilities, end of year
- $0
- Net assets, end of year
- $560,423
- Publicly traded securities
- $522,575
- Net assets without donor restrictions
- $560,423
- Gross receipts
- $142,601
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles F O'Connell | Trustee Trustee or director | 1 | $9,499 |
| Mary L Marshall | Trustee Trustee or director | 1 | $3,167 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles F O'Connell | Trustee Trustee or director | 1 | $8,550 |
| Mary L Marshall | Trustee Trustee or director | 1 | $2,850 |
Address and contacts
- Address (IRS master file)
- 160 FEDERAL STREET 20TH, BOSTON, MA 02110-1700
- In care of
- % TAYLO GANSON & PERRIN
- Principal officer (990 for 2024)
- Charles F O'Connell, 160 Federal St 20th Floor, Boston, MA 02110
- Signed the 990
- Charles F O'Connell, Trustee
- Phone
- (617) 951-2777
- Return prepared by
- Taylor Ganson & Perrin LLP
Mission
The primary mission of the organization is to support the activities of the Lotte Scharfman Memorial Fund.
Program accomplishments
- Contributions to the Lotte E. Scharfman Memorial Fund.Expenses $44,000 · grants $44,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6864764
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $560,423
- Income (IRS master file)
- $142,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $49,309 | $65,327 | $560,423 | XML |
| 990 | December 2023 | $49,419 | $59,293 | $578,149 | XML |
| 990 | December 2022 | $60,499 | $63,423 | $589,085 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 04-6864764).
Questions about NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND
- What is the EIN of NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND?
- The employer identification number (EIN) of NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND is 04-6864764.
- Is NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND 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 NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND?
- The 990 for the year ended December 31, 2024 names Charles F O'Connell.
- Who are the officers and directors of NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND?
- The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $9,499 (Charles F O'Connell, Trustee).
- How much revenue does NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $49,309, expenses of $65,327 and total assets of $560,423 at year end.
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