Nonprofit · EIN 04-6916255
RUTH B WHITTEMORE CHARITABLE TR UID 12191995
Also known as ERB DONALD R & ELISHA W TTEE
Tax-exempt · FITCHBURG, MA 01420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $259,362 | $328,486 | -$69,124 | $2,267,565 | $0 | $2,267,565 |
| December 31, 2024 | 990-PF | $192,390 | $312,157 | -$119,767 | $2,336,690 | $0 | $2,336,690 |
| December 31, 2023 | 990-PF | $187,290 | $329,405 | -$142,115 | $2,456,457 | $0 | $2,456,457 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $192,488
- Net gain from sales of assets
- $66,874
Expenses
- Grants and similar amounts paid
- $298,760
- Compensation of officers, directors and key employees
- $27,400
- Disbursements for charitable purposes
- $298,760
- Excise tax on investment income
- $3,192
Balance sheet and other
- Total assets, start of year
- $2,336,690
- Total assets, end of year
- $2,267,565
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,267,565
- Fair market value of assets
- $5,727,347
- Qualifying distributions
- $298,760
- Net investment income
- $259,362
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 Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,700 |
| ELISHA W ERB 780 Main Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,700 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR 780 Main Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,500 |
| ELISHA W ERB 780 Main Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,500 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G SOUTHCOTTE SR 780 Main Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,875 |
| ELISHA W ERB 780 Main Street P O Box 827, Fitchburg, MA 01420 | TRUSTEE | 1 | $13,875 |
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
- 04-6916255
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,267,565
- Income (IRS master file)
- $289,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $259,362 | $328,486 | $2,267,565 | IRS |
| 990-PF | December 2024 | $192,390 | $312,157 | $2,336,690 | IRS |
| 990-PF | December 2023 | $187,290 | $329,405 | $2,456,457 | 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 04-6916255).
Questions about RUTH B WHITTEMORE CHARITABLE TR UID 12191995
- What is the EIN of RUTH B WHITTEMORE CHARITABLE TR UID 12191995?
- The employer identification number (EIN) of RUTH B WHITTEMORE CHARITABLE TR UID 12191995 is 04-6916255.
- Is RUTH B WHITTEMORE CHARITABLE TR UID 12191995 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to RUTH B WHITTEMORE CHARITABLE TR UID 12191995 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH B WHITTEMORE CHARITABLE TR UID 12191995 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH B WHITTEMORE CHARITABLE TR UID 12191995 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 RUTH B WHITTEMORE CHARITABLE TR UID 12191995 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 RUTH B WHITTEMORE CHARITABLE TR UID 12191995?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $13,700 (DAVID G SOUTHCOTTE SR, TRUSTEE).
- How much revenue does RUTH B WHITTEMORE CHARITABLE TR UID 12191995 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $259,362, expenses of $328,486 and total assets of $2,267,565 at year end.
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