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Nonprofit · EIN 04-6956130

A M FUND

Also known as HIATT ARNOLD TTEE

Tax-exempt · BOSTON, MA 02109

Financials

$873K$543K2023$854K$544K2024
Revenue Expenses · by fiscal year end
Financials of A M FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$853,984$543,707$310,277$1,862,949$0$1,862,949
December 31, 2023990-PF$872,843$543,292$329,551$1,633,523$80,851$1,552,672
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$600,011
Dividends
$31,491
Interest
$269
Net gain from sales of assets
$222,213

Expenses

Grants and similar amounts paid
$461,600
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$515,932
Excise tax on investment income
$7,087

Balance sheet and other

Total assets, start of year
$1,633,523
Total assets, end of year
$1,862,949
Total liabilities, end of year
$0
Net assets, end of year
$1,862,949
Fair market value of assets
$1,862,949
Qualifying distributions
$515,932
Net investment income
$526,474

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ARNOLD S HIATT
2 LIBERTY SQUARE 500 STE, BOSTON, MA 02109
TRUSTEE5$0
AMY R HIATT
2 LIBERTY SQUARE 500 STE, BOSTON, MA 02109
TRUSTEE5$0
MATTHEW T HIATT
2 LIBERTY SQUARE 500 STE, BOSTON, MA 02109
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
ELLEN SAHL
220 BOYLSTON STREET, BOSTON, MA 02116
ASST. TO CHAIRMAN
Highest-paid employee
40$43,333$3,260
ARNOLD S HIATT
220 BOYLSTON STREET, BOSTON, MA 02116
TRUSTEE5$0$0
AMY R HIATT
220 BOYLSTON STREET, BOSTON, MA 02110
TRUSTEE5$0$0
MATTHEW T HIATT
220 BOYLSTON STREET, BOSTON, MA 02110
TRUSTEE5$0$0

Address and contacts

Address (IRS master file)
2 LIBERTY SQ STE 500, BOSTON, MA 02109-4884
Signed the 990-PF
ARNOLD HIATT, TRUSTEE
Phone
(617) 426-7080
Return prepared by
CBIZ ADVISORS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6956130
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
Assets (IRS master file)
$1,862,949
Income (IRS master file)
$1,793,321

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$853,984$543,707$1,862,949IRS
990-PFDecember 2023$872,843$543,292$1,633,523XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-6956130).

Questions about A M FUND

What is the EIN of A M FUND?
The employer identification number (EIN) of A M FUND is 04-6956130.
Is A M FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to A M FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does A M FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of A M 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 A M FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of A M FUND?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does A M FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $853,984, expenses of $543,707 and total assets of $1,862,949 at year end.

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