Nonprofit · EIN 05-6069697
FORMAN FAMILY CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $74,522 | $73,617 | $905 | $923,744 | $0 | $923,744 |
| December 31, 2024 | 990-PF | $44,833 | $69,675 | -$24,842 | $922,482 | $0 | $922,482 |
| December 31, 2023 | 990-PF | $193,024 | $77,324 | $115,700 | $946,983 | $0 | $946,983 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $32,956
- Interest
- $2
- Net gain from sales of assets
- $41,353
- Other income
- $211
Expenses
- Grants and similar amounts paid
- $59,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $60,250
- Excise tax on investment income
- $864
Balance sheet and other
- Total assets, start of year
- $922,482
- Total assets, end of year
- $923,744
- Total liabilities, end of year
- $0
- Net assets, end of year
- $923,744
- Fair market value of assets
- $1,356,362
- Qualifying distributions
- $60,250
- Net investment income
- $74,522
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 |
|---|---|---|---|
| ADAM CHASE 2 AVERY STREET, BOSTON, MA 02111 | TRUSTEE | 0.25 | $0 |
| ROGER FORMAN 16 STARLIGHT DRIVE, WALPOLE, MA 02081 | TRUSTEE | 0.25 | $0 |
| LISA KANTOR 11 LONGWOOD AVE, BROOKLINE, MA 02446 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM CHASE 2 AVERY STREET, BOSTON, MA 02111 | TRUSTEE | 0.25 | $0 |
| ROGER FORMAN 16 STARLIGHT DRIVE, WALPOLE, MA 02081 | TRUSTEE | 0.25 | $0 |
| LISA KANTOR 11 LONGWOOD AVE, BROOKLINE, MA 02446 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER FORMAN 16 STARLIGHT DRIVE, WALPOLE, MA 02081 | TRUSTEE | 0.25 | $0 |
| ADAM CHASE 2 AVERY ST APT 24D, BOSTON, MA 02111 | TRUSTEE | 0.25 | $0 |
| AUDREY ROBBINS 865 CENTRAL AVENUE UNIT K206, NEEDHAM, MA 02492 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 AVERY STREET SUITE 24 D, BOSTON, MA 02111-1015
- In care of
- % ADAM CHASE
- Signed the 990-PF
- ADAM CHASE, TRUSTEE
- Phone
- (415) 309-0761
- Return prepared by
- PECK ASSOCIATES PC
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
- 05-6069697
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $923,744
- Income (IRS master file)
- $158,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $74,522 | $73,617 | $923,744 | XML |
| 990-PF | December 2024 | $44,833 | $69,675 | $922,482 | XML |
| 990-PF | December 2023 | $193,024 | $77,324 | $946,983 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 05-6069697).
Questions about FORMAN FAMILY CHARITABLE TRUST
- What is the EIN of FORMAN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of FORMAN FAMILY CHARITABLE TRUST is 05-6069697.
- Is FORMAN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to FORMAN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FORMAN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FORMAN FAMILY 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 FORMAN FAMILY 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 FORMAN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FORMAN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $74,522, expenses of $73,617 and total assets of $923,744 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- CHILDRENS HOSPITAL CORPORATION EIN 04-2774441 · last filed 990 for 2025
- TRUSTEES OF BOSTON UNIVERSITY EIN 04-2103547 · last filed 990-N for 2024
- NORTHEASTERN UNIVERSITY EIN 04-1679980 · last filed 990-N for 2025
- BOSTON MEDICAL CENTER CORPORATION EIN 04-3314093 · last filed 990 for 2025
- COMMONWEALTH CARE ALLIANCE INC EIN 04-3756900 · last filed 990 for 2024
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION EIN 04-3070522 · last filed 990 for 2025