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Nonprofit · EIN 06-6525235

COLD BROOK FUND TR

Also known as NICHOLAS CLOVER ET AL TTEE

Tax-exempt · BOSTON, MA 02108

Financials

−$20K$43K2023$19K$52K2024$44K$50K2025
Revenue Expenses · by fiscal year end
Financials of COLD BROOK FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$44,365$50,450-$6,085$464,556$0$464,556
December 31, 2024990-PF$19,087$51,633-$32,546$470,632$0$470,632
December 31, 2023990-PF-$19,998$43,350-$63,348$503,129$0$503,129
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,799
Net gain from sales of assets
$30,566

Expenses

Grants and similar amounts paid
$37,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$37,500
Excise tax on investment income
$437

Balance sheet and other

Total assets, start of year
$470,632
Total assets, end of year
$464,556
Total liabilities, end of year
$0
Net assets, end of year
$464,556
Fair market value of assets
$994,082
Qualifying distributions
$37,500
Net investment income
$44,365

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.

NameTitleHours / weekCompensation
ELIZABETH M GRAHAM
3205 OLIVER ST NW, WASHINGTON, DC 20015
TRUSTEE0$0
CLOVER G HACKETT
5429 PARK PLACE, EDINA, MN 55424
TRUSTEE0$0
CHRISTOPHER NR DUPONT
140 E 2ND STREET APT 4R, BROOKLYN, NY 11218
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ELIZABETH M GRAHAM
3205 OLIVER ST NW, WASHINGTON, DC 20015
TRUSTEE0$0
CLOVER G HACKETT
5429 PARK PLACE, EDINA, MN 55424
TRUSTEE0$0
CHRISTOPHER NR DUPONT
140 E 2ND STREET APT 4R, BROOKLYN, NY 11218
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
EDMOND R DUPONT
331 KENDAL DRIVE, KENNETT SQUARE, PA 19348
TRUSTEE0$0
ELIZABETH M GRAHAM
3205 OLIVER ST NW, WASHINGTON, DC 20015
TRUSTEE0$0
CLOVER G HACKETT
5429 PARK PLACE, EDINA, MN 55424
TRUSTEE0$0
CHRISTOPHER NR DUPONT
140 E 2ND STREET APT 4R, BROOKLYN, NY 11218
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO LYNCH FINK ETAL 6 BEACON ST 4, BOSTON, MA 02108-0000
In care of
% LYNCH FINK
Signed the 990-PF
CLOVER G HACKETT, TRUSTEE
Phone
(617) 951-0800
Return prepared by
LYNCH FINK HARRINGTON & GRAY 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6525235
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)
$464,556
Income (IRS master file)
$170,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$44,365$50,450$464,556IRS
990-PFDecember 2024$19,087$51,633$470,632IRS
990-PFDecember 2023-$19,998$43,350$503,129XML
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 06-6525235).

Questions about COLD BROOK FUND TR

What is the EIN of COLD BROOK FUND TR?
The employer identification number (EIN) of COLD BROOK FUND TR is 06-6525235.
Is COLD BROOK FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to COLD BROOK FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COLD BROOK FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of COLD BROOK FUND TR 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 COLD BROOK FUND TR 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 COLD BROOK FUND TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does COLD BROOK FUND TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,365, expenses of $50,450 and total assets of $464,556 at year end.

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