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Nonprofit · EIN 11-2836564

THE JANEY FUND CHARITABLE TRUST

Tax-exempt · BOSTON, MA 02109

Financials

$276K$3.8M2022$382K$3.5M2023$264K$3.7M2024
Revenue Expenses · by fiscal year end
Financials of THE JANEY FUND CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$263,843$3,682,985-$3,419,142$7,408,646$0$7,408,646
June 30, 2024990-PF$382,008$3,510,418-$3,128,410$10,827,788$0$10,827,788
June 30, 2023990-PF$275,587$3,839,473-$3,563,886$13,956,198$0$13,956,198
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$270,179
Interest
$286
Net gain from sales of assets
-$6,622

Expenses

Grants and similar amounts paid
$3,441,400
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$88,358
Disbursements for charitable purposes
$3,556,923
Excise tax on investment income
$2,007

Balance sheet and other

Total assets, start of year
$10,827,788
Total assets, end of year
$7,408,646
Total liabilities, end of year
$0
Net assets, end of year
$7,408,646
Fair market value of assets
$7,230,386
Qualifying distributions
$3,556,923
Net investment income
$270,465

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DEBORAH DENHART
595 COLES MEADOW RD, NORTHAMPTON, MA 01060
ADMINISTRATOR
Highest-paid employee
30$88,358$64,355
EDWARD ROTHENBERG
C/O CR MANAGEMENT ONE POST OFFICE, SQ 2250, BOSTON, MA 02109
MANAGER1$0$0
WILLIAM J BUCKLEY
44 MEETING STREET, CHARLESTON, SC 29401
TRUSTEE1$0$0
ANN ROTHENBERG
C/O CR MANAGEMENT ONE POST OFFICE, SQ 2250, BOSTON, MA 02109
TRUSTEE1$0$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH DENHART
595 COLES MEADOW RD, NORTHAMPTON, MA 01060
ADMINISTRATOR
Highest-paid employee
30$79,720$71,833
EDWARD ROTHENBERG
C/O CR MANAGEMENT 1330 BOYLSTON ST, CHESTNUT HILL, MA 02467
MANAGER1$0$0
WILLIAM J BUCKLEY
44 MEETING STREET, CHARLESTON, SC 29401
TRUSTEE1$0$0
ANN ROTHENBERG
C/O CR MANAGEMENT 1330 BOYLSTON ST, CHESTNUT HILL, MA 02467
TRUSTEE1$0$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
DEBORAH DENHART
595 COLES MEADOW RD, NORTHAMPTON, MA 01060
ADMINISTRATOR
Highest-paid employee
30$72,394$63,053
EDWARD ROTHENBERG
C/O CR MANAGEMENT 1330 BOYLSTON ST, CHESTNUT HILL, MA 02467
MANAGER1$0$0
WILLIAM J BUCKLEY
44 MEETING STREET, CHARLESTON, SC 29401
TRUSTEE1$0$0
ANN ROTHENBERG
C/O CR MANAGEMENT 1330 BOYLSTON ST, CHESTNUT HILL, MA 02467
TRUSTEE1$0$0

Address and contacts

Address (IRS master file)
CO FORVIS 1 POST OFFICE SQ 2250, BOSTON, MA 02109-0000
In care of
% THEODORE S SAMET & CO
Signed the 990-PF
EDWARD ROTHENBERG, TRUSTEE
Phone
(617) 731-1222
Return prepared by
FORVIS MAZARS 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
11-2836564
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
1987
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$7,408,646
Income (IRS master file)
$2,422,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$263,843$3,682,985$7,408,646XML
990-PFJune 2024$382,008$3,510,418$10,827,788IRS
990-PFJune 2023$275,587$3,839,473$13,956,198XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 11-2836564).

Questions about THE JANEY FUND CHARITABLE TRUST

What is the EIN of THE JANEY FUND CHARITABLE TRUST?
The employer identification number (EIN) of THE JANEY FUND CHARITABLE TRUST is 11-2836564.
Is THE JANEY FUND CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE JANEY FUND CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JANEY FUND CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JANEY FUND CHARITABLE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE JANEY FUND CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THE JANEY FUND CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $88,358 (DEBORAH DENHART, ADMINISTRATOR).
How much revenue does THE JANEY FUND CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $263,843, expenses of $3,682,985 and total assets of $7,408,646 at year end.

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