Nonprofit · EIN 13-2751129
CHARLES IVES SOCIETY INC
Tax-exempt · NEW YORK, NY 10010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $130,296 | $185,120 | -$54,824 | $879,602 | $4,208 | $875,394 |
| September 30, 2024 | 990-PF | $150,316 | $212,359 | -$62,043 | $903,622 | $13,668 | $889,954 |
| September 30, 2023 | 990-PF | $108,417 | $148,958 | -$40,541 | $840,938 | $0 | $840,938 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $55,257
- Dividends
- $19,314
- Net gain from sales of assets
- $55,607
- Other income
- $118
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $162,448
Balance sheet and other
- Total assets, start of year
- $903,622
- Total assets, end of year
- $879,602
- Total liabilities, end of year
- $4,208
- Net assets, end of year
- $875,394
- Fair market value of assets
- $879,602
- Qualifying distributions
- $162,448
- Net investment income
- $74,921
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ADAMS 114 EL CAMINO REAL, BERKELEY, CA 94705 | Director | 0 | $0 |
| DONALD BERMAN 30 KELLEY STREET, CAMBRIDGE, MA 02138 | President | 0 | $0 |
| WILLIAM BOLCOM 3080 WHITMORE LAKE ROAD, ANN ARBOR, MI 48105 | Director | 0 | $0 |
| NEELY BRUCE 440 CHAMBERLAIN RD, MIDDLETON, CT 06457 | Director | 0 | $0 |
| J PETER BURKHOLDER 2501 EAST CEDARWOOD CIRCLE, BLOOMINGTON, IN 47401 | Director | 0 | $0 |
| DEIRDRE CHADWICK 7 WORLD TRADE CENTER, NEW YORK, NY 10007 | Director | 0 | $0 |
| JONATHAN ELKUS 33 LINDA AVENUE 1811, OAKLAND, CA 94611 | Director | 0 | $0 |
| SUSAN FEDER 140 EAST 62ND STREET, NEW YORK, NY 10065 | Director | 0 | $0 |
| KYLE GANN 4 MEACHERS ATTEAN LANE, GERMANTOWN, NY 12526 | Vice President | 0 | $0 |
| CHELSEA HAMM NEWPORT UNIV 1 AVE OF THE ARTS, NEWPORTS NEWS, VA 23606 | Director | 0 | $0 |
| KAREN HEYMANN 152 W 57TH ST 10TH FL, NEW YORK, NY 10019 | Director | 0 | $0 |
| ROBERT HURWITZ 1290 AVENUE OF AMERICAS, NEW YORK, NY 10104 | Director | 0 | $0 |
| JAMES M KENDRICK ESQ 254 WEST 31ST STREET 15TH FL, NEW YORK, NY 10001 | Secretary | 0 | $0 |
| SUZANNE EGGLESTON LOVEJOY 120 HIGH STREET, NEW HAVEN, CT 06520 | Secretary | 0 | $0 |
| DREW MASSEY 254 WEST 31ST STREET 15TH FL, NEW YORK, NY 10001 | Director | 0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUTHANN MCTYRE 120 HIGH STREET, NEW HAVEN, CT 06520 | Director | 0 | $0 |
| TOM C OWENS 5528 PAXFORD COURT, FAIRFAX, VA 22032 | Director | 0 | $0 |
| JOEL SACHS 320 RIVERSIDE DRIVE, NEW YORK, NY 10025 | Director | 0 | $0 |
| DAVID SANFORD 212 PRATT HALL 50 COLLEGE ST, SOUTH HADLEY, MA 01075 | Director | 0 | $0 |
| WAYNE D SHIRLEY 50 Bagdad Rd, Durham, NH 03824 | Director | 0 | $0 |
| DANIEL STEPNER 415 SOUTH STREET M5051, WALTHAM, MA 02454 | Director | 0 | $0 |
| JAN SWAFFORD 57 CLARK STREET, MEDFORD, MA 02155 | Director | 0 | $0 |
| DAVID THURMAIER 20 TALBOT AVENUE, MEDFORD, MA 02155 | Director | 0 | $0 |
| JUDITH TICK 32 BORLAND STREET, BROOKLINE, MA 02446 | Director | 0 | $0 |
| MICHAEL TILSON THOMAS 888 SEVENTH AVENUE37TH FL, NEW YORK, NY 10106 | Director | 0 | $0 |
990-PF for the year ended September 30, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ADAMS 114 EL CAMINO REAL, BERKELEY, CA 94705 | DIRECTOR | 0 | $0 |
| DONALD BERMAN 30 KELLEY STREET, CAMBRIDGE, MA 02138 | PRESIDENT & TREASURER | 0 | $0 |
| WILLIAM BOLCOM 3080 WHITMORE LAKE ROAD, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
| NEELY BRUCE 440 CHAMBERLAIN RD, MIDDLETOWN, CT 06457 | DIRECTOR | 0 | $0 |
| J PETER BURKHOLDER 2501 EAST CEDARWOOD CIRCLE, BLOOMINGTON, IN 47401 | DIRECTOR | 0 | $0 |
| DEIRDRE CHADWICK 7 WORLD TRADE CENTER, NEW YORK, NY 10007 | DIRECTOR | 0 | $0 |
| JONATHAN ELKUS 33 LINDA AVENUE 1811, OAKLAND, CA 94611 | DIRECTOR | 0 | $0 |
| SUSAN FEDER 140 EAST 62ND STREET, NEW YORK, NY 10065 | DIRECTOR | 0 | $0 |
| KYLE GANN 4 MEACHERS ATTEAN LANE, GERMANTOWN, NY 12526 | VICE PRESIDENT | 0 | $0 |
| ROBERT HURWITZ 1290 AVENUE OF AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 0 | $0 |
| JAMES M KENDRICK ESQ 254 WEST 31ST STREET 15TH FLOOR, NEW YORK, NY 10001 | SECRETARY | 0 | $0 |
| SUZANNE EGGLESTON LOVEJOY 120 HIGH STREET, NEW HAVEN, CT 06520 | DIRECTOR | 0 | $0 |
| RUTHANN MCTYRE 120 HIGH STREET, NEW HAVEN, CT 06520 | DIRECTOR | 0 | $0 |
| TOM C OWENS 5528 PAXFORD COURT, FAIRFAX, VA 22032 | DIRECTOR | 0 | $0 |
| JOEL SACHS 320 RIVERSIDE DRIVE, NEW YORK, NY 10025 | DIRECTOR | 0 | $0 |
| DANIEL STEPNER 415 SOUTH STREET M5051, WALTHAM, MA 02454 | DIRECTOR | 0 | $0 |
| JAN SWAFFORD 57 CLARK STREET, MEDFORD, MA 02155 | DIRECTOR | 0 | $0 |
| MICHAEL TILSON THOMAS 888 SEVENTH AVENUE37TH FLOOR, NEW YORK, NY 10106 | DIRECTOR EMERITUS | 0 | $0 |
| DAVID THURMAIER C/O TUFTS UNIV GRANOFF MUSIC CNTR, 20 TALBOT AVENUE, MEDFORD, MA 02155 | DIRECTOR | 0 | $0 |
| JUDITH TICK 32 BORLAND STREET, BROOKLINE, MA 02446 | DIRECTOR | 0 | $0 |
| DREW MASSEY 254 WEST 31ST STREET 15TH FLOOR, NEW YORK, NY 10001 | DIRECTOR | 0 | $0 |
| CHELSEA HAMM FERGUSON CENTER A150 CHRISTOPHER, NEWPORT UNIV 1 AVE OF THE ARTS, NEWPORTS NEWS, VA 23606 | DIRECTOR | 0 | $0 |
| KAREN HEYMANN PEERMUSIC CLASSICAL 152 W 57TH, STREET 10TH FLOOR, NEW YORK, NY 10019 | DIRECTOR | 0 | $0 |
| DAVID SANFORD MT HOLYOKE DEPT OF MUSIC -212 PRATT, HALL-50 COLLEGE STREET, SOUTH HADLEY, MA 01075 | DIRECTOR | 0 | $0 |
| LYDIA BROWN THE JULLIARD SCHOOL- 60 LINCOLN, CENTER PLAZA, NEW YORK, NY 10023 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ADAMS 114 EL CAMINO REAL, BERKELEY, CA 94705 | DIRECTOR | 0 | $0 |
| DONALD BERMAN 30 KELLEY STREET, CAMBRIDGE, MA 02138 | PRESIDENT & TREASURER | 0 | $0 |
| WILLIAM BOLCOM 3080 WHITMORE LAKE ROAD, ANN ARBOR, MI 48105 | DIRECTOR | 0 | $0 |
| THOMAS BRODHEAD 3016 MALTON DRIVE, SMYRNA, TN 37167 | DIRECTOR | 0 | $0 |
| NEELY BRUCE 440 CHAMBERLAIN RD, MIDDLETOWN, CT 06457 | DIRECTOR | 0 | $0 |
| J PETER BURKHOLDER 2501 EAST CEDARWOOD CIRCLE, BLOOMINGTON, IN 47401 | DIRECTOR | 0 | $0 |
| DEIRDRE CHADWICK 7 WORLD TRADE CENTER, NEW YORK, NY 10007 | DIRECTOR | 0 | $0 |
| JONATHAN ELKUS 33 LINDA AVENUE 1811, OAKLAND, CA 94611 | DIRECTOR | 0 | $0 |
| SUSAN FEDER 140 EAST 62ND STREET, NEW YORK, NY 10065 | DIRECTOR | 0 | $0 |
| KYLE GANN 4 MEACHERS ATTEAN LANE, GERMANTOWN, NY 12526 | VICE PRESIDENT | 0 | $0 |
| ROBERT HURWITZ 1290 AVENUE OF AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 0 | $0 |
| JAMES M KENDRICK ESQ 254 WEST 31ST STREET 15TH FLOOR, NEW YORK, NY 10001 | SECRETARY | 0 | $0 |
| SUZANNE EGGLESTON LOVEJOY 120 HIGH STREET, NEW HAVEN, CT 06520 | DIRECTOR | 0 | $0 |
| GAYLE SHERWOOD MAGEE 1114 WNEVADA STREET, URBANA, IL 61801 | CHAIRMAN | 0 | $0 |
| RUTHANN MCTYRE 120 HIGH STREET, NEW HAVEN, CT 06520 | DIRECTOR | 0 | $0 |
| TOM C OWENS 5528 PAXFORD COURT, FAIRFAX, VA 22032 | DIRECTOR | 0 | $0 |
| JOEL SACHS 320 RIVERSIDE DRIVE, NEW YORK, NY 10025 | DIRECTOR | 0 | $0 |
| DANIEL STEPNER 415 SOUTH STREET M5051, WALTHAM, MA 02454 | DIRECTOR | 0 | $0 |
| JAN SWAFFORD 57 CLARK STREET, MEDFORD, MA 02155 | DIRECTOR | 0 | $0 |
| ROBERT THOMPSON 180 MADISON AVENUE 24TH FLOOR, NEW YORK, NY 10016 | DIRECTOR | 0 | $0 |
| MICHAEL TILSON THOMAS 888 SEVENTH AVENUE37TH FLOOR, NEW YORK, NY 10106 | DIRECTOR EMERITUS | 0 | $0 |
| DAVID THURMAIER C/O TUFTS UNIV GRANOFF MUSIC CNTR, 20 TALBOT AVENUE, MEDFORD, MA 02155 | DIRECTOR | 0 | $0 |
| JUDITH TICK 32 BORLAND STREET, BROOKLINE, MA 02446 | DIRECTOR | 0 | $0 |
| DREW MASSEY 254 WEST 31ST STREET 15TH FLOOR, NEW YORK, NY 10001 | DIRECTOR | 0 | $0 |
| CHELSEA HAMM FERGUSON CENTER A150 CHRISTOPHER, NEWPORT UNIV 1 AVE OF THE ARTS, NEWPORTS NEWS, VA 23606 | DIRECTOR | 0 | $0 |
| KAREN HEYMANN PEERMUSIC CLASSICAL 152 W 57TH, STREET 10TH FLOOR, NEW YORK, NY 10019 | DIRECTOR | 0 | $0 |
| PETER MARTIN WISE MUSIC GROUP-180 MADISON AVENUE, 24TH FLOOR, NEW YORK, NY 10016 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 156 5TH AVE STE 600, NEW YORK, NY 10010-7729
- In care of
- % EICHLER BERGSMAN & CO L L P
- Signed the 990-PF
- DONALD BERMAN, President
- Phone
- (212) 461-6950
- Return prepared by
- LISA C NUNEZ CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-2751129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1973
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $879,602
- Income (IRS master file)
- $240,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $130,296 | $185,120 | $879,602 | XML |
| 990-PF | September 2024 | $150,316 | $212,359 | $903,622 | XML |
| 990-PF | September 2023 | $108,417 | $148,958 | $840,938 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 13-2751129).
Questions about CHARLES IVES SOCIETY INC
- What is the EIN of CHARLES IVES SOCIETY INC?
- The employer identification number (EIN) of CHARLES IVES SOCIETY INC is 13-2751129.
- Is CHARLES IVES SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to CHARLES IVES SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CHARLES IVES SOCIETY INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES IVES SOCIETY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES IVES SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CHARLES IVES SOCIETY INC?
- The 990-PF for the year ended September 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does CHARLES IVES SOCIETY INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $130,296, expenses of $185,120 and total assets of $879,602 at year end.
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