Nonprofit · EIN 13-3601934
CEDAR TREE FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,467,224 | $12,792,191 | -$4,324,967 | $85,860,491 | $15,441,592 | $70,418,899 |
| December 31, 2023 | 990-PF (amended) | $2,048,968 | $15,352,773 | -$13,303,805 | $86,624,071 | $13,903,190 | $72,720,881 |
| December 31, 2022 | 990-PF (amended) | $4,072,972 | $10,718,006 | -$6,645,034 | $86,446,972 | $13,200,844 | $73,246,128 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,336,605
- Interest
- $47,119
- Net gain from sales of assets
- $7,083,500
Expenses
- Grants and similar amounts paid
- $10,789,567
- Compensation of officers, directors and key employees
- $229,079
- Salaries, compensation and benefits (total)
- $214,812
- Disbursements for charitable purposes
- $10,131,613
- Excise tax on investment income
- $102,496
Balance sheet and other
- Total assets, start of year
- $86,624,071
- Total assets, end of year
- $85,860,491
- Total liabilities, end of year
- $15,441,592
- Net assets, end of year
- $70,418,899
- Fair market value of assets
- $85,860,491
- Qualifying distributions
- $10,131,613
- Net investment income
- $8,159,794
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIA KOLEHMAINEN 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | EXECUTIVE DIRECTOR | 40 | $204,579 | $71,643 |
| DEBRA MONIZ 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | DIRECTOR FINANCE & A Highest-paid employee | 40 | $186,741 | $70,330 |
| GREG HORNER 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | SENIOR PROGRAM OFFIC Highest-paid employee | 30 | $85,221 | $58,619 |
| DANA CAMPION 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | GRANTS MANAGER Highest-paid employee | 20 | $65,698 | $12,887 |
| JENNIFER L SMITH 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | TREASURER | 5 | $8,500 | $0 |
| ANDREA L SMITH 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | VICE PRESIDENT | 5 | $8,000 | $0 |
| KRISTIN LEADER 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | CLERK | 5 | $8,000 | $0 |
| JOAN M SMITH 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | PRESIDENT | 5 | $0 | $0 |
| RACHEL ALTERNATIVE 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 021102853 | BOARD MEMBER | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIA KOLEHMAINEN 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $201,187 | $59,517 |
| DEBRA MONIZ 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | DIRECTOR FINANCE & A Highest-paid employee | 40 | $185,929 | $56,686 |
| GREG HORNER 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | SENIOR PROGRAM OFFIC Highest-paid employee | 30 | $92,786 | $49,320 |
| DANA CAMPION 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | GRANTS MANAGER Highest-paid employee | 40 | $85,713 | $48,365 |
| JENNIFER L SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | TREASURER | 5 | $8,500 | $0 |
| ANDREA L SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | VICE PRESIDENT | 5 | $8,000 | $0 |
| KRISTIN LEADER 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | CLERK | 5 | $8,000 | $0 |
| JOAN M SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | PRESIDENT | 5 | $0 | $0 |
| RACHEL ALTERNATIVE 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | BOARD MEMBER | 5 | $0 | $0 |
990-PF for the year ended December 31, 2022: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIA KOLEHMAINEN 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | EXECUTIVE DIRECTOR | 40 | $190,711 | $57,947 |
| DEBRA MONIZ 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | DIRECTOR FINANCE & A Highest-paid employee | 40 | $164,234 | $55,379 |
| GREG HORNER 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | SENIOR PROGRAM OFFIC Highest-paid employee | 30 | $91,166 | $48,016 |
| DANA CAMPION 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | GRANTS MANAGER Highest-paid employee | 40 | $80,319 | $47,062 |
| RACHEL ALTERNATIVE 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | TREASURER | 5 | $10,500 | $0 |
| JENNIFER L SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | BOARD MEMBER | 5 | $8,500 | $0 |
| ANDREA L SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | VICE PRESIDENT | 5 | $8,000 | $0 |
| KRISTIN LEADER 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | CLERK | 5 | $8,000 | $0 |
| JODY LEADER 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | BOARD MEMBER (UNTIL NOV. 2022) | 5 | $8,000 | $0 |
| JOAN M SMITH 100 FRANKLIN STREET SUITE 704, BOSTON, MA 02110 | PRESIDENT | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 FRANKLIN ST 26TH FLOOR, BOSTON, MA 02110-2853
- In care of
- % SOPHIA KOLEHMAINEN
- Signed the 990-PF
- JOAN MARGOT SMITH, PRESIDENT
- Phone
- (617) 695-6767
- Website
- WWW.CEDARTREEFOUND.ORG
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 13-3601934
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $85,860,491
- Income (IRS master file)
- $28,742,669
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,467,224 | $12,792,191 | $85,860,491 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,048,968 | $15,352,773 | $86,624,071 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $4,072,972 | $10,718,006 | $86,446,972 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 13-3601934).
Questions about CEDAR TREE FOUNDATION INC
- What is the EIN of CEDAR TREE FOUNDATION INC?
- The employer identification number (EIN) of CEDAR TREE FOUNDATION INC is 13-3601934.
- Is CEDAR TREE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CEDAR TREE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CEDAR TREE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CEDAR TREE FOUNDATION INC 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 CEDAR TREE FOUNDATION INC 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 CEDAR TREE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $204,579 (SOPHIA KOLEHMAINEN, EXECUTIVE DIRECTOR).
- How much revenue does CEDAR TREE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,467,224, expenses of $12,792,191 and total assets of $85,860,491 at year end.
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