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Nonprofit · EIN 13-6129600

JAMES MCKEEN CATTELL FUND

Tax-exempt · NEWBURYPORT, MA 01950

Financials

$95K$194K2023$182K$172K2024$114K$166K2025
Revenue Expenses · by fiscal year end
Financials of JAMES MCKEEN CATTELL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$113,850$165,821-$51,971$3,187,620$12,228$3,175,392
December 31, 2024990-PF$181,988$171,728$10,260$2,954,652$9,457$2,945,195
December 31, 2023990-PF$95,340$194,449-$99,109$2,717,362$36,770$2,680,592
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$63,577
Net gain from sales of assets
$50,072
Other income
$201

Expenses

Grants and similar amounts paid
$126,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$136,410
Excise tax on investment income
$1,251

Balance sheet and other

Total assets, start of year
$2,954,652
Total assets, end of year
$3,187,620
Total liabilities, end of year
$12,228
Net assets, end of year
$3,175,392
Fair market value of assets
$3,187,620
Qualifying distributions
$136,410
Net investment income
$113,850

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
DR CHRISTINA L WILLIAMS
DUKE UNIVERSITY, DURHAM, NC 27707
SEC/TREASURER0.5$0
DR PETER ORNSTEIN
UNC, CHAPEL HILL, NC 27599
MANAGING TRUSTEE0.5$0
DR RICHARD GONZALEZ
UNIVERSITY OF MICHIGAN, ANN ARBOR, MI 48109
TRUSTEE0.5$0
DR ROBERT LEVENSON
UNIVERSITY OF CALIFORNIA BERKELEY, BERKELEY, CA 94720
TRUSTEE0.5$0
DR SHARON THOMPSON-SCHILL
UNIVERSITY OF PENNSYLVANIA, PHILADELPHIA, PA 19104
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DR CHRISTINA L WILLIAMS
DUKE UNIVERSITY, DURHAM, NC 27707
SEC/TREASURER0.5$0
DR PETER ORNSTEIN
DUKE UNIVERSITY, DURHAM, NC 27707
MANAGING TRUSTEE0.5$0
DR RICHARD GONZALEZ
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0
DR ROBERT LEVENSON
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0
DR SHARON THOMPSON-SCHILL
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DR CHRISTINA L WILLIAMS
DUKE UNIVERSITY, DURHAM, NC 27707
SEC/TREASURER0.5$0
DR PETER ORNSTEIN
DUKE UNIVERSITY, DURHAM, NC 27707
MANAGING TRUSTEE0.5$0
DR RICHARD GONZALEZ
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0
DR ROBERT LEVENSON
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0
DR SHARON THOMPSON-SCHILL
DUKE UNIVERSITY, DURHAM, NC 27707
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
182 MERRIMAC ST, NEWBURYPORT, MA 01950-2270
In care of
% CHRISTINA WILLIAMS
Signed the 990-PF
CHRISTINA L WILLIAMS, SEC/TREASURER
Phone
(919) 816-5644
Return prepared by
NELSON & COMPANY PA

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
13-6129600
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
1944
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,187,620
Income (IRS master file)
$439,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$113,850$165,821$3,187,620XML
990-PFDecember 2024$181,988$171,728$2,954,652XML
990-PFDecember 2023$95,340$194,449$2,717,362XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 13-6129600).

Questions about JAMES MCKEEN CATTELL FUND

What is the EIN of JAMES MCKEEN CATTELL FUND?
The employer identification number (EIN) of JAMES MCKEEN CATTELL FUND is 13-6129600.
Is JAMES MCKEEN CATTELL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to JAMES MCKEEN CATTELL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES MCKEEN CATTELL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES MCKEEN CATTELL FUND 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 JAMES MCKEEN CATTELL FUND 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 JAMES MCKEEN CATTELL FUND?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES MCKEEN CATTELL FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $113,850, expenses of $165,821 and total assets of $3,187,620 at year end.

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