Nonprofit · EIN 13-6213665
LOOKOUT FUND INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $760,064 | $1,313,241 | -$553,177 | $22,301,702 | $0 | $22,301,702 |
| December 31, 2024 | 990-PF | $22,534,708 | $327,218 | $22,207,490 | $22,854,879 | $0 | $22,854,879 |
| December 31, 2023 | 990-PF | $161,491 | $12,149 | $149,342 | $647,389 | $0 | $647,389 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $707,061
- Interest
- $3,119
- Net gain from sales of assets
- $48,838
- Other income
- $1,046
Expenses
- Grants and similar amounts paid
- $1,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,032,045
- Excise tax on investment income
- $8,611
Balance sheet and other
- Total assets, start of year
- $22,854,879
- Total assets, end of year
- $22,301,702
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,301,702
- Fair market value of assets
- $29,366,870
- Qualifying distributions
- $1,032,045
- Net investment income
- $780,708
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEG BERGSTRAND CO GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | PRESIDENT/TREASURER | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEG BERGSTRAND CO GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500, BOSTON, MA 02109 | PRESIDENT/TREASURER | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET F BERGSTRAND 86 FERNWOOD ROAD, CHESTNUT HILL, MA 02467 | PRESIDENT/TREASURER | 0.25 | $0 |
| MAX F BERGSTRAND 86 FERNWOOD ROAD, CHESTNUT HILL, MA 02467 | VICE-PRES | 0.25 | $0 |
| KAROLINA Z BERGSTRAND 86 FERNWOOD ROAD, CHESTNUT HILL, MA 02467 | VICE-PRES | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- CO GMA FOUNDATIONS 2 LIBERTY SQ 50, BOSTON, MA 02109-0000
- In care of
- % MEYER HANDELMAN CO
- Signed the 990-PF
- MARGARET BERGSTRAND, PRESIDENT/TREASURER
- Phone
- (617) 426-7080
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 | 990-PF 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
- 13-6213665
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $22,301,702
- Income (IRS master file)
- $7,486,435
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $760,064 | $1,313,241 | $22,301,702 | IRS |
| 990-PF | December 2024 | $22,534,708 | $327,218 | $22,854,879 | IRS |
| 990-PF | December 2023 | $161,491 | $12,149 | $647,389 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-6213665).
Questions about LOOKOUT FUND INC
- What is the EIN of LOOKOUT FUND INC?
- The employer identification number (EIN) of LOOKOUT FUND INC is 13-6213665.
- Is LOOKOUT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to LOOKOUT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOOKOUT FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOOKOUT FUND INC 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 LOOKOUT FUND INC 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 LOOKOUT FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LOOKOUT FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $760,064, expenses of $1,313,241 and total assets of $22,301,702 at year end.
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