Nonprofit · EIN 20-5142862
IRVIN AND MARION ERB CHARITABLETRUST
Tax-exempt · FITCHBURG, MA 01420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $59,611 | $120,167 | -$60,556 | $1,361,936 | $0 | $1,361,936 |
| December 31, 2024 | 990-PF | $61,831 | $106,976 | -$45,145 | $1,422,492 | $0 | $1,422,492 |
| December 31, 2023 | 990-PF | $57,958 | $106,219 | -$48,261 | $1,467,636 | $0 | $1,467,636 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $66,831
- Net gain from sales of assets
- -$7,220
Expenses
- Grants and similar amounts paid
- $105,400
- Compensation of officers, directors and key employees
- $13,120
- Disbursements for charitable purposes
- $105,400
- Excise tax on investment income
- $724
Balance sheet and other
- Total assets, start of year
- $1,422,492
- Total assets, end of year
- $1,361,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,361,936
- Fair market value of assets
- $2,748,057
- Qualifying distributions
- $105,400
- Net investment income
- $66,831
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 |
|---|---|---|---|
| ELISHA W ERB 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $6,560 |
| DAVID G SOUTHCOTTE SR 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $6,560 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELISHA W ERB 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $5,980 |
| DAVID G SOUTHCOTTE SR 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $5,980 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELISHA W ERB 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $6,000 |
| DAVID G SOUTHCOTTE SR 780 MAIN STREET P O BOX 827, FITCHBURG, MA 01420 | TRUSTEE | 0.5 | $6,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 827, FITCHBURG, MA 01420-0056
- In care of
- % ERB & SOUTHCOTTE
- Signed the 990-PF
- ELISHA W ERB, TRUSTEE
- Phone
- (978) 343-4856
- Return prepared by
- ERB & SOUTHCOTTE
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
- 20-5142862
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,361,936
- Income (IRS master file)
- $191,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $59,611 | $120,167 | $1,361,936 | IRS |
| 990-PF | December 2024 | $61,831 | $106,976 | $1,422,492 | IRS |
| 990-PF | December 2023 | $57,958 | $106,219 | $1,467,636 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 20-5142862).
Questions about IRVIN AND MARION ERB CHARITABLETRUST
- What is the EIN of IRVIN AND MARION ERB CHARITABLETRUST?
- The employer identification number (EIN) of IRVIN AND MARION ERB CHARITABLETRUST is 20-5142862.
- Is IRVIN AND MARION ERB CHARITABLETRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to IRVIN AND MARION ERB CHARITABLETRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRVIN AND MARION ERB CHARITABLETRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRVIN AND MARION ERB CHARITABLETRUST 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 IRVIN AND MARION ERB CHARITABLETRUST 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 IRVIN AND MARION ERB CHARITABLETRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $6,560 (ELISHA W ERB, TRUSTEE).
- How much revenue does IRVIN AND MARION ERB CHARITABLETRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $59,611, expenses of $120,167 and total assets of $1,361,936 at year end.
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