Nonprofit · EIN 23-7364949
AMELIA PEABODY CHARITABLE FUND TRS
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $16,329,702 | $16,811,647 | -$481,945 | $121,519,917 | $0 | $121,519,917 |
| December 31, 2023 | 990-PF | $11,651,831 | $10,214,237 | $1,437,594 | $121,983,959 | $0 | $121,983,959 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $87,200
- Dividends
- $4,278,149
- Net gain from sales of assets
- $11,734,522
- Other income
- $229,831
Expenses
- Grants and similar amounts paid
- $15,193,000
- Compensation of officers, directors and key employees
- $500,000
- Salaries, compensation and benefits (total)
- $270,400
- Disbursements for charitable purposes
- $16,043,376
- Excise tax on investment income
- $217,670
Balance sheet and other
- Total assets, start of year
- $121,983,959
- Total assets, end of year
- $121,519,917
- Total liabilities, end of year
- $0
- Net assets, end of year
- $121,519,917
- Fair market value of assets
- $223,812,170
- Qualifying distributions
- $16,043,376
- Net investment income
- $16,241,978
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 |
|---|---|---|---|---|
| BETHANY B KENDALL 185 DEVONSHIRE STREET SUITE 600, BOSTON, MA 02110 | EXECUTIVE DIRECTOR Highest-paid employee | 32 | $166,400 | $35,937 |
| CHERYL A GIDEON 185 DEVONSHIRE STREET SUITE 600, BOSTON, MA 02110 | ADMINISTRATOR Highest-paid employee | 40 | $104,000 | $39,270 |
| ROBERT G BANNISH 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| KATHERINE L BABSON 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| MARGARET H MORTON 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| SARAH M ALLEN 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| ELIZA H ROWE 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETHANY B KENDALL 185 DEVONSHIRE STREET SUITE 600, BOSTON, MA 02110 | EXECUTIVE DIRECTOR Highest-paid employee | 32 | $166,400 | $34,742 |
| CHERYL A GIDEON 185 DEVONSHIRE STREET SUITE 600, BOSTON, MA 02110 | ADMINISTRATOR Highest-paid employee | 40 | $104,000 | $38,903 |
| ROBERT G BANNISH 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| KATHERINE L BABSON 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| MARGARET H MORTON 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $100,000 | $0 |
| SARAH M ALLEN 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $93,333 | $0 |
| ELIZA H ROWE 185 DEVONSHIRE STREET, BOSTON, MA 02110 | TRUSTEE | 7 | $93,333 | $0 |
Address and contacts
- Address (IRS master file)
- 185 DEVONSHIRE ST STE 600, BOSTON, MA 02110-1414
- Signed the 990-PF
- ROBERT G BANNISH, MANAGING TRUSTEE
- Phone
- (617) 451-6178
- Website
- WWW.APCFUND.ORG
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
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
- 23-7364949
- 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
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $121,519,917
- Income (IRS master file)
- $47,210,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $16,329,702 | $16,811,647 | $121,519,917 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $11,651,831 | $10,214,237 | $121,983,959 | 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 23-7364949).
Questions about AMELIA PEABODY CHARITABLE FUND TRS
- What is the EIN of AMELIA PEABODY CHARITABLE FUND TRS?
- The employer identification number (EIN) of AMELIA PEABODY CHARITABLE FUND TRS is 23-7364949.
- Is AMELIA PEABODY CHARITABLE FUND TRS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to AMELIA PEABODY CHARITABLE FUND TRS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMELIA PEABODY CHARITABLE FUND TRS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMELIA PEABODY CHARITABLE FUND TRS 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 AMELIA PEABODY CHARITABLE FUND TRS 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 AMELIA PEABODY CHARITABLE FUND TRS?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 7 received compensation from the organization, the highest $166,400 (BETHANY B KENDALL, EXECUTIVE DIRECTOR).
- How much revenue does AMELIA PEABODY CHARITABLE FUND TRS have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,329,702, expenses of $16,811,647 and total assets of $121,519,917 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations