Nonprofit · EIN 31-1472444
JEROME A SCHIFF CHARITABLE TR
Also known as FULLERTON J & A LUNDWALL CO-TTEE
Tax-exempt · WELLESLEY, MA 02482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,788 | $93,263 | -$5,475 | $987,222 | $0 | $987,222 |
| December 31, 2024 | 990-PF | $108,631 | $86,482 | $22,149 | $994,260 | $0 | $994,260 |
| December 31, 2023 | 990-PF | $126,394 | $87,264 | $39,130 | $972,205 | $0 | $972,205 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $29,745
- Interest
- $129
- Net gain from sales of assets
- $57,914
Expenses
- Grants and similar amounts paid
- $62,000
- Compensation of officers, directors and key employees
- $9,953
- Disbursements for charitable purposes
- $62,000
- Excise tax on investment income
- $956
Balance sheet and other
- Total assets, start of year
- $994,260
- Total assets, end of year
- $987,222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $987,222
- Fair market value of assets
- $1,225,893
- Qualifying distributions
- $62,000
- Net investment income
- $82,556
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 |
|---|---|---|---|
| JOHN A LOCKE 8 GROVE STREET 400, WELLESLEY, MA 024827709 | TRUSTEE | 0 | $9,953 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A LOCKE 8 GROVE STREET 400, WELLESLEY, MA 024827709 | TRUSTEE | 0 | $9,838 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A LOCKE 8 GROVE STREET 400, WELLESLEY, MA 024827709 | TRUSTEE | 0 | $9,335 |
Address and contacts
- Address (IRS master file)
- 8 GROVE STREET SUITE 400, WELLESLEY, MA 02482-7709
- In care of
- % JOHN A LOCKE
- Signed the 990-PF
- John A Locke, TRUSTEE
- Phone
- (781) 235-7000
- Return prepared by
- PECK ASSOCIATES PC
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
- 31-1472444
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P00Z)
- Assets (IRS master file)
- $987,222
- Income (IRS master file)
- $380,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,788 | $93,263 | $987,222 | IRS |
| 990-PF | December 2024 | $108,631 | $86,482 | $994,260 | XML |
| 990-PF | December 2023 | $126,394 | $87,264 | $972,205 | 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 31-1472444).
Questions about JEROME A SCHIFF CHARITABLE TR
- What is the EIN of JEROME A SCHIFF CHARITABLE TR?
- The employer identification number (EIN) of JEROME A SCHIFF CHARITABLE TR is 31-1472444.
- Is JEROME A SCHIFF CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JEROME A SCHIFF CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEROME A SCHIFF CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEROME A SCHIFF CHARITABLE TR 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 JEROME A SCHIFF CHARITABLE TR 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 JEROME A SCHIFF CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,953 (JOHN A LOCKE, TRUSTEE).
- How much revenue does JEROME A SCHIFF CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,788, expenses of $93,263 and total assets of $987,222 at year end.
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