Nonprofit · EIN 36-7750534
DONALD B ANDERSON CHARITABLE TR
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $320,753 | $158,875 | $161,878 | $3,812,640 | $0 | $3,812,640 |
| December 31, 2023 | 990-PF | $78,771 | $291,341 | -$212,570 | $3,650,408 | $0 | $3,650,408 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $92,425
- Net gain from sales of assets
- $219,126
- Other income
- $9,202
Expenses
- Grants and similar amounts paid
- $124,780
- Compensation of officers, directors and key employees
- $27,540
- Disbursements for charitable purposes
- $135,698
- Excise tax on investment income
- $3,956
Balance sheet and other
- Total assets, start of year
- $3,650,408
- Total assets, end of year
- $3,812,640
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,812,640
- Fair market value of assets
- $4,510,443
- Qualifying distributions
- $135,698
- Net investment income
- $308,232
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 |
|---|---|---|---|
| CIBC National Trust Company 100 FEDERAL ST 37TH FL, BOSTON, MA 02110 | TRUSTEE | 2 | $27,540 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603 | TRUSTEE | 2 | $25,321 |
| CIBC National Trust Company 100 FEDERAL ST 37TH FL, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110-1802
- Signed the 990-PF
- AARON SHIELDS, MANAGING DIRECT
- Phone
- (800) 496-2583
- Return prepared by
- ERNST & YOUNG US LLP
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
- 36-7750534
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,812,640
- Income (IRS master file)
- $2,358,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $320,753 | $158,875 | $3,812,640 | IRS |
| 990-PF | December 2023 | $78,771 | $291,341 | $3,650,408 | 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 36-7750534).
Questions about DONALD B ANDERSON CHARITABLE TR
- What is the EIN of DONALD B ANDERSON CHARITABLE TR?
- The employer identification number (EIN) of DONALD B ANDERSON CHARITABLE TR is 36-7750534.
- Is DONALD B ANDERSON CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DONALD B ANDERSON CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD B ANDERSON CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD B ANDERSON CHARITABLE TR 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 DONALD B ANDERSON CHARITABLE TR 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 DONALD B ANDERSON CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $27,540 (CIBC National Trust Company, TRUSTEE).
- How much revenue does DONALD B ANDERSON CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $320,753, expenses of $158,875 and total assets of $3,812,640 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations