Nonprofit · EIN 38-6884533
LAWRENCE BAR ASSOCIATION EDUCATIONAL TR
Also known as ANDREW A CAFFREY JR TTEE
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $3,331 | $4,178 | -$847 | $60,507 | $11,601 | $48,906 |
| January 31, 2024 | 990-PF | $2,606 | $90 | $2,516 | $58,854 | $9,101 | $49,753 |
| January 31, 2023 | 990-PF | $3,868 | $89 | $3,779 | $56,338 | $9,101 | $47,237 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Dividends
- $3,141
- Interest
- $1
- Net gain from sales of assets
- $189
Expenses
- Grants and similar amounts paid
- $2,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,178
- Excise tax on investment income
- $46
Balance sheet and other
- Total assets, start of year
- $58,854
- Total assets, end of year
- $60,507
- Total liabilities, end of year
- $11,601
- Net assets, end of year
- $48,906
- Fair market value of assets
- $72,941
- Qualifying distributions
- $4,178
- Net investment income
- $3,331
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gita Brazelis 27 Main St, Andover, MA 01810 | Trustee | 1 | $0 |
| Miguel Nieves 859 Turnpike St Ste 130, North Andover, MA 01845 | Trustee | 1 | $0 |
| Matthew Perry 121 Hampstead St, Methuen, MA 01844 | Trustee | 1 | $0 |
| Taylor Dauksewicz 483 Main St, Haverhill, MA 01830 | Trustee | 1 | $0 |
| Ben Falkner 28 Andover St Suite 240, Andover, MA 01810 | Trustee | 1 | $0 |
990-PF for the year ended January 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alicia McNeil 15 Lincoln St Ste 190, Wakefield, MA 01880 | Trustee | 1 | $0 |
| John Fraser 23 Main St, Andover, MA 01810 | Trustee | 1 | $0 |
| Kavita Goyal 204 Andover Street, Andover, MA 01810 | Trustee | 1 | $0 |
| Victoria Ranieri 1 Liberty Sq 7th FL, Boston, MA 02109 | Trustee | 1 | $0 |
990-PF for the year ended January 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kavita Goyal 204 Andover Street, Andover, MA 01810 | Trustee | 1 | $0 |
| John Fraser 23 Main St, Andover, MA 01810 | Trustee | 1 | $0 |
| Victoria Ranieri 1 Liberty Sq 7th FL, Boston, MA 02109 | Trustee | 1 | $0 |
| Alicia McNeil 15 Lincoln St Ste 190, Wakefield, MA 01880 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5121, ANDOVER, MA 01810-0821
- Signed the 990-PF
- Gita Brazelis, Trustee-Treasurer
- Phone
- (978) 475-4896
- Website
- lawrencebar.org
- Return prepared by
- LCW CPAs
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6884533
- 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
- 2010
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $60,507
- Income (IRS master file)
- $8,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $3,331 | $4,178 | $60,507 | XML |
| 990-PF | January 2024 | $2,606 | $90 | $58,854 | XML |
| 990-PF | January 2023 | $3,868 | $89 | $56,338 | XML |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 38-6884533).
Questions about LAWRENCE BAR ASSOCIATION EDUCATIONAL TR
- What is the EIN of LAWRENCE BAR ASSOCIATION EDUCATIONAL TR?
- The employer identification number (EIN) of LAWRENCE BAR ASSOCIATION EDUCATIONAL TR is 38-6884533.
- Is LAWRENCE BAR ASSOCIATION EDUCATIONAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LAWRENCE BAR ASSOCIATION EDUCATIONAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAWRENCE BAR ASSOCIATION EDUCATIONAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAWRENCE BAR ASSOCIATION EDUCATIONAL TR due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAWRENCE BAR ASSOCIATION EDUCATIONAL TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of LAWRENCE BAR ASSOCIATION EDUCATIONAL TR?
- The 990-PF for the year ended January 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LAWRENCE BAR ASSOCIATION EDUCATIONAL TR have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $3,331, expenses of $4,178 and total assets of $60,507 at year end.
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