Nonprofit · EIN 45-6246765
LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION
Also known as JANET M SMITH TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,450,338 | $462,285 | $988,053 | $5,970,044 | $0 | $5,970,044 |
| December 31, 2023 | 990-PF | $385,832 | $414,698 | -$28,866 | $4,981,789 | $0 | $4,981,789 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $256,535
- Net gain from sales of assets
- $1,193,803
Expenses
- Grants and similar amounts paid
- $396,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $403,891
- Excise tax on investment income
- $19,348
Balance sheet and other
- Total assets, start of year
- $4,981,789
- Total assets, end of year
- $5,970,044
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,970,044
- Fair market value of assets
- $8,713,979
- Qualifying distributions
- $403,891
- Net investment income
- $1,450,338
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 |
|---|---|---|---|
| MATTHEW J LEONARD VERRILL DANA LLP ONE FEDERAL ST FL, 20, BOSTON, MA 02110 | TRUSTEE | 0.3 | $0 |
| KAREN BURKE 106 COOKE STREET PO BOX 2540, EDGARTOWN, MA 02539 | TRUSTEE | 0.3 | $0 |
| ELLEN M HARRINGTON VERRILL DANA LLP ONE FEDERAL ST FL, 20, BOSTON, MA 02110 | TRUSTEE | 0.3 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW J LEONARD VERRILL DANA LLP ONE FEDERAL ST FL, 20, BOSTON, MA 02110 | TRUSTEE | 0.3 | $0 |
| KAREN BURKE 106 COOKE STREET PO BOX 2540, EDGARTOWN, MA 02539 | TRUSTEE | 0.3 | $0 |
| ELLEN M HARRINGTON VERRILL DANA LLP ONE FEDERAL ST FL, 20, BOSTON, MA 02110 | TRUSTEE | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- CO VERRILL ONE FEDERAL ST FL 20, BOSTON, MA 02110-0000
- In care of
- % RACKEMANN SAWYER & BREWSTER PC
- Signed the 990-PF
- MATTHEW J LEONARD, TRUSTEE
- Phone
- (617) 542-2300
- Return prepared by
- VERRILL DANA 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
- 45-6246765
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $5,970,044
- Income (IRS master file)
- $2,290,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,450,338 | $462,285 | $5,970,044 | IRS |
| 990-PF | December 2023 | $385,832 | $414,698 | $4,981,789 | 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 45-6246765).
Questions about LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION
- What is the EIN of LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION?
- The employer identification number (EIN) of LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION is 45-6246765.
- Is LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION 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 LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION 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 LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOUISE SVEN AND ANNA BETTY CARLSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,450,338, expenses of $462,285 and total assets of $5,970,044 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations