Nonprofit · EIN 46-3972665
CAROLA C BERTHELOT CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,688 | $100,337 | -$37,649 | $1,018,495 | $0 | $1,018,495 |
| December 31, 2024 | 990-PF | $34,790 | $88,321 | -$53,531 | $1,056,144 | $0 | $1,056,144 |
| December 31, 2023 | 990-PF | $50,619 | $85,295 | -$34,676 | $1,109,816 | $0 | $1,109,816 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,285
- Interest
- $82
- Net gain from sales of assets
- $31,815
- Other income
- $506
Expenses
- Grants and similar amounts paid
- $77,737
- Disbursements for charitable purposes
- $77,737
- Excise tax on investment income
- $551
Balance sheet and other
- Total assets, start of year
- $1,056,144
- Total assets, end of year
- $1,018,495
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,018,495
- Fair market value of assets
- $1,741,998
- Qualifying distributions
- $77,737
- Net investment income
- $62,205
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 |
|---|---|---|---|
| ANDREW M SCHNELLER 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 3 | $0 |
| PETER P BROWN 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 4 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW M SCHNELLER 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 3 | $0 |
| PETER P BROWN 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 4 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW M SCHNELLER 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 3 | $0 |
| PETER P BROWN 45 SCHOOL STREET 5TH FL, BOSTON, MA 02108 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
- In care of
- % WELCH & FORBES LLC
- Signed the 990-PF
- ANDREW M SCHNELLER, TRUSTEE
- Phone
- (617) 523-1635
- Return prepared by
- WELCH & FORBES LLC
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
- 46-3972665
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,018,495
- Income (IRS master file)
- $168,959
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,688 | $100,337 | $1,018,495 | XML |
| 990-PF | December 2024 | $34,790 | $88,321 | $1,056,144 | IRS |
| 990-PF | December 2023 | $50,619 | $85,295 | $1,109,816 | 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 46-3972665).
Questions about CAROLA C BERTHELOT CHARITABLE TRUST
- What is the EIN of CAROLA C BERTHELOT CHARITABLE TRUST?
- The employer identification number (EIN) of CAROLA C BERTHELOT CHARITABLE TRUST is 46-3972665.
- Is CAROLA C BERTHELOT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CAROLA C BERTHELOT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLA C BERTHELOT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLA C BERTHELOT CHARITABLE TRUST 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 CAROLA C BERTHELOT CHARITABLE TRUST 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 CAROLA C BERTHELOT CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CAROLA C BERTHELOT CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,688, expenses of $100,337 and total assets of $1,018,495 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations