Nonprofit · EIN 47-4915692
LOFBERG FAMILY FOUNDATION
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $251,420 | $782,744 | -$531,324 | $10,487,952 | $0 | $10,487,952 |
| December 31, 2024 | 990-PF | $8,314,489 | $634,730 | $7,679,759 | $11,041,260 | $0 | $11,041,260 |
| December 31, 2023 | 990-PF | $412,156 | $658,258 | -$246,102 | $3,368,211 | $8,050 | $3,360,161 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $150,034
- Interest
- $18,985
- Net gain from sales of assets
- $82,401
Expenses
- Grants and similar amounts paid
- $525,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $528,645
- Excise tax on investment income
- $1,898
Balance sheet and other
- Total assets, start of year
- $11,041,260
- Total assets, end of year
- $10,487,952
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,487,952
- Fair market value of assets
- $14,922,002
- Qualifying distributions
- $528,645
- Net investment income
- $251,420
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 |
|---|---|---|---|
| PER GH LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
| MARGARET M LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PER GH LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
| MARGARET M LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PER GH LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
| MARGARET M LOFBERG 110 ELM STREET, S DARMOUTH, MA 027483802 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 INTERNATIONAL PL STE 1010, BOSTON, MA 02110-2621
- In care of
- % RONALD PERRY
- Signed the 990-PF
- PER GH LOFBERG, TRUSTEE
- Phone
- (617) 447-2700
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
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
- 47-4915692
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,487,952
- Income (IRS master file)
- $5,580,854
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $251,420 | $782,744 | $10,487,952 | IRS |
| 990-PF | December 2024 | $8,314,489 | $634,730 | $11,041,260 | XML |
| 990-PF | December 2023 | $412,156 | $658,258 | $3,368,211 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 47-4915692).
Questions about LOFBERG FAMILY FOUNDATION
- What is the EIN of LOFBERG FAMILY FOUNDATION?
- The employer identification number (EIN) of LOFBERG FAMILY FOUNDATION is 47-4915692.
- Is LOFBERG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to LOFBERG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOFBERG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOFBERG FAMILY FOUNDATION 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 LOFBERG FAMILY FOUNDATION 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 LOFBERG FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LOFBERG FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $251,420, expenses of $782,744 and total assets of $10,487,952 at year end.
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