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Nonprofit · EIN 47-7017184

CHESTNUT FUND

Also known as JANE STEIN TTEE

Tax-exempt · BOSTON, MA 02109

Financials

$2.7M$4.6M2023$8.1M$4M2024
Revenue Expenses · by fiscal year end
Financials of CHESTNUT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,055,965$3,991,509$4,064,456$54,884,454$50$54,884,404
December 31, 2023990-PF$2,730,883$4,604,665-$1,873,782$50,821,793$1,845$50,819,948
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,184,697
Net gain from sales of assets
$6,593,165
Other income
$278,103

Expenses

Grants and similar amounts paid
$2,935,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,243,754
Excise tax on investment income
$101,485

Balance sheet and other

Total assets, start of year
$50,821,793
Total assets, end of year
$54,884,454
Total liabilities, end of year
$50
Net assets, end of year
$54,884,404
Fair market value of assets
$70,367,877
Qualifying distributions
$3,243,754
Net investment income
$7,980,552

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.

NameTitleHours / weekCompensation
JANE STEIN
GOULSTON STORRS 1 POST OFFICE, SQUARE FL 25, BOSTON, MA 02109
TRUSTEE2$0
ADAM STEIN
GOULSTON STORRS 1 POST OFFICE, SQUARE FL 25, BOSTON, MA 02109
TRUSTEE2$0
GERDA STEIN
GOULSTON STORRS 1 POST OFFICE, SQUARE FL 25, BOSTON, MA 02109
TRUSTEE2$0
ALAN ROTTENBERG
GOULSTON STORRS 1 POST OFFICE, SQUARE FL 25, BOSTON, MA 02109
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JANE STEIN
400 ATLANTIC AVE, BOSTON, MA 021103333
TRUSTEE2$0
ADAM STEIN
400 ATLANTIC AVE, BOSTON, MA 021103333
TRUSTEE2$0
GERDA STEIN
400 ATLANTIC AVE, BOSTON, MA 021103333
TRUSTEE2$0
ALAN ROTTENBERG
400 ATLANTIC AVE, BOSTON, MA 021103333
TRUSTEE2$0

Address and contacts

Address (IRS master file)
CO GS 1 POST OFFICE SQUARE FL 2, BOSTON, MA 02109-0000
In care of
% GOULSTON & STORRS PC
Signed the 990-PF
ALAN ROTTENBERG, TRUSTEE
Phone
(617) 482-1776
Return prepared by
PKF O'CONNOR DAVIES ADVISORY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-7017184
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
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$54,884,454
Income (IRS master file)
$18,467,600

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,055,965$3,991,509$54,884,454IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$2,730,883$4,604,665$50,821,793XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 47-7017184).

Questions about CHESTNUT FUND

What is the EIN of CHESTNUT FUND?
The employer identification number (EIN) of CHESTNUT FUND is 47-7017184.
Is CHESTNUT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to CHESTNUT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHESTNUT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of CHESTNUT FUND 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 CHESTNUT FUND 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 CHESTNUT FUND?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does CHESTNUT FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,055,965, expenses of $3,991,509 and total assets of $54,884,454 at year end.

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