Nonprofit · EIN 47-7387821
ILENE BEAL CHARITABLE FDN
Also known as J BRIAN POTTS TTEE
Tax-exempt · WESTON, MA 02493
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $267,846 | $1,099,587 | -$831,741 | $9,284,573 | $0 | $9,284,573 |
| December 31, 2023 | 990-PF | $314,317 | $1,000,828 | -$686,511 | $10,023,358 | $0 | $10,023,358 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $235,578
- Net gain from sales of assets
- $61,239
- Other income
- -$28,971
Expenses
- Grants and similar amounts paid
- $865,000
- Compensation of officers, directors and key employees
- $180,000
- Disbursements for charitable purposes
- $865,000
- Excise tax on investment income
- $3,986
Balance sheet and other
- Total assets, start of year
- $10,023,358
- Total assets, end of year
- $9,284,573
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,284,573
- Fair market value of assets
- $18,221,307
- Qualifying distributions
- $865,000
- Net investment income
- $296,817
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 |
|---|---|---|---|
| J BRIAN POTTS 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $60,000 |
| DAVID VAUGHN 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $60,000 |
| GINA REGINA 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $60,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J BRIAN POTTS 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $40,000 |
| DAVID VAUGHN 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $40,000 |
| GINA REGINA 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $40,000 |
| KATHLEEN M MCCARTHY 320 CONANT RD, WESTON, MA 02493 | TRUSTEE | 4 | $25,055 |
Address and contacts
- Address (IRS master file)
- 320 CONANT RD, WESTON, MA 02493-1755
- In care of
- % FIDUCIARY TRUST COMPANY
- Signed the 990-PF
- J BRIAN POTTS, TRUSTEE
- Phone
- (617) 733-2020
- Return prepared by
- WALDRON H RAND & CO PC
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
- 47-7387821
- 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)
- $9,284,573
- Income (IRS master file)
- $1,728,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $267,846 | $1,099,587 | $9,284,573 | XML |
| 990-PF | December 2023 | $314,317 | $1,000,828 | $10,023,358 | 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 47-7387821).
Questions about ILENE BEAL CHARITABLE FDN
- What is the EIN of ILENE BEAL CHARITABLE FDN?
- The employer identification number (EIN) of ILENE BEAL CHARITABLE FDN is 47-7387821.
- Is ILENE BEAL CHARITABLE FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ILENE BEAL CHARITABLE FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ILENE BEAL CHARITABLE FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ILENE BEAL CHARITABLE FDN 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 ILENE BEAL CHARITABLE FDN 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 ILENE BEAL CHARITABLE FDN?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $60,000 (J BRIAN POTTS, TRUSTEE).
- How much revenue does ILENE BEAL CHARITABLE FDN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $267,846, expenses of $1,099,587 and total assets of $9,284,573 at year end.
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