Nonprofit · EIN 81-4558318
ANN THEODORE FOUNDATION
Also known as AMY NAUGHTON ESQ TTEE
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $7,584,132 | $10,322,006 | -$2,737,874 | $73,632,557 | $0 | $73,632,557 |
| November 30, 2023 | 990-PF | $1,771,010 | $9,325,841 | -$7,554,831 | $76,370,431 | $0 | $76,370,431 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $839,435
- Interest
- $13,631
- Net gain from sales of assets
- $2,939,459
- Other income
- $3,791,607
Expenses
- Grants and similar amounts paid
- $9,173,557
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,710,246
- Excise tax on investment income
- $97,100
Balance sheet and other
- Total assets, start of year
- $76,370,431
- Total assets, end of year
- $73,632,557
- Total liabilities, end of year
- $0
- Net assets, end of year
- $73,632,557
- Fair market value of assets
- $125,893,434
- Qualifying distributions
- $9,710,246
- Net investment income
- $7,594,818
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY NAUGHTON LOURIE CUTLER PC, 60 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY NAUGHTON LOURIE CUTLER PC, 60 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 60 STATE STREET, BOSTON, MA 02109-1800
- In care of
- % AMY NAUGHTON ESQ
- Signed the 990-PF
- AMY NAUGHTON, TRUSTEE
- Phone
- (617) 742-6720
- Return prepared by
- PECK ASSOCIATES 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4558318
- 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
- 2018
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $73,632,557
- Income (IRS master file)
- $11,943,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $7,584,132 | $10,322,006 | $73,632,557 | XML |
| 990-PF | November 2023 | $1,771,010 | $9,325,841 | $76,370,431 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2019 | – | – | – | 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 81-4558318).
Questions about ANN THEODORE FOUNDATION
- What is the EIN of ANN THEODORE FOUNDATION?
- The employer identification number (EIN) of ANN THEODORE FOUNDATION is 81-4558318.
- Is ANN THEODORE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ANN THEODORE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN THEODORE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN THEODORE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN THEODORE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of ANN THEODORE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ANN THEODORE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $7,584,132, expenses of $10,322,006 and total assets of $73,632,557 at year end.
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