Nonprofit · EIN 82-3209158
TFC FINANCIAL CHARITABLE FOUNDATION INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $17,306 | $11,803 | $5,503 | $148,491 | $0 | $148,491 |
| December 31, 2024 | 990-PF | $13,573 | $11,711 | $1,862 | $142,986 | $0 | $142,986 |
| December 31, 2023 | 990-PF | $4,000 | $1,572 | $2,428 | $141,124 | $0 | $141,124 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Dividends
- $4,037
- Net gain from sales of assets
- $3,269
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $11,700
- Excise tax on investment income
- $101
Balance sheet and other
- Total assets, start of year
- $142,986
- Total assets, end of year
- $148,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $148,491
- Fair market value of assets
- $182,197
- Qualifying distributions
- $11,700
- Net investment income
- $7,306
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 |
|---|---|---|---|
| RENEE K KWOK 35 WOODLAWN DRIVE, NEWTON, MA 02467 | PRESIDENT, TREASURER, DIRECTOR | 0 | $0 |
| LEANN N SULLIVAN 9 CEDAR HILL DRIVE, WESTWOOD, MA 02090 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L JOSLIN 145 FOREST STREET, WELLESLEY, MA 02482 | PRESIDENT/DIRECTOR | 0 | $0 |
| RENEE K KWOK 35 WOODLAWN DRIVE, CHESNUT HILL, MA 02467 | TREASURER/DIRECTOR | 0 | $0 |
| DANIEL S KERN 195 BEACON STREET, BOSTON, MA 02116 | SECRETARY/DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L JOSLIN 145 FOREST STREET, WELLESLEY, MA 02482 | PRESIDENT/DIRECTOR | 0 | $0 |
| RENEE K KWOK 35 WOODLAWN DRIVE, CHESNUT HILL, MA 02467 | TREASURER/DIRECTOR | 0 | $0 |
| DANIEL S KERN 195 BEACON STREET, BOSTON, MA 02116 | SECRETARY/DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 260 FRANKLIN ST STE 1888, BOSTON, MA 02110-3112
- In care of
- % RENEE K KWOK
- Signed the 990-PF
- RENEE K KWOK, PRESIDENT & CLERK
- Phone
- (617) 210-6707
- Return prepared by
- WOLF & COMPANY 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 | 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
- 82-3209158
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $148,491
- Income (IRS master file)
- $17,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $17,306 | $11,803 | $148,491 | IRS |
| 990-PF | December 2024 | $13,573 | $11,711 | $142,986 | XML |
| 990-PF | December 2023 | $4,000 | $1,572 | $141,124 | 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 82-3209158).
Questions about TFC FINANCIAL CHARITABLE FOUNDATION INC
- What is the EIN of TFC FINANCIAL CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of TFC FINANCIAL CHARITABLE FOUNDATION INC is 82-3209158.
- Is TFC FINANCIAL CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to TFC FINANCIAL CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TFC FINANCIAL CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TFC FINANCIAL CHARITABLE FOUNDATION INC 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 TFC FINANCIAL CHARITABLE FOUNDATION INC 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 TFC FINANCIAL CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TFC FINANCIAL CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,306, expenses of $11,803 and total assets of $148,491 at year end.
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All nonprofits in BOSTON · Massachusetts · Public and societal benefit