Nonprofit · EIN 83-6248040
JANE S YOUNG CHARITABLE TR
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $119,626 | $193,341 | -$73,715 | $1,012,184 | $0 | $1,012,184 |
| December 31, 2023 | 990-PF | $60,806 | $91,137 | -$30,331 | $1,086,030 | $0 | $1,086,030 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $37,084
- Net gain from sales of assets
- $82,542
Expenses
- Grants and similar amounts paid
- $175,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $175,000
- Excise tax on investment income
- $1,415
Balance sheet and other
- Total assets, start of year
- $1,086,030
- Total assets, end of year
- $1,012,184
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,012,184
- Fair market value of assets
- $1,463,463
- Qualifying distributions
- $175,000
- Net investment income
- $119,086
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 |
|---|---|---|---|
| JEFFREY L BERNIER C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| BRACKEN HENDRICKS C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY L BERNIER C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| BRACKEN HENDRICKS C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- JM FORBES 121 MOUNT VERNON STREET, BOSTON, MA 02108-0000
- In care of
- % J M FORBES & CO LLP
- Signed the 990-PF
- JEFFREY L BERNIER, TRUSTEE
- Phone
- (617) 423-5705
- Website
- WWW.GUIDESTAR.ORG
- Return prepared by
- JM FORBES & CO LLP
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
- 83-6248040
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,012,184
- Income (IRS master file)
- $422,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $119,626 | $193,341 | $1,012,184 | IRS |
| 990-PF | December 2023 | $60,806 | $91,137 | $1,086,030 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-6248040).
Questions about JANE S YOUNG CHARITABLE TR
- What is the EIN of JANE S YOUNG CHARITABLE TR?
- The employer identification number (EIN) of JANE S YOUNG CHARITABLE TR is 83-6248040.
- Is JANE S YOUNG CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JANE S YOUNG CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANE S YOUNG CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANE S YOUNG CHARITABLE TR 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 JANE S YOUNG CHARITABLE TR 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 JANE S YOUNG CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JANE S YOUNG CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $119,626, expenses of $193,341 and total assets of $1,012,184 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations