Nonprofit · EIN 85-6466998
SPRINGER-LU FAMILY FOUNDATION
Also known as CHAFEN LU TTEE
Tax-exempt · CHESTNUT HILL, MA 02467
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $826,400 | $755,500 | $70,900 | $14,185,529 | $0 | $14,185,529 |
| December 31, 2023 | 990-PF | $584,081 | $739,659 | -$155,578 | $14,114,629 | $0 | $14,114,629 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $638,372
- Interest
- $9,198
- Net gain from sales of assets
- $178,830
Expenses
- Grants and similar amounts paid
- $653,766
- Compensation of officers, directors and key employees
- $18,000
- Disbursements for charitable purposes
- $675,839
- Excise tax on investment income
- $10,646
Balance sheet and other
- Total assets, start of year
- $14,114,629
- Total assets, end of year
- $14,185,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,185,529
- Fair market value of assets
- $15,426,568
- Qualifying distributions
- $675,839
- Net investment income
- $826,400
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 |
|---|---|---|---|
| CHAFEN LU 36 WOODMAN ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 4 | $18,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAFEN LU 36 WOODMAN ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 4 | $18,000 |
Address and contacts
- Address (IRS master file)
- 36 WOODMAN RD, CHESTNUT HILL, MA 02467-1222
- In care of
- % CHAFEN LU
- Signed the 990-PF
- CHAFEN LU, TRUSTEE
- Phone
- (617) 212-3757
- Return prepared by
- DAVIES & MONAHAN 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
- 85-6466998
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,185,529
- Income (IRS master file)
- $5,629,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $826,400 | $755,500 | $14,185,529 | XML |
| 990-PF | December 2023 | $584,081 | $739,659 | $14,114,629 | XML |
| 990-PF | December 2022 | -$932,703 | $384,890 | $14,270,207 | 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 85-6466998).
Questions about SPRINGER-LU FAMILY FOUNDATION
- What is the EIN of SPRINGER-LU FAMILY FOUNDATION?
- The employer identification number (EIN) of SPRINGER-LU FAMILY FOUNDATION is 85-6466998.
- Is SPRINGER-LU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SPRINGER-LU FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPRINGER-LU FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPRINGER-LU FAMILY FOUNDATION 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 SPRINGER-LU FAMILY FOUNDATION 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 SPRINGER-LU FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $18,000 (CHAFEN LU, TRUSTEE).
- How much revenue does SPRINGER-LU FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $826,400, expenses of $755,500 and total assets of $14,185,529 at year end.
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All nonprofits in CHESTNUT HILL · Massachusetts · Philanthropy, voluntarism and grantmaking foundations