Irvin And Marion Erb Charitabletrust

Fitchburg, MA
Tax-exempt since Aug. 2006
EIN: 20-5142862

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$58k (2023)

Expenses

$106k (2023)

Total Assets

$1.47M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$57,958

Expenses

$106,219

Net Income

-$48,261

Net Assets

$1,467,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.1%
Dividends	$62,511	> 100%
Sales of Assets	-$4,583
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,525	87.1%
Compensation of Officers*	$12,000	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,467,636
Total Liabilities	$0
Net Assets	$1,467,636

Compensation

Key Employees and Officers	Compensation	Other
Elisha W Erb (Trustee)	$6,000	$0
David G Southcotte Sr (Trustee)	$6,000	$0

990-PF

Filed on April 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$56,743

Expenses

$99,735

Net Income

-$42,992

Net Assets

$1,515,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103	0.2%
Dividends	$61,066	> 100%
Sales of Assets	-$5,054
Other Income	$628	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,250	87.5%
Compensation of Officers*	$11,600	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,515,898
Total Liabilities	$0
Net Assets	$1,515,898

Compensation

Key Employees and Officers	Compensation	Other
Elisha W Erb (Trustee)	$5,800	$0
David G Southcotte Sr (Trustee)	$5,800	$0

990-PF

Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$61,055

Expenses

$88,188

Net Income

-$27,133

Net Assets

$1,558,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74	0.1%
Dividends	$61,876	> 100%
Sales of Assets	-$895
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,125	87.5%
Compensation of Officers*	$11,000	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,558,888
Total Liabilities	$0
Net Assets	$1,558,888

Compensation

Key Employees and Officers	Compensation	Other
Elisha W Erb (Trustee)	$5,500	$0
David G Southcotte Sr (Trustee)	$5,500	$0

990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$61,774

Expenses

$100,916

Net Income

-$39,142

Net Assets

$1,586,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$690	1.1%
Dividends	$61,084	98.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,025	86.2%
Compensation of Officers*	$11,700	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,586,021
Total Liabilities	$1
Net Assets	$1,586,020

Compensation

Key Employees and Officers	Compensation	Other
Elisha W Erb (Trustee)	$5,850	$0
David G Southcotte Sr (Trustee)	$5,850	$0

990-PF

Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$67,907

Expenses

$101,681

Net Income

-$33,774

Net Assets

$1,625,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,062	1.6%
Dividends	$66,846	98.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,840	88.4%
Compensation of Officers*	$11,100	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,625,165
Total Liabilities	$0
Net Assets	$1,625,165

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Expenses

$123,386

Net Income

-$54,963

Net Assets

$1,850,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$671	1.0%
Dividends	$81,122	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,022	87.5%
Compensation of Officers*	$13,300	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,850,009
Total Liabilities	$0
Net Assets	$1,850,009

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$83,809

Expenses

$123,959

Net Income

-$40,150

Net Assets

$1,898,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$169	0.2%
Dividends	$82,058	97.9%
Sales of Assets	$1,582	1.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,361	85.8%
Compensation of Officers*	$13,600	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,898,284
Total Liabilities	$0
Net Assets	$1,898,284

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$79,578

Expenses

$121,979

Net Income

-$42,401

Net Assets

$1,936,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97	0.1%
Dividends	$77,946	97.9%
Sales of Assets	$1,535	1.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,161	84.6%
Compensation of Officers*	$13,100	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,936,154
Total Liabilities	$0
Net Assets	$1,936,154

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$54,018

Expenses

$119,439

Net Income

-$65,421

Net Assets

$1,975,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128	0.2%
Dividends	$81,988	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,507	83.3%
Compensation of Officers*	$12,700	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,975,772
Total Liabilities	$0
Net Assets	$1,975,772

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$80,523

Expenses

$111,591

Net Income

-$31,068

Net Assets

$2,034,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$305	0.4%
Dividends	$80,069	99.4%
Sales of Assets	$149	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,790	84.0%
Compensation of Officers*	$12,300	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,034,679
Total Liabilities	$0
Net Assets	$2,034,679

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated June 30, 2025

Irvin And Marion Erb Charitabletrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58k (2023)

Expenses $106k (2023)

Total Assets $1.47M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2008

Revenue

$58k (2023)

Expenses

$106k (2023)

Total Assets

$1.47M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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