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Nonprofit · EIN 04-3078302

NORTHEAST CHARITABLE TRUST

Tax-exempt · BOSTON, MA 02110

Financials

$33K$27K2023$45K$29K2024$41K$30K2025
Revenue Expenses · by fiscal year end
Financials of NORTHEAST CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$40,538$30,010$10,528$252,177$0$252,177
December 31, 2024990-PF$45,260$28,860$16,400$241,649$0$241,649
December 31, 2023990-PF$33,004$27,051$5,953$225,249$0$225,249
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,311
Net gain from sales of assets
$34,227

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$21,211
Excise tax on investment income
$547

Balance sheet and other

Total assets, start of year
$241,649
Total assets, end of year
$252,177
Total liabilities, end of year
$0
Net assets, end of year
$252,177
Fair market value of assets
$686,848
Qualifying distributions
$21,211
Net investment income
$40,486

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.

NameTitleHours / weekCompensation
NANCY M MULLIGAN
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JOHN LAWRIE JR
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JUSTIN OATES
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
NANCY M MULLIGAN
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JOHN LAWRIE JR
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JUSTIN OATES
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
NANCY M MULLIGAN
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JOHN LAWRIE JR
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0
JUSTIN OATES
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110
TRUSTEE1$0

Address and contacts

Address (IRS master file)
24 FEDERAL STREET 9TH FLR, BOSTON, MA 02110-2516
In care of
% MARIANNA M OBRIEN
Signed the 990-PF
NANCY M MULLIGAN, TRUSTEE
Phone
(617) 523-3588
Return prepared by
NORTHEAST INVESTMENT MANAGEMENT INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3078302
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$252,177
Income (IRS master file)
$64,355

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$40,538$30,010$252,177XML
990-PFDecember 2024$45,260$28,860$241,649XML
990-PFDecember 2023$33,004$27,051$225,249XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-3078302).

Questions about NORTHEAST CHARITABLE TRUST

What is the EIN of NORTHEAST CHARITABLE TRUST?
The employer identification number (EIN) of NORTHEAST CHARITABLE TRUST is 04-3078302.
Is NORTHEAST CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to NORTHEAST CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORTHEAST CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of NORTHEAST CHARITABLE TRUST 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 NORTHEAST CHARITABLE TRUST 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 NORTHEAST CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does NORTHEAST CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,538, expenses of $30,010 and total assets of $252,177 at year end.

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