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Nonprofit · EIN 04-3249244

MERRIMAC CHARITABLE TR II

Also known as EVERTS NELSON T TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$7K$42K2023$22K$51K2024$36K$48K2025
Revenue Expenses · by fiscal year end
Financials of MERRIMAC CHARITABLE TR II by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$36,207$48,410-$12,203$253,149$0$253,149
December 31, 2024990-PF$22,029$50,585-$28,556$265,352$0$265,352
December 31, 2023990-PF$7,478$41,845-$34,367$293,908$0$293,908
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,070
Interest
$10
Net gain from sales of assets
$18,127

Expenses

Grants and similar amounts paid
$44,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$46,135
Excise tax on investment income
$472

Balance sheet and other

Total assets, start of year
$265,352
Total assets, end of year
$253,149
Total liabilities, end of year
$0
Net assets, end of year
$253,149
Fair market value of assets
$1,084,918
Qualifying distributions
$46,135
Net investment income
$36,207

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
SUSAN ALLEN
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
JOSHUA STEWART
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
ROBERT EVERTS
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
SUSAN ALLEN
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
JOSHUA STEWART
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
ROBERT EVERTS
C/O EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SUSAN ALLEN
C/O EDELSTEIN COMPANY 160 FEDERAL, ST, BOSTON, MA 02110
TRUSTEE0.5$0
JOSHUA STEWART
C/O EDELSTEIN COMPANY 160 FEDERAL, ST, BOSTON, MA 02110
TRUSTEE0.5$0
ROBERT EVERTS
C/O EDELSTEIN COMPANY 160 FEDERAL, ST, BOSTON, MA 02110
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
CO EISNERAMPER 160 FEDERAL ST, BOSTON, MA 02110-0000
In care of
% EDELSTEIN CO LLP
Signed the 990-PF
ROBERT EVERTS, TRUSTEE
Phone
(617) 227-6161
Return prepared by
EAG NEW ENGLAND LLC

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
04-3249244
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$253,149
Income (IRS master file)
$43,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$36,207$48,410$253,149XML
990-PFDecember 2024$22,029$50,585$265,352XML
990-PFDecember 2023$7,478$41,845$293,908XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-3249244).

Questions about MERRIMAC CHARITABLE TR II

What is the EIN of MERRIMAC CHARITABLE TR II?
The employer identification number (EIN) of MERRIMAC CHARITABLE TR II is 04-3249244.
Is MERRIMAC CHARITABLE TR II tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MERRIMAC CHARITABLE TR II tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERRIMAC CHARITABLE TR II file?
Form 990-PF. Private foundations file every year.
When is the next return of MERRIMAC CHARITABLE TR II 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 MERRIMAC CHARITABLE TR II 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 MERRIMAC CHARITABLE TR II?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MERRIMAC CHARITABLE TR II have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,207, expenses of $48,410 and total assets of $253,149 at year end.

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