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Nonprofit · EIN 04-6038982

ETHEL H BRADLEY TRUST UW FBO 002835

Also known as CAPE ANN SAVINGS BANK

Tax-exempt · GLOUCESTER, MA 01930

Financials

$40K$60K2023$78K$54K2024$100K$70K2025
Revenue Expenses · by fiscal year end
Financials of ETHEL H BRADLEY TRUST UW FBO 002835 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$99,746$70,453$29,293$1,031,213$0$1,031,213
December 31, 2024990-PF$78,083$53,898$24,185$1,002,136$0$1,002,136
December 31, 2023990-PF$40,185$59,779-$19,594$977,539$0$977,539
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,142
Net gain from sales of assets
$65,578
Other income
$26

Expenses

Grants and similar amounts paid
$61,225
Compensation of officers, directors and key employees
$6,404
Disbursements for charitable purposes
$63,822
Excise tax on investment income
$1,314

Balance sheet and other

Total assets, start of year
$1,002,136
Total assets, end of year
$1,031,213
Total liabilities, end of year
$0
Net assets, end of year
$1,031,213
Fair market value of assets
$1,325,689
Qualifying distributions
$63,822
Net investment income
$99,608

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
CAPE ANN SAVINGS BANK
109 MAIN STREET, GLOUCESTER, MA 01930
TRUSTEE1$6,404
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANK
109 MAIN STREET, GLOUCESTER, MA 01930
TRUSTEE1$6,242
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANK
109 MAIN STREET, GLOUCESTER, MA 01930
TRUSTEE1$5,731

Address and contacts

Address (IRS master file)
109 MAIN ST, GLOUCESTER, MA 01930-5701
Signed the 990-PF
CAPE ANN SAVINGS BANK, TRUSTEE
Phone
(978) 283-7079
Return prepared by
DELOITTE TAX 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 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
04-6038982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,031,213
Income (IRS master file)
$416,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$99,746$70,453$1,031,213IRS
990-PFDecember 2024$78,083$53,898$1,002,136XML
990-PFDecember 2023$40,185$59,779$977,539XML
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 04-6038982).

Questions about ETHEL H BRADLEY TRUST UW FBO 002835

What is the EIN of ETHEL H BRADLEY TRUST UW FBO 002835?
The employer identification number (EIN) of ETHEL H BRADLEY TRUST UW FBO 002835 is 04-6038982.
Is ETHEL H BRADLEY TRUST UW FBO 002835 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ETHEL H BRADLEY TRUST UW FBO 002835 file?
Form 990-PF. Private foundations file every year.
When is the next return of ETHEL H BRADLEY TRUST UW FBO 002835 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 ETHEL H BRADLEY TRUST UW FBO 002835 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 ETHEL H BRADLEY TRUST UW FBO 002835?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,404 (CAPE ANN SAVINGS BANK, TRUSTEE).
How much revenue does ETHEL H BRADLEY TRUST UW FBO 002835 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $99,746, expenses of $70,453 and total assets of $1,031,213 at year end.

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