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Nonprofit · EIN 04-6404073

MARY C OBRIEN CHARITABLE TRUST

Tax-exempt · BOSTON, MA 02205

Financials

$27K$50K2023$23K$53K2024
Revenue Expenses · by fiscal year end
Financials of MARY C OBRIEN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$23,314$53,189-$29,875$538,580$0$538,580
March 31, 2024990-PF$26,670$50,390-$23,720$568,455$0$568,455
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Dividends
$19,675
Net gain from sales of assets
$3,639

Expenses

Grants and similar amounts paid
$39,760
Compensation of officers, directors and key employees
$11,897
Disbursements for charitable purposes
$41,230
Excise tax on investment income
$159

Balance sheet and other

Total assets, start of year
$568,455
Total assets, end of year
$538,580
Total liabilities, end of year
$0
Net assets, end of year
$538,580
Fair market value of assets
$802,319
Qualifying distributions
$41,230
Net investment income
$23,789

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$11,897
STEPHEN R HOYE
20 ASHLAND STREET, TAUNTON, MA 02780
TRUSTEE0$0
990-PF for the year ended March 31, 2024: 2 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$10,732
STEPHEN R HOYE
20 ASHLAND STREET, TAUNTON, MA 02780
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 55806, BOSTON, MA 02205-5806
In care of
% FIDUCIARY TR CO
Signed the 990-PF
FIDUCIARY TRUST COMPANY, TRUSTEE
Phone
(617) 482-5270
Return prepared by
FIDUCIARY TRUST COMPANY

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
04-6404073
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
1987
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$538,580
Income (IRS master file)
$50,926

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$23,314$53,189$538,580XML
990-PFMarch 2024$26,670$50,390$568,455XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 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 04-6404073).

Questions about MARY C OBRIEN CHARITABLE TRUST

What is the EIN of MARY C OBRIEN CHARITABLE TRUST?
The employer identification number (EIN) of MARY C OBRIEN CHARITABLE TRUST is 04-6404073.
Is MARY C OBRIEN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MARY C OBRIEN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY C OBRIEN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY C OBRIEN CHARITABLE TRUST due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY C OBRIEN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of MARY C OBRIEN CHARITABLE TRUST?
The 990-PF for the year ended March 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $11,897 (FIDUCIARY TRUST COMPANY, TRUSTEE).
How much revenue does MARY C OBRIEN CHARITABLE TRUST have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $23,314, expenses of $53,189 and total assets of $538,580 at year end.

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