Nonprofit · EIN 04-6541215
CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR
Also known as SUSAN M HERRON ET AL CO TTEES
Tax-exempt · GLOUCESTER, MA 01930
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $34,930 | $33,447 | $1,483 | $676,887 | $0 | $676,887 |
| December 31, 2024 | 990 | $32,098 | $30,774 | $1,324 | $675,762 | $0 | $675,762 |
| December 31, 2023 | 990 | $24,825 | $30,857 | -$6,032 | $673,924 | $0 | $673,924 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $34,930
- Net gain from sales of assets
- $6,601
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,739
- Compensation of officers, directors and key employees
- $5,251
- Salaries, compensation and benefits (total)
- $5,251
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $26,739
- Management and general (functional)
- $6,708
Balance sheet and other
- Total assets, start of year
- $675,762
- Total assets, end of year
- $676,887
- Total liabilities, end of year
- $0
- Net assets, end of year
- $676,887
- Publicly traded securities
- $639,595
- Gross receipts
- $232,271
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- MA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAPE ANN SAVINGS BANK | TRUSTEE Institutional trustee | – | $5,251 |
| CHERYL ANDREWS | TREASURER Trustee or director, Officer | – | $0 |
| SANDRA J BARRY | TRUSTEE Trustee or director | – | $0 |
| ANNE E PARSONS | TRUSTEE Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAPE ANN SAVINGS BANK | TRUSTEE Institutional trustee | 1 | $4,379 |
| CYNTHIA MALLETTE | TRUSTEE Trustee or director | 1 | $0 |
| ANNE E PARSON | TRUSTEE Trustee or director | 1 | $0 |
| SANDRA J BARRY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAPE ANN SAVINGS BANK | TRUSTEE Institutional trustee | 1 | $3,889 |
| CYNTHIA MALLETTE | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN M HERRON | TRUSTEE Trustee or director | 1 | $0 |
| MARY A WILHELM | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 109 MAIN ST, GLOUCESTER, MA 01930-5701
- In care of
- % CAPE ANN SAVINGS BANK
- Principal officer (990 for 2025)
- SUSAN M HERRON MARY A WILHELM, 109 MAIN STREET, GLOUCESTER, MA 01930
- Signed the 990
- CAPE ANN SAVINGS BANK, TRUSTEE
- Phone
- (978) 283-7079
- Return prepared by
- DELOITTE TAX LLP
Mission
THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.
Program accomplishments
- THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.grants $26,739
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6541215
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $676,887
- Income (IRS master file)
- $232,271
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $34,930 | $33,447 | $676,887 | IRS |
| 990 | December 2024 | $32,098 | $30,774 | $675,762 | XML |
| 990 | December 2023 | $24,825 | $30,857 | $673,924 | XML |
| 990 | December 2022 | $33,558 | $32,073 | $680,112 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 04-6541215).
Questions about CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR
- What is the EIN of CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR?
- The employer identification number (EIN) of CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR is 04-6541215.
- Is CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR 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 CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR?
- The 990 for the year ended December 31, 2025 names SUSAN M HERRON MARY A WILHELM.
- Who are the officers and directors of CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR?
- The 990 for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $5,251 (CAPE ANN SAVINGS BANK, TRUSTEE).
- How much revenue does CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $34,930, expenses of $33,447 and total assets of $676,887 at year end.
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