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Nonprofit · EIN 04-6599655

HATHAWAY MEMORIAL CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$67K$107K2023$171K$130K2024
Revenue Expenses · by fiscal year end
Financials of HATHAWAY MEMORIAL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$171,220$130,288$40,932$1,766,059$0$1,766,059
July 31, 2024990-PF$67,362$107,360-$39,998$1,726,860$0$1,726,860
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$50,503
Net gain from sales of assets
$120,717

Expenses

Grants and similar amounts paid
$88,200
Compensation of officers, directors and key employees
$30,733
Disbursements for charitable purposes
$101,519
Excise tax on investment income
$1,963

Balance sheet and other

Total assets, start of year
$1,726,861
Total assets, end of year
$1,766,059
Total liabilities, end of year
$0
Net assets, end of year
$1,766,059
Fair market value of assets
$2,243,857
Qualifying distributions
$101,519
Net investment income
$169,352

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$24,703
EYDIE A FURTADO
1501 COUNTY STREET, SOMERSET, MA 02726
CO-TRUSTEE1$1,530
CHARLES E REED
29 RIVERVIEW AVENUE, SWANSEA, MA 02777
CO-TRUSTEE1$1,500
CHERYL L RIEDER
21 OLD COLONY DRIVE, PLYMOUTH, MA 02360
CO-TRUSTEE1$1,500
JAMISON SOUZA
2290 RIVERSIDE AVE, SOMERSET, MA 02726
CO-TRUSTEE1$1,500
ALLEN SMITH
254 DWELLY RD, SOMERSET, MA 02726
CO-TRUSTEE1$0
990-PF for the year ended July 31, 2024: 6 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$22,461
CHARLES E REED
29 RIVERVIEW AVENUE, SWANSEA, MA 02777
CO-TRUSTEE1$0
ALLEN SMITH
254 DWELLY RD, SOMERSET, MA 02726
CO-TRUSTEE1$0
CHERYL L RIEDER
21 OLD COLONY DRIVE, PLYMOUTH, MA 02360
CO-TRUSTEE1$0
EYDIE A FURTADO
1501 COUNTY STREET, SOMERSET, MA 02726
CO-TRUSTEE1$0
JAMISON SOUZA
2290 RIVERSIDE AVE, SOMERSET, MA 02726
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% DURFEE ATTLEBORO BANK
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
04-6599655
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
1992
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$1,766,059
Income (IRS master file)
$312,228

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$171,220$130,288$1,766,059XML
990-PFJuly 2024$67,362$107,360$1,726,860XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––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 04-6599655).

Questions about HATHAWAY MEMORIAL CHARITABLE TRUST

What is the EIN of HATHAWAY MEMORIAL CHARITABLE TRUST?
The employer identification number (EIN) of HATHAWAY MEMORIAL CHARITABLE TRUST is 04-6599655.
Is HATHAWAY MEMORIAL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to HATHAWAY MEMORIAL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HATHAWAY MEMORIAL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HATHAWAY MEMORIAL CHARITABLE TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HATHAWAY MEMORIAL CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of HATHAWAY MEMORIAL CHARITABLE TRUST?
The 990-PF for the year ended July 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $24,703 (BANK OF AMERICA, TRUSTEE).
How much revenue does HATHAWAY MEMORIAL CHARITABLE TRUST have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $171,220, expenses of $130,288 and total assets of $1,766,059 at year end.

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