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Nonprofit · EIN 04-6828957

ODONNELL FAMILY CHARITABLE TRUST

Also known as EISEN WILLIAM J TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$391K$119K2023$37K$1M2024$7K$8K2025
Revenue Expenses · by fiscal year end
Financials of ODONNELL FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,093$7,591-$498$172,361$0$172,361
December 31, 2024990-PF$36,859$1,037,697-$1,000,838$172,859$0$172,859
December 31, 2023990-PF$390,618$119,088$271,530$1,173,697$0$1,173,697
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,093

Expenses

Grants and similar amounts paid
$5,000
Disbursements for charitable purposes
$5,000
Excise tax on investment income
$99

Balance sheet and other

Total assets, start of year
$172,859
Total assets, end of year
$172,361
Total liabilities, end of year
$0
Net assets, end of year
$172,361
Fair market value of assets
$172,361
Qualifying distributions
$5,000
Net investment income
$7,093

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
JOSEPH MATZKIN ESQUIRE
PARTRIDGE SNOW AND HAHN, 30 FEDERAL STREET, BOSTON, MA 02110
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JOSEPH MATZKIN ESQUIRE
PARTRIDGE SNOW AND HAHN, 30 FEDERAL STREET, BOSTON, MA 02110
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOSEPH MATZKIN ESQUIRE
PARTRIDGE SNOW AND HAHN, 30 FEDERAL STREET, BOSTON, MA 02110
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PARTRIDGE SNOW HAHN 30 FEDERAL ST, BOSTON, MA 02110-0000
In care of
% LOURIE & CUTLER PC
Signed the 990-PF
JOSEPH MATZKIN ESQUIRE, TRUSTEE
Phone
(617) 292-7900
Return prepared by
MORNEAU & BLANCHETTE INC

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
04-6828957
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$172,361
Income (IRS master file)
$7,093

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,093$7,591$172,361XML
990-PFDecember 2024$36,859$1,037,697$172,859XML
990-PFDecember 2023$390,618$119,088$1,173,697XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 04-6828957).

Questions about ODONNELL FAMILY CHARITABLE TRUST

What is the EIN of ODONNELL FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of ODONNELL FAMILY CHARITABLE TRUST is 04-6828957.
Is ODONNELL FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to ODONNELL FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ODONNELL FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ODONNELL FAMILY CHARITABLE TRUST 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 ODONNELL FAMILY CHARITABLE TRUST 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 ODONNELL FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ODONNELL FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,093, expenses of $7,591 and total assets of $172,361 at year end.

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