Nonprofit · EIN 04-6869589
ROWE FAM CHAR TR
Also known as ROWE PATRICIA T TTEE
Tax-exempt · NEWTON, MA 02458
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $362,413 | $126,540 | $235,873 | $1,172,767 | $0 | $1,172,767 |
| December 31, 2024 | 990-PF | $413,093 | $49,762 | $363,331 | $1,085,470 | $0 | $1,085,470 |
| December 31, 2023 | 990-PF | $126,846 | $92,833 | $34,013 | $791,858 | $0 | $791,858 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $150,037
- Dividends
- $26,738
- Interest
- $887
- Net gain from sales of assets
- $184,751
Expenses
- Grants and similar amounts paid
- $106,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $106,000
- Excise tax on investment income
- $2,792
Balance sheet and other
- Total assets, start of year
- $1,085,470
- Total assets, end of year
- $1,172,767
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,172,767
- Fair market value of assets
- $1,406,255
- Qualifying distributions
- $106,000
- Net investment income
- $212,376
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWE 100 NONANTUM STREET, NEWTON, MA 02458 | TRUSTEE | 0 | $0 |
| PATRICK D ROWE 78 RICE ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| TERENCE ROWE 11519 SE STEVENS ROAD, HAPPY VALLEY, OR 97222 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWE 100 NONANTUM STREET, NEWTON, MA 02458 | TRUSTEE | 0 | $0 |
| PATRICK D ROWE 78 RICE ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| TERENCE ROWE 11519 SE STEVENS ROAD, HAPPY VALLEY, OR 97222 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWE 100 NONANTUM STREET, NEWTON, MA 02458 | TRUSTEE | 0 | $0 |
| PATRICK D ROWE 78 RICE ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| TERENCE ROWE 11519 SE STEVENS ROAD, HAPPY VALLEY, OR 97222 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 NONANTUM ST, NEWTON, MA 02458-2444
- Signed the 990-PF
- PATRICIA ROWE, TRUSTEE
- Phone
- (857) 498-0706
- Return prepared by
- HT FAMILY SELECT SERVICES
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6869589
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,172,767
- Income (IRS master file)
- $499,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $362,413 | $126,540 | $1,172,767 | IRS |
| 990-PF | December 2024 | $413,093 | $49,762 | $1,085,470 | XML |
| 990-PF | December 2023 | $126,846 | $92,833 | $791,858 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 04-6869589).
Questions about ROWE FAM CHAR TR
- What is the EIN of ROWE FAM CHAR TR?
- The employer identification number (EIN) of ROWE FAM CHAR TR is 04-6869589.
- Is ROWE FAM CHAR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROWE FAM CHAR TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROWE FAM CHAR TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROWE FAM CHAR 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 ROWE FAM CHAR TR 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 ROWE FAM CHAR TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROWE FAM CHAR TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $362,413, expenses of $126,540 and total assets of $1,172,767 at year end.
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All nonprofits in NEWTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations