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Nonprofit · EIN 20-6061607

GREENHALGH CHARITABLE TR

Tax-exempt · PLYMOUTH, MA 02360

Financials

$22K$34K2023$38K$42K2024$42K$39K2025
Revenue Expenses · by fiscal year end
Financials of GREENHALGH CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$41,907$38,922$2,985$407,820$0$407,820
December 31, 2024990-PF$38,127$42,354-$4,227$404,970$0$404,970
December 31, 2023990-PF$21,693$33,819-$12,126$409,049$0$409,049
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,363
Net gain from sales of assets
$24,544

Expenses

Grants and similar amounts paid
$29,182
Compensation of officers, directors and key employees
$7,775
Disbursements for charitable purposes
$32,787

Balance sheet and other

Total assets, start of year
$404,970
Total assets, end of year
$407,820
Total liabilities, end of year
$0
Net assets, end of year
$407,820
Fair market value of assets
$620,845
Qualifying distributions
$32,787
Net investment income
$41,907

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
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$7,775
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$7,063
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$6,475

Address and contacts

Address (IRS master file)
38 RESNIK RD STE 202, PLYMOUTH, MA 02360-7214
In care of
% CO FIDUCIARY TAX RESOURCES LLC
Signed the 990-PF
TERESA PRUE, VICE PRESIDENT
Phone
(508) 591-6204
Return prepared by
ERNST & YOUNG US LLP

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
20-6061607
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$407,820
Income (IRS master file)
$176,355

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$41,907$38,922$407,820IRS
990-PFDecember 2024$38,127$42,354$404,970IRS
990-PFDecember 2023$21,693$33,819$409,049XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-6061607).

Questions about GREENHALGH CHARITABLE TR

What is the EIN of GREENHALGH CHARITABLE TR?
The employer identification number (EIN) of GREENHALGH CHARITABLE TR is 20-6061607.
Is GREENHALGH CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does GREENHALGH CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GREENHALGH CHARITABLE 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 GREENHALGH CHARITABLE 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 GREENHALGH CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,775 (PLIMOTH INVESTMENT ADVISORS, TRUSTEE).
How much revenue does GREENHALGH CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,907, expenses of $38,922 and total assets of $407,820 at year end.

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