Nonprofit · EIN 26-3505617
ROWAN T O RILEY FAMILY FOUNDATION
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $777,078 | $386,739 | $390,339 | $5,150,001 | $0 | $5,150,001 |
| December 31, 2024 | 990-PF | $983,194 | $311,889 | $671,305 | $4,759,662 | $0 | $4,759,662 |
| December 31, 2023 | 990-PF | $261,056 | $305,932 | -$44,876 | $4,088,357 | $0 | $4,088,357 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $135,013
- Net gain from sales of assets
- $641,363
- Other income
- $702
Expenses
- Grants and similar amounts paid
- $291,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $294,980
- Excise tax on investment income
- $9,818
Balance sheet and other
- Total assets, start of year
- $4,759,662
- Total assets, end of year
- $5,150,001
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,150,001
- Fair market value of assets
- $7,042,503
- Qualifying distributions
- $294,980
- Net investment income
- $777,078
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 |
|---|---|---|---|
| ROWAN T O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| GERTRUDE O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROWAN T O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| GERTRUDE O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROWAN T O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| GERTRUDE O'RILEY 4 BERKSHIRE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4 BERKSHIRE RD, WELLESLEY, MA 02481-6108
- In care of
- % ROWAN T ORILEY
- Signed the 990-PF
- ROWAN T O'RILEY, TRUSTEE
- Phone
- (781) 848-1163
- Return prepared by
- LIVINGSTON & HAYNES PC
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
- 26-3505617
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,150,001
- Income (IRS master file)
- $2,203,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $777,078 | $386,739 | $5,150,001 | IRS |
| 990-PF | December 2024 | $983,194 | $311,889 | $4,759,662 | XML |
| 990-PF | December 2023 | $261,056 | $305,932 | $4,088,357 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-3505617).
Questions about ROWAN T O RILEY FAMILY FOUNDATION
- What is the EIN of ROWAN T O RILEY FAMILY FOUNDATION?
- The employer identification number (EIN) of ROWAN T O RILEY FAMILY FOUNDATION is 26-3505617.
- Is ROWAN T O RILEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ROWAN T O RILEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROWAN T O RILEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROWAN T O RILEY FAMILY FOUNDATION 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 ROWAN T O RILEY FAMILY FOUNDATION 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 ROWAN T O RILEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROWAN T O RILEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $777,078, expenses of $386,739 and total assets of $5,150,001 at year end.
Other nonprofits in WELLESLEY
- GIVINGA FOUNDATION INC EIN 47-4172718 · last filed 990 for 2024
- JIREH FOUNDATION EIN 26-2463079 · last filed 990-PF for 2025
- JOBSON FAMILY FOUNDATION EIN 82-6789996 · last filed 990-PF for 2025
- WILLIAM AND LESLIE LEE FAMILY FOUNDATION EIN 33-1244450 · last filed 990-PF for 2024
- BOGLE FAMILY FOUNDATION EIN 47-1858123 · last filed 990-PF for 2025
- CARL & RUTH SHAPIRO FAM FOUNDATION EIN 04-6135027 · last filed 990-PF for 2025
- EAGLEMERE FOUNDATION INC EIN 04-3424302 · last filed 990-PF for 2024
- ERIK & DORRIT PFAU CHARITABLE TR EIN 46-4164102 · last filed 990-PF for 2025
All nonprofits in WELLESLEY · Massachusetts · Philanthropy, voluntarism and grantmaking foundations