Nonprofit · EIN 58-6151884
EDWARD L MABRY FUND
Tax-exempt · LITCHFIELD, CT 06759
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $26,060 | $24,216 | $1,844 | $269,115 | $0 | $269,115 |
| June 30, 2025 | 990-PF | $23,705 | $24,202 | -$497 | $267,270 | $0 | $267,270 |
| June 30, 2024 | 990-PF | $18,631 | $21,319 | -$2,688 | $267,767 | $0 | $267,767 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $10,450
- Net gain from sales of assets
- $15,610
Expenses
- Grants and similar amounts paid
- $19,767
- Disbursements for charitable purposes
- $20,769
- Excise tax on investment income
- $319
Balance sheet and other
- Total assets, start of year
- $267,270
- Total assets, end of year
- $269,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $269,115
- Fair market value of assets
- $413,647
- Qualifying distributions
- $20,769
- Net investment income
- $26,060
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Mabry Fiumara 5 Sandwich Road, Plymouth, MA 02360 | Trustee | 1 | $0 |
| Jeffrey Villar 60 Wilson Road, Litchfield, CT 06759 | Trustee | 1 | $0 |
| Julia Cardillo 454 Platt Hill Road, Winchester, CT 06098 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Mabry Fiumara 5 Sandwich Road, Plymouth, MA 02360 | Trustee | 1 | $0 |
| Jeffrey Villar 60 Wilson Road, Litchfield, CT 06759 | Trustee | 1 | $0 |
| Julia Cardillo 454 Platt Hill Road, Winchester, CT 06098 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION SAVINGS BANK P O BOX 578, LITCHFIELD, CT 06759 | TRUSTEE | 1 | $3,404 |
| SUZI D'ANNOLFO P O BOX 578, LITCHFIELD, CT 06759 | V. PRESIDENT | 0 | $0 |
| SARA MABRY FLUMARA P O BOX 578, LITCHFIELD, CT 06759 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 578, LITCHFIELD, CT 06759-0578
- Signed the 990-PF
- SARA MABRY FIUMARA, Trustee
- Phone
- (860) 567-3863
- Return prepared by
- ERNST & YOUNG U S 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6151884
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $267,270
- Income (IRS master file)
- $52,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $26,060 | $24,216 | $269,115 | XML |
| 990-PF | June 2025 | $23,705 | $24,202 | $267,270 | XML |
| 990-PF | June 2024 | $18,631 | $21,319 | $267,767 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 58-6151884).
Questions about EDWARD L MABRY FUND
- What is the EIN of EDWARD L MABRY FUND?
- The employer identification number (EIN) of EDWARD L MABRY FUND is 58-6151884.
- Is EDWARD L MABRY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to EDWARD L MABRY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD L MABRY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD L MABRY FUND due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD L MABRY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of EDWARD L MABRY FUND?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does EDWARD L MABRY FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $26,060, expenses of $24,216 and total assets of $269,115 at year end.
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