Nonprofit · EIN 04-1091024
ROBERT M BIRMINGHAM TRUST
Tax-exempt · METHUEN, MA 01844
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $31,582 | $12,165 | $19,417 | $350,399 | $0 | $350,399 |
| December 31, 2023 | 990-PF | $6,255 | $22,042 | -$15,787 | $331,152 | $0 | $331,152 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $13,336
- Net gain from sales of assets
- $18,246
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,785
- Excise tax on investment income
- $426
Balance sheet and other
- Total assets, start of year
- $331,152
- Total assets, end of year
- $350,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $350,399
- Fair market value of assets
- $626,477
- Qualifying distributions
- $10,785
- Net investment income
- $31,582
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T POLLANO 10 CARRIAGE CHASE ROAD, NORTH ANDOVER, MA 01845 | TRUSTEE/AS NEEDED | 1.5 | $0 |
| EVAN WILLIAMS II 37 HILLSIDE AVE, LAWRENCE, MA 01841 | TRUSTEE/AS NEEDED | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T POLLANO 10 CARRIAGE CHASE ROAD, NORTH ANDOVER, MA 01845 | TRUSTEE/AS NEEDED | 1.5 | $0 |
| EVAN WILLIAMS II 37 HILLSIDE AVE, LAWRENCE, MA 01841 | TRUSTEE/AS NEEDED | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 280 MERRIMACK ST STE B, METHUEN, MA 01844-6423
- In care of
- % JOHN T POLLANO ESQ
- Signed the 990-PF
- JOHN T POLLANO, TRUSTEE
- Phone
- (978) 683-6700
- Return prepared by
- MILLER WACHMAN 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 04-1091024
- 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
- 1961
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $350,399
- Income (IRS master file)
- $101,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $31,582 | $12,165 | $350,399 | XML |
| 990-PF | December 2023 | $6,255 | $22,042 | $331,152 | 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 04-1091024).
Questions about ROBERT M BIRMINGHAM TRUST
- What is the EIN of ROBERT M BIRMINGHAM TRUST?
- The employer identification number (EIN) of ROBERT M BIRMINGHAM TRUST is 04-1091024.
- Is ROBERT M BIRMINGHAM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to ROBERT M BIRMINGHAM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT M BIRMINGHAM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT M BIRMINGHAM TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT M BIRMINGHAM TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT M BIRMINGHAM TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT M BIRMINGHAM TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,582, expenses of $12,165 and total assets of $350,399 at year end.
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