Nonprofit · EIN 04-2679759
MARY S HOLZWASSER CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $132,485 | $58,450 | $74,035 | $616,326 | $0 | $616,326 |
| July 31, 2025 | 990-PF | $69,604 | $48,265 | $21,339 | $542,245 | $0 | $542,245 |
| July 31, 2024 | 990-PF | $301,806 | $36,695 | $265,111 | $520,911 | $0 | $520,911 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $9,302
- Interest
- $149
- Net gain from sales of assets
- $123,034
Expenses
- Grants and similar amounts paid
- $36,621
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $42,583
- Excise tax on investment income
- $1,808
Balance sheet and other
- Total assets, start of year
- $542,245
- Total assets, end of year
- $616,326
- Total liabilities, end of year
- $0
- Net assets, end of year
- $616,326
- Fair market value of assets
- $884,229
- Qualifying distributions
- $42,583
- Net investment income
- $132,485
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A NOWAK MCCARTER ENGLISH 265 FRANKLIN ST, BOSTON, MA 02110 | TRUSTEE | 0.1 | $0 |
| JOANN COHN 6349 DAYLILLY CT PO BOX 8551, ALTA LOMA, CA 91737 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended July 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A NOWAK MCCARTER ENGLISH 265 FRANKLIN ST, BOSTON, MA 02110 | TRUSTEE | 0.1 | $0 |
| JOANN COHN 6349 DAYLILLY CT PO BOX 8551, ALTA LOMA, CA 91737 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK A NOWAK MCCARTER ENGLISH 265 FRANKLIN ST, BOSTON, MA 02110 | TRUSTEE | 0.1 | $0 |
| JOANN COHN 6349 DAYLILLY CT PO BOX 8551, ALTA LOMA, CA 91737 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- MCCARTER ENGLISH 265 FRANKLIN ST, BOSTON, MA 02110-0000
- In care of
- % BURNS & LEVINSON
- Signed the 990-PF
- MARK A NOWAK, TRUSTEE
- Phone
- (617) 449-6500
- Return prepared by
- MCCARTER & ENGLISH 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2679759
- 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
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $616,326
- Income (IRS master file)
- $354,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $132,485 | $58,450 | $616,326 | XML |
| 990-PF | July 2025 | $69,604 | $48,265 | $542,245 | XML |
| 990-PF | July 2024 | $301,806 | $36,695 | $520,911 | IRS |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 04-2679759).
Questions about MARY S HOLZWASSER CHARITABLE TRUST
- What is the EIN of MARY S HOLZWASSER CHARITABLE TRUST?
- The employer identification number (EIN) of MARY S HOLZWASSER CHARITABLE TRUST is 04-2679759.
- Is MARY S HOLZWASSER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to MARY S HOLZWASSER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY S HOLZWASSER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY S HOLZWASSER CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY S HOLZWASSER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of MARY S HOLZWASSER CHARITABLE TRUST?
- The 990-PF for the year ended July 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARY S HOLZWASSER CHARITABLE TRUST have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $132,485, expenses of $58,450 and total assets of $616,326 at year end.
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