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Nonprofit · EIN 04-2680681

ALBERT E MARKS CHARITABLE TRUST

Tax-exempt · CAMBRIDGE, MA 02138

Financials

$42K$129K2023$52K$95K2024$55K$94K2025
Revenue Expenses · by fiscal year end
Financials of ALBERT E MARKS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$54,782$93,562-$38,780$616,673$0$616,673
December 31, 2024990-PF$51,770$95,146-$43,376$616,395$0$616,395
December 31, 2023990-PF$42,471$129,063-$86,592$686,945$0$686,945
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,924
Interest
$8
Net gain from sales of assets
$32,984
Other income
$4,866

Expenses

Grants and similar amounts paid
$46,571
Compensation of officers, directors and key employees
$6,000
Disbursements for charitable purposes
$81,226
Excise tax on investment income
$682

Balance sheet and other

Total assets, start of year
$616,395
Total assets, end of year
$616,673
Total liabilities, end of year
$0
Net assets, end of year
$616,673
Fair market value of assets
$759,194
Qualifying distributions
$81,226
Net investment income
$54,782

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
TAMAR MILLER
41 WINSLOW ST, CAMBRIDGE, MA 02138
TRUSTEE & MANAGER10$6,000
DANIEL KASS
24 ORIENT WAY, SALEM, MA 01970
SUCCESSOR TRUSTEE0.5$0
LIA KASS
12 BIG BEAR LANE, VICTOR, ID 83455
SUCCESSOR TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
TAMAR MILLER
41 WINSLOW ST, CAMBRIDGE, MA 02138
TRUSTEE & MANAGER10$6,000
DANIEL KASS
24 ORIENT WAY, SALEM, MA 01970
SUCCESSOR TRUSTEE0.5$0
LIA KASS
12 BIG BEAR LANE, VICTOR, ID 83455
SUCCESSOR TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TAMAR MILLER
41 WINSLOW ST, CAMBRIDGE, MA 02138
TRUSTEE & MANAGER10$6,000
DANIEL KASS
24 ORIENT WAY, SALEM, MA 01970
SUCCESSOR TRUSTEE0.5$0
LIA KASS
12 BIG BEAR LANE, VICTOR, ID 83455
SUCCESSOR TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
41 WINSLOW ST, CAMBRIDGE, MA 02138-6728
In care of
% TAMAR MILLER TRUSTEE
Signed the 990-PF
TAMAR MILLER, TRUSTEE
Phone
(617) 642-8688
Return prepared by
STEVEN SCHOENFELD

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
04-2680681
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
December
Files
Form 990-PF
Assets (IRS master file)
$616,673
Income (IRS master file)
$330,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$54,782$93,562$616,673XML
990-PFDecember 2024$51,770$95,146$616,395XML
990-PFDecember 2023$42,471$129,063$686,945XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-2680681).

Questions about ALBERT E MARKS CHARITABLE TRUST

What is the EIN of ALBERT E MARKS CHARITABLE TRUST?
The employer identification number (EIN) of ALBERT E MARKS CHARITABLE TRUST is 04-2680681.
Is ALBERT E MARKS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to ALBERT E MARKS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALBERT E MARKS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT E MARKS CHARITABLE TRUST 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 ALBERT E MARKS CHARITABLE TRUST 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 ALBERT E MARKS CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $6,000 (TAMAR MILLER, TRUSTEE & MANAGER).
How much revenue does ALBERT E MARKS CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,782, expenses of $93,562 and total assets of $616,673 at year end.

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