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Nonprofit · EIN 04-2767813

ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND

Tax-exempt · WORCESTER, MA 01655

Financials

$27$1K2021$19$9922022$18$2K2023
Revenue Expenses · by fiscal year end
Financials of ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2024990-PF$18$1,802-$1,784$35,488$0$35,488
April 30, 2023990-PF$19$992-$973$37,272$0$37,272
April 30, 2022990-PF$27$1,049-$1,022$38,245$0$38,245
Financial details: 990-PF for the year ended April 30, 2024

Revenue

Interest
$18

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$1,802

Balance sheet and other

Total assets, start of year
$37,272
Total assets, end of year
$35,488
Total liabilities, end of year
$0
Net assets, end of year
$35,488
Fair market value of assets
$35,488
Qualifying distributions
$1,802
Net investment income
$18

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 April 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID AYERS MD
55 LAKE AVENUE, WORCESTER, MA 01655
President0$0
990-PF for the year ended April 30, 2023: 1 people
NameTitleHours / weekCompensation
DAVID AYERS MD
55 LAKE AVENUE, WORCESTER, MA 01655
President0$0
990-PF for the year ended April 30, 2022: 1 people
NameTitleHours / weekCompensation
DAVID AYERS MD
55 LAKE AVENUE, WORCESTER, MA 01655
President0$0

Address and contacts

Address (IRS master file)
55 LAKE AVE N, WORCESTER, MA 01655-0002
Signed the 990-PF
DAVID AYERS MD, President
Phone
(508) 856-6182
Return prepared by
ROBERT E MARHEFKA CERTIFIED PUBLIC ACCOUNTANT

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025Not on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
04-2767813
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
1983
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$35,488
Income (IRS master file)
$18

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2024$18$1,802$35,488XML
990-PFApril 2023$19$992$37,272XML
990-PFApril 2022$27$1,049$38,245XML
990-PFApril 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 04-2767813).

Questions about ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND

What is the EIN of ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND?
The employer identification number (EIN) of ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND is 04-2767813.
Is ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2024.
Who are the officers and directors of ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND?
The 990-PF for the year ended April 30, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL TRUST FUND have?
On its 990-PF for the year ended April 30, 2024 it reported revenue of $18, expenses of $1,802 and total assets of $35,488 at year end.

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