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Nonprofit · EIN 04-3031308

JENNIE & SAMUEL J COSTA EDU TRUST

Tax-exempt · BRAINTREE, MA 02184

Financials

$67K$59K2023$32K$42K2024$10K$47K2025
Revenue Expenses · by fiscal year end
Financials of JENNIE & SAMUEL J COSTA EDU TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,469$46,510-$36,041$277,258$0$277,258
December 31, 2024990-PF$31,861$42,133-$10,272$313,299$0$313,299
December 31, 2023990-PF$66,894$58,985$7,909$324,650$0$324,650
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,841
Net gain from sales of assets
$1,621
Other income
$7

Expenses

Grants and similar amounts paid
$18,000
Compensation of officers, directors and key employees
$4,000
Disbursements for charitable purposes
$30,378

Balance sheet and other

Total assets, start of year
$313,299
Total assets, end of year
$277,258
Total liabilities, end of year
$0
Net assets, end of year
$277,258
Fair market value of assets
$824,445
Qualifying distributions
$30,378
Net investment income
$10,469

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
RICHARD GATTINE
80 STERLING ST, BRAINTREE, MA 02184
TRUSTEE0.5$4,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
RICHARD GATTINE
80 STERLING ST, BRAINTREE, MA 02184
TRUSTEE0.5$4,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
RICHARD GATTINE
80 STERLING ST, BRAINTREE, MA 02184
TRUSTEE0.5$3,500

Address and contacts

Address (IRS master file)
RICHARD GATTINE- 80 STERLING ST, BRAINTREE, MA 02184-7732
In care of
% RICHARD GATTINE
Signed the 990-PF
RICHARD GATTINE, TRUSTEE
Phone
(781) 849-0570
Return prepared by
McCabe Tax Consulting

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
04-3031308
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$277,258
Income (IRS master file)
$72,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,469$46,510$277,258IRS
990-PFDecember 2024$31,861$42,133$313,299IRS
990-PFDecember 2023$66,894$58,985$324,650XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-3031308).

Questions about JENNIE & SAMUEL J COSTA EDU TRUST

What is the EIN of JENNIE & SAMUEL J COSTA EDU TRUST?
The employer identification number (EIN) of JENNIE & SAMUEL J COSTA EDU TRUST is 04-3031308.
Is JENNIE & SAMUEL J COSTA EDU TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to JENNIE & SAMUEL J COSTA EDU TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JENNIE & SAMUEL J COSTA EDU TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JENNIE & SAMUEL J COSTA EDU 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 JENNIE & SAMUEL J COSTA EDU 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 JENNIE & SAMUEL J COSTA EDU TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,000 (RICHARD GATTINE, TRUSTEE).
How much revenue does JENNIE & SAMUEL J COSTA EDU TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,469, expenses of $46,510 and total assets of $277,258 at year end.

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