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Nonprofit · EIN 04-3130418

NORTON PUBLIC LIBRARY IRRV ENDWMNT TR

Tax-exempt · DALLAS, TX 75265

Financials

$61K$73K2023$84K$79K2024$99K$89K2025
Revenue Expenses · by fiscal year end
Financials of NORTON PUBLIC LIBRARY IRRV ENDWMNT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$99,163$89,181$9,982$1,358,463$0$1,358,463
December 31, 2024990-PF$83,967$79,366$4,601$1,347,527$0$1,347,527
December 31, 2023990-PF$61,282$73,151-$11,869$1,342,697$0$1,342,697
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,330
Net gain from sales of assets
$65,833

Expenses

Grants and similar amounts paid
$78,443
Compensation of officers, directors and key employees
$7,248
Disbursements for charitable purposes
$81,842
Excise tax on investment income
$1,296

Balance sheet and other

Total assets, start of year
$1,347,527
Total assets, end of year
$1,358,463
Total liabilities, end of year
$0
Net assets, end of year
$1,358,463
Fair market value of assets
$1,872,869
Qualifying distributions
$81,842
Net investment income
$99,163

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
BANK OF AMERICA N A
101 EAST RIVER DRIVE, EAST HARTFORD, CT 06108
AGENT FOR FIDUCIARY1$7,248
MS GRACEANN SULLIVAN
10 SMITH ROAD, MANSFIELD, MA 02048
TRUSTEE1$0
RAYMOND MATHIEU
182 NORTH WORCESTER ST, NORTON, MA 02766
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
101 EAST RIVER DRIVE, EAST HARTFORD, CT 06108
AGENT FOR FIDUCIARY1$6,991
MS GRACEANN SULLIVAN
10 SMITH ROAD, MANSFIELD, MA 02048
TRUSTEE1$0
RAYMOND MATHIEU
182 NORTH WORCESTER ST, NORTON, MA 02766
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
101 EAST RIVER DRIVE, EAST HARTFORD, CT 06108
AGENT FOR FIDUCIARY1$6,160
MS GRACEANN SULLIVAN
10 SMITH ROAD, MANSFIELD, MA 02048
TRUSTEE1$0
RAYMOND MATHIEU
182 NORTH WORCESTER ST, NORTON, MA 02766
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% K JOVANOVIC & R BERG ET AL TTEES
Signed the 990-PF
RAYMOND MATHIEU, TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

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
04-3130418
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,358,463
Income (IRS master file)
$366,590

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$99,163$89,181$1,358,463IRS
990-PFDecember 2024$83,967$79,366$1,347,527IRS
990-PFDecember 2023$61,282$73,151$1,342,697XML
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 04-3130418).

Questions about NORTON PUBLIC LIBRARY IRRV ENDWMNT TR

What is the EIN of NORTON PUBLIC LIBRARY IRRV ENDWMNT TR?
The employer identification number (EIN) of NORTON PUBLIC LIBRARY IRRV ENDWMNT TR is 04-3130418.
Is NORTON PUBLIC LIBRARY IRRV ENDWMNT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to NORTON PUBLIC LIBRARY IRRV ENDWMNT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORTON PUBLIC LIBRARY IRRV ENDWMNT TR file?
Form 990-PF. Private foundations file every year.
When is the next return of NORTON PUBLIC LIBRARY IRRV ENDWMNT TR 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 NORTON PUBLIC LIBRARY IRRV ENDWMNT TR 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 NORTON PUBLIC LIBRARY IRRV ENDWMNT TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,248 (BANK OF AMERICA N A, AGENT FOR FIDUCIARY).
How much revenue does NORTON PUBLIC LIBRARY IRRV ENDWMNT TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $99,163, expenses of $89,181 and total assets of $1,358,463 at year end.

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