Nonprofit · EIN 04-3502631
MENTOR CHARITABLE FUND INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $66,767 | $93,329 | -$26,562 | $418,797 | $0 | $418,797 |
| June 30, 2024 | 990-PF | $39,551 | $44,692 | -$5,141 | $445,359 | $0 | $445,359 |
| June 30, 2023 | 990-PF | $70,790 | $43,373 | $27,417 | $444,853 | $0 | $444,853 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $14,669
- Net gain from sales of assets
- $52,342
- Other income
- -$244
Expenses
- Grants and similar amounts paid
- $91,000
- Disbursements for charitable purposes
- $92,139
- Excise tax on investment income
- $915
Balance sheet and other
- Total assets, start of year
- $445,359
- Total assets, end of year
- $418,797
- Total liabilities, end of year
- $0
- Net assets, end of year
- $418,797
- Fair market value of assets
- $661,496
- Qualifying distributions
- $92,139
- Net investment income
- $67,011
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA B MALCOLM CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 0.25 | $0 |
| JESSICA C WELCH C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | PRESIDENT | 0.25 | $0 |
| JONATHAN M BENTLEY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TREASURER | 0.25 | $0 |
| MARK R PERRY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | SECRETARY | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA B MALCOLM CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 0.25 | $0 |
| JESSICA C WELCH C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | PRESIDENT | 0.25 | $0 |
| JONATHAN M BENTLEY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TREASURER | 0.25 | $0 |
| MARK R PERRY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | SECRETARY | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA B MALCOLM C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| JESSICA C WELCH C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | PRESIDENT | 1 | $0 |
| JONATHAN M BENTLEY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | TREASURER | 1 | $0 |
| MARK R PERRY C/O CHOATE HALL STEWART LLP, 2 INTERNATIONAL PLACE, BOSTON, MA 02110 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 INTERNATIONAL PLACE, BOSTON, MA 02110-4142
- In care of
- % LOWELL BLAKE & ASSOCIATES
- Signed the 990-PF
- JESSICA C WELCH, PRESIDENT
- Phone
- (617) 248-5000
- Return prepared by
- BARNEKE AND ANDERSON 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3502631
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $418,797
- Income (IRS master file)
- $217,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $66,767 | $93,329 | $418,797 | XML |
| 990-PF | June 2024 | $39,551 | $44,692 | $445,359 | XML |
| 990-PF | June 2023 | $70,790 | $43,373 | $444,853 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 04-3502631).
Questions about MENTOR CHARITABLE FUND INC
- What is the EIN of MENTOR CHARITABLE FUND INC?
- The employer identification number (EIN) of MENTOR CHARITABLE FUND INC is 04-3502631.
- Is MENTOR CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MENTOR CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MENTOR CHARITABLE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MENTOR CHARITABLE FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MENTOR CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MENTOR CHARITABLE FUND INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MENTOR CHARITABLE FUND INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $66,767, expenses of $93,329 and total assets of $418,797 at year end.
Other nonprofits in BOSTON
- BANK OF AMERICA CHARITABLE GIFT FUND EIN 04-6010342 · last filed 990 for 2024
- THE US CHARITABLE GIFT TRUST EIN 31-1663020 · last filed 990 for 2024
- BOSTON FOUNDATION INC EIN 04-2104021 · last filed 990 for 2025
- COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC EIN 04-2103559 · last filed 990 for 2025
- BNY MELLON CHARITABLE GIFT FUND EIN 30-0748315 · last filed 990 for 2024
- THE MELLEN CHARITABLE FOUNDATION INC EIN 85-3945419 · last filed 990-PF for 2024
- BARR FOUNDATION EIN 04-6579815 · last filed 990-PF for 2024
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST EIN 20-3959397 · last filed 990 for 2024
All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations