Nonprofit · EIN 04-3528495
JAMES W OBRIEN FOUNDATION INC
Tax-exempt · NORTH ANDOVER, MA 01845
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,240,605 | $1,178,328 | $62,277 | $22,477,997 | $562,415 | $21,915,582 |
| December 31, 2023 | 990-PF | $698,472 | $1,003,799 | -$305,327 | $20,959,147 | $353,472 | $20,605,675 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $382,424
- Interest
- $205,096
- Net gain from sales of assets
- $653,085
Expenses
- Grants and similar amounts paid
- $901,768
- Compensation of officers, directors and key employees
- $100,500
- Disbursements for charitable purposes
- $1,092,068
- Excise tax on investment income
- $15,122
Balance sheet and other
- Total assets, start of year
- $20,959,147
- Total assets, end of year
- $22,477,997
- Total liabilities, end of year
- $562,415
- Net assets, end of year
- $21,915,582
- Fair market value of assets
- $22,477,997
- Qualifying distributions
- $1,232,857
- Net investment income
- $1,240,605
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MCINNIS FAMILY OFFICE 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 10 | $82,500 |
| CAROLYN MCINNIS 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 2 | $6,000 |
| CHRISTOPHER HOPEY 11 HOLLYHOCK AVENUE, NASHUA, NH 03062 | TRUSTEE | 2 | $6,000 |
| RARDY PENA 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 2 | $6,000 |
| JOHN BRAGA 16 COURT ROAD, WINTHROP, MA 02152 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MCINNIS FAMILY OFFICE 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 10 | $86,793 |
| CAROLYN MCINNIS 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 2 | $6,000 |
| CHRISTOPHER HOPEY 11 HOLLYHOCK AVENUE, NASHUA, NH 03062 | TRUSTEE | 2 | $6,000 |
| JOHN BRAGA 16 COURT ROAD, WINTHROP, MA 02152 | TRUSTEE | 2 | $3,000 |
| RARDY PENA 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845 | TRUSTEE | 2 | $3,000 |
Address and contacts
- Address (IRS master file)
- 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845-6131
- In care of
- % MCINNIS LAW OFFICES
- Signed the 990-PF
- MARYBETH MCINNIS, TRUSTEE
- Phone
- (978) 686-6112
- Return prepared by
- LCW CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3528495
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $22,477,997
- Income (IRS master file)
- $5,151,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,240,605 | $1,178,328 | $22,477,997 | IRS |
| 990-PF | December 2023 | $698,472 | $1,003,799 | $20,959,147 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-3528495).
Questions about JAMES W OBRIEN FOUNDATION INC
- What is the EIN of JAMES W OBRIEN FOUNDATION INC?
- The employer identification number (EIN) of JAMES W OBRIEN FOUNDATION INC is 04-3528495.
- Is JAMES W OBRIEN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JAMES W OBRIEN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES W OBRIEN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W OBRIEN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES W OBRIEN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES W OBRIEN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 4 received compensation from the organization, the highest $82,500 (MCINNIS FAMILY OFFICE, TRUSTEE).
- How much revenue does JAMES W OBRIEN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,240,605, expenses of $1,178,328 and total assets of $22,477,997 at year end.
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