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Nonprofit · EIN 04-6011948

MARY BEECHER LONGYEAR TRUST

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$749K$838K2023$853K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of MARY BEECHER LONGYEAR TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$853,192$1,097,257-$244,065$15,630,969$0$15,630,969
December 31, 2023990$748,722$838,439-$89,717$15,420,762$0$15,420,762
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$853,192
Net gain from sales of assets
$261,683
Other revenue
$0

Expenses

Grants and similar amounts paid
$908,860
Compensation of officers, directors and key employees
$77,379
Salaries, compensation and benefits (total)
$77,379
Professional fundraising fees
$0
Accounting fees
$25,000
Travel
$2,559
Program services (functional)
$908,860
Management and general (functional)
$188,397

Balance sheet and other

Total assets, start of year
$15,420,762
Total assets, end of year
$15,630,969
Total liabilities, end of year
$0
Net assets, end of year
$15,630,969
Publicly traded securities
$9,146,791
Gross receipts
$14,918,316
Employees
0
Volunteers
0
Year formed
1926
State of legal domicile
MA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FIRST-CITIZENS BANK & TRUST COTRUSTEE
Institutional trustee
1$38,689
ELIZABETH JONES CFATRUSTEE (UNTIL 8/24/24)
Trustee or director
6$34,715
JAMES KING CFATRUSTEE (AS OF 8/24/24)
Trustee or director
6$3,974
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ELIZABETH JONES CFATRUSTEE
Trustee or director
6$37,737
FIRST-CITIZENS BANK & TRUST COTRUSTEE
Institutional trustee
1$37,737

Address and contacts

Address (IRS master file)
1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103-7311
In care of
% GLENMEDE TR CO N A
Principal officer (990 for 2024)
FIRST-CITIZENS BANK TRU, 420 COWPER STREET, PALO ALTO, CA 94301
Signed the 990
JAMES KING CFA, TRUSTEE
Phone
(970) 399-9031
Return prepared by
AAFCPAS INC

Mission

THE MARY BEECHER LONGYEAR TRUST IS FOR THE BENEFIT OF LONGYEAR FOUNDATION.

990 for the year ended December 31, 2024

Program accomplishments

  • DISTRIBUTION TO LONGYEAR FOUNDATION
    Expenses $908,860 · grants $908,860

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6011948
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$15,630,969
Income (IRS master file)
$14,918,316

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$853,192$1,097,257$15,630,969XML
990December 2023$748,722$838,439$15,420,762XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 04-6011948).

Questions about MARY BEECHER LONGYEAR TRUST

What is the EIN of MARY BEECHER LONGYEAR TRUST?
The employer identification number (EIN) of MARY BEECHER LONGYEAR TRUST is 04-6011948.
Is MARY BEECHER LONGYEAR TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MARY BEECHER LONGYEAR TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MARY BEECHER LONGYEAR TRUST 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 MARY BEECHER LONGYEAR TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MARY BEECHER LONGYEAR TRUST?
The 990 for the year ended December 31, 2024 names FIRST-CITIZENS BANK TRU.
Who are the officers and directors of MARY BEECHER LONGYEAR TRUST?
The 990 for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $38,689 (FIRST-CITIZENS BANK & TRUST CO, TRUSTEE).
How much revenue does MARY BEECHER LONGYEAR TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $853,192, expenses of $1,097,257 and total assets of $15,630,969 at year end.

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