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Nonprofit · EIN 04-6069958

MILDRED H MCEVOY FOUNDATION

Tax-exempt · WORCESTER, MA 01608

Financials

$1.2M$2.1M2023$1.7M$2.3M2024
Revenue Expenses · by fiscal year end
Financials of MILDRED H MCEVOY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,669,598$2,336,277-$666,679$9,887,384$0$9,887,384
December 31, 2023990-PF$1,172,447$2,085,675-$913,228$10,535,783$0$10,535,783
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$811,556
Net gain from sales of assets
$850,542
Other income
$7,500

Expenses

Grants and similar amounts paid
$1,797,060
Compensation of officers, directors and key employees
$120,000
Disbursements for charitable purposes
$2,060,405
Excise tax on investment income
$19,559

Balance sheet and other

Total assets, start of year
$10,536,031
Total assets, end of year
$9,887,384
Total liabilities, end of year
$0
Net assets, end of year
$9,887,384
Fair market value of assets
$50,202,498
Qualifying distributions
$2,060,405
Net investment income
$1,662,098

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.

NameTitleHours / weekCompensation
PAUL R ROSSLEY
45 SPRING STREET, SHREWSBURY, MA 01545
TRUSTEE1$18,000
ELIZABETH HENDERSON
12205 PERENNIAL PLACE, BRADENTON, FL 34211
TRUSTEE1$18,000
KATELIN MCEVOY RICE
PO BOX 665, BOOTHBAY HARBOR, ME 04538
TRUSTEE1$18,000
SARAH HODGDON
24 ROADS END, BOOTHBAY HARBOR, ME 04538
TRUSTEE1$18,000
GEORGE H MCEVOY
25 ROADS END ROAD, BOOTHBAY HARBOR, ME 045382237
TRUSTEE1$18,000
SUMNER B TILTON JR
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
TRUSTEE1$15,000
MICHAEL LAHTI
34 ANTHONY STREET, SOUTH DARTMOUTH, MA 02748
TRUSTEE1$15,000
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
GEORGE H MCEVOY
11 ROADS END, BOOTHBAY HARBOR, ME 04538
TRUSTEE1$18,000
PAUL R ROSSLEY
45 SPRING STREET, SHREWSBURY, MA 01545
TRUSTEE1$18,000
ELIZABETH HENDERSON
12205 PERENNIAL PLACE, BRADENTON, FL 34211
TRUSTEE1$18,000
KATELIN MCEVOY RICE
PO BOX 665, BOOTHBAY HARBOR, ME 04538
TRUSTEE1$18,000
SUMNER B TILTON JR
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 016081779
TRUSTEE1$15,000
SARAH HODGDON
24 ROADS END, BOOTHBAY HARBOR, ME 04538
TRUSTEE1$9,000
MICHAEL LAHTI
34 ANTHONY STREET, SOUTH DARTMOUTH, MA 02748
TRUSTEE1$7,500

Address and contacts

Address (IRS master file)
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
In care of
% S B TILTON
Signed the 990-PF
SUMNER B TILTON JR, TRUSTEE
Phone
(508) 459-8000
Return prepared by
DELOITTE TAX 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 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-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6069958
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
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,887,384
Income (IRS master file)
$2,341,802

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,669,598$2,336,277$9,887,384XML
990-PFDecember 2023$1,172,447$2,085,675$10,535,783XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 04-6069958).

Questions about MILDRED H MCEVOY FOUNDATION

What is the EIN of MILDRED H MCEVOY FOUNDATION?
The employer identification number (EIN) of MILDRED H MCEVOY FOUNDATION is 04-6069958.
Is MILDRED H MCEVOY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to MILDRED H MCEVOY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILDRED H MCEVOY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MILDRED H MCEVOY FOUNDATION 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 MILDRED H MCEVOY FOUNDATION 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 MILDRED H MCEVOY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 7 received compensation from the organization, the highest $18,000 (PAUL R ROSSLEY, TRUSTEE).
How much revenue does MILDRED H MCEVOY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,669,598, expenses of $2,336,277 and total assets of $9,887,384 at year end.

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