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Nonprofit · EIN 04-6225360

OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN

Tax-exempt · BOSTON, MA 02110

Financials

$94K$316K2023$2.7M$333K2024$213K$319K2025
Revenue Expenses · by fiscal year end
Financials of OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$212,947$319,445-$106,498$5,653,360$0$5,653,360
December 31, 2024990-PF$2,682,650$333,337$2,349,313$5,794,784$0$5,794,784
December 31, 2023990-PF$94,191$316,075-$221,884$3,446,949$0$3,446,949
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$144,123
Interest
$3
Net gain from sales of assets
$68,821

Expenses

Grants and similar amounts paid
$257,000
Compensation of officers, directors and key employees
$55,237
Disbursements for charitable purposes
$307,970
Excise tax on investment income
$2,800

Balance sheet and other

Total assets, start of year
$5,794,784
Total assets, end of year
$5,653,360
Total liabilities, end of year
$0
Net assets, end of year
$5,653,360
Fair market value of assets
$7,108,544
Qualifying distributions
$307,970
Net investment income
$212,947

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
SUSAN T MONAHAN
ONE FEDERAL STREET 20TH FLOOR, BOSTON, MA 02110
TRUSTEE5$20,079
MICHAEL F O'CONNELL SEE STMT 10
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$18,014
STACIE KOSINSKI SEE STATEMENT 10
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$18,013
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
SUSAN T MONAHAN
ONE FEDERAL STREET 20TH FLOOR, BOSTON, MA 02110
TRUSTEE5$19,446
MICHAEL F O'CONNELL SEE STATEMENT 9
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$16,946
STACIE KOSINSKI SEE STATEMENT 9
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$16,946
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SUSAN T MONAHAN
ONE FEDERAL STREET 20TH FLOOR, BOSTON, MA 02110
TRUSTEE5$18,046
MICHAEL F O'CONNELL SEE STATEMENT 1
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$16,046
STACIE KOSINSKI SEE STATEMENT 11
VERRILL DANA LLP ONE FEDERAL STREET, 20TH FLOOR, BOSTON, MA 02110
TRUSTEE2$16,046

Address and contacts

Address (IRS master file)
ONE FEDERAL STREET - 20TH FLOOR, BOSTON, MA 02110-2003
In care of
% WILLIAM B TYLER
Signed the 990-PF
MICHAEL F O'CONNELL, TRUSTEE
Phone
(617) 951-1151
Return prepared by
EATON ADVISORY GROUP LLC

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
04-6225360
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,653,360
Income (IRS master file)
$471,990

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$212,947$319,445$5,653,360IRS
990-PFDecember 2024$2,682,650$333,337$5,794,784IRS
990-PFDecember 2023$94,191$316,075$3,446,949XML
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 04-6225360).

Questions about OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN

What is the EIN of OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN?
The employer identification number (EIN) of OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN is 04-6225360.
Is OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN file?
Form 990-PF. Private foundations file every year.
When is the next return of OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN 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 OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN 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 OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $20,079 (SUSAN T MONAHAN, TRUSTEE).
How much revenue does OGDEN CODMAN TRUST UW DOROTHY SFM CODMAN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $212,947, expenses of $319,445 and total assets of $5,653,360 at year end.

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