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Nonprofit · EIN 04-6629509

ARTHUR J CARRIUOLO TRUST UA 1111624

Tax-exempt · RAYNHAM, MA 02767

Financials

$102K$102K2024$165K$116K2025
Revenue Expenses · by fiscal year end
Financials of ARTHUR J CARRIUOLO TRUST UA 1111624 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$165,428$116,215$49,213$1,856,414$0$1,856,414
December 31, 2024990$102,116$101,882$234$1,807,201$0$1,807,201
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$165,428
Net gain from sales of assets
$91,845
Other revenue
$0

Expenses

Grants and similar amounts paid
$86,436
Compensation of officers, directors and key employees
$1,673
Salaries, compensation and benefits (total)
$1,673
Professional fundraising fees
$0
Accounting fees
$3,715
Program services (functional)
$86,436
Management and general (functional)
$29,779

Balance sheet and other

Total assets, start of year
$1,807,201
Total assets, end of year
$1,856,414
Total liabilities, end of year
$0
Net assets, end of year
$1,856,414
Publicly traded securities
$1,689,630
Gross receipts
$425,974
Employees
0
Year formed
1980
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BLUESTONEWEALTHANDTRUSTCO-TRUSTEE
Institutional trustee
–$23,929
990 for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
BLUESTONEWEALTHANDTRUSTCO-TRUSTEE
Institutional trustee
–$20,847
PAUL OCKERSCO-TRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
756 ORCHARD ST, RAYNHAM, MA 02767-1028
In care of
% BLUESTONE BANK TTEE
Principal officer (990 for 2025)
Bluestone Wealth and Trust, 756 Orchard Street, Raynham, MA 02767
Signed the 990
BETH ELLIS, VICE PRESIDENT
Phone
(508) 884-5590
Return prepared by
FIDUCIARY TAX CONSULTANTS LLC

Mission

COLLEGE SCHOLARSHIPS

990 for the year ended December 31, 2025

Program accomplishments

  • Grants paid to Stonehill College for scholarships
    Expenses $28,419 · grants $86,436 · revenue $165,116

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
04-6629509
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,856,414
Income (IRS master file)
$425,974

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$165,428$116,215$1,856,414XML
990December 2024$102,116$101,882$1,807,201IRS
990December 2021–––IRS
990December 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 04-6629509).

Questions about ARTHUR J CARRIUOLO TRUST UA 1111624

What is the EIN of ARTHUR J CARRIUOLO TRUST UA 1111624?
The employer identification number (EIN) of ARTHUR J CARRIUOLO TRUST UA 1111624 is 04-6629509.
Is ARTHUR J CARRIUOLO TRUST UA 1111624 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ARTHUR J CARRIUOLO TRUST UA 1111624 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 ARTHUR J CARRIUOLO TRUST UA 1111624 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 ARTHUR J CARRIUOLO TRUST UA 1111624 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ARTHUR J CARRIUOLO TRUST UA 1111624?
The 990 for the year ended December 31, 2025 names Bluestone Wealth and Trust.
Who are the officers and directors of ARTHUR J CARRIUOLO TRUST UA 1111624?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $23,929 (BLUESTONEWEALTHANDTRUST, CO-TRUSTEE).
How much revenue does ARTHUR J CARRIUOLO TRUST UA 1111624 have?
On its 990 for the year ended December 31, 2025 it reported revenue of $165,428, expenses of $116,215 and total assets of $1,856,414 at year end.

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