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Nonprofit · EIN 04-6642891

ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068

Also known as RICE NEIL W TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$2.1M$2.8M2022$2.5M$2.8M2023$3.2M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$3,230,583$2,861,858$368,725$42,947,401$0$42,947,401
September 30, 2024990$2,516,095$2,806,222-$290,127$42,578,678$0$42,578,678
September 30, 2023990$2,077,637$2,753,469-$675,832$42,925,574$0$42,925,574
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,230,214
Net gain from sales of assets
$1,639,395
Other revenue
$369

Expenses

Grants and similar amounts paid
$2,536,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$15,600
Program services (functional)
$2,536,000
Management and general (functional)
$325,858

Balance sheet and other

Total assets, start of year
$42,578,678
Total assets, end of year
$42,947,401
Total liabilities, end of year
$0
Net assets, end of year
$42,947,401
Publicly traded securities
$40,521,567
Gross receipts
$9,538,601
Employees
0
Volunteers
0
Year formed
1968
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT G BANNISHTRUSTEE ** SEE NOTE
Trustee or director
5$0$109,383
ZACHARY A BOURQUETRUSTEE ** SEE NOTE
Trustee or director
5$0$72,573
ADAM C RUTLEDGETRUSTEE ** SEE NOTE
Trustee or director
5$0$72,573
GREGORY L GULLICKSONTRUSTEE ** SEE NOTE
Trustee or director
5$0$36,809
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensationOther / benefits
ROBERT G BANNISHTRUSTEE ** SEE NOTE
Trustee or director
5$0$140,824
GREGORY L GULLICKSONTRUSTEE ** SEE NOTE
Trustee or director
5$0$140,824
990 for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensationOther / benefits
ROBERT G BANNISHTRUSTEE ** SEE NOTE
Trustee or director
5$0$131,887
GREGORY L GULLICKSONTRUSTEE ** SEE NOTE
Trustee or director
5$0$131,886

Address and contacts

Address (IRS master file)
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110-0000
In care of
% RH&B INC
Principal officer (990 for 2024)
ROBERT G BANNISH, RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
Signed the 990
ROBERT G BANNISH, TRUSTEE
Phone
(617) 227-1782
Return prepared by
RICE HEARD & BIGELOW INC

Mission

TO PROVIDE MONETARY SUPPORT FOR SPECIFICALLY NAMED CHARITIES IN THE TRUST INDENTURE.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDED MONETARY SUPPORT FOR THE MASSACHUSETTS EYE & EAR INFIRMARY, THE SISTERS OF ST MARGARET, THE CHURCH OF THE ADVENT, AND TUFTS UNIVERSITY SCHOOL OF MEDICINE, AS REQUIRED BY INDENTURE.
    Expenses $2,536,000 · grants $2,536,000

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
04-6642891
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1990
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$42,947,401
Income (IRS master file)
$9,538,601

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$3,230,583$2,861,858$42,947,401XML
990September 2024$2,516,095$2,806,222$42,578,678XML
990September 2023$2,077,637$2,753,469$42,925,574XML
990September 2022$3,761,493$2,756,950$43,683,123IRS
990September 2021–––IRS
990September 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 04-6642891).

Questions about ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068

What is the EIN of ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068?
The employer identification number (EIN) of ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 is 04-6642891.
Is ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 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 ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068?
The 990 for the year ended September 30, 2025 names ROBERT G BANNISH.
Who are the officers and directors of ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068?
The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068 have?
On its 990 for the year ended September 30, 2025 it reported revenue of $3,230,583, expenses of $2,861,858 and total assets of $42,947,401 at year end.

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