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Nonprofit · EIN 04-6772198

MARY E & JOHN F MURPHY CHARITABLE TR

Also known as SEGERSTROM PETER J TTEE

Tax-exempt · WINCHESTER, MA 01890

Financials

$47K$50K2023$27K$50K2024
Revenue Expenses · by fiscal year end
Financials of MARY E & JOHN F MURPHY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$27,371$49,849-$22,478$422,929$0$422,929
December 31, 2023990-PF$47,150$50,229-$3,079$444,554$0$444,554
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$19,863
Interest
$1,517
Net gain from sales of assets
$4,506
Other income
$1,485

Expenses

Grants and similar amounts paid
$45,000
Disbursements for charitable purposes
$45,035
Excise tax on investment income
$293

Balance sheet and other

Total assets, start of year
$444,554
Total assets, end of year
$422,929
Total liabilities, end of year
$0
Net assets, end of year
$422,929
Fair market value of assets
$897,414
Qualifying distributions
$45,035
Net investment income
$25,886

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
Peter J Segerstrom
136 Pond Side, Beaufort, SC 29906
Trustee1$0
Elda Heller
5 Currier Rd, Middleton, MA 01949
Trustee1$0
John Carroll
45 Marion St, Randolph, MA 02368
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Peter J Segerstrom
136 Pond Side, Beaufort, SC 29906
Trustee1$0
Elda Heller
5 Currier Rd, Middleton, MA 01949
Trustee1$0
John Carroll
45 Marion St, Randolph, MA 02368
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 68, WINCHESTER, MA 01890-0068
Signed the 990-PF
Elda Heller, Trustee
Phone
(339) 532-9927
Return prepared by
DEBORAH A CARSON CPA

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
04-6772198
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$422,929
Income (IRS master file)
$38,181

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$27,371$49,849$422,929XML
990-PFDecember 2023$47,150$50,229$444,554XML
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 04-6772198).

Questions about MARY E & JOHN F MURPHY CHARITABLE TR

What is the EIN of MARY E & JOHN F MURPHY CHARITABLE TR?
The employer identification number (EIN) of MARY E & JOHN F MURPHY CHARITABLE TR is 04-6772198.
Is MARY E & JOHN F MURPHY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to MARY E & JOHN F MURPHY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY E & JOHN F MURPHY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY E & JOHN F MURPHY CHARITABLE TR 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 E & JOHN F MURPHY CHARITABLE TR 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 MARY E & JOHN F MURPHY CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MARY E & JOHN F MURPHY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $27,371, expenses of $49,849 and total assets of $422,929 at year end.

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