Nonprofit · EIN 04-6836265
J IRVING & JANE L ENGLAND CHARITABLE TR 081691
Also known as MOUNTAIN THOMAS R TTEE
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $298,151 | $407,055 | -$108,904 | $2,959,788 | $172,118 | $2,787,670 |
| December 31, 2023 | 990-PF | $263,854 | $340,584 | -$76,730 | $2,905,988 | $0 | $2,905,988 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $72,398
- Interest
- $23,616
- Net gain from sales of assets
- $202,137
Expenses
- Grants and similar amounts paid
- $275,750
- Compensation of officers, directors and key employees
- $40,000
- Disbursements for charitable purposes
- $360,285
- Excise tax on investment income
- $2,938
Balance sheet and other
- Total assets, start of year
- $2,905,988
- Total assets, end of year
- $2,959,788
- Total liabilities, end of year
- $172,118
- Net assets, end of year
- $2,787,670
- Fair market value of assets
- $5,708,140
- Qualifying distributions
- $360,285
- Net investment income
- $298,151
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN K MOLLOY MOUNTAIN DEARBORN WHITING 370 MAIN, STREET, WORCESTER, MA 01608 | CO-TRUSTEE | 1 | $0 |
| FRANCIS J RUSSELL MOUNTAIN DEARBORN WHITING 370 MAIN, STREET, WORCESTER, MA 01608 | CO-TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN K MOLLOY MOUNTAIN DEARBORN WHITING 370 MAIN, STREET, WORCESTER, MA 01608 | CO-TRUSTEE | 1 | $0 |
| FRANCIS J RUSSELL MOUNTAIN DEARBORN WHITING 370 MAIN, STREET, WORCESTER, MA 01608 | CO-TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 370 MAIN ST STE 800, WORCESTER, MA 01608-1741
- In care of
- % THOMAS R MOUNTAIN
- Signed the 990-PF
- ANN MOLLOY, CO-TRUSTEE
- Phone
- (508) 459-7268
- Return prepared by
- SPINELLI CPA PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6836265
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,959,788
- Income (IRS master file)
- $967,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $298,151 | $407,055 | $2,959,788 | IRS |
| 990-PF | December 2023 | $263,854 | $340,584 | $2,905,988 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 04-6836265).
Questions about J IRVING & JANE L ENGLAND CHARITABLE TR 081691
- What is the EIN of J IRVING & JANE L ENGLAND CHARITABLE TR 081691?
- The employer identification number (EIN) of J IRVING & JANE L ENGLAND CHARITABLE TR 081691 is 04-6836265.
- Is J IRVING & JANE L ENGLAND CHARITABLE TR 081691 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to J IRVING & JANE L ENGLAND CHARITABLE TR 081691 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J IRVING & JANE L ENGLAND CHARITABLE TR 081691 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J IRVING & JANE L ENGLAND CHARITABLE TR 081691 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 J IRVING & JANE L ENGLAND CHARITABLE TR 081691 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 J IRVING & JANE L ENGLAND CHARITABLE TR 081691?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does J IRVING & JANE L ENGLAND CHARITABLE TR 081691 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $298,151, expenses of $407,055 and total assets of $2,959,788 at year end.
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