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Nonprofit · EIN 04-6908113

MARY E QUIRK IRREV TRUST

Tax-exempt · PLYMOUTH, MA 02360

Financials

$145K$265K2023$164K$286K2024$203K$303K2025
Revenue Expenses · by fiscal year end
Financials of MARY E QUIRK IRREV TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$203,243$302,928-$99,685$2,306,954$0$2,306,954
December 31, 2024990-PF$164,160$286,453-$122,293$2,406,448$0$2,406,448
December 31, 2023990-PF$144,955$264,950-$119,995$2,528,321$0$2,528,321
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$127,747
Net gain from sales of assets
$75,496

Expenses

Grants and similar amounts paid
$250,076
Compensation of officers, directors and key employees
$48,223
Disbursements for charitable purposes
$269,868
Excise tax on investment income
$2,387

Balance sheet and other

Total assets, start of year
$2,406,448
Total assets, end of year
$2,306,954
Total liabilities, end of year
$0
Net assets, end of year
$2,306,954
Fair market value of assets
$5,394,919
Qualifying distributions
$269,868
Net investment income
$202,732

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
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$48,223
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$42,779
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PLIMOTH INVESTMENT ADVISORS
38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360
TRUSTEE1$38,715

Address and contacts

Address (IRS master file)
38 RESNIK RD STE 202, PLYMOUTH, MA 02360-7214
In care of
% PLIMOTH TRUST COMPANY
Signed the 990-PF
TERESA PRUE, VICE PRESIDENT
Phone
(508) 591-6204
Return prepared by
ERNST & YOUNG US LLP

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
04-6908113
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,306,954
Income (IRS master file)
$444,363

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$203,243$302,928$2,306,954IRS
990-PFDecember 2024$164,160$286,453$2,406,448IRS
990-PFDecember 2023$144,955$264,950$2,528,321XML
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 04-6908113).

Questions about MARY E QUIRK IRREV TRUST

What is the EIN of MARY E QUIRK IRREV TRUST?
The employer identification number (EIN) of MARY E QUIRK IRREV TRUST is 04-6908113.
Is MARY E QUIRK IRREV TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to MARY E QUIRK IRREV TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MARY E QUIRK IRREV TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY E QUIRK IRREV TRUST 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 MARY E QUIRK IRREV TRUST 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 MARY E QUIRK IRREV TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $48,223 (PLIMOTH INVESTMENT ADVISORS, TRUSTEE).
How much revenue does MARY E QUIRK IRREV TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $203,243, expenses of $302,928 and total assets of $2,306,954 at year end.

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