Nonprofit · EIN 04-6957171
JOSEPH OGORMAN TR
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $210,690 | $140,579 | $70,111 | $1,798,201 | $0 | $1,798,201 |
| August 31, 2024 | 990-PF | $125,372 | $242,088 | -$116,716 | $1,726,385 | $0 | $1,726,385 |
| August 31, 2023 | 990-PF | $183,826 | $64,720 | $119,106 | $1,844,567 | $0 | $1,844,567 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $53,715
- Net gain from sales of assets
- $140,804
- Other income
- $16,171
Expenses
- Grants and similar amounts paid
- $111,108
- Compensation of officers, directors and key employees
- $5,601
- Disbursements for charitable purposes
- $114,468
- Excise tax on investment income
- $2,505
Balance sheet and other
- Total assets, start of year
- $1,726,385
- Total assets, end of year
- $1,798,201
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,798,201
- Fair market value of assets
- $2,623,383
- Qualifying distributions
- $114,468
- Net investment income
- $194,519
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110 | TRUSTEE | 1 | $5,601 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110 | TRUSTEE | 1 | $4,958 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMBRIDGE TRUST COMPANY 75 STATE STREET 18TH FLOOR, BOSTON, MA 02109 | TRUSTEE | 1 | $4,882 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST STE 901 # BOS-301, BOSTON, MA 02110-2717
- In care of
- % CAMBRIDGE TRUST COMPANY
- Signed the 990-PF
- EASTERN BANK, Executive VP
- Phone
- (617) 441-1548
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6957171
- 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
- 2002
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $1,798,201
- Income (IRS master file)
- $823,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $210,690 | $140,579 | $1,798,201 | XML |
| 990-PF | August 2024 | $125,372 | $242,088 | $1,726,385 | XML |
| 990-PF | August 2023 | $183,826 | $64,720 | $1,844,567 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 04-6957171).
Questions about JOSEPH OGORMAN TR
- What is the EIN of JOSEPH OGORMAN TR?
- The employer identification number (EIN) of JOSEPH OGORMAN TR is 04-6957171.
- Is JOSEPH OGORMAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JOSEPH OGORMAN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JOSEPH OGORMAN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH OGORMAN TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH OGORMAN TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JOSEPH OGORMAN TR?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,601 (EASTERN BANK, TRUSTEE).
- How much revenue does JOSEPH OGORMAN TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $210,690, expenses of $140,579 and total assets of $1,798,201 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations