Nonprofit · EIN 05-0481805
MARY C JOLLY TRUST AGREEMENT
Tax-exempt · WESTERLY, RI 02891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $17,396 | $65,410 | -$48,014 | $272,789 | $0 | $272,789 |
| December 31, 2024 | 990-PF | $36,343 | $9,486 | $26,857 | $320,349 | $0 | $320,349 |
| December 31, 2023 | 990-PF | $22,690 | $22,413 | $277 | $293,331 | $0 | $293,331 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,040
- Net gain from sales of assets
- $3,356
Expenses
- Grants and similar amounts paid
- $55,550
- Compensation of officers, directors and key employees
- $4,714
- Disbursements for charitable purposes
- $58,371
- Excise tax on investment income
- $198
Balance sheet and other
- Total assets, start of year
- $320,349
- Total assets, end of year
- $272,789
- Total liabilities, end of year
- $0
- Net assets, end of year
- $272,789
- Fair market value of assets
- $410,995
- Qualifying distributions
- $58,371
- Net investment income
- $17,396
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Washington Trust Company 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $4,714 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Washington Trust Company 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $4,771 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Washington Trust Company 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $4,472 |
Address and contacts
- Address (IRS master file)
- 23 BROAD STREET, WESTERLY, RI 02891-1879
- In care of
- % WASHINGTON TRUST COMPANY TTEE
- Signed the 990-PF
- ALISON R SCHOLLE, VICE PRESIDENT
- Phone
- (401) 654-4815
- Return prepared by
- KPMG 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 05-0481805
- 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
- Assets (IRS master file)
- $272,789
- Income (IRS master file)
- $94,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $17,396 | $65,410 | $272,789 | IRS |
| 990-PF | December 2024 | $36,343 | $9,486 | $320,349 | IRS |
| 990-PF | December 2023 | $22,690 | $22,413 | $293,331 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 05-0481805).
Questions about MARY C JOLLY TRUST AGREEMENT
- What is the EIN of MARY C JOLLY TRUST AGREEMENT?
- The employer identification number (EIN) of MARY C JOLLY TRUST AGREEMENT is 05-0481805.
- Is MARY C JOLLY TRUST AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MARY C JOLLY TRUST AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY C JOLLY TRUST AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY C JOLLY TRUST AGREEMENT 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 C JOLLY TRUST AGREEMENT 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 C JOLLY TRUST AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,714 (The Washington Trust Company, Trustee).
- How much revenue does MARY C JOLLY TRUST AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,396, expenses of $65,410 and total assets of $272,789 at year end.
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