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Nonprofit · EIN 06-1027404

ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST

Tax-exempt · LENOX, MA 01240

Financials

$9K$21K2023$32K$24K2024$50K$25K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,503$24,899$24,604$268,915$0$268,915
December 31, 2024990-PF$31,553$24,425$7,128$244,299$0$244,299
December 31, 2023990-PF$9,290$21,347-$12,057$237,445$0$237,445
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,418
Net gain from sales of assets
$39,085

Expenses

Grants and similar amounts paid
$15,904
Compensation of officers, directors and key employees
$6,985
Disbursements for charitable purposes
$18,489
Excise tax on investment income
$609

Balance sheet and other

Total assets, start of year
$244,299
Total assets, end of year
$268,915
Total liabilities, end of year
$0
Net assets, end of year
$268,915
Fair market value of assets
$439,115
Qualifying distributions
$18,489
Net investment income
$49,503

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
Beacon Bank
25 B MAIN STREET, LENOX, MA 01240
TRUSTEE1$5,602
Drury Patz
7 CHURCH STREET, CANAAN, CT 06018
CO-TRUSTEE1$1,383
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Berkshire Bank
25 B MAIN STREET, LENOX, MA 01240
TRUSTEE1$5,315
Drury Patz
7 CHURCH STREET, CANAAN, CT 06018
CO-TRUSTEE1$1,272
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Berkshire Bank
25 B MAIN STREET, LENOX, MA 01240
TRUSTEE1$4,595
Drury Patz
7 CHURCH STREET, CANAAN, CT 06018
CO-TRUSTEE1$1,132

Address and contacts

Address (IRS master file)
25 B MAIN STREET, LENOX, MA 01240-2311
In care of
% TRUST CO OF THE BERKSHIRES NA
Signed the 990-PF
JANICE E WARD, SVP
Phone
(855) 843-4716
Return prepared by
DELOITTE TAX 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
06-1027404
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$268,915
Income (IRS master file)
$63,716

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$49,503$24,899$268,915IRS
990-PFDecember 2024$31,553$24,425$244,299IRS
990-PFDecember 2023$9,290$21,347$237,445XML
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 06-1027404).

Questions about ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST

What is the EIN of ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST?
The employer identification number (EIN) of ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST is 06-1027404.
Is ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL 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 ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL 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 ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $5,602 (Beacon Bank, TRUSTEE).
How much revenue does ROBERT COWEN SELLEW SR AND ROBERT COWEN SELLEW JR MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,503, expenses of $24,899 and total assets of $268,915 at year end.

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