Nonprofit · EIN 20-6490965
MARY F BIRTWISTLE IRRV TR
Tax-exempt · PLYMOUTH, MA 02360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,969 | $38,054 | -$16,085 | $341,448 | $0 | $341,448 |
| December 31, 2024 | 990-PF | $22,191 | $34,566 | -$12,375 | $357,506 | $0 | $357,506 |
| December 31, 2023 | 990-PF | $12,958 | $42,942 | -$29,984 | $370,146 | $0 | $370,146 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,108
- Net gain from sales of assets
- $4,861
Expenses
- Grants and similar amounts paid
- $30,423
- Compensation of officers, directors and key employees
- $6,483
- Disbursements for charitable purposes
- $33,359
- Excise tax on investment income
- $241
Balance sheet and other
- Total assets, start of year
- $357,506
- Total assets, end of year
- $341,448
- Total liabilities, end of year
- $0
- Net assets, end of year
- $341,448
- Fair market value of assets
- $484,900
- Qualifying distributions
- $33,359
- Net investment income
- $21,820
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 |
|---|---|---|---|
| PLIMOTH INVESTMENT ADVISORS 38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360 | TRUSTEE | 1 | $6,483 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PLIMOTH INVESTMENT ADVISORS 38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360 | TRUSTEE | 1 | $5,920 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PLIMOTH INVESTMENT ADVISORS 38 RESNIK ROAD SUITE 202, PLYMOUTH, MA 02360 | TRUSTEE | 1 | $5,849 |
Address and contacts
- Address (IRS master file)
- 38 RESNIK RD STE 202, PLYMOUTH, MA 02360-7214
- In care of
- % DBA PLIMOTH INVESTMENT ADVISORS
- 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 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
- 20-6490965
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $341,448
- Income (IRS master file)
- $42,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,969 | $38,054 | $341,448 | IRS |
| 990-PF | December 2024 | $22,191 | $34,566 | $357,506 | IRS |
| 990-PF | December 2023 | $12,958 | $42,942 | $370,146 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 20-6490965).
Questions about MARY F BIRTWISTLE IRRV TR
- What is the EIN of MARY F BIRTWISTLE IRRV TR?
- The employer identification number (EIN) of MARY F BIRTWISTLE IRRV TR is 20-6490965.
- Is MARY F BIRTWISTLE IRRV TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to MARY F BIRTWISTLE IRRV TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY F BIRTWISTLE IRRV TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY F BIRTWISTLE IRRV TR 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 F BIRTWISTLE IRRV TR 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 F BIRTWISTLE IRRV TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,483 (PLIMOTH INVESTMENT ADVISORS, TRUSTEE).
- How much revenue does MARY F BIRTWISTLE IRRV TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,969, expenses of $38,054 and total assets of $341,448 at year end.
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