Nonprofit · EIN 22-2775612
JOHN E ROSENTHAL CHARITABLE TRUST
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $700,289 | $273,972 | $426,317 | $1,139,195 | $0 | $1,139,195 |
| December 31, 2024 | 990-PF | $19,160 | $43,425 | -$24,265 | $712,878 | $0 | $712,878 |
| December 31, 2023 | 990-PF | -$2,017 | $116,199 | -$118,216 | $722,215 | $72 | $722,143 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $600,000
- Dividends
- $19,461
- Net gain from sales of assets
- $80,828
Expenses
- Grants and similar amounts paid
- $265,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $268,400
- Excise tax on investment income
- $1,299
Balance sheet and other
- Total assets, start of year
- $712,878
- Total assets, end of year
- $1,139,195
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,139,195
- Fair market value of assets
- $1,177,691
- Qualifying distributions
- $268,400
- Net investment income
- $99,189
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 |
|---|---|---|---|
| JOHN E ROSENTHAL 11 WILEY STREET, GLOUCESTER, MA 01930 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E ROSENTHAL 11 WILEY STREET, GLOUCESTER, MA 01930 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E ROSENTHAL 11 WILEY STREET, GLOUCESTER, MA 01930 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 12 BROADWAY, BEVERLY, MA 01915-4418
- Signed the 990-PF
- JOHN E ROSENTHAL, TRUSTEE
- Phone
- (617) 965-2200
- Return prepared by
- PKF JND PC
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
- 22-2775612
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,139,195
- Income (IRS master file)
- $1,328,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $700,289 | $273,972 | $1,139,195 | IRS |
| 990-PF | December 2024 | $19,160 | $43,425 | $712,878 | XML |
| 990-PF | December 2023 | -$2,017 | $116,199 | $722,215 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 22-2775612).
Questions about JOHN E ROSENTHAL CHARITABLE TRUST
- What is the EIN of JOHN E ROSENTHAL CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN E ROSENTHAL CHARITABLE TRUST is 22-2775612.
- Is JOHN E ROSENTHAL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to JOHN E ROSENTHAL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN E ROSENTHAL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN E ROSENTHAL CHARITABLE 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 JOHN E ROSENTHAL CHARITABLE 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 JOHN E ROSENTHAL CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN E ROSENTHAL CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $700,289, expenses of $273,972 and total assets of $1,139,195 at year end.
Other nonprofits in BEVERLY
- ENDICOTT COLLEGE EIN 04-2103567 · last filed 990 for 2025
- YMCA OF THE NORTH SHORE INC EIN 04-2104913 · last filed 990 for 2025
- ESSEX COUNTY COMMUNITY FDN INC EIN 04-3407816 · last filed 990 for 2025
- HOPEFUL JOURNEYS EDUCATIONAL CENTER INC EIN 80-0457637 · last filed 990 for 2025
- BUILD HEALTH INTERNATIONAL INC EIN 46-4300024 · last filed 990-PF for 2025
- MONTSERRAT COLLEGE OF ART INC EIN 52-1859814 · last filed 990 for 2025
- SHORE COUNTRY DAY SCHOOL EIN 04-2104926 · last filed 990 for 2025
- BASS RIVER DAY ACTIVITY PROGRAM INC EIN 04-2512466 · last filed 990 for 2025