Nonprofit · EIN 22-6597671
MARY DANA WELLS CHARITABLE TRUST
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $606,558 | $396,682 | $209,876 | $4,809,717 | $0 | $4,809,717 |
| March 31, 2025 | 990-PF | $378,468 | $380,143 | -$1,675 | $4,595,957 | $0 | $4,595,957 |
| March 31, 2024 | 990-PF | $226,502 | $343,914 | -$117,412 | $4,594,411 | $0 | $4,594,411 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $167,009
- Net gain from sales of assets
- $439,549
Expenses
- Grants and similar amounts paid
- $317,520
- Compensation of officers, directors and key employees
- $48,158
- Disbursements for charitable purposes
- $342,394
- Excise tax on investment income
- $7,769
Balance sheet and other
- Total assets, start of year
- $4,595,957
- Total assets, end of year
- $4,809,717
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,809,717
- Fair market value of assets
- $6,687,307
- Qualifying distributions
- $342,394
- Net investment income
- $606,558
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 4 | $48,158 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 4 | $46,353 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 4 | $42,243 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
- In care of
- % CITIZENS BANK
- Signed the 990-PF
- DONALD LUSTIG, TAX OFFICER
- Phone
- (401) 456-1156
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6597671
- 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
- 1993
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,809,717
- Income (IRS master file)
- $1,471,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $606,558 | $396,682 | $4,809,717 | XML |
| 990-PF | March 2025 | $378,468 | $380,143 | $4,595,957 | XML |
| 990-PF | March 2024 | $226,502 | $343,914 | $4,594,411 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 22-6597671).
Questions about MARY DANA WELLS CHARITABLE TRUST
- What is the EIN of MARY DANA WELLS CHARITABLE TRUST?
- The employer identification number (EIN) of MARY DANA WELLS CHARITABLE TRUST is 22-6597671.
- Is MARY DANA WELLS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MARY DANA WELLS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY DANA WELLS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY DANA WELLS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY DANA WELLS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MARY DANA WELLS CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $48,158 (CITIZENS N A, TRUSTEE).
- How much revenue does MARY DANA WELLS CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $606,558, expenses of $396,682 and total assets of $4,809,717 at year end.
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