Nonprofit · EIN 46-1606139
NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC
Tax-exempt · WOBURN, MA 01801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,162,603 | $971,000 | $191,603 | $626,131 | $0 | $626,131 |
| December 31, 2024 | 990-PF | $1,052,316 | $832,850 | $219,466 | $434,528 | $0 | $434,528 |
| December 31, 2023 | 990-PF | $552,217 | $671,801 | -$119,584 | $215,061 | $0 | $215,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,150,000
- Interest
- $103
- Other income
- $12,500
Expenses
- Grants and similar amounts paid
- $970,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $971,000
- Excise tax on investment income
- $1
Balance sheet and other
- Total assets, start of year
- $434,528
- Total assets, end of year
- $626,131
- Total liabilities, end of year
- $0
- Net assets, end of year
- $626,131
- Fair market value of assets
- $626,131
- Qualifying distributions
- $971,000
- Net investment income
- $103
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 |
|---|---|---|---|
| Mary Elizabeth Mawn Ferullo 275 Mishawum Road, Woburn, MA 01801 | Director | 0.5 | $0 |
| Alicia J Mawn Mahlau 275 Mishawum road, Woburn, MA 01801 | Director | 0.5 | $0 |
| James J Mawn 275 Mishawum road, Woburn, MA 01801 | President - Director | 0.5 | $0 |
| Francis Kenney 275 Mishawum road, Woburn, MA 01801 | Treasurer - Director | 0.5 | $0 |
| Michelle Arnold 275 Mishawum road, Woburn, MA 01801 | Clerk - Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Elizabeth Mawn Ferullo 275 Mishawum Road, Woburn, MA 01801 | Director | 0.5 | $0 |
| Alicia J Mawn Mahlau 275 Mishawum road, Woburn, MA 01801 | Director | 0.5 | $0 |
| James J Mawn 275 Mishawum road, Woburn, MA 01801 | President - Director | 0.5 | $0 |
| Francis Kenney 275 Mishawum road, Woburn, MA 01801 | Treasurer - Director | 0.5 | $0 |
| Michelle Arnold 275 Mishawum road, Woburn, MA 01801 | Clerk - Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Elizabeth Mawn-Ferullo 275 Mishawum Road, Woburn, MA 01801 | Director | 0.5 | $0 |
| Alicia J Mawn-Mahlau 275 Mishawum Road, Woburn, MA 01801 | Director | 0.5 | $0 |
| James J Mawn 275 Mishawum Road, Woburn, MA 01801 | President/Director | 0.5 | $0 |
| Francis Kenney 275 Mishawum Road, Woburn, MA 01801 | Treasurer/Director | 0.5 | $0 |
| Michelle Arnold 275 Mishawum Road, Woburn, MA 01801 | Clerk/Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 275 MISHAWUM RD, WOBURN, MA 01801-8805
- In care of
- % JAMES MAWN
- Signed the 990-PF
- Joseph Lussier, Treasurer
- Phone
- (781) 569-5400
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
- 46-1606139
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $626,131
- Income (IRS master file)
- $1,162,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,162,603 | $971,000 | $626,131 | XML |
| 990-PF | December 2024 | $1,052,316 | $832,850 | $434,528 | XML |
| 990-PF | December 2023 | $552,217 | $671,801 | $215,061 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 46-1606139).
Questions about NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC
- What is the EIN of NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC is 46-1606139.
- Is NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC 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 NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC 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 NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORTHERN BANK & TRUST CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,162,603, expenses of $971,000 and total assets of $626,131 at year end.
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