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Nonprofit · EIN 52-7099484

MARIAN HANCOCK BURGESS FOUNDATION

Tax-exempt · CHELMSFORD, MA 01824

Financials

$29K$9K2023$89K$22K2024$50K$26K2025
Revenue Expenses · by fiscal year end
Financials of MARIAN HANCOCK BURGESS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$50,318$25,836$24,482$493,668$0$493,668
December 31, 2024990-PF$89,174$22,140$67,034$469,186$0$469,186
December 31, 2023990-PF$29,314$9,278$20,036$402,308$0$402,308
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20,000
Dividends
$23,338
Interest
$326
Net gain from sales of assets
$6,654

Expenses

Grants and similar amounts paid
$23,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$24,145
Excise tax on investment income
$421

Balance sheet and other

Total assets, start of year
$469,186
Total assets, end of year
$493,668
Total liabilities, end of year
$0
Net assets, end of year
$493,668
Fair market value of assets
$867,890
Qualifying distributions
$24,145
Net investment income
$30,318

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
ALLEN BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
BENTON BURGESS
50 2ND LANE, CHELMSFORD, MA 01832
TRUSTEE1$0
ANN W BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
ELIZABETH DOWELL
505 WISCHMAN AVENUE, ORELAND, PA 19075
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ALLEN BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
BENTON BURGESS
50 2ND LANE, CHELMSFORD, MA 01832
TRUSTEE1$0
ANN W BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
ELIZABETH DOWELL
505 WISCHMAN AVENUE, ORELAND, PA 19075
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ALLEN BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
BENTON BURGESS
50 2ND LANE, CHELMSFORD, MA 01832
TRUSTEE1$0
ANN W BURGESS
228 HIGHLAND AVE, WEST NEWTON, MA 02465
TRUSTEE1$0
ELIZABETH DOWELL
505 WISCHMAN AVENUE, ORELAND, PA 19075
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 4063, CHELMSFORD, MA 01824-0763
In care of
% ALLEN BURGESS
Signed the 990-PF
BENTON BURGESS, TRUSTEE
Phone
(978) 835-3854
Return prepared by
TYLER LYNCH 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 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
52-7099484
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
2001
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$493,668
Income (IRS master file)
$102,670

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$50,318$25,836$493,668IRS
990-PFDecember 2024$89,174$22,140$469,186IRS
990-PFDecember 2023$29,314$9,278$402,308XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 52-7099484).

Questions about MARIAN HANCOCK BURGESS FOUNDATION

What is the EIN of MARIAN HANCOCK BURGESS FOUNDATION?
The employer identification number (EIN) of MARIAN HANCOCK BURGESS FOUNDATION is 52-7099484.
Is MARIAN HANCOCK BURGESS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MARIAN HANCOCK BURGESS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARIAN HANCOCK BURGESS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARIAN HANCOCK BURGESS FOUNDATION 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 MARIAN HANCOCK BURGESS FOUNDATION 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 MARIAN HANCOCK BURGESS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MARIAN HANCOCK BURGESS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,318, expenses of $25,836 and total assets of $493,668 at year end.

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