Nonprofit · EIN 54-6692838
YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006
Also known as LISA Y ROURKE TTEE
Tax-exempt · BELMONT, MA 02478
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $189,063 | $297,079 | -$108,016 | $3,365,688 | $0 | $3,365,688 |
| December 31, 2024 | 990-PF | $164,011 | $204,290 | -$40,279 | $3,473,652 | $0 | $3,473,652 |
| December 31, 2023 | 990-PF | $134,764 | $167,676 | -$32,912 | $3,514,100 | $0 | $3,514,100 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $83,302
- Net gain from sales of assets
- $28,177
- Other income
- $77,584
Expenses
- Grants and similar amounts paid
- $292,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $293,388
- Excise tax on investment income
- $2,593
Balance sheet and other
- Total assets, start of year
- $3,473,652
- Total assets, end of year
- $3,365,688
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,365,688
- Fair market value of assets
- $5,318,031
- Qualifying distributions
- $293,388
- Net investment income
- $189,063
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 |
|---|---|---|---|
| LISA ROURKE 23 LOCUST STREET, BELMONT, MA 02478 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ROURKE 23 LOCUST STREET, BELMONT, MA 02478 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ROURKE 23 LOCUST STREET, BELMONT, MA 02478 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 23 LOCUST ST, BELMONT, MA 02478-3507
- In care of
- % LISA ROURKE
- Signed the 990-PF
- LISA ROURKE, TRUSTEE
- Phone
- (617) 484-3828
- Return prepared by
- RENNER AND COMPANY CPA 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
- 54-6692838
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,365,688
- Income (IRS master file)
- $260,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $189,063 | $297,079 | $3,365,688 | IRS |
| 990-PF | December 2024 | $164,011 | $204,290 | $3,473,652 | IRS |
| 990-PF | December 2023 | $134,764 | $167,676 | $3,514,100 | 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 54-6692838).
Questions about YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006
- What is the EIN of YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006?
- The employer identification number (EIN) of YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 is 54-6692838.
- Is YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 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 YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 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 YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does YOUNG-ROURKE CHARITABLE FOUNDATION TR U-A 04182006 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $189,063, expenses of $297,079 and total assets of $3,365,688 at year end.
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All nonprofits in BELMONT · Massachusetts · Philanthropy, voluntarism and grantmaking foundations