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Nonprofit · EIN 81-4728438

TORRICE FAMILY CHARITABLE TRUST

Tax-exempt · ANDOVER, MA 01810

Financials

$156K$197K2023$619K$179K2024
Revenue Expenses · by fiscal year end
Financials of TORRICE FAMILY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$619,012$178,508$440,504$686,377$0$686,377
December 31, 2023990-PF$156,065$197,213-$41,148$245,873$0$245,873
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$601,846
Dividends
$12,174
Interest
$477
Net gain from sales of assets
$4,515

Expenses

Grants and similar amounts paid
$168,936
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$168,936
Excise tax on investment income
$239

Balance sheet and other

Total assets, start of year
$245,873
Total assets, end of year
$686,377
Total liabilities, end of year
$0
Net assets, end of year
$686,377
Fair market value of assets
$713,184
Qualifying distributions
$168,936
Net investment income
$17,166

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN G TORRICE
43 CANTERBURY STREET, ANDOVER, MA 01810
TRUSTEE0$0
SUSAN T FRANSON
34 FORBES AVENUE, BURLINGTON, MA 01803
TRUSTEE0$0
ELIZABETH A DONAGHEY
2 POINT ROAD, GLOUCESTER, MA 01930
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STEPHEN G TORRICE
43 CANTERBURY STREET, ANDOVER, MA 01810
TRUSTEE0$0
SUSAN T FRANSON
34 FORBES AVENUE, BURLINGTON, MA 01803
TRUSTEE0$0
ELIZABETH A DONAGHEY
2 POINT ROAD, GLOUCESTER, MA 01930
TRUSTEE0$0

Address and contacts

Address (IRS master file)
43 CANTERBURY ST, ANDOVER, MA 01810-2850
Signed the 990-PF
STEPHEN TORRICE, TRUSTEE
Phone
(508) 423-8741
Return prepared by
MAMACOS BYSIEWICZ & ASSOCIATES LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-4728438
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$686,377
Income (IRS master file)
$645,995

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$619,012$178,508$686,377IRS
990-PFDecember 2023$156,065$197,213$245,873XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 81-4728438).

Questions about TORRICE FAMILY CHARITABLE TRUST

What is the EIN of TORRICE FAMILY CHARITABLE TRUST?
The employer identification number (EIN) of TORRICE FAMILY CHARITABLE TRUST is 81-4728438.
Is TORRICE FAMILY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to TORRICE FAMILY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TORRICE FAMILY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of TORRICE FAMILY CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TORRICE FAMILY CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TORRICE FAMILY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does TORRICE FAMILY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $619,012, expenses of $178,508 and total assets of $686,377 at year end.

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