Nonprofit · EIN 85-2092356
TRUSTEY FAMILY FOUNDATION TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $274,589 | $492,317 | -$217,728 | $7,812,830 | $0 | $7,812,830 |
| December 31, 2024 | 990-PF | $367,503 | $3,084,301 | -$2,716,798 | $8,029,610 | $0 | $8,029,610 |
| December 31, 2023 | 990-PF | $8,173,420 | $4,401,951 | $3,771,469 | $10,747,705 | $0 | $10,747,705 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $196,380
- Interest
- $15,527
- Net gain from sales of assets
- $62,682
Expenses
- Grants and similar amounts paid
- $475,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $479,000
- Excise tax on investment income
- $4,133
Balance sheet and other
- Total assets, start of year
- $8,029,610
- Total assets, end of year
- $7,812,830
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,812,830
- Fair market value of assets
- $8,960,215
- Qualifying distributions
- $479,000
- Net investment income
- $308,822
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 |
|---|---|---|---|
| KRISTINE M TRUSTEY 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | TRUSTEE | 5 | $0 |
| SEAN D MCGRAW 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | TRUSTEE | 5 | $0 |
| ROBERT G BANNISH ONE FEDERAL STREET 25TH FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE M TRUSTEY 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | TRUSTEE | 5 | $0 |
| SEAN D MCGRAW 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | TRUSTEE | 5 | $0 |
| ROBERT G BANNISH ONE FEDERAL STREET 25TH FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE M TRUSTEY 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | DIRECTOR | 5 | $0 |
| SEAN D MCGRAW 3 WILLIAM FAIRFIELD DRIVE, WENHAM, MA 01984 | DIRECTOR | 5 | $0 |
| ROBERT G BANNISH ONE FEDERAL STREET 25TH FLOOR, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ONE FEDERAL STREET 25TH FLOOR, BOSTON, MA 02110-2048
- In care of
- % ROBERT G BANNISH
- Signed the 990-PF
- ROBERT G BANNISH, TRUSTEE
- Phone
- (617) 557-7413
- Return prepared by
- ANDERSEN TAX 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 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
- 85-2092356
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,812,830
- Income (IRS master file)
- $795,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $274,589 | $492,317 | $7,812,830 | IRS |
| 990-PF | December 2024 | $367,503 | $3,084,301 | $8,029,610 | IRS |
| 990-PF | December 2023 | $8,173,420 | $4,401,951 | $10,747,705 | XML |
| 990-PF | December 2021 | – | – | – | 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 85-2092356).
Questions about TRUSTEY FAMILY FOUNDATION TRUST
- What is the EIN of TRUSTEY FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of TRUSTEY FAMILY FOUNDATION TRUST is 85-2092356.
- Is TRUSTEY FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to TRUSTEY FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUSTEY FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUSTEY FAMILY FOUNDATION TRUST 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 TRUSTEY FAMILY FOUNDATION TRUST 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 TRUSTEY FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRUSTEY FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,589, expenses of $492,317 and total assets of $7,812,830 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations