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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-3766488

MARK OBRIEN MEMORIAL SCHOLARSHIP

Also known as EQUITABLE ADVISORS

Tax-exempt · HOLDEN, MA 01520

Financials

$11K$7K2023$13K$6K2024$13K$9K2025
Revenue Expenses · by fiscal year end
Financials of MARK OBRIEN MEMORIAL SCHOLARSHIP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$12,587$8,732$3,855$54,874$0$54,874
December 31, 2024990-EZ$12,792$6,436$6,356$51,019$0$51,019
December 31, 2023990-EZ$11,410$7,372$4,038$44,663$0$44,663
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,700
Net income from fundraising events
$9,887

Expenses

Grants and similar amounts paid
$7,500
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$900
Other expenses
$332
Program services (functional)
$7,500

Balance sheet and other

Total assets, start of year
$51,019
Total assets, end of year
$54,874
Total liabilities, end of year
$0
Net assets, end of year
$54,874
Cash, savings and investments
$54,874
Gross receipts
$23,985

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CONNOR O'BRIENBOARD OF DIRECTOR1$0
SHANNON DULUDEBOARD OF DIRECTOR1$0
WAYNE PENNIMANPRESIDENT2$0
JAMES KELLEYVICE PRESIDENT2$0
STEVE KELLEYSECRETARY2$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
CONNOR O'BRIENBOARD OF DIRECTOR1$0
SHANNON DULUDEBOARD OF DIRECTOR1$0
WAYNE PENNIMANPRESIDENT2$0
JAMES KELLEYVICE PRESIDENT2$0
STEVE KELLEYSECRETARY2$0
990-EZ for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CONNOR O'BRIENBOARD OF DIRECTOR1$0
SHANNON DILUDEBOARD OF DIRECTOR1$0
WAYNE PENNIMANPRESIDENT2$0
JIMMY KELLEYVICE PRESIDENT2$0
STEVE KELLEYSECRETARY2$0

Address and contacts

Address (IRS master file)
CO WAYNE PENNIMAN 40 BLAIR DRIVE, HOLDEN, MA 01520-0000
In care of
% WAYNE PENNIMAN
Signed the 990-EZ
WAYNE PENNIMAN, PRESIDENT
Phone
(508) 826-5968
Return prepared by
STOWE & DEGON LLC

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN GRADES 9-12 AT THE BANCROFT SCHOOL, LOCATED AT 110 SHORE DRIVE, WORCESTER, MA IN MEMORY OF MARK O'BRIEN.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • THE ORGANIZATION IS CURRENTLY ACCUMULATING MONIES TO FUND SCHOLARSHIPS FOR STUDENTS IN GRADES 9 TO 12 AT THE BANCROFT SCHOOL LOCATED AT 110 SHORE DRIVE IN WORCESTER, MA.
  • FUNDING OF THE LEWIS SCHOLARSHIP AND THE ALICIA STONE SCHOLARSHP AT BANCROFT SCHOOL LOCATED AT 110 SHOARE DRIVE IN WORCESTER, MA
    Expenses $7,500 · grants $7,500

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for MARK OBRIEN MEMORIAL SCHOLARSHIP

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
86-3766488
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2023
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82)
Assets (IRS master file)
$54,874
Income (IRS master file)
$23,985

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$12,587$8,732$54,874XML
990-EZDecember 2024$12,792$6,436$51,019XML
990-EZDecember 2023$11,410$7,372$44,663XML
990-EZDecember 2022–––IRS
990-EZDecember 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 86-3766488).

Questions about MARK OBRIEN MEMORIAL SCHOLARSHIP

What is the EIN of MARK OBRIEN MEMORIAL SCHOLARSHIP?
The employer identification number (EIN) of MARK OBRIEN MEMORIAL SCHOLARSHIP is 86-3766488.
Is MARK OBRIEN MEMORIAL SCHOLARSHIP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to MARK OBRIEN MEMORIAL SCHOLARSHIP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MARK OBRIEN MEMORIAL SCHOLARSHIP file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MARK OBRIEN MEMORIAL SCHOLARSHIP 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 MARK OBRIEN MEMORIAL SCHOLARSHIP last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of MARK OBRIEN MEMORIAL SCHOLARSHIP?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MARK OBRIEN MEMORIAL SCHOLARSHIP have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $12,587, expenses of $8,732 and total assets of $54,874 at year end.

Other nonprofits in HOLDEN

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