Nonprofit · EIN 90-0961763
MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $132,096 | $28,958 | $103,138 | $3,514,103 | $0 | $3,514,103 |
| December 31, 2024 | 990 | $299,344 | $27,426 | $271,918 | $3,191,017 | $0 | $3,191,017 |
| December 31, 2023 | 990 | $215,556 | $24,466 | $191,090 | $2,797,169 | $0 | $2,797,169 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $8,902
- Program service revenue
- $0
- Investment income
- $123,194
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $28,958
Balance sheet and other
- Total assets, start of year
- $3,191,017
- Total assets, end of year
- $3,514,103
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,514,103
- Publicly traded securities
- $2,948,477
- Gross receipts
- $132,096
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2013
- State of legal domicile
- MA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R MICHAEL CASSIDY ESQ | CHAIR Trustee or director, Officer | 1 | $0 |
| RICHARD C VAN NOSTRAND ESQ ESQ | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA BALIAN ALLEN MS PCC | TRUSTEE Trustee or director | 1 | $0 |
| JESSE M BOODOO | TRUSTEE Trustee or director | 1 | $0 |
| ELISABETH O DA SILVA | TRUSTEE Trustee or director | 1 | $0 |
| PHYLLIS FEDERICO | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY E HAYES | TRUSTEE Trustee or director | 1 | $0 |
| FRANK E HILL III | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM KENNEDY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID B KRIEGER MD | TRUSTEE Trustee or director | 1 | $0 |
| LYNNE SOUTTER | TRUSTEE Trustee or director | 1 | $0 |
| AZIZAH P YASIN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A CLARISSA WRIGHT ESQ | CHAIR Trustee or director, Officer | 1 | $0 |
| R MICHAEL CASSIDY ESQ | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA BALIAN ALLEN MS PCC | TRUSTEE Trustee or director | 1 | $0 |
| MANISHA H BHATT ESQ | TRUSTEE Trustee or director | 1 | $0 |
| JESSE M BOODOO | TRUSTEE Trustee or director | 1 | $0 |
| ELISABETH O DA SILVA | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY E HAYES | TRUSTEE Trustee or director | 1 | $0 |
| FRANK E HILL III | TRUSTEE Trustee or director | 1 | $0 |
| DAVID B KRIEGER MD | TRUSTEE Trustee or director | 1 | $0 |
| ERNEST L SARASON JR | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD C VAN NOSTRAND ESQ | TRUSTEE Trustee or director | 1 | $0 |
| AZIZAH P YASIN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A CLARISSA WRIGHT ESQ | CHAIR Trustee or director, Officer | 1 | $0 |
| R MICHAEL CASSIDY ESQ | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RITA BALIAN ALLEN MS PCC | TRUSTEE Trustee or director | 1 | $0 |
| MANISHA H BHATT ESQ | TRUSTEE Trustee or director | 1 | $0 |
| JESSE M BOODOO | TRUSTEE Trustee or director | 1 | $0 |
| ELISABETH O DA SILVA | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY E HAYES | TRUSTEE Trustee or director | 1 | $0 |
| FRANK E HILL III | TRUSTEE Trustee or director | 1 | $0 |
| DAVID B KRIEGER MD | TRUSTEE Trustee or director | 1 | $0 |
| ERNEST L SARASON JR | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD C VAN NOSTRAND ESQ | TRUSTEE Trustee or director | 1 | $0 |
| AZIZAH P YASIN | TRUSTEE Trustee or director | 1 | $0 |
| PAULA BAGGER THROUGH 63023 | CHAIR Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- ONE BEACON STREET 10TH FLOOR, BOSTON, MA 02108-3120
- In care of
- % RBS CITIZENS NA
- Principal officer (990 for 2025)
- RODNEY DOWELL, ONE BEACON STREET 10TH FLOOR, BOSTON, MA 02108
- Signed the 990
- RODNEY DOWELL, EXECUTIVE DIRECTOR
- Phone
- (617) 728-8700
- Website
- MASSBBO.ORG
- Return prepared by
- AAFCPAS INC
Mission
TO PROVIDE PARTICIPANTS WITH REIMBURSEMENTS OF QUALIFIED HEALTH CARE EXPENSES THAT ARE EXCLUDABLE FROM THE PARTICIPANT'S GROSS INCOME.
Program accomplishments
- TO PROVIDE PARTICIPANTS WITH REIMBURSEMENTS OF QUALIFIED HEALTH CARE EXPENSES THAT ARE EXCLUDABLE FROM THE PARTICIPANT'S GROSS INCOME.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 90-0961763
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y34)
- Assets (IRS master file)
- $3,514,103
- Income (IRS master file)
- $132,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $132,096 | $28,958 | $3,514,103 | XML |
| 990 | December 2024 | $299,344 | $27,426 | $3,191,017 | XML |
| 990 | December 2023 | $215,556 | $24,466 | $2,797,169 | XML |
| 990 | December 2022 | $191,269 | $25,105 | $2,406,089 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 90-0961763).
Questions about MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST
- What is the EIN of MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST?
- The employer identification number (EIN) of MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST is 90-0961763.
- Is MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE 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 MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST?
- The 990 for the year ended December 31, 2025 names RODNEY DOWELL.
- Who are the officers and directors of MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MASSACHUSETTS BOARD OF BAR OVERSEERS WELFARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $132,096, expenses of $28,958 and total assets of $3,514,103 at year end.
Other nonprofits in BOSTON
- JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST EIN 04-3105469 · last filed 990 for 2024
- TRANSIT EMPLOYEES HEALTH AND WELFARE FUND EIN 82-3692932 · last filed 990 for 2024
- UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST EIN 20-8079417 · last filed 990 for 2025
- NP DR PHILLIPS LLC EIN 87-1032503 · last filed 990 for 2025
- JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST EIN 04-3228901 · last filed 990 for 2024
- NP CROSBY LLC EIN 86-3384698 · last filed 990 for 2025
- BOSTON PLASTERERS & CEMENT MASONS & ASPHALT LAYERS LOC 534 HLTH & WELF EIN 04-6049991 · last filed 990 for 2026
- NP 18TH & CHET LLC EIN 87-2048514 · last filed 990 for 2025
All nonprofits in BOSTON · Massachusetts · Mutual and membership benefit