Mentor Charitable Fund Inc

Boston, MA
Tax-exempt since Sept. 2000
EIN: 04-3502631

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$66.8k (2025)

Expenses

$93.3k (2025)

Total Assets

$419k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$66,767

Expenses

$93,329

Net Income

-$26,562

Net Assets

$418,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,669	22.0%
Sales of Assets	$52,342	78.4%
Other Income	-$244

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,139	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$418,797
Total Liabilities	$0
Net Assets	$418,797

Compensation

Key Employees and Officers	Compensation	Other
Diana B Malcolm (Trustee)	$0	$0
Jessica C Welch (President)	$0	$0
Jonathan M Bentley (Treasurer)	$0	$0
Mark R Perry (Secretary)	$0	$0

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990-PF

Filed on Dec. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$39,551

Expenses

$44,692

Net Income

-$5,141

Net Assets

$445,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,709	39.7%
Sales of Assets	$24,718	62.5%
Other Income	-$876

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,259	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$445,359
Total Liabilities	$0
Net Assets	$445,359

Compensation

Key Employees and Officers	Compensation	Other
Diana B Malcolm (Trustee)	$0	$0
Jessica C Welch (President)	$0	$0
Jonathan M Bentley (Treasurer)	$0	$0
Mark R Perry (Secretary)	$0	$0

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990-PF

Filed on Feb. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$70,790

Expenses

$43,373

Net Income

$27,417

Net Assets

$444,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,965	16.9%
Sales of Assets	$59,193	83.6%
Other Income	-$368

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,710	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$444,853
Total Liabilities	$0
Net Assets	$444,853

Compensation

Key Employees and Officers	Compensation	Other
Diana B Malcolm (Trustee)	$0	$0
Jessica C Welch (President)	$0	$0
Jonathan M Bentley (Treasurer)	$0	$0
Mark R Perry (Secretary)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$28,563

Expenses

$46,044

Net Income

-$17,481

Net Assets

$419,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,165	42.6%
Sales of Assets	$16,891	59.1%
Other Income	-$493

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,544	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$419,429
Total Liabilities	$0
Net Assets	$419,429

Compensation

Key Employees and Officers	Compensation	Other
Diana B Malcolm (Trustee)	$0	$0
Jessica C Welch (President)	$0	$0
Jonathan M Bentley (Trustee)	$0	$0
Mark R Perry (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$54,982

Expenses

$43,800

Net Income

$11,182

Net Assets

$436,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,016	21.9%
Sales of Assets	$43,527	79.2%
Other Income	-$561

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,800	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,910
Total Liabilities	$1
Net Assets	$436,909

Compensation

Key Employees and Officers	Compensation	Other
Judith L Blotnick (Trustee)	$0	$0
Diana B Malcolm (Trustee)	$0	$0
J Timothy Delaney (Clerk)	$0	$0
Jessica C Welch (President)	$0	$0
Mark R Maccallum (Treasurer)	$0	$0
Abbott Lowell (Trustee)	$0	$0

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990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$2,981

Expenses

$35,516

Net Income

-$32,535

Net Assets

$425,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,315	> 100%
Sales of Assets	$0
Other Income	-$889

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,760	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,728
Total Liabilities	$1
Net Assets	$425,727

Compensation

Key Employees and Officers	Compensation	Other
Judith L Blotnick (Trustee)	$0	$0
Diana B Malcolm (Trustee)	$0	$0
J Timothy Delaney (Clerk)	$0	$0
Jessica C Welch (President)	$0	$0
Mark R Maccallum (Treasurer)	$0	$0
Abbott Lowell (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$39,105

Expenses

$33,602

Net Income

$5,503

Net Assets

$451,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,298	34.0%
Sales of Assets	$27,305	69.8%
Other Income	-$1,498

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,091	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$451,643
Total Liabilities	$0
Net Assets	$451,643

Compensation

Key Employees and Officers	Compensation	Other
Judith L Blotnick (Trustee)	$0	$0
Diana B Malcolm (Trustee)	$0	$0
J Timothy Delaney (Clerk)	$0	$0
Jessica C Welch (President)	$0	$0
Mark R Maccallum (Treasurer)	$0	$0
Abbott Lowell (Trustee)	$0	$0

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990-PF

Filed on Oct. 31, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$38,256

Expenses

$31,761

Net Income

$6,495

Net Assets

$453,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,497	43.1%
Sales of Assets	$23,749	62.1%
Other Income	-$1,990

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,775	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,054
Total Liabilities	$0
Net Assets	$453,054

Compensation

Key Employees and Officers	Compensation	Other
James H Lowell 2 Nd (Trustee)	$0	$0
Susan W Lowell (Trustee)	$0	$0
Diana B Malcolm (Trustee)	$0	$0
J Timothy Delaney (President)	$0	$0
Barbara Kiperman (Clerk)	$0	$0
Mark R Maccallum (Treasurer)	$0	$0
Abbott Lowell (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$5,402

Expenses

$25,885

Net Income

-$20,483

Net Assets

$446,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,017	> 100%
Sales of Assets	-$9,256
Other Income	-$2,359

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,750	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$446,559
Total Liabilities	$0
Net Assets	$446,559

Compensation

Key Employees and Officers	Compensation	Other
James H Lowell 2 Nd (Trustee)	$0	$0
Susan W Lowell (Trustee)	$0	$0
Barbara Kiperman (Secretary &)	$0	$0
Mark R Maccallum (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2015

Revenue

$42,133

Expenses

$25,900

Net Income

$16,233

Net Assets

$437,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,500	17.8%
Interest Revenue	$0
Dividends	$19,247	45.7%
Sales of Assets	$17,867	42.4%
Other Income	-$2,481

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$437,132
Total Liabilities	$0
Net Assets	$437,132

Compensation

Key Employees and Officers	Compensation	Other
James H Lowell 2 Nd (Trustee)	$0	$0
Susan W Lowell (Trustee)	$0	$0
Shannon Mataragas (Clerk)	$0	$0
Patrick B Mccoy (President)	$0	$0
John Cunningham (Treasurer)	$0	$0

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990-PF

Filed on Aug. 31, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2014

Revenue

$36,292

Expenses

$25,616

Net Income

$10,676

Net Assets

$420,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	27.6%
Interest Revenue	$0
Dividends	$18,290	50.4%
Sales of Assets	$10,149	28.0%
Other Income	-$2,147

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$420,899
Total Liabilities	$0
Net Assets	$420,899

Compensation

Key Employees and Officers	Compensation	Other
James H Lowell 2 Nd (Director)	$0	$0
Susan W Lowell (Director)	$0	$0
Rosamond Smith (Clerk And Di)	$0	$0
Patrick B Mccoy (President)	$0	$0

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990-PF

Filed on Nov. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$6,420

Expenses

$26,043

Net Income

-$19,623

Net Assets

$410,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,828	> 100%
Sales of Assets	$0
Other Income	$62	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$410,223
Total Liabilities	$0
Net Assets	$410,223

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$20,097

Expenses

$23,664

Net Income

-$3,567

Net Assets

$429,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,868	83.9%
Sales of Assets	$2,507	12.5%
Other Income	$722	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,300	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$429,846
Total Liabilities	$0
Net Assets	$429,846

990-PF

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Mentor Charitable Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $66.8k (2025)

Expenses $93.3k (2025)

Total Assets $419k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$66.8k (2025)

Expenses

$93.3k (2025)

Total Assets

$419k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001