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Mortimer P Howard Tr U W Fleet Bank Of Massachusetts

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$7.39k (2023)

Expenses
$16.7k (2023)

Total Assets
$191k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,389
Expenses
$16,662
Net Income
-$9,273
Net Assets
$191,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,208
70.5%
Sales of Assets $1,625
22.0%
Other Income $556
7.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,869
83.2%
Compensation of Officers* $2,959
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $191,174
Total Liabilities $0
Net Assets $191,174
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,959 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,456
Expenses
$17,818
Net Income
-$23,274
Net Assets
$200,523
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,060
Sales of Assets -$9,516
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,937
78.2%
Compensation of Officers* $3,131
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $200,523
Total Liabilities $0
Net Assets $200,523
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,131 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,562
Expenses
$12,749
Net Income
$32,813
Net Assets
$223,775
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,383
9.6%
Sales of Assets $41,179
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,216
72.3%
Compensation of Officers* $3,618
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $223,775
Total Liabilities $0
Net Assets $223,775
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $3,618 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,846
Expenses
$11,728
Net Income
$5,118
Net Assets
$189,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,625
21.5%
Sales of Assets $13,221
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,900
75.9%
Compensation of Officers* $3,036
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $189,527
Total Liabilities $1
Net Assets $189,526
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $3,036 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,931
Expenses
$15,492
Net Income
-$2,561
Net Assets
$185,523
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,836
37.4%
Sales of Assets $8,041
62.2%
Other Income $54
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,846
82.9%
Compensation of Officers* $2,902
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,524
Total Liabilities $1
Net Assets $185,523
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,902 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,936
Expenses
$15,704
Net Income
$1,232
Net Assets
$190,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,159
24.6%
Sales of Assets $12,777
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,378
78.8%
Compensation of Officers* $2,984
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $190,198
Total Liabilities $0
Net Assets $190,198
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,984 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,450
Expenses
$12,542
Net Income
$5,908
Net Assets
$188,639
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,061
22.0%
Sales of Assets $14,362
77.8%
Other Income $27
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,854
78.6%
Compensation of Officers* $2,922
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $188,639
Total Liabilities $0
Net Assets $188,639
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,922 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,209
Expenses
$12,382
Net Income
-$11,173
Net Assets
$186,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,078
> 100%
Sales of Assets -$2,869
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,772
78.9%
Compensation of Officers* $2,717
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $186,189
Total Liabilities $0
Net Assets $186,189
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,717 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,674
Expenses
$12,537
Net Income
-$4,863
Net Assets
$198,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,711
61.4%
Sales of Assets $2,762
36.0%
Other Income $201
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,601
84.6%
Compensation of Officers* $2,915
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $198,229
Total Liabilities $0
Net Assets $198,229
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,915 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,951
Expenses
$12,625
Net Income
-$6,674
Net Assets
$203,608
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,240
71.2%
Sales of Assets $1,711
28.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,191
80.7%
Compensation of Officers* $3,139
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $203,608
Total Liabilities $0
Net Assets $203,608
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $3,139 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,500
Expenses
$11,955
Net Income
$6,545
Net Assets
$205,551
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,079
27.5%
Sales of Assets $13,484
72.9%
Other Income -$63
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,640
80.6%
Compensation of Officers* $3,014
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $205,551
Total Liabilities $0
Net Assets $205,551

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,430
Expenses
$11,346
Net Income
$4,084
Net Assets
$199,246
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,860
31.5%
Sales of Assets $10,588
68.6%
Other Income -$18
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,250
81.5%
Compensation of Officers* $3,051
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $199,246
Total Liabilities $0
Net Assets $199,246

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,034
Expenses
$12,367
Net Income
$3,667
Net Assets
$195,768
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,178
32.3%
Sales of Assets $11,020
68.7%
Other Income -$164
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,059
81.3%
Compensation of Officers* $3,065
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $195,768
Total Liabilities $0
Net Assets $195,768

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

About 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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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